> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hubspotcards.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Frequently asked questions

> Short answers to the most common questions about Card Studio.

# Frequently asked questions

## Do I need to know how to code?

No. Cards are built with building blocks, field pickers, rules, and action lists. Users never edit JSON or deploy a UI extension.

## Does a card need to be deployed every time I change it?

No. Publishing saves a new configuration version. The generic HubSpot runtime automatically fetches the live version.

## Why can't I see my saved changes in HubSpot?

Autosave updates the draft. You need to publish again before the change goes live.

## Can I have multiple cards live at the same time?

Yes, as long as they don't overlap on the same combination of object and placement. Two live cards cannot occupy the same slot.

## Can the same card appear on multiple objects?

Yes, the card definition supports multiple object types. The field catalog is based on the primary object, so test all objects and avoid properties that don't exist on all of them.

## Can I use custom objects?

Yes. Choose **Other object (custom)** and enter HubSpot's identifier, e.g. `p_machines` or `2-12345678`.

## Why is a building block grayed out?

HubSpot doesn't allow its underlying component in the selected placement. In the CRM sidebar this applies to Property list, Associated records, Pipeline status, and Report.

## How many building blocks can a card have?

At most 100, including nested children. Nesting can be at most four levels deep.

## Can text show a HubSpot property in the middle of a sentence?

Yes. The text editor can combine fixed text and dynamic field segments.

## Do I need to create a data source before using a HubSpot property?

No. Pick the field right where you use it. Card Studio maintains record and association sources automatically.

## Can I show associated deals?

Yes. Use Associated records for HubSpot's native table, Table for standard rows, Chart for visualization, or Repeater for a custom row layout.

## Can I sum amounts across associated records?

Yes. Choose **Associated \[object] · Sum of \[field]**. The field must be numeric to produce a meaningful result.

## Can an input field write directly to HubSpot?

Not automatically. Add a button or submit action **Update a property on the record** and use the form field as the new value.

## What is the difference between "Required" and "Required fields on this step"?

The input setting marks the control as required. The step setting is the explicit navigation guard that blocks Continue/Submit. In flows, use both for fields that must be filled in.

## Can answers be remembered after a reload?

Yes. Enable **Save form data on the record**. Answers are saved in Card Studio's form storage per record and can be seen by a colleague.

## Can I change HubSpot properties from a button?

Yes. Use a regular Buttons building block and the action **Update a property on the record**. This requires the necessary scopes and user permissions.

## When should I use CRM action instead of Buttons?

Use CRM action for HubSpot's native note, task, email, or meeting flow. Use Buttons for sequences, property writes, connectors, conditions, and custom links.

## Can actions have if/else?

Yes. Use **Conditional branch** with a when-true branch and an optional otherwise branch. Branches can be nested two levels deep.

## Why does "Open a link" have to be the last action?

Because the user leaves the card's context. Card Studio doesn't allow subsequent actions that might never run safely.

## Can a step be hidden conditionally?

Yes. Hidden steps are skipped. Make sure there is at least one visible step and test all possible form paths.

## Can I change a published version?

No. Versions are immutable. Edit the draft and publish a new version.

## What does rollback do to the draft?

Nothing. Rolling back only switches the version HubSpot shows. The draft is kept as-is.

## Does "Take offline" delete the card?

No. The draft and versions are kept; only the live publication is deactivated.

## Do cards created from a template update when the template changes?

No. The template is copied at creation time. After that, the card is independent.

## Why does a report show nothing for some users?

They may lack access to the report or its data. The report ID and HubSpot permissions must be valid in the specific portal.

## Can I control all of a HubSpot component's advanced props?

Not yet. Card Studio exposes a curated no-code set. Each building block article notes relevant schema/SDK properties that cannot be configured in the current designer.

## How do I know the documentation still matches the product?

The repo's coverage check ensures every active building block type has an article. Functional changes must also update the relevant guides following the process in `MAINTENANCE.md`.
