Customize the create form for each object

You can set up which fields appear when users manually create contacts, companies, deals, tickets, leads, custom object records, campaigns, SMS messages, workflows, lists, and marketing events.

Depending on the object and your subscription, you can:

• Add specific properties and associations.
• Make properties, associations, or association labels mandatory.
• Set conditional logic based on enumeration properties.

Customize the create record panel for an object

To edit an object's create form:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Objects, then select the object for which you’d like to edit the create form.
3. Under Creating [objects], click Customize the 'Create [object]' form.
4. In the configuration wizard, you can manage the following:
   • Add properties: in the left sidebar, search or expand a section to find a property. Select the checkboxes next to the ones you want to appear when a user creates a record for the object.
     
   • Make properties required: in the right panel, hover on a property and click the requiredProperty required icon. Certain properties will always be required (e.g., Ticket name, Pipeline, and Ticket status for tickets). If property is required, users must enter a value to create the new record.
     
   • Add associations: in the left sidebar, click the Add properties dropdown menu and select Add associations. Select the checkboxes next to the object associations that should appear during creation. By default, if your account has association labels, any label can be selected. To require a specific label, click the Association label dropdown menu, then select the label.
   • Make associations required: in the right panel, hover on an association and click the requiredProperty required icon.
     • If an association is required, users must select an existing record of that object to associate with the new record.
     • If the association label field is required, users must associate a record with the new record and select any of the available association labels.
     • If you selected a specific association label when adding associations, users must associate a record with the new record and select that label.
   • Add a default deal name: learn how to configure a default deal name.
   • Add conditional logic: jump to the conditional logic section.
   • Rearrange properties and associations: in the right panel, click and drag a dragHandle handle to reorder the properties or associations. Default properties will remain at the top.
   • Remove a field: hover over the property/association, then click the delete delete icon. Certain default properties cannot be deleted (e.g., First name, Last name, Email for contacts).
5. In the top right, click Save and close.

Add conditional logic to the create record panel

You can set up conditional logic so that certain fields appear or become required once a specific enumeration property (e.g., dropdown select) value is selected. Conditional properties appear in addition to those included in the default record creator form.

For example, you can customize which properties are shown when creating new deals based on the pipeline a deal is added to.

To add new logic:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Objects, then select the object for which you’d like to edit the create record form.
3. Click Customize the 'Create [object]' form.
4. In the configuration wizard:
   • In the left panel, click the Add properties dropdown menu and select Add conditional logic. You can also hover over a property and click the conditional conditional icon.
     • A property must already be included in the default create record form before you can set up conditional logic based on its values.
     • If the conditional icon is grey, conditional logic is not available for that property. 
   • Click Add logic.
   • 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 Choose an option dropdown menu, then select the option that will cause additional properties to appear or become required when selected.
   • Click Add property.
   • Click the Choose a property dropdown menu and select properties that will show if the logic is met.
   • To require a dependent property, select the Required checkbox. If a property is required, users cannot create a 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 form.
   • In the upper right, click Apply logic to return to the create record panel configuration screen.
   • In the right panel, conditional logic you've set will automatically appear below the controlling property in the form. Click [Hide/Show] conditional properties to edit whether the properties are displayed while editing.
   • In the upper right, click Save and close.

To edit existing logic:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Objects, then select the object for which you’d like to edit the create record form.
3. Click Customize the 'Create [object]' form.
4. In the configuration wizard:
5. In the left panel, click the Add properties dropdown menu and select Add conditional logic.
6. Click the edit edit icon and make changes.
7. Click the delete delete icon if you want to remove the logic. In the dialog box, click Delete to confirm.
8. In the upper right, click Save and close.