CRM

tmitch_sona
Participant

Multiple conditions for deal record layout

SOLVE

Hi - at the moment, conditional sections on a deal left column layout can only be based on one condition. We really need to be able to apply multiple conditions so different pipelines as well as different product selections etc can alter the way the deal record looks.

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

Multiple conditions for deal record layout

SOLVE

Hi @tmitch_sona,

 

This is unfortunately not possible at this stage. However, you can request this in the HubSpot Ideas section: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

 

As far as workarounds go, you could leverage a custom property and workflows to combine the information from multiple fields in one property and then use this one property for the conditional sidebars.

 

Have a great day!

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

Beratungstermin mit Karsten vereinbaren

 

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

Multiple conditions for deal record layout

SOLVE

Hi @tmitch_sona,

 

This is unfortunately not possible at this stage. However, you can request this in the HubSpot Ideas section: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

 

As far as workarounds go, you could leverage a custom property and workflows to combine the information from multiple fields in one property and then use this one property for the conditional sidebars.

 

Have a great day!

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
tmitch_sona
Participant

Multiple conditions for deal record layout

SOLVE

Thanks @karstenkoehler - thought that might be the case! Appreciated.

0 Upvotes