Tips, Tricks & Best Practices

Ktamir
Participant | Platinum Partner
Participant | Platinum Partner

Custom unique property

SOLVE

Hi,

I remember seeing somewhere an update about the option to create a custom unique property. 

Is this correct?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Custom unique property

SOLVE

Hi @Ktamir,

 

That's correct, see the full announcement below.

 

Best regards!

 

--

 

Contacts | Companies | Deals | Tickets | Settings | Custom Objects

[Rolling out now] Unique Value Enforcement on Properties

Apr 27, 2022

What is it?

It's happening! You can now enforce uniqueness on properties in order to prevent duplicate values.

 

Why does it matter?

Two words: data quality. You rely on the data you store in HubSpot to make timely and critical business decisions, so it's important that the data is clean and reliable. One of the most critical aspects of having clean and reliable data is uniqueness—i.e., ensuring there are no duplicate records.

 

Until now, HubSpot has used the email property on contact objects to avoid duplicate records. We've heard loud and clear that admins need to enforce uniqueness on other objects in order to improve their data quality. With this release, admins can now set newly created custom properties as unique through the UI for HubSpot standard objects (companies, deals, products, and tickets), as well as custom objects.

 

How does it work?

Follow these simple steps to start enforcing uniqueness on a property:

 

In your HubSpot account, navigate to Settings > Properties.

 

Select one of the following objects from the dropdown: Company, Deals, Products, Tickets, or any Custom Object.

 

Then select Create Property.

 

Within the property creation flow, select either "Single-line text" or "Number" as the Field Type.

 

Next select the "Require each value for this property to be unique" checkbox and click the Create button to create the property.

 

When uniqueness has been enforced on a property, users will be prevented from entering duplicate values and will see the following error message when attempted:

Please note there are a few limitations to this feature:

  • Uniqueness can only be enforced on companies, deals, tickets, and custom object properties. It CANNOT be enforced on contact object properties.
  • It can only be set for newly created single-line text or number properties. Customers will not be able to set this validation on existing properties.
  • There is a limit to the number of properties the validation can be applied: 10 per standard object and 2 per custom object.

Who gets it?

This feature is rolling out now and will be available to all accounts.

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Custom unique property

SOLVE

Hi @Ktamir,

 

That's correct, see the full announcement below.

 

Best regards!

 

--

 

Contacts | Companies | Deals | Tickets | Settings | Custom Objects

[Rolling out now] Unique Value Enforcement on Properties

Apr 27, 2022

What is it?

It's happening! You can now enforce uniqueness on properties in order to prevent duplicate values.

 

Why does it matter?

Two words: data quality. You rely on the data you store in HubSpot to make timely and critical business decisions, so it's important that the data is clean and reliable. One of the most critical aspects of having clean and reliable data is uniqueness—i.e., ensuring there are no duplicate records.

 

Until now, HubSpot has used the email property on contact objects to avoid duplicate records. We've heard loud and clear that admins need to enforce uniqueness on other objects in order to improve their data quality. With this release, admins can now set newly created custom properties as unique through the UI for HubSpot standard objects (companies, deals, products, and tickets), as well as custom objects.

 

How does it work?

Follow these simple steps to start enforcing uniqueness on a property:

 

In your HubSpot account, navigate to Settings > Properties.

 

Select one of the following objects from the dropdown: Company, Deals, Products, Tickets, or any Custom Object.

 

Then select Create Property.

 

Within the property creation flow, select either "Single-line text" or "Number" as the Field Type.

 

Next select the "Require each value for this property to be unique" checkbox and click the Create button to create the property.

 

When uniqueness has been enforced on a property, users will be prevented from entering duplicate values and will see the following error message when attempted:

Please note there are a few limitations to this feature:

  • Uniqueness can only be enforced on companies, deals, tickets, and custom object properties. It CANNOT be enforced on contact object properties.
  • It can only be set for newly created single-line text or number properties. Customers will not be able to set this validation on existing properties.
  • There is a limit to the number of properties the validation can be applied: 10 per standard object and 2 per custom object.

Who gets it?

This feature is rolling out now and will be available to all accounts.

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.