Tips, Tricks & Best Practices

sandrine_OP
Member

Conditional logic in Properties

SOLVE

Hi Community

Is there a way to create a property that is linked by conditional logic to another property.

i.e. I have a list of "general" issue, but I want the support team to be able to select sub issues when they select one of the entries for the general issue.

 

Thannks!

2 Accepted solutions
rwebb1
Solution
HubSpot Product Team
HubSpot Product Team

Conditional logic in Properties

SOLVE

👋Hi all! I'm Rachel from the HubSpot Product team. An update for you  - we are now in private beta for Conditional Property Logic, a feature that will enable you to set conditional logic for enumeration properties. This logic will be triggered when users make edits to properties across the CRM - specifically, in the ‘create record’ form, on the record page, and on the index page. If a property is required, users will not be able to save their changes until the required property has been filled. This feature is available for all Hubs, Professional+ subscription. 

 

Your Customer Success Manager can request access to this beta on your behalf. We plan to move this feature to public beta in the near future based on usage and customer feedback, at which point customers will be able to opt in themselves. Thank you all for your feedback!!

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Conditional logic in Properties

SOLVE

Hi @sandrine_OP and everyone,

 

This can now be achieved with conditional properties: https://knowledge.hubspot.com/crm-setup/set-up-conditional-logic-for-enumeration-properties

 

See the recent announcement below:

 

[Public Beta] Conditional Property Logic

Sep 28, 2023
 

What is it?

Requiring the right data at the right time is critical to CRM data quality. Missing or incomplete data can throw off your ability to capture high-level insights or even take critical action based on information in a record. For example:

  • You want to capture the specific reasons why deals are lost
  • When a deal is closed/lost, users are required to select an option in Lost Category
  • They select ‘Product’ as the reason - but you want to know what types of Product-related reasons (bugs? incomplete functionality?)

Or another example:

  • You want to capture a customer’s billing information
  • When a user fills out Billing Method as Email, you want to require that they also fill in the Billing Email so you can bill the customer

Conditional property logic enables admins to show (and require) the right properties at the right time across the CRM. Today, in the ‘Customize the create record’ page, admins can set conditional logic for properties that have been added to the ‘Create record form. Now, admins will be able to set conditional logic for enumeration properties regardless of whether they have been added to the ‘create record’ form. This logic will be triggered when reps make edits to properties across the CRM.

 

If a property is required, users will not be able to save their changes until the required property has been filled.

 

Why does it matter?

Conditional property logic is a powerful tool to help you safeguard data quality and create a streamlined experience for reps interacting with records. This data management tool will help CRM admins lay the foundations for clean data and a smooth rep experience by guaranteeing that required information isn’t missing. And it will save time spent chasing down incomplete data.

 

How does it work?

HubSpot admins can set up conditional property logic in Property Settings > Conditional Property Logic tab.

These rules will be surfaced - alongside conditional stage properties- in the following places when a rep edits a property:

  • Record page highlight card, About section, association card, and ‘View All Properties’ page
  • Index page inline edit
  • Index page bulk edit (conditional stage properties will also now be enforced here)
  • Index page board view
  • ‘Create record’ form

Demo Video

 

Who gets it?

All Hubs, Professional+ subscription.

If you're on a Professional or Enterprise subscription and you're not seeing these options yet, you should be able to opt into the beta here:

 

karstenkoehler_0-1700812210081.png

 

 

If you're not seeing the beta there, it'll probably appear in the next few days.

 

Have a wonderful day!

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.

View solution in original post

50 Replies 50
Grey
Participant

Conditional logic in Properties

SOLVE

Conditional logic for companies and contacts would make segmentation easier. It is essential for targeted marketing. Make it simple for our users when creating new entries!

dkeir
Participant

Conditional logic in Properties

SOLVE

We are also looking for something like this - we want users to select a location, and for conditional logic to then show the user the only appropiate options within a property.  For example, user selects location A from dropdown and then have option to select marketing source property with options 1, 2 or 3.  But if they select location B, the marketing source can be 4, 5 or 6. 

melmarsh
Participant

Conditional logic in Properties

SOLVE

This is definitely something needed. CRM platforms such as Salesforce have such customisable fields that allow an admin/developer to capture data using conditional logic. It is really disappointing that hubspot does not have this

robertriversoz
Contributor | Platinum Partner
Contributor | Platinum Partner

Conditional logic in Properties

SOLVE

Oh, man! Please, please, please! Let's have this on all objects!

jennysowyrda
Community Manager
Community Manager

Conditional logic in Properties

SOLVE

Hi @sandrine_OP,

 

While that is an option in HubSpot forms, it isn't possible when filling in properties on the contact record level within HubSpot.

 

Thanks,
Jenny

GnHAutomation
Participant | Diamond Partner
Participant | Diamond Partner

Conditional logic in Properties

SOLVE

Hi Jenny,

 

Is it on the roadmap?

 

Thanks.

Greg

0 Upvotes
Brittany-RG
Contributor

Conditional logic in Properties

SOLVE

Would be extremely useful for agents to have conditional formatting when manually filling in tickets not from a form. Following thread.

SteveMatlick
Contributor

Conditional logic in Properties

SOLVE

Hi,

 

Is it safe to assume this isn't available on the ticket object either?

 

Scenario:  Category would be 'How Do I?', 'Technical Issue', 'Billing Issue'  and then a custom property called 'Sub-Category' would be dependent on the Category field to a) become active for data entry and b) would dynamically allow values associated with the value selected in the Category property.   This is pretty common in most ticketing systems and for most service organizations.

 

Thanks!

jennysowyrda
Community Manager
Community Manager

Conditional logic in Properties

SOLVE

Hi @SteveMatlick,

 

Correct; the information would have to be associated with a form submission in order for the logic to be available.

 

Thank you,
Jenny