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. 

33 Replies
BastiSchuhl
Top Contributor

Would love to see this as well.

Lucinda
Contributor

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
Top Contributor

@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).

 

Screenshot 2020-12-11 at 17.25.23.png

jassie
Contributor

Like the idea. Looking for something similar.

JamesEC4P
Member

+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.

nnikolas
Contributor

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!

ksanaksana
Member

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

danielrnorris
Participant | Gold Partner

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!

Invorio
Contributor

Absolutely agree - I (like many of you) found this out the hard way by unwittingly deleting a massive amount of data when I thought I was appending, not replacing.

This is a bug and needs fixing!!

AStovall
Member

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!

TFryer
Member

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?

cjl2016
Member

Will jump in here, as well – this would be invaluable!

 

We are constantly importing lists of contacts that we gather while at conferences or while hosting webinars, etc. and we often see similar faces mixed in with the new ones. We have a "Contact Engagement" property that allows us to keep track of all the places that we interact with clients (i.e., so I can see I talked to a customer at this 2019 conference, he then joined our 2020 webinar, and now we've connected at a business social in 2021). We keep lists of attendees for these types of things but, at the moment, when we import one with a contact we already have and the new event under "Contact Engagement," it wipes out all other events under that contact's property, forcing us to go back in to each of our returners and manually update every event at which we've interacted with them.

 

Appending vs. replacing that multi-checkbox property info would be a game changer for our manpower and reporting!

DHeywood
Member

another one here. Just found out users have been bulk editing multiple checkboxes, assuming it's appending and not overwriting!!!!!!