Set up rules for custom object pipelines

To manage how users can create and move custom object records through a pipeline, Super Admins can set rules for their custom object pipelines. The following rules can currently be enforced for each individual pipeline:

• Set stages where new records can be created.
• Restrict skipping stages in the pipeline.
• Restrict moving records backwards in the pipeline.

For example, if you restrict users from moving records backward, editing a custom object record's stage will look similar to the following:

Set up custom object pipeline rules

Pipeline rules are enforced when manually creating or updating custom objects on desktop, in the HubSpot mobile app, and via integrations or HubSpot public APIs when a user ID is being passed. Pipeline rules do not apply when creating or editing records via workflows, other APIs, or by users with Super Admin or Edit property settings permissions. In these scenarios, the enabled pipeline rules can be bypassed.

To set up rules:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Custom Objects, then select the object.
• Navigate to the Pipelines tab.
• Click the Select a pipeline dropdown menu, then select the pipeline for which you want to set rules.

• At the bottom, click the Pipeline Rules tab.
• In each row, toggle the switch on to apply the rule.
• Depending on the rule, customize the settings:

• • Limit [object] creation to specific stages: select the stages in which new records can be created. With this rule turned on, users will only be able to create records in those stages in HubSpot, as well as via integrations and HubSpot APIs.
  • Restrict [object] from skipping stages: to prevent users from skipping any stages in the pipeline, select All stages. To prevent users from skipping certain stages, select Select stages, then select the stages that cannot be skipped. Users will still be able to skip stages if a record is moving to a Closed Lost stage. This rule also applies when editing records via API and integrations.
  • Restrict [object] from moving backwards: to prevent users from moving records backwards from any stage in the pipeline, select All stages. To prevent users from moving records backwards one they reach certain stages, select Select stages, then select the stages. With this rule turned on, once a record has been moved to or past the selected stages, users cannot move the record backwards to any stage before the selected stages. This applies when editing in HubSpot, as well as via API and integrations. Users will still be able to move a record backwards from a Closed Lost stage if a record is reopened.

• Click Save.

Once set or updated, pipeline rules are automatically saved and will apply for users with access to the custom object's records moving forward. Pipeline rules do not apply to users with Super Admin or Edit property settings permissions.

Please note: when rules are enabled for a pipeline, users will also not be able to bulk edit the pipeline or stage of records in that pipeline.

Edit or turn off pipeline rules

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Custom Objects, then select the object.
• Navigate to the Pipelines tab.
• Click the Select a pipeline dropdown menu, then select the pipeline for which you want to set rules.
• At the bottom, click the Pipeline Rules tab.
• To edit an existing rule, click the edit edit icon in the rule's row. Make your changes in the right panel, then click Save.

• To turn off a rule, click to toggle the switch off. In the dialog box, click Delete pipeline rule to confirm.

Learn more about customizing custom object pipelines.