Tips, Tricks & Best Practices

derek4
Member

Creating a drop down in Product properties that filters based on a Company property

Hi all.

 

I'm looking for a way to create a drop down property in Products that contains a list of companies that have a certain property selected as true. So for example:

 

1. I open a deal and go to add line items

2. I select a product to add

3. In the fields with pricing, quantity, etc. I want a drop down to select from a list of companies that are populated in the drop down based on a yes/no selection from the Company records. 

 

Is this possible in Hubspot? 

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natsumimori
Community Manager
Community Manager

Creating a drop down in Product properties that filters based on a Company property

Thank you for your post @derek4 !

 

You are referring to this page, is that correct?

Deal_Line_Item_Editor.png

 

We can add both default and custom Product properties into the column, so if you have a drop-down property with company options, you can add it in the column of this page. However, this drop-down property cannot reflect the yes/no selection from the Company records.

 

I hope this clarifies.