Workflow replace contact property

[NTemmerman]

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I have a multiple checkboxes property say 'Interest' with different values, now I have some values that are outdated so I want all the contacts with value A to have value B instead.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

[NTemmerman]

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!

[karstenkoehler]

@NTemmerman so "Sports & outdoors" already has values? If so, here's what you would do:

1. Filter your contacts that have a value in "Sports"
2. Bulk edit these contacts to append "Sports & outdoors" https://knowledge.hubspot.com/records/bulk-edit-records#edit-records-from-the-object-index-page
3. Remove the option for "Sports" in the property settings

[karstenkoehler]

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)? https://knowledge.hubspot.com/properties/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

[franksteiner79 · Accepted solution]

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