Status: Idea Submitted
I had wanted to create a checkflow for Onboarding that uses branches to APPEND a value if the criteria and continue the cascading, but had wanted to use the NONE MET to REMOVE a specific value from my list of multiple checkboxes for a dynamic view in a report that allows to see X companies with X values.
Since the Clear existing property value removes everything, this won’t be able to be implemented.
@Tom_Boerstra Thank you so much for creating this idea. We are running into the same problem.
Append adds options to the property, Replace replaces all the current options, and Clear clears all the property options.
We desperately need a way to remove one option, like Append, but in reverse.
Our use case is that we are a Medical Device company and we have two deal channels: Clinical and Consumer. Clinical needs all of the properties copied over from their associated company, while Consumer only needs some. My idea is to use the Edit Record action to set the deal property to be the same as the company property, but create a branch for Consumer were we remove some of the options. It’s just not possible today so we have to go the custom code route.
