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Customize the create record form for each object

Last updated: January 18, 2023

Applies to:

All products and plans

Users with Account permissions can set up which properties appear when users manually create contacts, companies, deals, tickets, and custom objects in HubSpot. Depending on your subscription, you can also select which associations to include, or make certain fields mandatory during manual creation.

If certain properties or associations aren't shown in the create record form, you can still manually edit a record's property values or associated records.

  • 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 for which you’d like to edit the create record form.

  • 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 a record for the object. Use the search bar to search for a specific property, or click a property group to view or hide its properties.

  • If your account has a Starter, Professional, or Enterprise subscription, select the checkboxes next to the object associations that should appear during creation.

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.
  • If you include the Companies association, you'll only be able to associate one company to the contact, ticket, deal, or custom object record while creating. This company will automatically be set as the Primary company.


customize-record-creator-properties-and-associations

  • On the right, click and drag a dragHandle handle to reorder the properties or associations. Any default properties will remain at the top.
  • To make a property or association mandatory (Starter, Professional, and Enterprise only), select the checkbox in the Required column (Starter, Professional, and Enterprise only).
    • 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, such as Ticket name, Pipeline, and Ticket status for tickets.
    • If an association is required, users will not be able to manually create a record without selecting an existing record of that object to associate with the new record.

Please note: the objects you can set required fields for depend on your subscription:

  • Users in Sales Hub Starter, Professional or Enterprise accounts can set required properties or associations for contacts, companies, or deals.
  • Users in Service Hub Starter, Professional or Enterprise accounts can set required properties or associations for tickets.

  • In the top right, click Save.

  • In the top left, click Back to exit the form editor. You can now create records using the customized form.
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