Workaround for Setting Required Fields in HubSpot Companies

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Hey! I have a technical and operational question for Hubspot. I need to set required fields to Company so that the Lifecycle Stage can't be changed to the next one without completing them. This option is included in the Deal, and I need it to be Company. It's simply not possible, but do you have a workaround?

5 comments

· Sorted by Oldest

Soumyadeep D.
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Hey Karol 👋 I would suggest hiding the Lifecycle Stage property from the default view and displaying it in a new section with conditional logic, only when Property 1 has a value. This approach restricts HubSpot users from changing the lifecycle stage directly without first completing the required field.
Soumyadeep D.
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Feel free to dm if you have any questions.
Karol S.
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Oh wow! That's a great idea! Thanks!
Soumyadeep D.
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No problem 🙂
Pat H.
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Lifecycle stage should not be manually changed...and it should be displayed at all times (IMO). What is the flow you're trying to bring to life

Soumyadeep D.
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·
Hey Karol 👋 I would suggest hiding the Lifecycle Stage property from the default view and displaying it in a new section with conditional logic, only when Property 1 has a value. This approach restricts HubSpot users from changing the lifecycle stage directly without first completing the required field.
Soumyadeep D.
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·
Feel free to dm if you have any questions.
Karol S.
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Oh wow! That's a great idea! Thanks!
Soumyadeep D.
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·
No problem 🙂
Pat H.
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Lifecycle stage should not be manually changed...and it should be displayed at all times (IMO). What is the flow you're trying to bring to life