Conditional logic in Properties

[sandrine_OP]

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!

[ElBr]

+100000

[Govarthan]

Problem Solved: You can now create the pipeline for forms where the new properties are shown in the Contact, Company or Ticket form according to the conditions given. Go to edit forms and you will find a new feature 'Add Pipeline logic'. Thank you @hubspot for adding this feature. It really makes our properties clutterless. 

[aldokixie]

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.

[CMcDonald1]

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]

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]

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]

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

[kerrygalligan]

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]

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]

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]

This is so needed for data tracking!

[aldokixie]

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

[EHooijer]

We need this big time!

[mpatino]

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]

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]

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!

[amiller_ism]

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]

Agreed. Everything gets cluttered without it. 

[TiphaineCuisset]

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

[Grey]

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!