We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a value of 'yes', but I cannot set the default value of this (and other properties).
Hubspot Support response:
It is not currently possible to set a default value for properties within your account, as we don't have the ability to force a property to always have a value. However, you can set a default value for a property in forms by checking the "Pre Select" box next to an option in the form editor. You also have the option to create a workflow to automatically update records that don't have a value for the property in question.
my response >> I know about setting workflows and forms, but neither would fit this need. Can I ask for this to be considered for future development?
I would like to add that the default vaule could be used when there is no input from the user on contact creation. if the user has chosen not to enter a data value, then i want my default to be used.
I am not excited about creating a long workflow to look at all the default values I want to have stored for filtering and reporting on these items.
This would be great, but I'm a little discouraged seeing this was posted in 2020.
A teammember just asked me to set the default to yes for a document that is received on every new contract. To my surprise there is no option to select a default value. Please add a checkbox next to the custom values that will allow us to select a default value. Should be easy for the dev team of a amazing solution like HubSpot.
This is especially a problem considering boolean values, we cannot have a default "Yes" or "No" so the default value ends up being just blank...very annoying and somewhat confusing in workflows when others don't know whether to "include records where X is empty"
I'd like to be able to set default values for enumerations properties like dropdown or checkboxes exactly like it's done in forms but for all properties. It would avoid having empty properties and avoid multiple workflows.
Throwing my hat in the ring to say I'd appreciate the ability to define a default value for Hubspot properties. The functionality exists inside forms already; it would be great to see it ported over to properties generally.
This problem has been submitted since 2020 & they can't just do it?! Like it's a very simple task. PLEASE GIVE US THE ABILITY TO ADD DEFAULT VALUES TO THE PROPERTIES.
We need this functionality as well, is it on the development roadmap? It's a pity that such basic stuff was requested so long ago and it's still not available.
Curious to better understand what you would like to have. When a user creates a contact in HubSpot, there would be a value already picked for some of the contact properties?
I made a workflow that updated contact value in a property called Employment to Working there. Is something like that you would like to see being enabled?
Yes, it would be great to have this feature. For example, when we create a calculation property that includes a string or multiselect property, the output doesn't work if this type of property doesn't have a value.
This is a pretty basic feature I'd like to make use of. I understand this need is a 'trigger' action for upgrading to service pro (see what I did there?).