--- title: Learn how to build and customize the form users fill out to create new object records—add or remove fields, include associated object dropdowns, apply filters, and rename labels—directly in WoodsPortal Admin. description:   Overview WoodsPortal lets you fully tailor the “Create [Object]” form for any HubSpot object (standard or custom). In the Admin, you choose which propert image: https://digitalwoods.io/hubfs/Gemini_Generated_Image_9gy3xg9gy3xg9gy3.webp --- [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) [Get Started Free](https://app.woodsportal.com/login) Book a Demo [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) ###### Follow Us Book a Demo [Home](https://digitalwoods.io/) [Blog](https://digitalwoods.io/resources) Knowlege-Base Share # Creating a Record Creation Form in WoodsPortal ![featured\_image](https://digitalwoods.io/hubfs/Gemini_Generated_Image_9gy3xg9gy3xg9gy3.webp) Content Index   ### **Overview** WoodsPortal lets you fully tailor the “Create \[Object\]” form for any HubSpot object (standard or custom). In the Admin, you choose which properties appear, include associated-object dropdowns, apply conditional logic, and adjust field labels—all of which immediately reflect in your portal’s Create form. --- **Before you begin** - **Admin permissions**: You must be a **Super Admin** or **Partner Admin** in HubSpot. - **Object activation**: Confirm your target object (e.g., Tickets, Custom Projects) is enabled under **WoodsPortal Admin \> HubSpot Objects**. --- ### Step-by-Step Instructions 1. **Open the Form Editor** - In WoodsPortal Admin, navigate to **HubSpot Objects**. - Select the object (e.g., Tickets) and click **Configure**. - Switch to the **Form** tab. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/Screenshot%202025-07-03%20at%205-58-04%E2%80%AFPM-png-2.png?width=545&height=123&name=Screenshot%202025-07-03%20at%205-58-04%E2%80%AFPM-png-2.png) 2. **Remove Unwanted Fields** - Hover over any default field (e.g., Ticket Owner) and click the **trash** icon to remove it. 3. **Add Properties & Associations** - In the **Properties** sidebar, click any property to add it to the form (e.g., Priority, Category, Description). - To include a related custom object (e.g., Custom Project), click its name to add a dropdown. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jul-03-2025-12-29-34-6479-PM-2.png?width=1297&height=569&name=image-png-Jul-03-2025-12-29-34-6479-PM-2.png) 4. **Apply Conditional Logic (Optional)** - Click a field ▶ **Add Logic**. - Define your condition (e.g., only show Custom Project options where **Team** equals “X”). - Leave blank to show all records. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jul-03-2025-12-30-03-3815-PM-2.png?width=539&height=316&name=image-png-Jul-03-2025-12-30-03-3815-PM-2.png) 5. **Rename Field Labels** - In the form layout, click a field’s label ▶ **Properties** ▶ click the current text (e.g., “Ticket Description”). - Edit it to your preferred display name (e.g., “Description”). ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jul-03-2025-12-30-35-6962-PM-2.png?width=624&height=201&name=image-png-Jul-03-2025-12-30-35-6962-PM-2.png) 6. **Reorder & Save** - Drag fields to reposition them. - Click **Save** to publish your form changes. 7. **Verify in the Portal** - In your live portal, go to the object’s tab (e.g., Tickets) and click **Create \[Object\]**. - Confirm the form shows your selected fields, dropdowns, logic filters, and updated labels. --- **Troubleshooting** | Issue | Resolution | | --- | --- | | New property doesn’t appear | Ensure the property’s object is activated under **WoodsPortal Admin \> HubSpot Objects**. | | Associated-object dropdown empty | Check that there are existing records for that custom object in HubSpot; refresh the portal page. | | Conditional logic not filtering correctly | Reopen the field’s **Logic** settings and verify both the property and expected values are correct. | | Label change not reflected | Confirm you clicked **Save** in the form editor and refresh the portal page. |   ---   Share this article: ### Have a project in mind? 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