Hi all,
I have a multiple checkboxes property say ‘Interest’ with different values, now I have some values that are outdated so I want all the contacts with value A to have value B instead. So let’s say instead of “Sports” I want to transfer it to a new value “Sports & outdoor”.
My concern is that a lot of contacts have different values for this property. If I set up a workflow to replace a property value from one property to another, do all the other values disappear then?
I hope it’s clear. Thank you in advance for sharing your insights.
Best regards,
Nils
Hi @NTemmerman,
That sounds like it’s mostly a matter of renaming the selected option? Why not simply rename it in the property settings (as opposed to bulk editing all contacts that have the selection)? Create and edit properties
In the settings of your multiple checkboxes property, you could simply rename “Sports” into “Sports & outdoor”, and it would be updated on all records that currently hold this value, without replacing or removing anything.
Best regards
Hi @NTemmerman
Plus one from me on @karstenkoehler’s suggestion. Alternatively, of you already have the new options and these have values you can also merge property options in the property settings, at least for drop-down properties that’s possible.
Frank
Hi @karstenkoehler @franksteiner79
Thank you both for your quick response. Both options do have values already so in that case the merge option would be ideal solution. Thank you!
@NTemmerman so “Sports & outdoors” already has values? If so, here’s what you would do:
- Filter your contacts that have a value in “Sports”
- Bulk edit these contacts to append “Sports & outdoors” Bulk edit records
- Remove the option for “Sports” in the property settings