Assistance with Multi-Checkbox Field Logic in Workflows

Smart CRM & Sales Hub CRM
1

Dear HubSpot Support Team,

I hope this email finds you well. I am currently working on a workflow that uses a multi-checkbox field, Amen User Topics, to branch contacts into different actions based on their selected values. While the workflow works as expected when a single value is present in the field, I’m encountering a challenge when multiple values are added.

Current Issue:
If multiple values exist in the Amen User Topics field, the workflow evaluates all the values in the field and either triggers the default or last branch. However, my intent is to evaluate only the newly added value in the multi-checkbox field and branch the workflow based on that specific value.

Desired Logic:

  • When a new value is added to the Amen User Topics field, the workflow should evaluate only the newly added value and trigger the corresponding branch.
  • Existing values in the field should not affect the branch selection.

For example, if the current field contains [“prayer”, “anxiety”] and a new value, [“sleep”], is added, the workflow should evaluate the addition of [“sleep”] and execute the branch action corresponding to it—without rechecking or triggering branches for previously existing values.
Please guide me if anyone has a solution.

2

Hi @GMaheshwari,

This would be better solved with two properties – one dropdown select that only captures the latest added value, then a workflow which appends this value to the multiple checkboxes property.

That way, you can branch on the former property, the dropdown select. The information would still arrive in the multiple checkboxes via a workflow that copies (appends) it there.

With a multiple checkboxes property, the behavior you’re describing cannot be achieved. This requires an additional property.

Best regards!