Tips, Tricks & Best Practices

sandrine_OP
Member

Conditional logic in Properties

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!

19 Replies 19
CarlosGuerreroD
Participant

Conditional logic in Properties

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
Participant

Conditional logic in Properties

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

This is so needed for data tracking!

aldokixie
Participant

Conditional logic in Properties

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

We need this big time!

mpatino
Participant

Conditional logic in Properties

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
Participant

Conditional logic in Properties

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

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

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

Agreed. Everything gets cluttered without it. 

TiphaineCuisset
Community Manager
Community Manager

Conditional logic in Properties

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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Grey
Participant

Conditional logic in Properties

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!

0 Upvotes
dkeir
Participant

Conditional logic in Properties

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

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

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

jennysowyrda
Community Manager
Community Manager

Conditional logic in Properties

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

Brittany-RG
Contributor

Conditional logic in Properties

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

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

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