CRM

jonjieviduya
Member

Is it possible to require a property when updating company/deal/contact?

SOLVE

Is it possible to require a property when updating company/deal/contact? Upon asking my friend, he said it can only be required upon creation. For example, I want to make the first_name field required when creating contact, but also, when updating contact, I also want it to be required. Is it possible? and How?

 

Thank you 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to require a property when updating company/deal/contact?

SOLVE

@jonjieviduya it's currently not possible in the HubSpot user interface to force someone to fill a field after updating first and last name. This can't be done yet.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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jonjieviduya
Member

Is it possible to require a property when updating company/deal/contact?

SOLVE

@karstenkoehler Meaning, I can create a conditional logic to make it required when updating a deal/company/contact?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to require a property when updating company/deal/contact?

SOLVE

 @jonjieviduya you would specify which field updates would trigger the required fields, but yes. These fields also have to be enumeration properties, see the link I shared. For example, it can't be free text.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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jonjieviduya
Member

Is it possible to require a property when updating company/deal/contact?

SOLVE

@karstenkoehler  So for free text, what would be the solution? It is actually first_name and last_name

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to require a property when updating company/deal/contact?

SOLVE

@jonjieviduya it's currently not possible in the HubSpot user interface to force someone to fill a field after updating first and last name. This can't be done yet.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Is it possible to require a property when updating company/deal/contact?

SOLVE

Hi @jonjieviduya,

 

That is currently not possible, no. The closest would be conditional logic which lets you define fields that must be filled based on other filled fields: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
jonjieviduya
Member

Is it possible to require a property when updating company/deal/contact?

SOLVE

@karstenkoehler meaning, I can create a conditional logic to make it required when updating a deal/company/contact?

0 Upvotes