CRM

Youssef_Bahnasi
Member | Platinum Partner
Member | Platinum Partner

Issues with Assigning Properties and Teams in Views

SOLVE

When I assign a property card to a specific view in HubSpot, it applies the changes to all views instead of just the selected one. How can I fix this issue to ensure changes are limited to the intended view only?

Additionally, I encountered the following challenges:

  1. Comment Issue When Assigning a Team to Another View:
    When I attempt to assign a team to a different view, the platform shows me this comment (screenshot attached).

  2. Assigning Teams to Multiple Views:
    Is there a way to assign a team to multiple views simultaneously?

Your insights on resolving these issues would be greatly appreciated!

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1 Accepted solution
RubenBurdin
Solution
Top Contributor

Issues with Assigning Properties and Teams in Views

SOLVE

Hello @Youssef_Bahnasi 

Let’s separate what’s global from what’s view‑specific and then clean up the team assignment logic

1. A property card is a reusable object; if the same card lives in several record views, any edit to it updates everywhere. To confine changes to one view, open Settings → Objects → [Object] → Record Customization, pick the exact view in the left panel, click the card’s ⋮ menu, choose Clone card, edit the clone, then remove the original card from that view. Because the clone is unique, future edits stay isolated (HubSpot Knowledge Base

2. If you edited a system default card instead of cloning first, HubSpot propagated the change by design; roll it back with Reset card or delete and replace it with a cloned version to restore per‑view independence (HubSpot Knowledge Base

3. The blue tooltip in your screenshot (“Team is currently assigned to another view”) is HubSpot telling you each team can have one record view per object. Before you can assign Western Canada to this new layout, open the view it currently owns, click Assign Teams, uncheck the box, save, then return and assign the team to the new view

4. Because of that one‑view‑per‑team rule, you can’t give a single team multiple layouts at once. What is allowed is the reverse: a single view can serve multiple teams, so if two regions should share an identical layout, just tick both teams in the Assign Teams dialog. 

5. Need per‑rep flexibility inside a shared view? Toggle User permissions on the property list card; that lets individual users rearrange or hide properties without affecting teammates, giving them personal control while the underlying team view stays intact .

6. Quick recap: clone the card before you edit, reset any unintended global edits, unassign the team from its old view before reassigning, and remember a team can live in only one view at a time. 

Hope this helps.

RubenBurdin_0-1747141067277.png

Ruben Burdin 

Real-Time Data Sync Between any CRM or Database | Founder @Stacksync(YC W24)

Disclamer: I occasionally use AI to organize my thoughts and provide better answers

Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
Stacksync Banner

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0 Upvotes
1 Reply 1
RubenBurdin
Solution
Top Contributor

Issues with Assigning Properties and Teams in Views

SOLVE

Hello @Youssef_Bahnasi 

Let’s separate what’s global from what’s view‑specific and then clean up the team assignment logic

1. A property card is a reusable object; if the same card lives in several record views, any edit to it updates everywhere. To confine changes to one view, open Settings → Objects → [Object] → Record Customization, pick the exact view in the left panel, click the card’s ⋮ menu, choose Clone card, edit the clone, then remove the original card from that view. Because the clone is unique, future edits stay isolated (HubSpot Knowledge Base

2. If you edited a system default card instead of cloning first, HubSpot propagated the change by design; roll it back with Reset card or delete and replace it with a cloned version to restore per‑view independence (HubSpot Knowledge Base

3. The blue tooltip in your screenshot (“Team is currently assigned to another view”) is HubSpot telling you each team can have one record view per object. Before you can assign Western Canada to this new layout, open the view it currently owns, click Assign Teams, uncheck the box, save, then return and assign the team to the new view

4. Because of that one‑view‑per‑team rule, you can’t give a single team multiple layouts at once. What is allowed is the reverse: a single view can serve multiple teams, so if two regions should share an identical layout, just tick both teams in the Assign Teams dialog. 

5. Need per‑rep flexibility inside a shared view? Toggle User permissions on the property list card; that lets individual users rearrange or hide properties without affecting teammates, giving them personal control while the underlying team view stays intact .

6. Quick recap: clone the card before you edit, reset any unintended global edits, unassign the team from its old view before reassigning, and remember a team can live in only one view at a time. 

Hope this helps.

RubenBurdin_0-1747141067277.png

Ruben Burdin 

Real-Time Data Sync Between any CRM or Database | Founder @Stacksync(YC W24)

Disclamer: I occasionally use AI to organize my thoughts and provide better answers

Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
Stacksync Banner
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