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Within modules and themes, fields are used to enable content creators to control module and theme styling and functionality on your website. When developing a module or a theme, you'll include fields in a fields.json file, which will then translate to the theme and content editors.

theme-settings-fields

Below, learn more about how to create and manage options for module and theme fields. To learn more about specific field types, check out the module and field types reference guide.

You can add fields to a module's fields.json file locally through the HubSpot CLI and in the in-app module editor. To add fields to a theme, you must update the theme's fields.json file locally using the CLI.

When building locally, module and theme fields can be edited through a fields.json file inside of the module or theme's folder. For modules, this file will automatically be created when using the hs create module command. All of the field options available in the module editor are available as properties you can add or edit in the fields.json file. This includes repeater fields, groups, and conditions. One of the benefits of editing locally is that it makes it easier to include your modules in version control systems like git.

The design manager has a built-in module editor UI that enables you to create, group, and edit module fields. The module editor contains a module preview which enables you to see what the module looks like on its own, as well as test your fields. Since modules do not live in a vacuum you should always test them on a template you plan to use, to see what template level styles may affect it. Be aware if a module is contained in a locked folder it cannot be edited this way.

Design Manager Module Editor

By default, module fields in content editors stack vertically. However, you can place module fields side by side by adding a display_width property to fields in the fields.json file with a value of half_width.

side-by-side-modules0

A single field with a display_width of half_width will appear as half-width in the content editor. When the field above or below that field in the fields.json file is set to half_width, they'll be placed side by side.

When fields are related to each other, it often makes sense for them to be grouped together visually. You can do so by creating field groups, which are supported in both modules and themes. To create a field group locally, in fields.json create an object with the type of "group". Then, include a children array to contain the fields you want to group together.

simple-field-group-example

You can create further field groupings inside a group by adding another "group" type object within the first children parameter. Then, build the field group in the same way as above, using children to contain the fields. You can nest field groups up to a depth of three.

field-group-with-secondary-grouping

You can customize the following field group display behavior:

  • Expansion: by default, field groups will display as collapsed in the editor. Groups that contain nested groups will display as drilldown buttons that open the group in its own view with the innermost group displaying dividers. default-collapsed-group
  • Display type: by default, groups that don't contain nested groups will display as collapsible sections with visual dividers around its children. Groups that do contain nested groups will display as drilldown buttons that open the group in its own view with the innermost group displaying with dividers.
  • Group icon: if desired, you can include a Font Awesome icon that displays to the left of the label. icon-example
ParameterTypeDescription
displayStringThe display style of the field group. Can be one of the following:
  • drilldown: displays the collapsed group with a button to open the group's children in its own panel. This is the default display for groups that contain nested groups.
  • accordion: displays the collapsed group with a button to expand the group's children below as an expandable section. This is the default display for groups without nested groups.
  • inline: displays the group and its children inline with no option to collapse the group.
iconObjectAdds an icon to the left of the label. Contains the following parameters:
  • name: the Font Awesome icon identifier.
  • set: the Font Awesome icon set.
  • type: icon style (e.g., SOLID, REGULAR).
expandedBooleanWhether the field group is expanded by default.

Field groups create dicts that contain the field values you want to output. If you nest field groups the nested field group is a dict inside of the outside field group dict. To access that data you will traverse the tree from either the root theme or module variable depending on your context.

For situations where a field group is repeated, you can specify one or more of those occurrences as featured, enabling you to style the item separately to make it stand out. For example, this can be particularly useful for a product page where you might have a featured product that you want to highlight.

You can specify a maximum number of featured items per field group. In the editor, content creators can then mark items as featured as needed.

cms-field-group-featured-in-app (1)

To enable featured items in a field group, include the group_occurrence_meta property in the field group configuration. This property stores the following properties:

  • featured_enabled: set to true to enable featured items.
  • featured_limit: the maximum number of featured items to allow.

The field group must also include the occurrence property.

To check whether an item in a repeated group is featured, you can query the hs_meta property. The code below uses a for loop to check for field group items that are set to featured, then displays the title of each as an h3 header.

{{ repeated_group_item.hs_meta.occurrence.featured }}

Style fields are a special field group type in a module or theme's fields.json file that give content creators control over a module or theme's styling in the page and theme editor. Below, learn how to add style fields to a module or theme. Learn about best practices for using and organizing style fields.

Style fields added to a module will appear on the Styles tab of the page editor when editing the module:

style-field-module-editor0

When adding style fields to a module's fields.json file, you add them within one styles group. That group, however, can contain multiple groups within it, as shown below:

The following fields can be used as style fields in modules. Learn about each of the field types in the module and field types guide.

View the CMS boilerplate for an example of a style fields within a module's fields.json file.

Style fields added to a theme will appear in the left sidebar of the theme editor:

style-field-theme-editor0

All style fields within a theme's fields.json file will be added to the left sidebar of the theme editor, as opposed to needing to put them under a styles group, as shown below:

The following fields can be used as style fields in themes. Learn about each of the field types in the module and field types guide.

View the CMS boilerplate for an example of a style fields within a theme's fields.json file.

Some style fields provide a way to output css directly based on the field's value. This is especially helpful with fields that can control more complicated styling like gradients. The following style fields have a generated .css property:

When creating modules that format information, often there are types of information that repeat. A recipe module for example, might have a field for "Ingredient". Well, most recipes have more than 1 ingredient. You could give them a rich text field, but then you lose your ability to force consistent styling and add functionality around each ingredient. That's where repeaters come in, HubSpot has two forms of repeaters: Repeating fields, and Repeating groups.

Repeating fields are normal fields but content creators can add, remove, and re-arrange instances of the field. Using the recipe module example above, each ingredient could be a repeating text field.

repeater field

This makes it so the content creator can add as many ingredients as they wish. From the developer perspective, you get an array that you can loop through to print out that list of ingredients, applying the formatting and functionality you want.

Repeating fields are best used for very simple situations. Often times repeating groups make more sense.

Repeating groups are field groups with the repeating option enabled. Repeating groups allow content creators to add, remove, and re-arrange groups of fields. Using the recipe module example, say that you want to integrate your ingredients list with a shopping list functionality.

Repeating group of fields

The quantity of an ingredient would be critical to the shopping list. While someone could provide that in the text field, the module would then need to parse the text field and hope we are successfully separating the quantity from the ingredient. This is where repeating groups come in handy. The output of these fields is an object that can be looped through.

To make the editing experience better and prevent content editors from providing values that you have not programmatically accommodated for, we allow you to set minimum and maximum values for how many items content creators can add to a repeating field or repeating group.

For repeating groups you can also set which field acts as the label for that item when viewing the repeater.

Max number of occurrences

ParameterTypeDescriptionDefault
maxIntegerMaximum number of occurrences of this group. Prevents the content creator from adding more than this number of items in the UI.null
minIntegerMinimum number of occurrences of this field group. Prevents users from having less than this number of items in the UI.null
sorting_label_fieldStringThis is the field id, of the field to pull text from to show in the UI on the draggable cards. The default for this is the first field in the group.

The inherited_value property can be configured to make a field inherit its default value from other fields. To set a field's entire default value from another field's value, set the default_value_path to the field name path of the target field. When default_value_path is set, it'll ignore any default set on the field.

To access values from other fields, the paths must include module. at the beginning, similar to when accessing the value in the module's HubL code.

For complex fields (fields whose values are objects), users can have more granularity over which properties get inherited through property_value_path. Any paths referred in inherited_value can also include keys from a field's value for complex fields.

For example, color fields have object values that contain the color itself as well as opacity. So to get a color's actual color value without the opacity, the path would end in .color. For example, a font field can inherit just its color from a separate color field:

You can also combine the effects of default_value_path and property_value_paths to inherit a default value from one field while inheriting a specific property value from a different field:

If a field inherits from another field but then gets directly overridden at the page level or in theme settings, its connection to the controlling field gets severed. Any other fields attached via default_value_path or property_value_paths will no longer affect the value of the field.

When defining custom module and theme fields, you can configure when a field appears by adding the visibility object to the field in the fields.json file. For example, you can set a form module to display a rich text area when the thank you message is selected, but a page selector when a redirect is selected.

You can set visibility based on the value of a controlling_field_path, or based on a specific property within that field using the property parameter. You can also apply visibility to an individual field, or to a group of fields to control visibility for all elements in the group.

ParameterTypeDescription
controlling_field_pathStringThe doth path of the field that controls the display condition.
  • If the field is not nested inside a field group, use the field's name (i.e. field_name).
  • For fields nested in groups, the path should match its grouping structure, separated by a period. For example:
    • field_group_name.field_name
    • parent_group.child_group.field_name
controlling_value_regexStringThe regular expression in the controlling field that needs to be present for the field to display. The regex must match the entire string (not a subset) and is run case-sensitively.
operatorStringThe operator that defines how the controlling_value_regex value needs to be met. Operators can be one of:
  • NOT_EQUAL
  • EQUAL
  • EMPTY
  • NOT_EMPTY
  • MATCHES_REGEX
propertyStringSets visibility based on a specific property of the target field. For example, you can enable visibility when an image field's src property is equal to a specific value. By default, if no value is provided for this field, visibility is based on the stringified value of controlling_value_regex.

You can also include an occurrence_options object inside the visibility object to target a repeated field's value count. This object should include the count to compare with and an operator definition. For example, to show a text field only when another repeated field has at least two items, you could define visibility as follows:

You can use any of the following operater values:

  • "NOT_EQUAL"
  • "EQUAL"
  • "EMPTY"
  • "NOT_EMPTY"
  • "GREATER_THAN"
  • "GREATER_THAN_OR_EQUAL"
  • "LESS_THAN"
  • "LESS_THAN_OR_EQUAL"

The visibility attribute can support only one criteria at a time. To include multiple criteria with multiple operators, as well as order of operations, you can use advanced_visibility.

ParameterTypeDescription
visibility_rulesStringBy default, this value is set to SIMPLE. To use advanced_visibility, set to ADVANCED.
boolean_operatorStringThe boolean operator for the conditional criteria. Can be AND or OR.
criteriaArrayAn array of visibility objects that defines the conditional criteria that needs to be met for the field to display.
controlling_field_pathStringThe dot path of the field that controls the display condition.
  • If the field is not nested inside a field group, use the field's name (i.e. field_name).
  • For fields nested in groups, the path should match its grouping structure, separated by a period. For example:
    • field_group_name.field_name
    • parent_group.child_group.field_name
controlling_value_regexStringThe value in the controlling field that needs to be met to display the field. When using the MATCHES_REGEX operator, the regex must match the entire string (not a subset) and is run case-sensitively.A field with a controlling_field_path but no controlling_value_regex is visible if the controlling field has any non-null, non-blank value.
operatorStringThe operator that defines how the controlling_value_regex value needs to be met. Operators can be one of:
  • NOT_EQUAL
  • EQUAL
  • EMPTY
  • NOT_EMPTY
  • MATCHES_REGEX
Regex syntax is required when using MATCHES_REGEX.

As an example, below is the first portion of code from the default payments module. To review the full code, you can clone the module in HubSpot, then download into your local environment to view the module's fields.json file.

The above code results in the following behavior:

  • The first field (payment) is a required field (dropdown menu) that lets the content creator select a specific payment link. In HubSpot, a content creator will see the following when first adding the module to the page:

payment-link-selector

  • Once a payment link is selected, the three fields that follow (checkout_location, button_text, and icon) will appear. This is because the fields have a visibility attribute which is controlled by the payment field and requires an ID value in the payment field's id parameter.

The icon field itself uses advanced_visibility to appear only when there's a payment link present in the payment field AND when the add_icon checkbox is selected.

In addition to setting visibility within fields.json, You can also set visibility in the design manager by editing a field's Display conditions options. display-conditions-property

After setting visibility in the design manager, you can fetch the module using the CLI to view the visibility attribute in the module's fields.json file.

You can add conditions to a field to prevent editing when the specified conditions are met. You can also set a message to display above the field when disabled to provide context in the content editor.

Screenshot 2023-05-23 at 4.10.28 PM

The conditions and message are set in the field's disabled_controls object. The conditions for making a field editable are set within the rules object, which follows the same format as advanced_visibility.

The code below shows both a simple and advanced implementation of rules criteria:

  • The simple_page field includes logic to disable the field if the text_field is set to testing.
  • The fancy_page field includes logic to disable the field if either text_field or text_field_2 is set to any value not equal to testing and testing2 respectively.
ParameterTypeDescription
messageStringThe message to display in the content editor when the field is disabled.
rulesObjectThe conditions for enabling the field for editing.
criteriaArrayAn array of condition objects that defines the criteria that needs to be met for the field to display. This array can contain multiple condition objects separated by AND orOR logic through the boolean_operator parameter.
boolean_operatorStringThe boolean operator for the conditional criteria. Can be AND or OR. When not specified, defaults to AND.
controlling_field_pathStringThe dot path of the field that controls the display condition.
  • If the field is not nested inside a field group, use the field's name (i.e. field_name).
  • For fields nested in groups, the path should match its grouping structure, separated by a period. For example:
    • field_group_name.field_name
    • parent_group.child_group.field_name
controlling_value_regexStringThe value in the controlling field that needs to be met to display the field. When using the MATCHES_REGEX operator, the regex must match the entire string (not a subset) and is run case-sensitively.A field with a controlling_field_path but no controlling_value_regex is visible if the controlling field has any non-null, non-blank value.
operatorStringThe operator that defines how the controlling_value_regex value needs to be met. Operators can be one of:
  • NOT_EQUAL
  • EQUAL
  • EMPTY
  • NOT_EMPTY
  • MATCHES_REGEX
Regex syntax is required when using MATCHES_REGEX.

When in the theme editor, preview highlighting can help content creators understand which fields are controlling which page elements. Preview highlighting works by mapping the theme fields to the CSS selectors that they affect, adding a box around those elements when hovering over the field in the theme editor.

To configure preview highlighting for theme fields, you'll include an editor-preview.json file in the root directory of the theme to map theme fields to a list of CSS selectors. In the file, you'll include an array for each style field you want to highlight containing the relevant CSS selectors, using the following format:

For example, the code below will highlight which page elements are controlled by the primary font field. You can view the full example in the editor-preview.json file of the default Growth theme.

growth-theme-hover

To get started generating this file, run the following CLI command to create the file. During file creation, a script will run to set up the initial field-selectors mappings.

ParameterDescription
theme-directory-pathThe path to the theme directory.

After running the command, you'll need to review and refine the editor-preview.json file to ensure that fields and selectors are mapped properly. While the generate-selectors command will make a rudimentary guess about which fields affect which selectors, you'll need to make corrections based on how your theme is built. For example, this command cannot detect when modules are overriding styling or when you're using macros.

To test these mappings, upload the theme to an account, then view the theme editor in that account (Settings > Website > Themes > View theme).