Required fields on Company Record

[GPFlores15]

What is the best way to make certain fields on the Company required.  If someone opens up a company record and any of those fields are NOT required, how would be the best way to have the user fill out those fields?  The main requirement to trigger this requirement is if the Company has any associated Deals.  Thanks for your feedback. 

[karstenkoehler · Accepted solution]

Hi @GPFlores15,

This is currently not possible directly, there is no feature which would, via pop-up or sidebar, would force a user to fill out certain fields.

Here are the ways that fields can be made required in HubSpot:

• During the creation of a record (e.g. create deal form, create company form)
• Conditionally, after the input of another property on the same record: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties
• When moving a record (ticket, deal, custom object, lead) to another status/stage: https://knowledge.hubspot.com/object-settings/set-up-and-customize-pipelines#set-up-conditional-stag...

What you're looking for is essentially this, already requested by others: https://community.hubspot.com/t5/HubSpot-Ideas/Make-properties-on-associated-records-required-when-m...

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. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

As far as workarounds go, if your source record is the deal and if the associated company should be updated, you would have to set up fields on the deal record which you make required during creation – and which then are copied from the deal into the associated company. The downside here is that during creation, you wouldn't see whether the values are already known and populated on the associated company. (This requires a Professional subscription.)

If the fields should be filled after the creation and not at the time of the creation, there are also ways to leverage view only properties, the approach would be:

• Create a single checkbox property on the deal object and make it view only
• Use a workflow that only checks this box when the associated company's values in your required fields are known
• Make the property required for moving the deal to the second, third, fourth etc stage

This would block the deal from progressing until the user updates the associated company's required fields. (This requires an Enterprise subscription.)

Have a great day!

[RubenBurdin · Accepted solution]

While you cannot make properties mandatory on a company record (unless it's the manual create record form or, as Karsten mentioned above, when a deal is moved from one stage to another), you can implement a workflow that checks if a company has an associated deal in a specific pipeline and is missing those core properties. Then you notify the record owner to update those respective properties for those companies.

If the company record is dependent on a deal being open, then you can create that custom property at the deal level, make it mandatory when the deal is created or when it is moved from stage A to stage B, and then copy the property value from the deal to the associated company.

[karstenkoehler · Accepted solution]

Hi @GPFlores15,

This is currently not possible directly, there is no feature which would, via pop-up or sidebar, would force a user to fill out certain fields.

Here are the ways that fields can be made required in HubSpot:

• During the creation of a record (e.g. create deal form, create company form)
• Conditionally, after the input of another property on the same record: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties
• When moving a record (ticket, deal, custom object, lead) to another status/stage: https://knowledge.hubspot.com/object-settings/set-up-and-customize-pipelines#set-up-conditional-stag...

What you're looking for is essentially this, already requested by others: https://community.hubspot.com/t5/HubSpot-Ideas/Make-properties-on-associated-records-required-when-m...

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. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

As far as workarounds go, if your source record is the deal and if the associated company should be updated, you would have to set up fields on the deal record which you make required during creation – and which then are copied from the deal into the associated company. The downside here is that during creation, you wouldn't see whether the values are already known and populated on the associated company. (This requires a Professional subscription.)

If the fields should be filled after the creation and not at the time of the creation, there are also ways to leverage view only properties, the approach would be:

• Create a single checkbox property on the deal object and make it view only
• Use a workflow that only checks this box when the associated company's values in your required fields are known
• Make the property required for moving the deal to the second, third, fourth etc stage

This would block the deal from progressing until the user updates the associated company's required fields. (This requires an Enterprise subscription.)

Have a great day!