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milosuma
Contributor

How can I add a column in a Contacts > View for a Source Form

SOLVE

I am trying to find a way to filter records by the website forms they submitted, based on which the record was created (or updated).
I would also like to display this information in a column of the view.
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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How can I add a column in a Contacts > View for a Source Form

SOLVE

Hi @milosuma 

 

You've got two immeadiate choices available to you as columns:

 

  • First conversion - the first form submitted, possibly the one that created the contact, along with the page it was submitted on
  • Recent converion - the last form submitted, along with the page

If neither of these meet your requirements, you might need to use hidden form fields or workflows to create data that does. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How can I add a column in a Contacts > View for a Source Form

SOLVE

Hi @milosuma 

 

You've got two immeadiate choices available to you as columns:

 

  • First conversion - the first form submitted, possibly the one that created the contact, along with the page it was submitted on
  • Recent converion - the last form submitted, along with the page

If neither of these meet your requirements, you might need to use hidden form fields or workflows to create data that does. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
milosuma
Contributor

How can I add a column in a Contacts > View for a Source Form

SOLVE

Thank you. I kept searching for "form" and "submission", when, of course, other conversion sources are possible.