How to create a sub property of a contact-level property
SOLVE
I'm working on a lead qualification process and within that looking to create a list of Radio select labels for a certain contact property (simple to do by editing the properties in settings), however I would also like to have an additional prompt/property that the user must fill in when selecting specific labels.
E.g. if the user selects option 2, they must fill in a specific prompt, if they select option 5, they must fill in a different prompt.
Does anyone know if there is a way to do this, or if not a suitable workaround?
Unfortunately, this is not possible at this stage. HubSpot doesn't have any features for this kind of dependency/hierarchy.
The best workaround that I've found is to use very descriptive values, e.g.
Property 1
- "Value 1"
- "Value 2 (please specify in Property 2)"
- "Value 3"
- "Value 4"
- "Value 5 (please specify in Property 3)"
Property 2
...
Property 3
...
Far from ideal because the dependent fields cannot be made required – since they don't apply to all values in property 1 –, but better than nothing.
Another option would be to include all options in one level of hierarchy, again not ideal, since it doesn't work well in reports, but I wanted to share this option as well.
"Value 1"
"Value 2 – Sub-value 1"
"Value 2 – Sub-value 2"
"Value 3"
...
If you feel strongly about this being a feature, you can request it in the HubSpot Ideas section of the community. It's being monitored by the product team.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
I’ve noticed a similar idea already present in our Ideas Forum: Create property sub-levels in a hierarchy. To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.
Thank you.
Kristen
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How to create a sub property of a contact-level property
SOLVE
Thank you for your post @karstenkoehler ! I was actually considering these workarounds as an alternative but hopefully there will be a fully launched solution for this kind of matter soon!
Unfortunately, this is not possible at this stage. HubSpot doesn't have any features for this kind of dependency/hierarchy.
The best workaround that I've found is to use very descriptive values, e.g.
Property 1
- "Value 1"
- "Value 2 (please specify in Property 2)"
- "Value 3"
- "Value 4"
- "Value 5 (please specify in Property 3)"
Property 2
...
Property 3
...
Far from ideal because the dependent fields cannot be made required – since they don't apply to all values in property 1 –, but better than nothing.
Another option would be to include all options in one level of hierarchy, again not ideal, since it doesn't work well in reports, but I wanted to share this option as well.
"Value 1"
"Value 2 – Sub-value 1"
"Value 2 – Sub-value 2"
"Value 3"
...
If you feel strongly about this being a feature, you can request it in the HubSpot Ideas section of the community. It's being monitored by the product team.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
How to create a sub property of a contact-level property
SOLVE
Since it's been a year since this response, has there been any change in sub-properties? I'd love to have the option to do this as I manage my clients and would consider an upgrade if it was included.