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HK25
Member

Mandatory Property to Closed Won - Dependent on Another Ticket Property

SOLVE

Is it possible to make a required ticket property to move ticket into 'closed', dependent on another ticket property?

E.g. Pre-existing property is called Fruits: Apples, Banans, Oranges, Strawberries.  

New mandatory property: Fruit Color: Yellow, Red, Green.

The new mandatory field is ONLY required if a ticket has Apples or Bananas, but not Oranges or Srawberries. 

Is this possible? Or would I have to make Fruit Color mandatory for all tickets when moved to closed? TY!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Mandatory Property to Closed Won - Dependent on Another Ticket Property

SOLVE

Hi @HK25,

 

If Fruits is a mandatory property for moving a ticket into Closed, then you would simply set up conditional logic: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties

 

Fruit Color would only display for specific values within Fruit – and when displayed, it would be required.

 

That would mean that whenever and wherever in the tool Apples and Bananas are selected, the right sidebar would force a user to also log Red and Yellow, for example.

 

For that to work, you would however have also make Fruits a mandatory property.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Mandatory Property to Closed Won - Dependent on Another Ticket Property

SOLVE

Hi @HK25,

 

If Fruits is a mandatory property for moving a ticket into Closed, then you would simply set up conditional logic: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties

 

Fruit Color would only display for specific values within Fruit – and when displayed, it would be required.

 

That would mean that whenever and wherever in the tool Apples and Bananas are selected, the right sidebar would force a user to also log Red and Yellow, for example.

 

For that to work, you would however have also make Fruits a mandatory property.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
HK25
Member

Mandatory Property to Closed Won - Dependent on Another Ticket Property

SOLVE

Hi Karsten, this is perfect! Exactly what I needed, also, thanks for sharing the link.

0 Upvotes