CRM

tmitch_sona
Participante

Multiple conditions for deal record layout

resolver

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 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Multiple conditions for deal record layout

resolver

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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2 Respuestas 2
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Multiple conditions for deal record layout

resolver

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.

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tmitch_sona
Participante

Multiple conditions for deal record layout

resolver

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

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