HubSpot Ideas

GEiselt

Field dependencies across associated objects

Hi team,

 

I'd love to be able to set field dependencies across associated records. We have a specific use case where we'd like to be able to automatically set project details for a custom object based on associated company details. We're currently using a workflow but would prefer a conditional field to a) make the update instantaneous and b) allow us to use the same criteria for updating the project details if the company changes (records can't be reenrolled in a workflow based on multiple criteria).

 

Thanks,

Greg

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