Feb 8, 2023 12:53 PM
Hi,
I want to show the name and company name fields in form only if the email id is not in our database. Is this possible using progressive fields? If yes, then please guide.
Solved! Go to Solution.
Feb 8, 2023 1:42 PM
Hi @MChainani,
As far as I know this is not possible, it's not how progressive fields work. With progressive fields, if the contact filling out your form already has a value for a specific field, you can use progressive fields to set another field to appear in its place, see here: https://knowledge.hubspot.com/forms/use-progressive-fields-in-forms
Here's what's happening in the background: When a page is loaded, the form is not looking up a contact in the HubSpot CRM. The information used for the progressive fields must be accessible in the cookie. The cookie can only know what has been submitted by the user in a website form before: https://community.hubspot.com/t5/Tickets-Conversations/Always-create-contact-for-new-email-address-o...
This is why progressive rule can't be based on the fact that something is unknown. By definition the cookie doesn't have the full picture. The form wouldn't 'know' if the email address is unknown because it's doesn't have a corresponding contact record in the CRM or because the contact simply has not accepted cookies or is submitting the form on a new device.
Best regards
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Feb 8, 2023 1:42 PM
Hi @MChainani,
As far as I know this is not possible, it's not how progressive fields work. With progressive fields, if the contact filling out your form already has a value for a specific field, you can use progressive fields to set another field to appear in its place, see here: https://knowledge.hubspot.com/forms/use-progressive-fields-in-forms
Here's what's happening in the background: When a page is loaded, the form is not looking up a contact in the HubSpot CRM. The information used for the progressive fields must be accessible in the cookie. The cookie can only know what has been submitted by the user in a website form before: https://community.hubspot.com/t5/Tickets-Conversations/Always-create-contact-for-new-email-address-o...
This is why progressive rule can't be based on the fact that something is unknown. By definition the cookie doesn't have the full picture. The form wouldn't 'know' if the email address is unknown because it's doesn't have a corresponding contact record in the CRM or because the contact simply has not accepted cookies or is submitting the form on a new device.
Best regards
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Feb 8, 2023 4:54 PM
Hi,
Thank you for clarifying this for me. Much appreciated