Disable Picklist Options

Disable HubSpot Picklist Options While Retaining Deactivated Values in Records That Already Use Them

Overview

HubSpot does not allow users to disable picklist values; they can only be merged or deleted. This article provides a workaround to achieve this by creating a new field, updating existing records, setting up conditional logic, and creating an automation.

Prerequisites

• HubSpot Admin or Advanced user permissions

• Access to the HubSpot account in question

Steps

1. Create a New Field

• In the deal properties, create a new dropdown select field called "Product Filter."

• Set the only option to "Disabled."

1. Update Existing Records

• Update all existing records with the new field and set the value to "Disabled" for the products you want to deactivate.

1. Set Up Conditional Logic

• Edit the existing product property and go to conditional options.

• Add a new conditional option based on the "Product Filter" field.

• Select the products you want to keep activated (e.g., excluding the products you want to deactivate).

1. Create an Automation

• Create an automation that triggers when a new deal is created.

• Set the "Product Filter" property to "Disabled" for the new deal.

1. Set Product Filter Properties

• Set the properties in the "Product Filter" field to "View Only" in the property settings under "Manage Access."

Testing

• Create a new deal to verify that the "Product Filter" field is automatically filled with "Disabled" and that the deactivated products cannot be selected.

Conclusion

By following these steps, you can effectively disable HubSpot picklist options while retaining deactivated values in records that already use them. This workaround provides more control over picklist values and helps maintain data integrity.