HubSpot Ideas

SamBanksProdo

Conditional Field Dropdown Values

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

HubSpot Updates
January 31, 2023 11:13 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.

In Planning
December 21, 2022 07:13 AM

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

6 Replies
DominiqueV
Participant | Partner

I've been asked many times for this by my HubSpot clients. For one client I setup 252 state dropdowns depending on the country property. That was a lot of work to bypass this missing feature. 

callie
Contributor

This realllly needs to be a part of the required pipeline properties. When we're collecting data/additional context on closed lost reasons, for example, things get quite muddy.

CDouglas4
Member

I back required pipeline properties! ^

We have a range of products that need different properties. For example, one of our products needs 8 different billing properties filled in upon contract signing, while our other products don't  (don't ask, its a better solution than we've been working with). We do not have seperate product pipelines to reduce mental load on the sales team in managing their deals so what would be ideal would be conditional rules around this feature. 

If "Product" = "X", then 'these' properties display as required fields upon stage movement.

shajones
HubSpot Product Team

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

Designer-Kyle
HubSpot Product Team

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.

DominiqueV
Participant | Partner

If this means I can move away from the 255 state dropdown properties that now are dependent fields and move to just one country and one state dropdown that automatically filters the states of the selected country, **bleep** yeah, sign me up!