HubSpot Ideas

SteveJenns

Field Dependencies for Contact Properties

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

HubSpot Updates
In Beta
September 14, 2023 08:21 AM

👋Hi all! I'm Rachel from the Product team. An update for you  - we are now in private beta for Conditional Property Logic, a feature that will enable you to set conditional logic for enumeration properties. This logic will be triggered when users make edits to properties across the CRM - specifically, in the ‘create record’ form, on the record page, and on the index page. If a property is required, users will not be able to save their changes until the required property has been filled. This feature is available for all Hubs, Professional+ subscription. 

 

Your Customer Success Manager can request access to this beta on your behalf. We plan to move this feature to public beta in the near future based on usage and customer feedback, at which point customers will be able to opt in themselves. Thank you all for your feedback!!

May 16, 2023 08:23 AM

⚠️ UPDATE May 18, 2023: Thank you all for completing the application form! Registration for this study is now closed, as we have recruited the number of users needed for this study. We had a huge number of applications for a relatively small number of spots, and some specific internal criteria for who could take part. If you weren't able to help this round, please keep an eye out for future research studies!
 
Next, we'll conduct that research and use what we learn to build and adjust our proposed feature. Stay tuned for more updates!
 
Original post copy is below:
---
 
Hi everyone! My name is Kyle and I’m a Product Designer at HubSpot. Good to meet you!
 
Some good news: after a really informative beta period, we're working on expanding on this new feature. With these new updates you'll be able to show and require properties related to a chosen option in another field, throughout the entire HubSpot CRM. To make this work, we're trying a more centralized location for managing this logic, which means some fairly big changes to how the feature works.

Based on what I’ve been reading here, I think this would solve many of your needs. But first, we have to test it to make sure it’s easy to use and understand. That’s where you come in.
 
Would any of you be interested in participating in a paid user research study, testing conditional logic settings? In order to ensure that this feature is effective and easy-to-use, we need to test it with you, our users. That will help us understand how well it works and meets your expectations.
 
Session details:
- Participants will be paid upon completion of the session
- Session will require no more than 60 minutes of your time.
- Session will consist of a recorded Zoom call where you’ll complete tasks using a prototype of this new feature
- You’ll be asked to provide honest feedback as you go
 
👉 Interested?  Please sign up using this Google form. If you qualify, we’ll email you to set up a time to talk. Registration for this research study is now closed. Stay tuned for more updates as we learn and build!
 
Once you’ve submitted the form:
If you qualify, you’ll receive an email within the next 48 hours with the subject, “Schedule a HubSpot UX Research Session”. Just pick a time and we'll do the rest. We’re looking forward to sharing this prototype with you and gathering your feedback.

March 14, 2023 09:52 AM

Hi folks,

We have received quite a few responses for this beta. To help us better collect a list of eligible beta participants, please complete the following Conditional Logic Beta Participant Eligibility Form .  

 

Best,

Shay

February 06, 2023 07:34 AM

Hi folks,

I'm happy to report that this Idea is now In Development! Our team is actively implementing a solution for this feature.

 

Again, the product development process is always filled with unexpected bumps and hurdles, so I can't give a timeline, but I am confident in saying we'll deliver this feature as soon as possible.

 

All updates will be relayed on this thread, so stay tuned! 

 

If you are interested in being a beta participant, please send me a message. Once we're beta ready, we'll contact you with the next steps. 

 

Best,

Shay

In Planning
July 12, 2022 06:50 AM

Hi folks,

I’m Shay Jones, the Product Manager on the CRM product team.

 

I'm happy to report that this Idea is now In Planning! Our team is actively researching and scoping out a solution for this feature.

 

The product development process is always filled with unexpected bumps and hurdles, so I can't give a timeline, but I am confident in saying we'll deliver this feature as soon as possible. If you are interested in giving feedback while we are in the research phase, please send me a message and we can set up some time to chat.

 

All updates will be relayed on this thread, so stay tuned!

 

Best,

Shay

Being Reviewed
December 14, 2021 09:45 AM

Hi folks,

I’m Shay Jones, the Product Manager on the CRM product team.

 

Thank you all for taking the time to submit, upvote, and comment on this Idea. We hear you loud and clear, and we agree that this functionality is important. We are currently evaluating if this Idea is feasible and, if so, how our team will implement it. 

 

Any news about this feature request will be relayed on this thread, so stay tuned!

-Shay

Not Currently Planned
May 13, 2021 09:01 AM

Hi all, Jeff from the CRM product team. This is a great idea. We will consider it for the future, but we're not working on it actively today.

Please keep the use cases input coming, we're reading every comment on this thread.

jeff

April 28, 2021 03:39 PM

Hey HubSpot community, I'm Jeff from the CRM product team.

 

I realize implementing this wish has taken much longer than anticipated - much longer than we expected as well. We believe what we're focused on right now is higher priority. Rest assured this has not left our list, and Dylan and I continue to read every comment left on here. No timeline update on this functionality at this time, hope to be back someday soon with more details.

 

jeff

Being Reviewed
April 10, 2020 03:04 PM

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. 

August 30, 2019 08:08 AM

Hey HubSpot Community! Dylan from the HubSpot Product Team here.


I found this post via @ChrisHiggins ' awesome post on an INBOUND wishlist

Transparently, this isn't something you'll be seeing this year at INBOUND. However, I really appreciate all of the input and suggestions on this post thus far. "Dependent properties" as we call them, are firmly on our radar. However, we've identified a few higher-priority improvements to be made to properties before we get around to building dependent properties. 

In the coming weeks, you'll start to see a beta version of properties that will ideally set the stage for us to include "Dependent Properties" in the future. Stay tuned, this is certainly on our minds as well.

 

- Dylan 

312 Replies
NatMDC
Participant | Diamond 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
Contributor

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 | Diamond 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
Participant

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.