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Managing dropdown values in Hubhus

SELECT fields are one of the most important tools for structuring data in Hubhus. They ensure consistency, allow segmentation, and act as the foundation for filters, automations, and dashboards.

This article explains how to create, edit, and use select fields effectively.

1. What is a SELECT field?

A SELECT field is a predefined list of options where the user must choose one value.

Examples:

• Customer type (commercial, private)

• Source (Google, partner, event)

• Region (north, central, south)

• Visit type (survey, installation, service)

Hubhus stores both the label and the slug, which is used in logic.

2. Creating a new SELECT field

1. Open the campaign settings

2. Go to Selects (separate menu from Fields)

3. Click New select field

4. Name the select (e.g., “Customer type”)

5. Add one or more options

6. Each option automatically gets a slug

7. Save the list

You can now use the select field in:

• Forms

• Booking forms

• Automations

• Filters

• Pages

• Email/SMS templates

3. Adding or editing select options

To update options:

1. Go to Campaign → Selects

2. Click the select list you want to edit

3. Add new options

4. Edit labels or reorder values

5. Avoid changing slugs unless necessary

6. Save

⚠️ Slug changes matter

Slugs are used in:

• Automations

• Filters

• Placeholders

• Conditional logic (@if statements)

• Integrations/API payloads

Changing slugs can break logic. Only change slugs intentionally.

4. Using SELECT fields in filters

Select fields are perfect for filtering leads, because they produce predictable values.

Examples:

Filter by select value in the lead table:

• Select “Customer type = commercial”

Campaign filter (under Filters):

customer-type.slug = commercial

In automations:

@if(@select[customer-type,slug] == commercial){1}@endif

Select fields give you deterministic segmentation — your workflows become much more stable.

5. Triggering actions when a SELECT option is chosen

SELECT fields in Hubhus can trigger automated actions when a user selects a specific option.
This is useful for workflows such as:

• Sending an SMS when a customer chooses a certain option

• Assigning a user when a specific company is selected

• Updating the lead status

• Submitting an HTTP request

• Setting other field values automatically

To configure actions for a SELECT value:

1. Go to the field settings (Account → Custom fields → your SELECT field)

2. Click “Add action” next to the option

3. Choose the action to perform (Send SMS, Send email, Assign user, Set status, Upload file, etc.)

4. Save the configuration

Actions run immediately when the user sets the SELECT field to that option.

This makes SELECT fields a powerful automation tool, especially for classification, approval steps, or workflow routing.

6. Making SELECT fields conditionally active (requirements)

You can control when a SELECT field is shown or active by defining activation requirements.
This allows you to hide fields unless the lead meets certain criteria.

You can conditionally activate a field based on:

• Lead origin

• Created date

• Status

• Whether follow-up exists

• Assigned user

• Past automation triggers

• Email activity (opened/not opened)

• Web page visits

• NPS or survey requirements

• Specific lead IDs

• Many other conditions

To enable conditional activation:

1. Open the SELECT field

2. Click “Edit requirements”

3. Choose “This field is conditionally active”

4. Select the requirements the lead must meet

5. Save

If requirements are not met:

• The field becomes inactive

• It cannot be changed

• Actions attached to options will not trigger

This is useful for advanced workflows where certain dropdowns should only appear for certain lead types, campaigns, or stages.

7. Best practices for SELECT fields

✔ Use selects when you need consistent categories
✔ Keep labels readable for staff
✔ Keep slugs short and “code-safe”
✔ Use selects for segmentation rather than free-text
✔ Avoid changing slugs unless required
✔ Group related selects logically (e.g., “Sources”, “Regions”, “Visit types”)
✔ Use selects in automations instead of text comparison
✔ Use selects in booking forms for conditional steps

Summary

Select fields are one of the most powerful tools in Hubhus. They allow you to:

• Standardize data

• Segment leads

• Trigger automations

• Build filters

• Control form visibility

• Drive booking logic

• Maintain clean reporting

Use them consistently to keep your campaigns structured and predictable.

? Common searches

custom fields • field setup • data fields • field configuration

? Also known as

data field • custom field • input field

Related articles

How do I create custom fields?
How to add custom fields to booking forms
How to calculate values and format numbers in templates
How to format dates and calculate time differences
How to use custom fields in automation and triggers