Dynamic Fields / Conditional dropdown lists

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psx
Occasional Contributor

Hi I was looking into SuiteCRM (SugarCRM) – where it is possible to create dynamic fields – e.g. conditional dropdown list (What you select in one dropdown list decides what you can select in another drop down list.

 

Does something similar exist in HubSpot?

1 Accepted solution

Accepted Solutions
Community Thought Leader | Diamond Partner

Hi @psx

 

Yes, you can do this using dependant form fields. HubSpot only supports one level of depth but you can multiple dependant rules. 

 

More details here:  How to use dependent form fields

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
6 Replies 6
Community Thought Leader | Diamond Partner

Hi @psx

 

Yes, you can do this using dependant form fields. HubSpot only supports one level of depth but you can multiple dependant rules. 

 

More details here:  How to use dependent form fields

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Occasional Contributor

Hey Phil.

 

Sorry, I'm not sure this answers the question. 

 

Referencing this article: https://knowledge.hubspot.com/articles/kcs_article/forms/use-dependent-form-fields

 

 

What if instead of "United States" I wanted a user to select between "East Coast" or "West Coast" and then serve only the applicable states in a "State/Region" field. Would "East States" and "West States" have to be 2 different properties?

 

There should be a way to limit the available options served by "State/Region" based on the selection of "East Coast" or "West Coast". 

 

Gravity Forms' conditional logic is a perfect example of this in action. Surely HubSpot has this fuctionality? If not... Meh.

Regular Contributor

Has there been any progress on this, does anyone in here know? This is an absolutely essential feature for companies with multiple Business Units / Teams accross the globe.

 

I would even go further and would love to see the option to create fields where the drop down options are dynamic as well; e.g. a "US Universities" Drop Down property would automatically pull all HS companies marked as US Universities as options for this property - and keep it up to date if changes are being made to the HS comapnies (universities).

 

Could we get an update on this please? It doesn't seem like this issues has actually been solved despite its status saying so. @Phil_Vallender can you weigh in on this again please? Thanks! 

 

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Regular Contributor

Love it, we want to be able to do that in our CRM, not just when collecting forms. This would make classifying contacts easier as we have some multi-select lists with a lot of options

Occasional Contributor

yes we need this! cascade field on a contact or company

New Contributor

Totally agreed to it.

 

It's important for the business who have different BU's, where their contact profiles differ from one other