Set up conditional options for properties

You can set up conditional logic for properties so that only relevant options will appear for a record based on the record's value for another property. This conditional logic is available only for enumeration property types, which include dropdown select, multiple checkboxes, single checkbox, and radio select properties.

For example, you may have a Department property to indicate the segment a contact works in, and a Role property to specify their job title. You can set up conditional options for the Role property so that if a contact's Department value is Engineering, the only options that will appear for Role are Engineer, Engineering Manager, and Director of Engineering.

You can set up conditional property options for custom enumeration properties for companies, contacts, deals, and tickets, as well as the following default properties:

• Company properties: Type, Ideal Customer Profile Tier, Lead Status, Industry.
• Contact properties: Buying Role, Legal basis for processing contact's data, Lead Status, Number of employees.
• Deal properties: Forecast Category, Deal Type.
• Ticket properties: Category, Source, Resolution.

Set up conditional property options

Users must have Edit property settings permissions to set up conditional options for properties. To configure conditional options:

• In your HubSpot account, click the settings settings icon in the top navigation bar.

• In the left sidebar menu, navigate to Properties.

• Click the Select an object dropdown menu, then select Contact, Company, Deal, Ticket, or [Custom object] properties.
• Click the name of an existing property to edit its conditional options. This property will be the dependent property.
• Click the Conditional options tab.
• To select the controlling property (i.e. the property that will determine which options appear for the dependent property), click the Controlling property dropdown menu, then select the property. You can only select enumeration type properties for the controlling property.
• To set conditional options based on the controlling property's values:
  • In the When controlling property equals section, click an option.
  • In the Show these options section, select which property options should appear on the record when the controlling property has that value.
    • To show all options when the controlling property has that value, click All available options.
    • To include only specific options when the controlling property has that value, click Only these options, then select the checkboxes of the options you want to appear. You must select at least one value.
  • Repeat for the controlling property's options as needed.

• Once you're done, click Save.

Moving forward, when you manually create a new record, set the value on a record, inline on an object home page, in the HubSpot Sales extension, or in a playbook, the property's available options will depend on the controlling property's value for that record. If the controlling property doesn't have a value, all choices will be shown for the dependent property.

Merging options that have conditional options

If you merge options for properties with conditional options, the resulting option's logic will remain, and any unique logic for the merged options will no longer apply. To ensure the conditional options work properly after a merge, you can review and manually edit the dependent property's conditional option logic.

Additional conditional logic for properties

You can set up more conditional property logic in the following ways:

• Set up conditional logic to display properties when you set or update another property.
• Select properties to display based on a deal's stage or a ticket's status.