We wanted to provide more visibility to @DeKoning's solution that he shared in the Idea's thread:
"Seems like the "Add Pipeline Logic" feature has solved this issue for Pro and Enterprise Sales Hub Users. We've been using it atRaka. Here ismore info on the Knowledge Base."
The UX design has changed slightly since I made that brief video above. Here is a new new one. Hope that is helpful! Feel free to reach out if I or Raka can help some more!
Custom 'Create Deal' Form for Different Sales Pipelines
lösung
Hi,
The conditional logic feature does not solve the issue. I want different property logic applied per pipeline(or any property in the form for that matter). Call it a "branched logic" function like in the workflows. You could select if properties are always included(independant) or part of a branched logic (dependant).
Custom 'Create Deal' Form for Different Sales Pipelines
lösung
@DeKoning this solution gives us possibilty to add fields using logic to customize form for the pipeline. but I cannot delate any field from the default view that I do not need for specific pipeline? as this will change all pipelines?
Custom 'Create Deal' Form for Different Sales Pipelines
lösung
This is great and very helpful! @hubspot it would be great to be able to add futher conditions of what we don't want on a form. Please reach out if you have questions.
Custom 'Create Deal' Form for Different Sales Pipelines
lösung
Thank you for the video @christinephu. However, I mean if I wanted to make all the fields conditional under each pipeline (the pipelines will need totally different information for most of the fields) I can't do a conditional logic inside the conditional logic. I have some conditional logic already in place with fields that will have to be nested inside.
Custom 'Create Deal' Form for Different Sales Pipelines
lösung
@Amanda_FUNYL if I'm understanding you correctly, you could do double conditional logics. For example, I can have conditional logic by Pipeline and by Business Unit. However, those logics would be independent of each other.
Custom 'Create Deal' Form for Different Sales Pipelines
lösung
Try selecting "+add logic" then set the filter to be the pipeline you want, @Amanda_FUNYL. You could then create custom forms for each pipeline. In our scenario on the video, we only had logic set for two groups of pipelines.
Custom 'Create Deal' Form for Different Sales Pipelines
lösung
@DeKoning ah ok so we can't set it by Pipeline anymore? It seems that it's not a catch all now and we can't do double conditional logic. I already have one Pipeline that has conditional fields on a few of the properties that are required. I was hoping to have the ability to apply different logic to each pipeline.
The UX design has changed slightly since I made that brief video above. Here is a new new one. Hope that is helpful! Feel free to reach out if I or Raka can help some more!