Bulk-editing multiple checkbox properties

[allyg]

When using properties to track activity that we need to report on, e.g., event registrations or product adoption, it would be very helpful to be able to bulk edit multi-checkbox properties by appending values rather than replacing them. Currently the only way to do this appears to be with a workflow or new import, but we are often updating properties directly in the CRM and hate to risk undoing work/data that has been compiled over time. 

[TFryer]

I agree.  I have a similar problem.  We have forms on our website with multiple checkbox property. If an existing contact completes the form with different values to previously selected, the new value overwrites the existing values instead of just adding. Is there a way to prevent this form happening?

[AStovall]

We are wanting to switCH to Hubsport but without being able to bulk append check boxes rather than overwriting, I am not sure we will switch.  Please prioritize this feature!

[danielrnorris]

Yes I have been asking for this for a while and was glad to see a feed here about it! Having to use Workflows as a workaround is so much extra work for something so simple. Hopping Append can be added across the CRM more universally. Though starting with this!

[ksanaksana]

I've just lost a lot of user data due to this lacking feature, give me the ability to x10 upvote it

[nnikolas]

Agreed!! Upvote x100000000

Case:

We want to "tag" prospects when they express interest in a certain topic. We can do some of this through workflows but especially to go back and update old contacts with a newly created category, being able to bulk update and ADD a checkbox rather than override the existing ones is essential.

Please make this feature a priority!

[JamesEC4P]

+1 feature request.

I've just spent two days exporting and processing data from Mailchimp, created a custom property for the Mailchimp "tags", imported each tag list and then discovered that HubSpot can only append the values via Workflows if you have the Professional (with quite the price jump). Additionally, our web forms are now rendered fairly useless in terms of updating tags as each submission overrites all other tags.

Please roadmap this enhancement HubSpot.

[jassie]

Like the idea. Looking for something similar.

[BastiSchuhl]

@Lucinda doing this via a Workflow is already possible, actually. (Import and bulk editing is not though).

If you create a WF, select the action "Set property Value" and make sure to choose "Append to current value(s)" in order to not overwrite potentialy existing checkboxes for this multi-checkbox property (see screenshot).

 

[Lucinda]

I agree, we need to get this resolved. We want to be able to create workflows that "opt-in" a multiple-choice option when a particular action is taken and the only way I can see that we could do this is to have all the multiple-choices as separate properties which would make the contact record view look ridiculous. 

[BastiSchuhl]

Would love to see this as well. ✋

[Cecilia_Decima]

Adding my voice to the choir here - this would be a very valuable feature. 

[mprichodko]

YES please!!! Very useful and important feature!

[Thinh]

To be able to update multiple choices properties would be very much appreciated. Now it overwrites any updates.

Case:

We've made a property 'downloaded content offer' and listed all the forms we have in this multiple choice property. The idea is to learn whether our users find our offers valuable enough to come back and search (and download) more content that could help them. This way, we would also better understand the clusters of content that go together.

There are workarounds I can think of, but it would be much easier if the multiple choice property could be updated accordingly.

[lmilliken]

AGREED 100%!  This is definitely something that would help make our workflows so much easier.

[cbung]

I agree.  This is an edit feature, not a "clean the slate" feature.  You should be able to uncheck or check boxes; not erase them and start over.

[mhandford]

(facepalm) Yes, an append option would be useful for us and a real time saver.

[kimberkol]

david-perroud - I was able to work around this issue by setting up a separate identical property for forms and then setting up a workflow that appends each corresponding value using if / then branches. Let me know if you would like any help setting that up.

Ultimately, it's a huge flaw that we have to make such a workaround and this would be a very important feature that would save my company a ton of time.

[david-perroud]

It is necessary for us too. Whenever a contact fills in a form with multiple checkboxes, it overwrites the data instead of appending it.

- The new data should be appended and not overwritten by default

- Even better, when creating a form, we should have the option to ever "Overwrite" or "Append"

[kimberkol]

This is very necessary!

[AmyLauder]

100% agree - this is going to be a serious issue for us if we can't do it. We have massive amounts of multiple choice properties and want to be able to bulk update one option at a time without impacting all the other options. How is this not possible?

[vmcgee]

Totally agree, if you aren't going to allow the append in bulk edit then at least provide a warning.