Creating a Record Creation Form in WoodsPortal

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.
     
     

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.
     
     

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.
     
     

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”).
     
     

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