Currently when defining the views for a record within hubspot we have
the option on the left hand side to set groups of properties being visible based on a condition being true. It would be good to replicate this functionality for the overview and right side bar views as well that show associated records. This would enable users to view only the information needed for a record and not have empty tabs where associations wouldn’t exist. This would mean users would have a less cluttered view and see the valuable information for a record more easily.
Current functionality available for the left hand side view:
Editor view for overview and right side bar without conditional logic:
+1 the new "overview" card are excellent, but clients need to have different views depending, for example, of the pipeline. It would also be useful to condition line items view depending on pipeline
The ability to add a single object report in the middle column is great, but I would love the ability to make it conditional.
We have a custom object that we use to track field requests for 3 different field teams. We have a report to show how many field requests we have scheduled for each team by week so we can see where we have capacity. Because we have 3 teams for 3 types of request, I have to have 3 separate report cards in the middle column and the user needs to look at the relevant one to that request. It would love to improve the user experience by only showing the card with the report relevant to that request by using conditional logic.
Please add in conditional logic so we can customize Tabs visibility only when they apply. For example: I created a Corporate Accounts Plan Tab in a company record to house a lot of useful corporate account properties. These won't apply if the account is not a Corporate Company, therefore it makes no sense for it to be visible in just any company record. If this could PLEASE be implemented soon that would be amazing.
Jumping in on this one, this would be a huge improvement. We are currently stuck with middle columns that we tried to have fit all sorts of different record types. This would be especially useful for custom objects. We have various accounts that we use with an "Account" type custom object - however, login credentials versus a purchase account with a vendor are completely different, and it's a pain in the butt to have to have all sorts of different fields that are all blank depending on the record type.
Another option would be "Sites", another type of custom object. We want the middle column to display pre-purchase information if we haven't yet acquired the site, and we would like the middle column to display information on sites that are held in our portfolio after we have acquired them. We can do that on the left sidebar based on what pipeline the record is in, but apparently we can't in the middle column. It seems like a simple fix.
This is definitely something that should be added! We have multiple pipelines because of different statuses needed based on ticket type. However, we have team members that work across multiple teams/pipelines and they are unable to see everything they need to because they can only be assigned one team view. This is causing friction between teams because they are unable to see what they absolutely need to see.
Being able to put in place "IF pipeline is 'X' THEN display 'X' cards" would be a total gamechanger.
For the love of everything please add this as an option. Team views are crazy and this would solve so many problems for a lot of accounts, making teams (and hubspot in general) more effiencet.
I absolutely love the middle column custom tabs, etc. I really hope conditional logic becomes possible soon for both the properties shown and the tabs shown. (tabs based on teams and or property values). Thanks!
I have a huge custom implementation using the middle columns if anyone from HubSpot would like to see examples! 🙂
It doesn't make sense why they would have it available on the left-side nav bar but NOT in the center Overview tab cards. It's illogical. PLEASE add this ASAP!
I just hit this wall today, we'd like to cut down on middle column clutter. Our use case is a ticket pipeline for members requesting certain types of subscription changes (cancel, pause, upgrade, downgrade). We'd like to only display pause properties in the middle column when the pause type is selected in another property. And so on with the other requests types. This product update would solve the issue.
Completely agree on this one. We have a number of different types of companies we interact with, some which are direct customers and others that are involved in our processes (e.g. surveyors, lawyers). The information that is relevant, including the association cards we want to display such as deal information, therefore very much depends on the company type. This seems like a really key feature to me as otherwise everything ends up with a one size fits all few. Another option/ additional element of this would be to have the ability to display/ hide tabs based on a property, thereby allowing the grouping of all information dependant on the company type to be grouped together and displayed on the relevant records.
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