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

131 Replies
NatMDC
Member | Gold Partner

great idea

DanielaFonseca
Top Contributor

Following. Hoping this feature is rolled out soon.

LPage
Member

would like this too please.

Kristy1379
Member

Absoultly Im just setting up and devestated this is not a feature!!!

 

DwiP
HubSpot Employee

It'd be great to have this feature so that users can manage their properties in a much more efficient manner

AstridvanDam
Participant

We have created some company properties to be filled out by our SDRs when they are talking to target companies. We want to gather this information to do some targetted marketing at the end. Now I was wondering if we could make some fields mandatory before a deal could be created. So to create a dependency that certain COMPANY properties need to be filled out before it's possible to create a DEAL for that company.

Hatchman
Participant

This is a fundamental requirement and I'm surprised that it's not supported already.  Please add my name to the list of those that would like to see this for companies, contacts and deals.

Hatchman
Participant

I strongly agree about the need for:

1.  making fields mandatory after initial creation

2.  conditional logic to make other fields mandatory

HubSpotMaster
Key Advisor | 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.

danieldirks
Participant

Our SDRs qualify leads and then they ask their BDMs to exclude the ones they don't want to be part of an email campaign. So what we need is something like: 

1) Select contact that BDM wants to exclude
2) Click edit and choose property "Excluded by BDM" to select yes

3) Now we want an additional field to appear where they can choose the reason why

 

Does this make sense?

VagaeNatus
Key Advisor

@jennysowyrda 

 

Looks like you merged my idea (and its votes) into this idea. But did you notice the idea her is more narrow than mine? It does not include mandatory / not mandatory? 

 

Appreciate that we do not waste an idea that brought 2+ years of comments and likes. 

 

Could you please make sure the sense of both ideas are in the merged one?

mdoffice
Member

Hi:

 

Would need this feature in one of our Ticket Pipeline.

 

I would like to enable ticket properties based on the set value in a particular property.

 

Thanks.

Cha

JPowell1
Participant

We have a custom lead source dropdown field to capture offline sources at a more granular level. It would be really useful in this case to have conditional logic to serve a dropdown of drill-downs based on the original source e.g. 

 

Original source = A

Drill-down options = 1,2,3

 

Original source = B

Drill-down options = 4,5,6

wladjdeb
Participant

any info regarding this request ? 

Josh_Young
Member

I would also find this super helpful!

JPowell1
Participant

Another instance where this would be helpful is with Deals.

 

You can have multiple pipelines, but the properties users must populate when creating a new deal are the same across all pipelines.

 

Use case - different set of fields required for the following:

 

  • existing business pipeline (fields displayed regarding renewals / professional services)
  • new business pipeline (fields displayed to capture more detailed requirements).

 

TuanVu
Member

I was surprised that this fundamental problem has not been resolved since 2017?

AussieTim
Member

We would like to see field dependencies for company properties too.

tstockme
Member

We also have a need and see field dependencies for companie and contact properties as a useful feature.

We are especially interested in filling fields from other data sources like excel sheets (e.g. setting a price value depending on an age value - and the data exchange should work in both directions.

 

Part of our current case is, that a person fills a form and enters an age (or birthdate). Depending on an age we want to fill a price field - and the price values are coming from an excel or google sheet (and may change in future).

We currently built workflows as workarounds but its far a away from being a smooth solution especially because we are going to implement a secend variable next to the age...it would be much easier to have an exchange between table values and CRM fields which includes to connect external files to the CRM and workflow builder.

taasted
Participant

This would a great feature to enable sales. The use case I need it for is when a Lead Status is changed to "Disqualified," require the property "Disqualified Reason" to be filled in by the sales rep. Sales and marketing benefit from knowing WHY a lead was disualified.