Field Dependencies for Contact Properties

SteveJenns

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly.

 

For example, I would only want certain fields to be editable against a contact record if another field against the contact had a certain value.

 

Thanks!

Steve

182 Replies
matthewfoys
Member

yeah me too guys. Really want this feature so that no questions asked. The reps will all line up to fill up the necessary fields and not forget

danieldirks
Participant

yes, please, we are waiting for this!

DonnaL
Member

For the ability to have a sort of "sub-properties" that will be filled out dependent on the answers to the first property. 

 

As an example (and to make it easy to understand)

 

If a contact type was selected as a Specialist, could then a sub-property come up which can be ticked such as:

- Ankles

- Feet

- Hands

- Heart

 

I hope that makes it easier to understand 🙂

sgagliano
Participant | Gold Partner

YES!

megananderson
Participant

Would be great to have this on tickets to categorize service issues more effectively!

danieldirks
Participant

+1 here

MissTipsi
Top Contributor

Considering switching CRM and amazed this is not an option (at least not in Professional package, not sure about Enterprise). This and the total mess with date filters and lack of relative dates are serious drawbacks and potentially dealbreakers.

richardwalsh
Participant | Platinum Partner

It would be great if we could create conditional or dependent property values.

 

For example, I have two properties, let's call them Property A and Property B.

 

Property A is a drop-down with let's say 10 values.

eg. Tradeshow, Conference, etc...

 

Property B is a drop-down with 30 values, 10 of each are directly related to the 10 values of Property A.

Tradeshow A, Tradeshow B, Tradeshow C,  Conference A, Conference B, Conference C, etc...

 

Now if I select value 1 in Property A, Property B's available options drop down to the 10 that are related to Property A.

 

eg. Property A = Tradeshow, Property B = Lists only "Tradeshow A, Tradeshow B, Tradeshow C" as available to select.

 

I realize this would require a massively custom solution, and the things we as partners could provide our customers would become endless in terms of solutions and ease of use inside of the product.

 

Currently, our workaround is to add additional values into Property B to identify what group they belong to.

Eg. -- Tradeshow --, Tradeshow A, Tradeshow B, -- Conference --, Conference A, Conference B

 

Second to the above idea, it would be also helpful if based on the user's selection of value, set that property B is required. In an instance where property A does not need further macro data then we would need B to be required.

rlyons
Member

This is needed SO BADLY. It's one of the only downsides we see with the system, especially when other software has this capability. We're getting negative feedback from staff about UI- any update on progress being made?

MickeyFineGrain
Participant

Hi, 

Any update on this development? It would be great to be able to have subsets of properties as well for example if I chose optiions X from a drop down, I can then choose from options XX, XY, or XZ.

Status updated to: Being Reviewed
Dylan
HubSpot Product Team

Hello HubSpot Community, 

Thank you as always for your continued feedback, it helps us build a great product.

We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. Dependent properties are cetainly something we see a ton of value in. Based on the comments and use cases you all have listed, we are reviewing this request and its feasibility among other priorities on our roadmap. At this time I don’t have any details around timing or delivery, but thanks to the comments and votes on this post we’re actively looking into what it would take to solve this problem. 

PaulaC
Participant

Absolutelly agree with all people asking to be able to have conditional logic for properties in deals, companies and contacts.

It's being almost 2 years since VagaeNatus first asked for it... and still isn't available.

TimBVeeya
Member

Also needthis same feature primarily for Tickets for Catgeories in Sub Categories

mmazzur
Participant

+1

Hawk-Steve
Top Contributor

+ 1 for the deeper level this idea suggests.

It's worth noting that the new CRM cards feature can be set up with conditions, maybe this is something that will help some of you out? Jump to the conditions section:

 

https://blog.hubspot.com/customers/the-crm-customization-feature-youve-been-waiting-for-is-here

KalleE
Participant

Also for tickets! We use tickets to monitor support. And being able to have a property field show depending on what choice is made in another property field would be very helpful.

 

/Kalle

MissTipsi
Top Contributor

agree with @KalleE is crucial for tickets.

PaulaC
Participant

+ 1 @KalleE

egp19
Participant

I'm in favor. I need the ability to generate additional property fields that appear when you select a primary property. For example. We have a custom "Contact source" property under Contacts. One of the options is "Conference." I would like that to trigger an option to select from a list of conferences. In addition, if an option is "Other," it would be great to have a text field so the user can define "other."

VagaeNatus
Key Advisor

At Hubspot team: please understand this is equally applicable to any object! Do not develop that only for contacts but for all existing objects and all furture ones.