HubSpot Ideas

Phil_Vallender

Conditional/Dynamic Dependant Dropdown Properties in forms and CRM

Dependant form fields are a great way of showing users different form fields/properties based on their selection in another.

 

In some situations, however, we really need to be able to show a subset of the values within one property based on the selection in another. 

 

For this we need to be able to create rule-based, conditional or dynamic dropdown fields that are also dependant on other properties. 

 

Forms are one use case for this, but some users also wish this was supported in the CRM UI, to assist internal users in making the right selections quickly.

HubSpot Updates
Delivered
December 18, 2023 06:32 AM

👋Hi all! Rachel from the HubSpot Product team here. Both Conditional Property Logic (surface/require properties depending on the value of another property) and Conditional Property Options (specify which options are shown for a property depending on the value of another property) are out to all Hubs, Professional+ subscription. 

In Beta
September 26, 2023 02:14 PM

👋Hi all! I’m Rachel from the HubSpot Product team. An update for you  - we are now in private beta for Conditional Property Logic, a feature that will enable you to surface/require properties depending on the value of another property. This logic will be triggered when users make edits to properties across the CRM - specifically, in the ‘create record’ form, on the record page, and on the index page. If a property is required, users will not be able to save their changes until the required property has been filled. 

 

Separately, we are also in private beta for a feature called Conditional Property Options. This feature enables admins to specify which options are shown for a property depending on the value selected for another property. During the initial beta period, this feature will only be enforced in the ‘create record’ form: When a user creates a record, they will be prevented from saving the new record if an incorrect option is selected based on the admin’s configuration.

 

Both features are available for all Hubs, Professional+ subscription. Your Customer Success Manager can request access to either beta on your behalf. We plan to moving these features to public beta in the near future based on usage and customer feedback, at which point customers will be able to opt in themselves. Thank you all for your feedback!!

January 31, 2023 11:14 AM

Update, 2/1: Due to an enthusiastic response, this research study is now fully booked. Thank you all for applying!

 

Previous message is below:

___

 

Hi everyone! My name is Kyle and I’m a Product Designer at HubSpot. Good to meet you!

Some good news: we’re aiming to add new functionality that will allow you to define conditional options for fields. With this, you'll be able to show options in one field based on a chosen option in another field. Based on what I’ve been reading here, I think this would solve many of your needs. But first, we have to test it to make sure it’s easy to use and understand. That’s where you come in.

Would any of you be interested in participating in a paid user research study, testing Conditional Property Options? In order to ensure that this feature is effective and easy-to-use, we need to test it with you, our users. That will help us understand how well it works and meets your expectations.

Session details:

- Participants will be paid upon completion of the session
- Session will require no more than 45 minutes of your time.
- Session will consist of a recorded Zoom call where you’ll complete tasks using a prototype of this new feature
- You’ll be asked to provide honest feedback as you go

Interested? Please sign up using this Google Form . If you qualify, we’ll reach out to set up a time to talk. Thank you, this study is now fully booked.

 

Once you’ve submitted the form:
If you qualify, you’ll receive an email within the next 48 hours with the subject, “Schedule a HubSpot UX Research Session”. Just pick a time and we'll do the rest. We’re looking forward to sharing this prototype with you and gathering your feedback.

32 Replies
LPereira3
Participant

We use HubSpot Teams and do have specific team properties, but this improvement is still very necessary for us. We have  global properties (eg. deal type) that the teams would then have to scroll and find their relevant deal type (the drop down list is loong).  If the team is selected from one property, then deal type should be conditional based on the team selected. Would save everyone a lot of time!!! 

CatherineReich
Member

Completely agree. 

 

We have a client with multiple locations, where certain lines of business are offered only at certain of those locations.

 

To me it's very strange that even with an enterprise account, I can't do progressive forms wherein if someone selects a location they can't see a list of only the lines of business at that location. 

GabrielaM
Member

We're a big corporation, so in order for our integration with our CRM to work, we need the State to always come from a predefined list (with duplicate internal values, just to keep you on your toes). But right now, this is basically impossible to do without the world's most complicated "form template" that people must always duplicate if they want to have the right fields in place.  This is just begging for problems to arise right now, and will only grow as a concern if we bring more local sales entities onboard. 

Please fix!

 

Mari558
Member

Yes please!

TJWright
Participant

Yes we need this sort of feature, when asking customers to fill in our forms such as asking when their operating times are (opening and closing time) - there is no option to create a field for them to fill in using "free text" but within specific formatting rules (eg. HH:MM AM/PM).

CArcher
Contributor

This is really important for progressive audience segmentation using forms. Our company serves many industries, with many segments, and even subsegments. We have a lot of content offers that allow us to progressively develop our contacts when we nurture with new gated content. I'd prefer to just create one dropdown property for each of Industry, Segment, and Subsegment, then limit what is visible in dropdowns lower on the hierarchy based on what was selected above. Unfortunately, right now I must create a new property for each. E.g if my Industry property options were Telecom and Manufacturing, I would need to create a "Telecom Segment" property and a "Manufacturing Segment" property, and this just cascades down. If I have 10 industries each with 5 segments, that's 51 properties (including Industry)! Makes it much harder to manage when list-building...

tcxen
Contributor | Platinum Partner

Would love to see this implemented. 

Jzitek
Contributor

Our organiziation would really like to see this option available.

DMickelson
Member

We are currently tracking our deals in a spreadsheet with this capability an need this option to successfully transfer to using deals in HubSpot.  

VVilski1
Participant

This would drastically reduce the number of options in our drop-down fields. Please make this an option!! 

Sujay
Member

I think this idea should be required. 'dependent fields' already work in forms, so why don't they work for deals?

jocallaghanSD
Member

We'd really like to see this implemented. 

NButchart
Member

This would be a critical update for our business! So many uses for contacts, companies, partners, etc.

Bob2245
Top Contributor | Platinum Partner

Absolutely necessary for multinational retailers. Client of ours delivers to countries across the globe, and Province/Region is a required field in their shipping process. It cannot be handled by a single line text field as this is prone to errors. So the dropdown options are dependent on the country. Since the shipping is done in an external system, this means:

  • A dropdown field for each relevant country in the world that consists of provinces/regions
  • Integration rules for each relevant country, i.e. "if country = US, fetch the States field", "if country = CA, fetch the Provinces - CA field"

Many hours of development work and a convoluted solution, that could be done much more elegantly.

 

Other use case: I want to present my dropdown options in the native language of my visitor. If I want to do that now, I'd have to create a separate dropdown field for each language. This is a nightmare when it comes to segmenting. Take the country field for example. Every time I want to create a segment of contacts with Country = US, I'd have to query all the dropdowns in all the different languages, for their translation of 'US'. 

 

This really doesn't scale.

Stephanle
Member

Would be great to see this implemented. 

BvanRoekel
Member

Absoluely a must. Especially when selecting a country, only show the appropiate states or provinces.

APonam
Member

I don't know if this forum really works! But giving a shot anyway!

It is crucial for any sales team to know how a particular region/sales team is performing. We can add the properties, but it time consuming for the sales guys to update so many fields for us to run a report. CRM is supposed to help eliminate excel sheets. Would be great if you guys could consider this request.

PJoshi_ISP
Member

This is an absolutely important feature which provides depth and enrichment to the customer profile based on the journey. Selecting a stage and a sub-stage, category and a sub category etc. It eradicates the need for the user to make a selection based on thier own judgement thus reducing errors. I feel the impact of this feature is huge and we need it asap. I hope this idea is taken up for development soon.

SueLa
Member

This would be very useful

 

LFrieden
Member

This seems like a fairly straightforward feature that most of HubSpot's competitors offer. Can a team member from HubSpot comment and let us know if this is something that's been considered for the development roadmap? Thank you!