CrmAssociationStageTracker | UI components (BETA)

APPLICABLE PRODUCTS
  • Sales Hub
    • Enterprise
  • Service Hub
    • Enterprise

The CrmAssociationStageTracker component renders a lifecycle or pipeline stage progress bar and a list of properties.

Use this component to show stage progress for records associated with the currently displaying record. Each component instance can fetch data from one type of object (contacts, companies, deals, tickets, or custom objects). You can specify association labels to only display data from associated CRM records with that assigned label. You can also edit the property values inline.

crmAssociatedStageTracker-example

import { CrmAssociationStageTracker } from '@hubspot/ui-extensions/crm'; const Extension = () => { return ( <CrmAssociationStageTracker objectTypeId="0-3" properties={[ 'dealname', 'closed_won_reason', 'hs_acv', 'hs_arr', ]} showProperties={true} associationLabels={['Decision maker']} /> ); }; ); };
Prop Type Description
objectTypeId Required String The numeric ID of the type of associated object to display data from (e.g., 0-1 for contacts). See complete list of object IDs.
properties Array The properties of the associated records to display, up to four. 
showProperties Boolean Whether to display the properties below the progress indicator. When set to false, properties will not display.
associationLabels Array If provided, will only request a list of associated records with the specified label (case sensitive).
filters Array If provided, the component will request a list of associated records that match the specified criteria. Learn more about filtering in CRM data components.
sort Array If provided, overrides the default sorting rules used in the search query. In the array, you'll include an object for the column you want to sort by, which specifies:
  • columnName: the column to sort by.
  • direction: the direction to sort by. Can be either 1 (ascending) or -1 (descending). By default, order is ascending.

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