Contact property logic

Configure rules that show, hide, or require contact fields based on the value of other fields — and those rules now also apply where your salespeople actually work every day: the contact record and the task-completion wizard.

1. What it does

Under Settings > Contact > Property logic, you can create rules that:

• Show or hide a field based on the value of another field.
• Mark a field as required or optional based on those same conditions.
• Restrict which options appear on a select field, based on the value of another field (new: "Conditional options," see section 2).

These rules now evaluate in real time in two places beyond the settings screen itself:

• The contact record (creation, edit, and detail).
• The task-completion wizard, on the contact-association fields.

2. Conditional options on select fields

Previously, property logic rules could only control whether a whole field showed or hid. Now you can also limit which options of a select field appear, based on the value of another field.

From a select attribute's edit page, in the new Conditional options card:

1. Click "Add conditional rule."
2. Choose the field and value that trigger the rule.
3. Choose which options to show when that condition is met.

The app summarizes the rule as: "If {field} is {value}, show: ...".

3. Required-field validation

All of this now works the same way in the required-fields form, whether you're moving a contact to a new stage or completing a task: fields appear, disappear, and become required in real time, and if a required field is missing, submission is blocked with an inline error right under it — no matter which of the two you're completing it from.

Relevant scenarios

• Accounts with many custom fields: property logic lets you show only the fields relevant to a given contact type, instead of one long static form.
• Teams with different flows per segment: conditional options let a select field only offer the choices valid for the contact's current segment.

Conclusion

Property logic is now a real behavior layer on top of your contact data, not just a setting that lives on its own — it applies where your salespeople actually work.