Limit available options based on a controlling property

Configure a controlling property that limits the available options of a dependent property. This is available only for enumeration property types, which include dropdown select, multiple checkboxes, single checkbox, and radio select properties. For example, you may have a Department property to indicate the segment a contact works in, and a Role property to specify their job title. You can set parameters for the Role property so that if a contact's Department value is Engineering, the only options that will appear for Role are Engineer, Engineering Manager, and Director of Engineering.

If you want to show a dependent property based on user input, learn how to set up dependent properties. 

Please note: your account may use personalized names for each object (e.g., account instead of company). This article refers to objects by their HubSpot default names.

You can set up parameters for custom enumeration properties as well as the following default properties:

• Company properties: CSM Sentiment, Ideal Customer Profile Tier, Company Keywords, Lead Status, Industry, Type.
• Contact properties: Buying Role, Journey Stage, Lead Status, Legal basis for processing contact’s data, Employment Role, Employment Seniority, Employment Sub Role, Number of Employees.
• Deal properties: Deal Type, Forecast category.
• Ticket properties: Resolution, Category, Source.
• Campaign properties: Campaign status.
• Lead properties: Lead Type, Lead Label, Disqualification Reason.
• Segment properties: Read only, Notifications.
• Product properties: Product Type.
• User properties: Availability Status.

Set up available property values

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

2. In the left sidebar menu, navigate to Properties.

3. Click the Select an object dropdown menu, then select the object for which you want to set up conditional options.
4. Click the name of an existing enumeration property to edit its available options. This property will be the dependent property.
5. Click the Conditional options tab.
6. To select the controlling property (i.e. the property that will determine which options appear for the dependent property), click the Controlling property dropdown menu, then select the property. You can only select enumeration type properties for the controlling property.
7. To set conditional options based on the controlling property's values:
   • In the When controlling property equals section, click an option (e.g., Department property option C-Suite).
   • In the Show these options section, select which property options should appear on the record when the controlling property has that value.
     • To show all options when the controlling property has that value, click All available options.
     • To include only specific options when the controlling property has that value, click Only these options, then select the checkboxes of the options you want to appear. You must select at least one value.
   • Repeat for the controlling property's options as needed (e.g., Department property option Accounts).
8. Once you're done, click Save.

Moving forward, when you manually create a new record, set the value for an existing record, use the HubSpot Sales extension, or use a playbook, the property's available options will be dependent on controlling property's value. If the controlling property doesn't have a value, all choices will be shown for the dependent property.

Please note: conditional options are not currently supported in forms or other tools not mentioned above.

Merging options with conditional logic

If you merge options for properties with limited available options, the resulting option's logic will remain, and any unique logic for the merged options will no longer apply. To ensure the logic work properly after a merge, you can review and manually edit the dependent property's conditional option logic.

Other conditional logic options

Set up more conditional property logic in the following ways:

• Set up conditional property visibility when updating an enumeration property.
• Select properties to display based on a pipeline stage.