---
title: Creating and Customizing Record Forms in HubSpot
description: Record forms in HubSpot determine which fields appear when users manually create contacts, companies, deals, tickets, leads, custom objects, and other records.
---

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# Creating and Customizing Record Forms in HubSpot

## Record forms in HubSpot determine which fields appear when users manually create contacts, companies, deals, tickets, leads, custom objects, and other records.

### Basic Form Configuration

#### Accessing Form Settings

1. Navigate to Settings (gear icon)
2. Go to Objects in the left sidebar
3. Select your desired object
4. Click "Customize the 'Create \[object\]' form"

#### Essential Form Elements

1. **Properties** 
     - Add or remove property fields
     - Reorder properties using drag handles
     - Default properties remain at top
     - Some properties cannot be removed (e.g., First name, Last name, Email for contacts)
2. **Associations** 
     - Available in Starter, Professional, or Enterprise
     - Link records to other objects
     - Set primary associations
     - Add association labels

### Form Customization Options

#### Required Fields Setup

**Available for Starter, Professional, and Enterprise:**

- Make properties mandatory
- Require associations
- Set required association labels
- Force specific label selection

#### Subscription-Based Features

1. **Starter, Professional, Enterprise:** 
     - Required fields for contacts, companies, deals, tickets
     - Association requirements
     - Basic customization options
2. **Marketing Hub Professional/Enterprise:** 
     - Campaign property requirements
     - Advanced customization features
3. **Enterprise:** 
     - Custom object requirements
     - Advanced conditional logic
     - Enhanced customization options

### Conditional Logic (Professional and Enterprise)

1. **Setup Options:** 
     - Show/hide fields based on selections
     - Make fields required conditionally
     - Create dynamic form flows
2. **Configuration Steps:** 
     - Select controlling property
     - Choose trigger values
     - Set dependent properties
     - Define required conditions

### Important Limitations

#### Property Restrictions

1. **Unsupported Properties:** 
     - Score properties
     - Calculation properties
     - Certain system properties
2. **Association Limitations:** 
     - Single company association during creation
     - Mobile app restrictions for required associations
     - Conditional logic not supported in mobile app

#### Best Practices

1. **Organize Efficiently:** 
     - Group related fields together
     - Place most important fields at top
     - Use logical field ordering
     - Keep forms concise
2. **User Experience:** 
     - Make only essential fields required
     - Use clear field labels
     - Implement helpful conditional logic
     - Consider mobile users

### Implementation Tips

1. **Before Setup:** 
     - Plan your form structure
     - Identify required fields
     - Consider user workflow
     - Test with sample data
2. **During Configuration:** 
     - Test conditional logic
     - Verify required fields
     - Check mobile compatibility
     - Document your settings
3. **After Launch:** 
     - Monitor user feedback
     - Check for bottlenecks
     - Adjust as needed
     - Regular form reviews

#### Troubleshooting Common Issues

### Form Behavior

- Required fields not saving
- Conditional logic not triggering
- Association issues
- Mobile app limitations

### Solutions

1. **Check Settings:** 
     - Verify permissions
     - Review conditional logic setup
     - Confirm property configurations
2. **Common Fixes:** 
     - Clear cache and refresh
     - Update property settings
     - Review association rules
     - Check for conflicts

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