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Set the properties that appear when creating records

Last updated: December 14, 2021

Applies to:

All products and plans

Users with Account permissions can set up which fields appear when users manually create contacts, companies, deals, tickets, and custom objects in HubSpot.

Users with Account permissions in Sales Hub Professional or Enterprise accounts can make certain fields in contact, company and deal creation mandatory during manual creation.

Users with Account permissions in Service Hub Professional or Enterprise accounts can make certain fields in ticket creation mandatory during manual creation.

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

  • In the left sidebar menu, navigate to Objects, then select the object you’d like to set the creation properties for.

  • In the Creating [objects] section, click Customize the 'Create [object]' form.

customize-create-object-form

  • In the left sidebar of the editor, select the checkboxes next to the properties you'd like to appear when a user creates the object. You can use the search bar to search for a specific property, or click a property group to expand or collapse its properties.

  • On the right, click and drag a dragHandle handle to reorder the properties. Any default required properties will remain at the top.

    ticket-creation-form
  • Select the checkboxes in the Required column next to properties you want to make mandatory. If a property is required, users will not be able to manually create a record without entering the property.  Users in Sales Hub Professional or Enterprise accounts can set required properties for contacts, companies, or deals, while users in Service Hub Professional or Enterprise accounts can set required properties for tickets.

Please note: certain properties will always be required (e.g., Email for contacts, Deal Name for deals).
  • In the top right, click Save.