How to filter records showing those with single checkbox uncheckedSOLVE
Nov 15, 2017 12:27 AM
I created a single-checkbox field to indicate customers I've archived because I no longer work with them. I checked the box for one customer. Then I went to the contacts list and added a filter to show all contacts without the box checked.
However, HubSpot presents this field as a Yes/No option instead of a checkbox and it seems possible for a record to have neither Yes nor No selected. As such, the above filter reveals zero contacts because none of them have "No" chosen as the field value. No longer is this a checkbox but a Yes/No picklist.
How do I make this function as a checkbox?
Solved! Go to Solution.
Nov 15, 2017 3:53 AM
This does work a bit funny, not sure how other CRMs do it. A checkbox, in HubSpot at least, can be thought of as having yes, no, or null values.
In order to build the view you want, you probably need to add the filter of checkbox value isn't any of Yes. This should return all No and Null contacts.
Another way to run things would be to set the checkbox to No as default, using a workflow, and then only change it when archiving.
Until set, all properties are Null.
Hope this helps.