Dynamic Dropdown in Ticket Form Based on Active Values in a Contact Multi-Checkbox Property

[LBrodersen]

Hi everyone,

I’m trying to create a dropdown field in a ticket form that only shows options based on the values currently selected (checked) in a multi-checkbox property on the contact level.

Specifically:

• I have a custom contact property with multiple checkbox options.

• In a ticket form, I want to display a dropdown field that only shows the options that are currently selected for that specific contact.

Is this natively possible in HubSpot, or are there any recommended workarounds (e.g. using custom modules, workflows, HubSpot CMS, or external tools) to achieve this kind of dynamic behavior?

Would really appreciate any ideas, suggestions, or best practices! 🙌
Thanks in advance!

[SamCBarth_LAIRE]

Hi @LBrodersen 

You could potentially use a pre filled form link in conjunction with smart content rules to show a specific form link to a specific set of contacts

[LBrodersen]

Do you think this also works in the Customer Portal? Because the service form should be displayed in the Customer Portal or that instead of linking directly to the form, you link to a page where a different form is displayed with Smart Rule depending on the customer information?

[TomM2 · Accepted solution]

Hey @LBrodersen when you say the options are currently selected for that contact, do you mean already selected on the contact associated in the CRM to that ticket? If so, that's not going to be possible natively at all. 

HubSpot forms don't pull data from the CRM and display them on a form as that would essentially give a public portal for someone to harvest data from your CRM. 

The only workaround for this would be to create a custom form using the APIs that may possible be quite resource intensive. You'd need to first get the contact by their email, then try pull the ticket and then push that data to your form. 

[LBrodersen]

Yes that is what I mean. Thanks for your answer makes sense that the customer data is not simply pulled thought that maybe there is another way in the customer portal.