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!

[rwebb1 · Accepted solution]

👋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!!

[JMiddleton2]

Love this please roll out to public beta

[HChan22]

Hi, will this work in field types such as single or multiple text lines? 

I find it only works with single and multi check select or radio. 

If there is a solution or work-around that enables text line field types to have depency, that would be fantastic

[AHooks]

I have to agree that it would be really nice to have this feature. The one item I see they did add was that when creating a service ticket format you can configure 1 level of conditional logic. This doesn't do very much if you have multiple levels.  I have spoken to Hubspot several times on this and nothing ever seems to happen.  Hubspot seems to be more for Marketing and Service seems to be a lower priority. 

[CCreaser]

I am a bit shocked and dismayed to find this isn't a feature in Deals! Please implement this!

[msjain]

Come on @hubspot get this done. 

[BérangèreL]

Hi @msjain and everybody,

Thank you for reaching out to the Community and for your valuable Product feedback!

I'd like to share these resources which might be of interest to you:

- The solution from @Mike_Eastwood on this similar post "Conditional properties"
- Add conditional logic to the create record form (Professional and Enterprise only)
- Use dependent form fields

I have found this similar idea already submitted: "Conditional Properties".

I'd recommend supporting the Idea with an upvote and explaining your use case in the comments.

Our product team uses that forum to collect ideas on how we can improve the product for our customers.

Product pays particular attention to the top voted ideas & takes them into consideration along with other feedback channels as well as their own vision to understand what features will be most valuable.

Thank you and have a lovely day!

Best,
Bérangère

[April_at_Paubox]

Unfortunately, I can't see how the suggested resources help our various use cases. Especially for deals - ex: we have a matrix for pipelines and deal types. For the expansion pipelines, we only want to see deal types upgrade, up-sell, plan change, and cross-sell....and not have those deal types available for choice on any other pipeline.

[AndyJimenez0666]

I want this too...this would keep me from moving to SalesForce!!!!!

[MSuarezHS]

Oh man....me too! And coming from a former HubSpotter that used to SELL HubSpot (and had to battle Salesforce in pretty much every deal). This functionality is so mission-critical for us that we're going to have to swap to SFDC if we can't get this functionality

[bmsfox]

Piling on here, but need to add my own disbelief that conditional logic is so absent from different areas of Hubspot

[AHooks]

I have been asking for this same item for a couple of years now. We are to the point where we may need to switch to a different platform that offers such logic. I don't know if Hubspot cannot figure out how to do this or not. Seems like it should be fairly simple. 

[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. 

[AHooks]

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]

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]

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]

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?

[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.