We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RMA pipeline, but we don't need to see that field on the ticket for our "Enhancement Request" pipeline.
Hi all! An update for you - we are now in private beta for a feature that will enable you to customize the ‘Create record’ form by deal, ticket, or custom object pipeline. This means that different properties will be displayed on the ‘Create record’ form depending on which pipeline a user selects.
Your CSM can request access to this beta on your behalf. We plan to move this feature to public beta in the near feature based on usage and customer feedback, at which point customers will be able to opt in themselves.
Hi everyone - I'm Rachel from the CRM Product team. I wanted to post a quick status update on this idea. We’re actively working on a feature that will enable you to customize the ‘Create record’ form by deal, ticket, or custom object pipeline. This means that different properties will be displayed on the ‘Create record’ form depending on which pipeline a user selects. This falls into the first category of work that Jeff mentioned in his previous post (record creation). I hope to post here soon with more updates.
Thank you for your input and please keep the feedback coming!
Hello HubSpot community! Thanks as always for your great feedback and use cases.
I would separate the work needed here into two areas:
We are strongly considering more work for both of these areas, thanks to your feedback. I have no firm timeline to share, but this work is important. It lines up with our focus on making the CRM more configurable to your business, and streamlined for your reps.
Will post again when I have more to share.
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