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Card settings

Click an empty area in the designer so no building block is selected. The right panel then shows the card’s overall settings.

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Card name

The name is used on the dashboard, in the publish dialog, and in the version history. Use a name that conveys both purpose and audience, for example “Deal qualification — sales”. The name can be up to 120 characters.

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Object

The standard objects are Contacts, Companies, Deals, and Tickets. The object determines which record the card sits on and which record fields are offered in the field pickers. Choose Other object (custom) for a custom object and paste HubSpot’s identifier, for example p_machines or 2-12345678. Only letters, numbers, underscores, and hyphens are accepted. When you change the object, review all record fields, pipeline blocks, associations, and actions. Field names from the old object may otherwise be invalid.

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Placement

The placement controls width and component availability. You can choose the middle column (tab), sidebar, preview panel, or help desk sidebar. If you switch to a placement where an existing building block is not allowed, Card Studio shows an error. See Placements and objects.

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Save form data on the record

Enable this setting if answers in input fields should be saved automatically per record. This makes it possible to resume a flow in progress after a reload or from a colleague’s session. Do not use this feature as a substitute for a real HubSpot property if the value needs to be used in lists, workflows, or reporting. Instead, add an action that updates the relevant CRM property.

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Save as template

An owner can save the current card as an organization template. Card Studio saves the draft first, so the template matches what you see in the designer. The card must be valid. Templates create copies; later changes to the template do not change cards that have already been created from it.

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Steps

Choose Enable steps to split the card into at least two steps. Configuring step names, order, required fields, the indicator, navigation, and submit actions is covered in Steps and flows.