--- title: Learn how to tailor the object record creation form—add, remove, and reorder fields, apply conditional logic, and rename labels—directly in WoodsPortal Admin. description:   Overview WoodsPortal lets you fully customize the form users fill out to create new records (e.g., Tickets, Deals, custom objects). You can remove unwant image: https://digitalwoods.io/hubfs/Gemini_Generated_Image_l5gpfxl5gpfxl5gp.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 # Customizing Object Record Creation Forms in WoodsPortal ![featured\_image](https://digitalwoods.io/hubfs/Gemini_Generated_Image_l5gpfxl5gpfxl5gp.webp) Content Index   ### **Overview** WoodsPortal lets you fully customize the form users fill out to create new records (e.g., Tickets, Deals, custom objects). You can remove unwanted default fields, add any active property (including custom object associations), apply conditional logic, and rename field labels to suit your portal’s terminology. --- **Before you begin** - **Admin permissions**: You must be a **Super Admin** or **Portal Admin** in WoodsPortal. - **Object activation**: Ensure the target object (e.g., Tickets, Custom Project) is activated under **WoodsPortal Admin \> HubSpot Objects**. --- **Step-by-Step Instructions** 1. **Access the Object Configuration** - In WoodsPortal Admin, go to **HubSpot Objects**. - Select the **Standard Objects** or **Custom Objects** tab, then click **Configure** next to your target object (e.g., Tickets). ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/object%20configure-png-2.png?width=444&height=200&name=object%20configure-png-2.png) 2. **Open the Form Editor** - Within the Configure panel, click the **Form** tab to launch the form layout editor. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-30-2025-12-06-14-8310-PM-2.png?width=670&height=337&name=image-png-Jun-30-2025-12-06-14-8310-PM-2.png) 3. **Remove Default Fields** - Hover over any form field (e.g., Ticket Owner) and click **Remove** (🗑️) to delete it from the form if not required. 4. **Add New Properties** - In the **Properties** sidebar, find and click any field you want to include (e.g., Priority, Description, Custom Project). - The field appears in the form—use drag-and-drop to reposition it. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-30-2025-12-07-55-6375-PM-2.png?width=548&height=344&name=image-png-Jun-30-2025-12-07-55-6375-PM-2.png) 5. **Apply Conditional Logic (Optional)** - Click a field ▶ **Add Logic**. - Define your condition (e.g., show this field only if another property “is equal to” a specific value). - Leave blank for no conditions. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-30-2025-12-08-36-3759-PM-2.png?width=540&height=307&name=image-png-Jun-30-2025-12-08-36-3759-PM-2.png) 6. **Edit Field Labels** - In the form layout, click a field ▶ **Properties** ▶ click the current label (e.g., Ticket Description). - Enter a new display label (e.g., “Description”). - Changes apply throughout the portal wherever that field appears. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-30-2025-12-09-24-7486-PM-2.png?width=621&height=80&name=image-png-Jun-30-2025-12-09-24-7486-PM-2.png) 7. **Save Your Form** - Click **Save** to persist your layout and label changes. 8. **Verify in the Portal** - Navigate to your live portal page and go to the object’s tab (e.g., Tickets). - Click **Create Ticket** (or **Create \[Object\]**) to confirm your form reflects the updated fields, order, and labels. - If you’ve added a custom object association (e.g., Custom Project), ensure those records exist in HubSpot so they appear in the dropdown. --- **Troubleshooting** | Issue | Resolution | | --- | --- | | New property not appearing in sidebar | Activate the property’s object in **WoodsPortal Admin \> HubSpot Objects**, then refresh the editor. | | Conditional logic not working | Reopen the field’s **Logic** settings and verify your condition and target values are correct. | | Label change not reflected | Confirm you saved the form and clear any portal page caches before testing. |   Share this article: ### Have a project in mind? 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