HubSpot Ideas

EmaRuiz

Pipeline with conditional mandatory properties

It would be nice that within the pipeline flow we could place mandatory properties as it can be done today but that depend on another property, if I have a customer that I know visits my branch, the date is mandatory but if he does not visit it, it is not, for instance

18 Replies
LeonardoV
Participant

Its a good idea, we are look for a similar solution.

Robse89
Participant

nice! we also look für a solution! 

matheusjiran
Contributor | Diamond Partner

Great suggestion! 
Another use case would be:
If "Requires PO Number for Billing" is 'Yes', then make "PO Number" mandatory. 

And there is a significant number of times I found business needs that would be simply covered by this conditioning but had to say it couldn't be done.

JGeorge9
Member

Any update on this request? We have a similar need where field-2 needs to entered only when a particular option is selected  in the field-1. Any color if very much appreciated. 

tmitch_sona
Participant

Yes please to this. Would make a lot of people here very happy and less stressed 😅

JRoux4
Participant

This feature is much needed. I hope you'll add it to your product roadmap soon

bryceanelson
Participant

Agreed - we have a pretty diverse business and different pipelines to match. There are many properties that are only important on certain conditions and I don't want to ask for property updates if those conditions aren't met, it would be way too many.

tcxen
Contributor | Platinum Partner

This would be a game changer.

JSteer
Member

Get this done ASAP.

phst
Member

This would be really helpful! We currently use quite a lot of non-mandatory properties, but this is not user-friendly and we have no control over how we enforce data entry.

AGerrard0
Member

We also have a use case for this idea. We only want properties to be required in the pipeline if another property meets criteria.

GMcDaniel7
Participant

Following up on this as it's a feature that has been requested for almost three years. HubSpot team - is this on the feature road map?

shyrahnama
Member

How has this not been done yet? Feels like very basic CRM configurability.

beckylimina
Member

Just adding to see if there's been any movement on this at all given the idea was submitted nearly 3 years ago!

TalKalderon4
Member

Still very needed, our whole business is based on different pipelines. We should be able to use diverse conditional logic.

ErikaJ
Participant | Platinum Partner

This logic would be incredibly useful and significantly reduce the number of complicated duplicate pipelines that need to be created/used just to include a required field under a certain condition.

 

It seems fairly simple given all of the other places we can now set up Conditional Fields. i.e. if Billing Frequency is Monthly then require Monthly Payment Amount at the Contract stage. If the Billing Frequency is Annual, then don't show the Monthly Amount field.

gcollette
Participant

Adding another comment for visibility. Depending on the service line, we have different information that's required at different stages.

SaritaUrban
Participant

Adding another comment for visibility. This has been a blocker for us.