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.
👋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!!
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)
Yes that's vert cool but it would be better if the pipeline logic include the properties conditional display : when a pipline is selctionned, i can see only the propreties i want !
What about deals? My use case is that when a lost deal reason is selected, such as "missing feature," we want a submenu to appear with a set of drop-down options.
I have the exact same need. Deal properties to only show or be required to be entered based on the value of another property. Example being if Closed/Lost Reason = X, then require Property Y to be filled out too. @hubspot is there support for this?
Does this only apply in ServiceHub? Is there a way to do this for Contact Properties? We'd like to be able to set Lead Status with sub-reasons that only become available once "recycle" or similar is chosen.
Gosh I can't believe this has been around as a request for 4 years with no movement on the HubSpot side. This is such a basic and essential quality of life feature, especially for medium and above sized companies where a single object might contain very different deal/contact/company types that require different properties based on the type.
YES! We have sooooooo many properties but many of them are only necessary based on another property. We could drastically reduce the amount of clutter in the About sections if only the necessary properties were shown.
We are in dire need of this for our users. Being able to surface the properties that really matter based on certain conditions would help our data quality and overall adoption greatly. As it stands, we either have to make every property visible at record creation (but not required, therefore users can and will bypass input), or, we have to create a conditional view which would require a page refresh every time, even if you built out different views for every possible if/then combination. Really surprised this hasn't been put into development yet as it is available on every major competitor platform. The basic logic already exists on forms, why not record screens?
Indeed this should be reaching also Deals, Contacts and Companies creation, so whenever you create a contact with linked properties the logic behind should define relationship, so Level 1 combo options should relate to Level 2 combos related options.
This would be great in a few aspect for myself. When creating a Sales Quote and with Service ticket root cause analysis(example -- Hardware --> Device or Computer --> if device the ask what component and so on.
Hi how is this for a work around? Non automatic but might help. Or maybe some of you have a suggestion that will auto assign properties once they comply certain. Conditions.
Using contact views:
In our case, participant has different forms of certified training. As long as it is lvl 2 or above we will consider it as “sufficient “ . Do I use filters with “any of “ and “or” of trainings and to those people I Assign “sufficient fire safety”. This is the part which would be great to auto update by its own.
I can then do the same for “sufficient first aid”.
And then the same for “sufficient food safety”.
This would then allow us to say IF kitchen inducted and sufficient fire and sufficient first aid and sufficient food safety THEN assign access granted to industrial kitchen.
Are we talking about the same thing? Sorry for the long example!
Couldn't agree more with these folks. This is not necessarily about the form fills that come from external contacts who aren't working within HubSpot, this is really about fields for our HubSpot users. For example, we want our sales team to identify some information about the source of the deal. If it was from a call they made, then we want to know "who" made the call. Was it the sales person or another person inside our organization. Also, if we put "other" to have a box that appears to force getting more detail. This could help us see if something needs to be recategorized or if we need to add another selection option to the property.
This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes.