Set up conditional logic for enumeration properties

You can set conditional logic for properties that are triggered when users set certain values during record creation or when manually updating property values for existing records. This conditional logic is available only for enumeration property types, which includes dropdown select, multiple checkboxes, single checkbox, and radio select properties.

For example, you can set up logic to require the Mobile phone number property once a contact's value for Preferred communication method is set to Text.

Please note: any previously set conditional logic (i.e. conditional stage logic and Create record form conditional logic) will now be enforced when manually creating or editing records on desktop on a record or object index page, in the HubSpot Sales extension, and in playbooks. Create record form conditional logic will also be automatically added to the Conditional property logic tab in the property settings, where it can be edited.

Add conditional logic

Users must have Edit property settings permissions to set conditional logic for properties. To set up new logic:

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

• In the left sidebar menu, navigate to Properties.

• Click the Select an object dropdown menu, then select Contact, Company, Deal, Ticket, or [Custom object] properties.
• Click the Conditional property logic tab.
• To add conditional logic, click Create logic. You'll be brought to the property logic editor.
• Set up the controlling property:
  • Click the Controlling property dropdown menu, then select the property in the form that will trigger conditional logic.
  • Once a property is selected, click the Value dropdown menu, then select the option that will cause additional properties to appear or become required when selected.

• Set up the dependent properties that will appear when the controlling property's value is selected:
  • Click + Add dependent property, then select the property.
  • To require a property, select the Required checkbox. If a property is required, users cannot create or update the record until they set a value for the property.
  • To reorder the properties, click and drag a property to a new position. The properties will be displayed in this order when they appear in the create record form or when editing a record.

• Once you're done, click Save logic.

Moving forward, the logic will apply when manually creating or editing record on desktop, on a record, the object home page, or in the HubSpot Sales extension. The logic will not apply when editing records with other HubSpot tools, including in the HubSpot mobile app or via workflows.

For example, if you've set up logic to require the Mobile phone number property when SMS is the contact's Preferred communication method, the dependent property will appear when setting the controlling property value in the following scenarios:

• Manually creating a record.

• Editing the value on a record.

• Editing the value on the object home page, including board view for deals, tickets, and custom objects.

• Editing the value while using a playbook.

Edit or delete existing conditional logic

Users must have Edit property settings permissions to edit or remove conditional logic for properties.

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

• In the left sidebar menu, navigate to Properties.

• Click the Select an object dropdown menu, then select Contact, Company, Deal, Ticket, or [Custom object] properties.
• Click the Conditional property logic tab.

• To edit existing logic:
  • Hover over the logic, then click Edit.
  • In the editor, update the controlling or dependent properties, then click Save logic to confirm your changes.

• To delete existing logic:
  • Hover over the logic, then click Delete.
  • In the dialog box, click Delete to confirm.