Tips, Tricks & Best Practices

HSalah
Participant

cards

SOLVE

Is it impossible to view custom object card in the right sidebar of another object when there is no association

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

cards

SOLVE

@HSalah here's a screenshot of a record not associated to a custom object of mine (Agencies) – it displays the 0:

 

karstenkoehler_0-1738657726863.png

 

Have you made sure the card is included in the record layout? https://knowledge.hubspot.com/object-settings/customize-records

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

cards

SOLVE

Hi @HSalah 

No, for the moment its not possible to make a card appear or disappear depending on the associations.

The card 'd appear 100% of the time with or without info in it.

This 'd be a great idea for the near future.

hope this help

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

cards

SOLVE

Hi @HSalah 

No, for the moment its not possible to make a card appear or disappear depending on the associations.

The card 'd appear 100% of the time with or without info in it.

This 'd be a great idea for the near future.

hope this help

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

cards

SOLVE

Hi @HSalah,

 

If there is no association, how would the system 'know' which custom object record to show?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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HSalah
Participant

cards

SOLVE

i mean for example a contact record would have the Deal card with zero assocation records value because there is no assocaition between the 2 objects (but it still appears in the right side bar) is it possible with the custom object card to appear on the right side bar with zero records. It's just a stupid client request. vielen dank für dein hilf

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

cards

SOLVE

@HSalah I don't understand this part: "deal card with zero association records value"

 

Do you mean that any deal without associations would show up on any contact? Wouldn't that mean that all record "orphans" would show up on all contact records?

 

This can be custom coded probably, yes. It does not exist out of the box. I'm fairly certain however that this backfires and is potentially not exactly what the client wants, it's only what they think they want?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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HSalah
Participant

cards

SOLVE

i meant that deals card without association would show up on (contacts,companies,tickets) right side bar but with no records just the deals card (Deals (0)) i want the custom object card as well to appear on the right bar even if there isn't any record because no association

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

cards

SOLVE

@HSalah that's default behavior of cards – they do not disappear when they're not associated records. They remain behaving exactly like you said.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes
HSalah
Participant

cards

SOLVE

yes but the custom object card does not behave like i said it does not appear without association with other objects. Is it possible to behave like them (just appear in the right sidebar with zero records although i have not done any associations) or it's a must for custom objects to make an association inorder to make it's cards appear ?

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

cards

SOLVE

@HSalah here's a screenshot of a record not associated to a custom object of mine (Agencies) – it displays the 0:

 

karstenkoehler_0-1738657726863.png

 

Have you made sure the card is included in the record layout? https://knowledge.hubspot.com/object-settings/customize-records

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes