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Jaylin
Contributor

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

Hi  All,

 

how are u doing~ i have a problems with form.

when i creat a form for after sales, there are 2 propertities need to be added, one is model, another is issue type.

at one deal, customer will buy multy models, and more than one model might have problems, each model need to related to their own type. 

so what i need is: model can be multy choose, issues type can be multi choose, the each model will associate to one issue type.

or the best way is that there is a add button, when we click [add], we can add a model and an issus type.

do HubSpot support on this? or do you know some other ways can meet our needs?

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

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

@Jaylin HubSpot interprets "is equal to" as just one selection. Make sure to change it to "contains".

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

Beratungstermin mit Karsten vereinbaren

 

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Jaylin
Contributor

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

it works! thank u very muchhhhhhhh!!!!!!!!

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

Hi @Jaylin,

 

This is typically something that is handled with custom objects: https://knowledge.hubspot.com/object-settings/create-custom-objects

 

You could create a custom object for models. Each model would then have fields (like a contact or company record) that could be field.

 

At the moment, associated record fields cannot be made required yet, so if that's a concern, you would have to work with potentially many fields on the ticket object:

  • Number of models (dropdown with options 1, 2, 3, etc)
  • Model 1
  • Issue type 1
  • Model 2
  • Issue type 2
  • Model 3
  • Issue type 3

etc

 

You could conditional logic and required fields so that a user is required to fill all fields when they select 2, for example: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties

 

Have a look and let me know if you have any follow-up questions.

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.

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Jaylin
Contributor

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

Hi Karsten Köhler,

thank you very much,  it's a good way for tickets, but couldn't be applyed on Form. when our dealer fill out this properties in Form, it can realise the M:M relationship. how can we acheive it on Form?

Jaylin_0-1745393227014.png

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

@Jaylin of course dependency can be set up in forms 🙂 https://knowledge.hubspot.com/forms/use-dependent-form-fields

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
Jaylin
Contributor

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

Hi it really have some problems, i set a dependent property for each dropdown values,  when i choose one item, it's normal, but when i choss 2 items, it should be showm 2 dependent properties, but it shows 0. 

Jaylin_1-1745396131130.png

Jaylin_2-1745396147877.png

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

@Jaylin can you please share a screenshot of the form logic you have set up?

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
Jaylin
Contributor

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

please see the pictures below, thanks.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

@Jaylin I'm not seeing any screenshots, unfortunately.

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
Jaylin
Contributor

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

sorry attach the picture

Jaylin_0-1745397358608.png

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

SOLVE

@Jaylin HubSpot interprets "is equal to" as just one selection. Make sure to change it to "contains".

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.