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CRM Setup

Set validation rules for a property (BETA)

Last updated: August 30, 2022

In Beta

Applies to:

All products and plans

To help maintain consistent and accurate data in your HubSpot account, you can set rules for custom text and number properties. When validation rules are set for a property, users must meet the property's requirements in order to save a value.

For example, you could create an Order Number text property where values can only contain numeric characters, or create a Payment amount number property where values can only contain up to two decimal places.

Please note: validation rules are not currently enforced when setting property values in the HubSpot mobile app, through an import, or via API.

If you have super admin permissions, opt your account into the Property Validations beta to gain access to this functionality. Once your account gains access, a user must have Edit property settings permissions to set validation rules for a property.

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.

  • Click the Select an object dropdown menu, then select [Object] properties to create or edit a property for that object.

  • To add validation rules to an existing custom text or number property, click the property's name, then click the Rules tab in the right panel.
  • To create a new property with validation rules, in the upper right, click Create property.
  • Select checkboxes to turn on validation rules for property values. The options available depend on the property's field type:

set-property-validation-rules

    • Single-line text or Multi-line text: set a minimum character limit, set a maximum character limit, restrict values to only numeric characters, or disallow special characters ($, %, etc.).
    • Number: set a number range or set a number of decimal places.
  • Once you're done, click Create or Save at the bottom of the panel.

Learn more about creating and editing properties in HubSpot.

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