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Hey HubSpot,
We love the use of conditional functionality now within the HubSpot CRM. However, we do struggle with it only being limited to show "If Field A's value is X, then show Field B"
What we're looking to achieve is, "If Field A's Value is this, then show Field B with only options X, Y and Z".
Essentially, we're finding it quite difficult for both reporting and data management purposes to create separate properties to consolidate certain values i.e.
Example
If Location is "Newcastle" then show "Buildings" with only "Newcastle Building A" / "Newcastle Building B" as options despite hosting other locations in the same field as values.
A lot of other systems support this so would love to see it implemented - this also applies to both CRM sidebars and forms
Thank you
Sam
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.
Hi folks,
I’m Shay Jones, the Product Manager on the CRM product team.
I'm happy to report that this Idea is now In Planning! Our team is actively researching and scoping out a solution for this feature.
The product development process is always filled with unexpected bumps and hurdles, so I can't give a timeline, but I am confident in saying we'll deliver this feature as soon as possible. If you are interested in giving feedback while we are in the research phase, please send me a message and we can set up some time to chat.
All updates will be relayed on this thread, so stay tuned!
Best,
Shay
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