CRM

AKhakimova
Participant

Bulk edit of records: Taking out an option from a multiple-choice property

SOLVE

Hi Community!

 

How can bulk edit records, to be precise take out an existing value from a multiple choice property?  

Attaching the screenshot for visuals - here I can bulk add an value, but not take out (to my knowledge) - can't really even see if its ticked and where. Thank you in advance!

 

Screenshot 2024-02-28 at 14.16.00.png

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Bulk edit of records: Taking out an option from a multiple-choice property

SOLVE

Hi @AKhakimova,

 

This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Bulk-remove-value-from-a-multiselect-property/idi-p/3...

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

As far as workarounds go, the fastest option is probably exporting the records, removing the option, re-importing the values without the removed option. https://knowledge.hubspot.com/import-and-export/import-data-to-checkbox-properties

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
SkeeStylus
Contributor | Partner
Contributor | Partner

Bulk edit of records: Taking out an option from a multiple-choice property

SOLVE

Good News This is actually LIVE as of this week.   Check it out

 

What is it?

Users can remove property values from “multiple checkbox” properties during bulk edits on the index page.

 

Why does it matter?

This feature streamlines the process of updating multiple records. For instance, if you've updated the 'Buying Role' property and need to remove 'Budget Holder' from several contact records, this feature allows you to do so efficiently, ensuring all your data is quickly aligned with the new criteria.

 

How does it work?

To use this feature, navigate to the object's index page and select the records you wish to modify. Click 'Edit' and choose the specific property you want to adjust. You will now have the option to select 'Remove from current value(s)' to efficiently clear values from those records.

 

Who gets it?

All Hubs and Editions


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0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Bulk edit of records: Taking out an option from a multiple-choice property

SOLVE

Hi @AKhakimova,

 

This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Bulk-remove-value-from-a-multiselect-property/idi-p/3...

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

As far as workarounds go, the fastest option is probably exporting the records, removing the option, re-importing the values without the removed option. https://knowledge.hubspot.com/import-and-export/import-data-to-checkbox-properties

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.