Edit the create form to include any associations to your custom object

What is it?

You can now customize the create form to enable reps to create associations to any object which the custom object is associated with.

Why does it matter?

Previously, even though custom objects were associable to additional objects, the create form did not support these associations. This update removes this restriction for a more consistent and reliable experience.

How does it work?

1. Go to Settings > Data Management section > Objects tab.
2. In the dropdown, select the object whose create form you want to update.
3. Select the option to "Customize the 'Create [object]' form".
4. Select the Add associations icon (the trident icon) in the left sidebar.
5. From there, select any custom objects that you want associated to the object whose form you are editing. As an option, you can also make them required fields on the form.
6. Once done making changes, click Save.

To learn more about customizing the create form for each object, visit our knowledge base article.

Who gets it?

Smart CRM Enterprise, Revenue Hub Enterprise, Marketing Hub Enterprise, Data Hub Enterprise, Content Hub Enterprise, Sales Hub Enterprise, Service Hub Enterprise