• Help Desk reporting gives you real-time visibility into your support operation without the manual work. Ask our experts about which metrics matter most! AMA Dec 8-12.

    Ask us anything

Use a form to populate custom object data

Dylan

Custom object fields should be available to be used in the forms tool

28 Replies
JWarren8
Participant

It looks to me like this issue is yet to be resolved for most use cases. 

 

I want our trip enquiry forms [travel business] to create the contact AND create an associated new custom object with the trip details. I currently create these on the contact record and then create an associated custom object within a workflow. Unforutnately this means you don't have the actual form submission against the custom object (it doesn't come across with last 30 days activity) 

ALamont7
Member

We have an accreditation custom object. We run our client companies through Accreditation so they are legally allowed to employ Non-Residents. When the client submits the form it is creating the accreditation object but it is not populating any of the accreditation data from the form to the accreditation object.

HanzWil
Contributor

This idea has not yet been fully implemented!

louischausse
Key Advisor | Platinum Partner

I don't understand why this is still open. We can use custom objects fields in forms for months if it's not years...

Courtney_Clark
Participant

It appears you can use a custom object in a form, but it doesn't update the custom object property when a contact submits the form. So there is no record of it being submitted within the property. Please update this so it does update the custom object property. I am shocked that it isn't doing that.

louischausse
Key Advisor | Platinum Partner

@Courtney_Clark Similar to contact forms that need the email address field to update a contact, if you want to update a specific custom object record instead of creating a new record, the form needs to include a unique value property of your custom object.

 

This unique value property can be an id that you generate or copy from the record id with a worklow.

If you don't want users to memorize this id, you can add it as parameters to the form url you share with them : https://knowledge.hubspot.com/forms/can-i-auto-populate-form-fields-through-a-query-string

OJ_ONT
Contributor

Does the custom object and/or the form need to be configured in a certain way? When I add CO properties to a form the submissions are not creating (or updating!) new records on the CO.
I've definitely got the form configured with properties from the custom object.

YYang42
Member

I have the same issue. The AI says I need to create properties in contact, and copy from contact to my CO. This is such a convoluting way and very error prone