(Beta) Form Builder using Custom Objects Properties
The new Beta form doesn't allow the use of properties from custom objects, it would be wonderful to have that ability on the Legacy Form.
The lack of this ability causes unneeded properties to be created so we can then workflow the property to the Custom Object/Create the Record in the Custom Object.
I'm Ian the Product Manager on Forms. Thanks for your feedback, delighted to hear you've been testing out the new forms beta. We don't support custom object properties yet but we do plan to add them to the new editor. We don't have timelines yet.
I fully agree if the beta form editor replaces the legacy form editor without the ability to add properties from custom objects our usage of hubspot forms will be severly hindered to the point of needing to find a new solution for forms.
I'm Ian the Product Manager on Forms. Thanks for your feedback, delighted to hear you've been testing out the new forms beta. We don't support custom object properties yet but we do plan to add them to the new editor. We don't have timelines yet.
This is the main reason we haven't switched over (and won't until COs are supported). We have lots of custom object-only forms (so no contact properties on them at all).
Here's a fix until Custom Objects are allowed in the new Beta Forms Editor:
Create your properties in the Custom Object
Clone your Custom Object properties to either the Company or Contact object
**Be sure to associate your Custom Object with whichever object have the cloned properties
Add those Company or Contact properties to your Beta Form editor
Create a workflow to copy the Company or Contact property values to corresponding the Custom Object properties
Trigger: form submission
Re-enrollment: form submission (optional based on use case)
Action: Create Record or Edit Record (depends if you want to create a new record or edit an existing one)
If you're not seeing your Custom Object, see the sub-bullet in step #2
If you need multi-step forms, this is probably your best option. If you don't need multi-step forms, I'd probably suggest sticking with the legacy form editor for now.