Set values on gender field
SOLVE
1 Accepted solution
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Set values on gender field
SOLVEHi @MiguelAlvarez,
Thank you for reaching out!
It sounds like you would be able to benefit from creating a custom drop down select property. When it comes to a drop down select this allows the customer to select: Female, Male, or Prefer not to say. This would allow the customer to choose one of the options listed.
Below are the instructions on how to create a custom property:
-
In your HubSpot account, click the settings icon in the main navigation bar.
-
In the left sidebar menu, navigate to Properties.
-
In the Select an object section, click the dropdown menu and select [object] properties for the object you want to create a property for.
- In the upper right, click Create property.
- In the right panel, set up your property:
- Object type: select the object that the property will be for. By default, this is the object type you selected earlier.
- Group: select the property group the property should belong to.
- Label: enter text to name the property. A property's label must be unique in order to create or edit the property.
- Description: enter text to describe the property.
- Click Next.
- Click the Field type dropdown menu and select a field type for this property.
- If you have an Enterprise subscription, select the Allow users to search for information entered to this field checkbox for text-input field types and number field types to allow text or a numeric value in the property to be searchable across objects in the global search bar. Users must have account access to search by the field type you configure.
- For field types with options (i.e., Multiple checkboxes, Dropdown select, and Radio select field types), enter the different options for the property.
- Label: enter the name of the option.
- In forms: click to toggle the switch on to include the option for forms.
- Add an option: click to add a new option.
- Load options...: click to load multiple options at once. You can select a default set of options, such as Country and Timezone, paste text to create options in bulk, or copy the options from an existing property.
- Clear all: click to remove all existing options.
- If you have an Enterprise subscription, select the Allow users to search for information entered to this field checkbox for text-input field types and number field types to allow text or a numeric value in the property to be searchable across objects in the global search bar. Users must have account access to search by the field type you configure.
- By default, the property will be included as an option for fields in your HubSpot forms, pop-up forms, and bots. If you don't want the property to be an option, clear the Show in forms checkbox.
Please note: product properties cannot be included in your forms, pop-up forms, and bots.
- Click Create.
Once this is all set you would be able to add this property to a form and the customer would be able to select a gender and select as opposed to typing it in.
Best,
Set values on gender field
SOLVESet values on gender field
SOLVEHi @MiguelAlvarez,
Thank you for reaching out!
It sounds like you would be able to benefit from creating a custom drop down select property. When it comes to a drop down select this allows the customer to select: Female, Male, or Prefer not to say. This would allow the customer to choose one of the options listed.
Below are the instructions on how to create a custom property:
-
In your HubSpot account, click the settings icon in the main navigation bar.
-
In the left sidebar menu, navigate to Properties.
-
In the Select an object section, click the dropdown menu and select [object] properties for the object you want to create a property for.
- In the upper right, click Create property.
- In the right panel, set up your property:
- Object type: select the object that the property will be for. By default, this is the object type you selected earlier.
- Group: select the property group the property should belong to.
- Label: enter text to name the property. A property's label must be unique in order to create or edit the property.
- Description: enter text to describe the property.
- Click Next.
- Click the Field type dropdown menu and select a field type for this property.
- If you have an Enterprise subscription, select the Allow users to search for information entered to this field checkbox for text-input field types and number field types to allow text or a numeric value in the property to be searchable across objects in the global search bar. Users must have account access to search by the field type you configure.
- For field types with options (i.e., Multiple checkboxes, Dropdown select, and Radio select field types), enter the different options for the property.
- Label: enter the name of the option.
- In forms: click to toggle the switch on to include the option for forms.
- Add an option: click to add a new option.
- Load options...: click to load multiple options at once. You can select a default set of options, such as Country and Timezone, paste text to create options in bulk, or copy the options from an existing property.
- Clear all: click to remove all existing options.
- If you have an Enterprise subscription, select the Allow users to search for information entered to this field checkbox for text-input field types and number field types to allow text or a numeric value in the property to be searchable across objects in the global search bar. Users must have account access to search by the field type you configure.
- By default, the property will be included as an option for fields in your HubSpot forms, pop-up forms, and bots. If you don't want the property to be an option, clear the Show in forms checkbox.
Please note: product properties cannot be included in your forms, pop-up forms, and bots.
- Click Create.
Once this is all set you would be able to add this property to a form and the customer would be able to select a gender and select as opposed to typing it in.
Best,
