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Set the properties that appear when creating records

Last updated: July 1, 2022

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.

Depending on your subscription, you can also make certain fields 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.

Please note: certain properties, such as score or calculation properties, cannot be added to the Create record form. You'll be unable to select these properties when adding form fields.

  • 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.  Certain properties will always be required (e.g., Email, First Name, or Last Name for contacts, Deal Name for deals). 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.

  • In the top right, click Save.

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