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!!

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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.

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50 Replies 50
AHooks
Contributor

Conditional logic in Properties

SOLVE

This is not what is actually needed. It is needed on an object field level. This may be nice for a pipeline level but not at the object level. 

MDUPRAT
Participant

Conditional logic in Properties

SOLVE

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 !

aldokixie
Participant | Platinum Partner
Participant | Platinum Partner

Conditional logic in Properties

SOLVE

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.

GyngerDrew
Participant

Conditional logic in Properties

SOLVE

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?

VinceJ
Participant

Conditional logic in Properties

SOLVE

Did this got implemented in the meantime or is there any known workarounds?

We just started with HubSpot a week ago and this is a feature I am missing

0 Upvotes
CMcDonald1
Participant | Elite Partner
Participant | Elite Partner

Conditional logic in Properties

SOLVE

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.

GEiselt
Contributor

Conditional logic in Properties

SOLVE

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.

JStamm
Contributor

Conditional logic in Properties

SOLVE

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.

shammers
Participant

Conditional logic in Properties

SOLVE

Rooting for this feature.  Sorely needed by Support team for ticket properties!

kerrygalligan
Participant

Conditional logic in Properties

SOLVE

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?

CarlosGuerreroD
Participant

Conditional logic in Properties

SOLVE

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.

RubKos
Contributor

Conditional logic in Properties

SOLVE

100% something needed. For instance:

 

Lead Source:

If Referral, need to input who referred

If Email, need to input which campaign

If Partner, need to input from which partner...

 

So so important

 

 

 

ShaniBlack
Participant

Conditional logic in Properties

SOLVE

This is so needed for data tracking!

aldokixie
Participant | Platinum Partner
Participant | Platinum Partner

Conditional logic in Properties

SOLVE

yep, this would be so helpful. would also be great if conditional properties could also be required fields for deal progression

EHooijer
Participant

Conditional logic in Properties

SOLVE

We need this big time!

mpatino
Participant

Conditional logic in Properties

SOLVE

Huge gap. Every other platform I've worked with has this feature. I mean even Siebel had this back in the day. You really need this.

AHooks
Contributor

Conditional logic in Properties

SOLVE

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. 

AndresEOED
Participant

Conditional logic in Properties

SOLVE
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!



0 Upvotes
amiller_ism
Participant

Conditional logic in Properties

SOLVE

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. 

jphilbrook
Contributor | Partner
Contributor | Partner

Conditional logic in Properties

SOLVE

Agreed. Everything gets cluttered without it. 

TiphaineCuisset
Community Manager
Community Manager

Conditional logic in Properties

SOLVE

Hi @jphilbrook and other people in this thread, 

 

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. 

 

Thank you!

Best

Tiphaine


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