I would like to have the possibility to make association labels mandatory, so that when a user makes an association, they always need to select an association label
As a workaround, someone from Hubspot was trying to set this via workflow so that if it wasn't filled in by a user, a workflow would set it, however, whilst we can use association labels as triggers or in if/then branches, the ability to set an association label via workflow is not yet possible.
Looking for a way to do this not just on a manual create, but when a Deal hits a specific stage of the pipeline. I appreciate the beta rollout of requiring it on create, but in our case, we only need a Deal record to be associated with another custom object record when the Deal makes it past "Discovery". Would love some more flexibility with this feature.
This idea is a great idea for me. In addition to creating a manual association label when someone creates a new record manually in each object, I would like this possibility to be available in the workflows too.
Many times, I need to automatically create a lot of deals or personalized objects that, depending on some properties, the association must be different.
I need this because, many times, I need to update some properties in only specific records in one type of object.
For example, I would like to update the pipeline in the deals where the association label with the contact is "Partner" and not update it if the association label is "Customer". But I need the creation of this association label to be automatic.
Hi @isabelvx, It looks like it's working well for now, but we're not adopting it that much. I'm more waiting about that other requirements we'd need. 🙏
I just started using the Beta, but it appears you can only require one association in the creation stage. It would be nice to apply multiple associations in this stage - ie Primary Contact, Billing Contact, etc.
Hi, just checking out the beta. It seems I can't require the existing native parent <> child label for the company-company association. Not sure if that's the target behavior but IMO it should behave the same way for all association labels
HubSpot, we need this! It is too easy for a user to miss this step, having the option to require labels for any company to company association would be so helpful in keeping clean data.
@SBiddy They made it happen its under beta now you should be able to add it to your ACC all thye need now is to come out with their own phone system and Next button inside a contad/deal /company and theyre set!
Hi there, me again for a feedback on this feature !
So I'm in the company creation form. I would like to give the possibility for someone that create a company to link it to an existing company (child/parent).
So the behaviour I would like to set up is : "IF a company is associated to the record you want to create, you have to select a label". Today it seems that the choice that I have is either to require a company <-> company association 100% of the time, which is not what I want, because I selected the label as "mandatory",
OR
Renounce to have a mandatory label on that association
The beta listed above does not actually cover the request here. It only makes the association label requiered when you are creating a new record. It does not make the association label requiered when you are simply adding an association between 2 exsisting objects.
Beta works pretty good. Only issue I have come across is you can only force a primary company on a deal-create form. I'd like the option to chose which association label users are forced to use.
you can do it for ticket/contact associations but not company
I have the following challenge with this feature. If I want to set a label I have to choose the company twice. Once for the label and once because the primary association is mandatory.
Also I would really like the option to have 2 or more labels I can associate. So if I create a deal I can directly associate the customer & supplier/ student & teacher or whatever the case might be.
