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AntR13
Participante

Line Items Free Text

resolver

Is there a way to enter a value manually on the line entries for items.  In particular, on the picture below, I want Colour and Size to be free text.

 

Thanks

 

Screenshot 2024-02-17 at 22.17.26.png

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LouiseHare
Solución
Colaborador líder | Partner
Colaborador líder | Partner

Line Items Free Text

resolver

Unfortunately you can't customise the Create a line item form currently. 

 

You can archive any custom properties that have been created in the intance, but not standard properties. 

 

You can also create another property group which will add another section to the form, see below-

 

Screenshot 2024-02-19 at 10.42.19.png

 

You could maybe use this to  highlight the properties that need to be edited. To do this, go to Settings > Data Management > Properties > Product Properties > Groups. Not ideal, but it might help somewhat. 

 

It would great if you could upvote this Idea in the Ideas forum. This is where HubSpot go to get product and feature update ideas, so the more traction an idea has the more likely it is to be picked up by HubSpot!

 

LouiseHare_0-1708276465605.png

Louise Hare she/her

Freelance HubSpot Specialist 

Want to chat HubSpot?

LouiseHare_1-1708276465607.png

 

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

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LouiseHare
Colaborador líder | Partner
Colaborador líder | Partner

Line Items Free Text

resolver

Hi @AntR13 ,

 

Yes, you can do this by creating custom product properties. See how I have done that in the below screenshot-

Screenshot 2024-02-18 at 13.50.08.png

To do this, go to Settings > Data Management > Properties > Product Properties > Create Property

 

I created two dropdown select proprties so I have a list of values to choose from, but you can also create these as single-line text properties.

 

Once you have created the properties, you can add them to the 'Review line items' screen in the quote creator by clicking Edit Columns.

 

Screenshot 2024-02-18 at 13.53.37.png

 

I hope this answers your question!

 

LouiseHare_0-1708264580514.png

Louise Hare she/her

Freelance HubSpot Specialist 

Want to chat HubSpot?

LouiseHare_2-1708264580511.png

 

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

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AntR13
Participante

Line Items Free Text

resolver

Hiya

Thank you for this, I did set it up like this however I cant enter any text in still. I want to be able to type free text into a box (similar to how quantity works)

 

Banging my head against a wall!

Thanks

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LouiseHare
Colaborador líder | Partner
Colaborador líder | Partner

Line Items Free Text

resolver

Hey @AntR13 ,

 

I've just replicated what you have done and created 2 free-text properties and it seems that you can't just edit from the Review Line Items screen unfortunately. Instead you need to press the Actions dropdown next to the product name and click Edit

Screenshot 2024-02-18 at 17.12.18.png

This will bring you to the 'Edit line item' menu, where you can edit all of the prodcut properties.

Screenshot 2024-02-18 at 17.13.05.png

 

Hope this helps!

 

LouiseHare_0-1708276465605.png

Louise Hare she/her

Freelance HubSpot Specialist 

Want to chat HubSpot?

LouiseHare_1-1708276465607.png

 

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

AntR13
Participante

Line Items Free Text

resolver

Thanks, I suspected that may be the only way - irritating I guess but hey! Is there a way to hide a load of the options from the right hand edit screen? Thank you again!

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LouiseHare
Solución
Colaborador líder | Partner
Colaborador líder | Partner

Line Items Free Text

resolver

Unfortunately you can't customise the Create a line item form currently. 

 

You can archive any custom properties that have been created in the intance, but not standard properties. 

 

You can also create another property group which will add another section to the form, see below-

 

Screenshot 2024-02-19 at 10.42.19.png

 

You could maybe use this to  highlight the properties that need to be edited. To do this, go to Settings > Data Management > Properties > Product Properties > Groups. Not ideal, but it might help somewhat. 

 

It would great if you could upvote this Idea in the Ideas forum. This is where HubSpot go to get product and feature update ideas, so the more traction an idea has the more likely it is to be picked up by HubSpot!

 

LouiseHare_0-1708276465605.png

Louise Hare she/her

Freelance HubSpot Specialist 

Want to chat HubSpot?

LouiseHare_1-1708276465607.png

 

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

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