Jan 10, 2019 11:30 AM
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!
a week ago
+100000
Feb 16, 2023 8:24 PM - edited Feb 16, 2023 9:20 PM
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.
2 weeks ago
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.
2 weeks ago
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.
Jan 30, 2023 1:25 PM
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.
Jan 26, 2023 12:26 PM
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.
Dec 29, 2022 11:30 AM
Rooting for this feature. Sorely needed by Support team for ticket properties!
Dec 8, 2022 9:03 AM
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?
Nov 11, 2022 3:47 AM
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.
Oct 4, 2022 7:42 AM
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
Sep 23, 2022 2:30 PM
This is so needed for data tracking!
Sep 22, 2022 4:50 PM - edited Sep 22, 2022 4:53 PM
yep, this would be so helpful. would also be great if conditional properties could also be required fields for deal progression
Feb 28, 2022 8:33 AM
We need this big time!
Jan 13, 2022 12:12 PM
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.
Feb 25, 2022 5:46 PM
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.
Sep 18, 2021 7:42 AM
Aug 26, 2021 3:27 PM - edited Aug 26, 2021 3:28 PM
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.
May 28, 2021 6:04 PM
Agreed. Everything gets cluttered without it.
May 31, 2021 5:02 AM
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
![]() | Saviez vous que la Communauté est disponible en français? Rejoignez les discussions francophones en changeant votre langue dans les paramètres ! Did you know that the Community is available in other languages? Join regional conversations by changing your language settings ! |
Apr 29, 2021 9:50 AM
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!