Workflow or rule so I can copy over a dropdown field to a multiple checklist?

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1

I have made a mistake and created a property that is a drop down and now I want to be able to select 2 options from it. What is the best way for me to recreate the property and pass all my old information in current deals over?

2

Hi @Hyroxware,

One option would be a simple export:

  1. Filter for the records that have a value in this property
  2. Export them
  3. Remove all columns but Record ID and your dropdown property
  4. Re-import them but map the column of the dropdown property to your checkboxes property
  5. Check your records if everything went well
  6. Archive the dropdown property

Alternatively, you can set up a workflow:

  1. Enroll records where the dropdown value is known
  2. Add a ‘value equals’ branch and branch by each value of the dropdown property
  3. In each branch, use the ‘Set property value’ workflow action to set the corresponding checkbox property value
  4. Check your records if everything went well
  5. Deactivate and delete the workflow
  6. Archive the dropdown property

Let me know if you have any follow-up questions or need more detail!

3

Ok I prefer the second option I will try set that up now. Will let you know how I get on.

4

I’ve copied it over but I cant archive the old dropdown property as it is being used still technically? any ideas?

5

@Hyroxware the property settings where it’s being use – you would have to delete the workflow that still references it (see my previous reply) and replace it with the new property in all other places where it’s still being used.