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!

28 Replies 28
ElBr
Participant

Conditional logic in Properties

+100000

0 Upvotes
Govarthan
Participant

Conditional logic in Properties

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. 

 

Screenshot 2023-02-17 at 3.17.37 AM.png

 

aldokixie
Participant

Conditional logic in Properties

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
Participant | Diamond Partner
Participant | Diamond Partner

Conditional logic in Properties

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

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
Participant

Conditional logic in Properties

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

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

kerrygalligan
Participant

Conditional logic in Properties

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

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!