Configuring Right Sidebar Objects in WoodsPortal

Overview

The Right Sidebar lets you surface one or two HubSpot object record lists alongside your dashboard. You can include any standard or custom object, assign a friendly name, and apply filters for company association or specific pipelines. You can also render URL properties in an iframe pop-up.

Before you begin

• WoodsPortal Admin tasks (e.g. object associations, pipeline setup, portal configuration): HubSpot Super Admin or Partner Admin role is required.

• CMS page tasks (creating pages, applying themes/templates, editing modules): access to Website Pages and Design Manager in HubSpot is sufficient.

Step-by-Step Instructions

1. Enable the Right Sidebar

   • In the HubSpot page editor, open the Contents panel and click Right Sidebar.

   • Toggle Enable Sidebar Objects on.

2. Add Object Cards

   • Under Object 1 (and Object 2, if needed), click Select object.

3. Set a Display Name

   • Enter a custom Name for the object card (this label appears in the UI and can differ from your HubSpot object name).

4. Specify the Object Type ID

   • For standard objects, enter the fixed IDs:

     • Contact: 0-1

     • Company: 0-2

     • Deal: 0-3

     • Ticket: 0-5



   • For custom objects, find the ID in WoodsPortal Admin > HubSpot Objects > Custom Objects.

     • Copy the ID displayed under the custom object’s name and paste it here.

5. Show Primary Company Data (Optional)

   • Toggle Primary Company Data on to display records linked to the portal user’s primary company instead of directly to the contact.

6. Filter by Pipeline (Optional)

   • Toggle Filter by Pipeline on to restrict records to a specific pipeline.

   • In WoodsPortal Admin > HubSpot Objects, select the object and open Configure → Pipelines to copy the pipeline ID.

   • Paste the pipeline ID into the filter field.
     
     
     

7. Enable Iframe for URL Properties (Optional)

   • Toggle Enable Iframe on to render clickable URL properties as iframe pop-ups.

   • Enter one or more property internal names (comma-separated) whose values should open in an iframe.
     
     

Troubleshooting