HubSpot Ideas

JWingate2

Enable Conditional Logic for Index Customization Based on Teams

I would love the ability to create logic in the Index Customization page in the Object Settings. This would allow admins to set what default views are available based on teams in a given object.

 

The value is for new users to be set up out of the box, but as they start working and get more comfortable, they can customize it to their day-to-day use case.

2 Replies
franksteiner79
Recognized Expert

Hi @JWingate2 - care to elaborate, maybe throw in a screenshot or sketch?

I am not really following what it is you would like to be able to do, might just be the current European heatwave getting to me... 😊

JWingate2
Guide | Elite Partner

@franksteiner79

 

For sure! The heat wave on the East Coast in America is pretty serious as well, so I feel you haha

 

Adding logic to the default views - so we can customize which "team" (HubSpot Users & Teams) can have that default view. The use case I have experienced is that you have two separate Customer Experience teams, each look at their tickets differently, and they would like for the default view to be set so as new users come into HubSpot and are added to CX Team 1 or CX Team 2, it is set up and customized for their team.

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