Delete or clear specific values from multiple checkbox property fields
We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representative level and at the management level.
However, there's a major flaw in our plan. Once the data is populated it cannot be easily maintained through bulk edits in the Sales tool nor by workflows in the Marketing tool. That's because our only tool for editing the data in multiple checkbox fields is to append or replace values.
To make this work properly we need a way to bulk edit and delete specific values while retaining all the others.
It would also be nice to have a way to filter records for "happy" AND "payment lapsed". As it stands we can only filter for "happy" OR "payment lapsed."
Hi @ABeian! I apologize, I wasn't trying to avoid your question; I wanted provide additional context around marking this as delivered even though it's currently only available for object index pages (since other customers will likely have similar questions) in the highlighted comment for more visibility. I should have noted that in a separate comment as well.
Since an option to bulk remove values in multiple checkbox properties was implemened, we wanted to share that with customers who need a way to do this. Our product teams are still tracking the feature request around the ability to do this in workflows specifically (and noting feedback on this post as well). I definitely understand what you're saying, though! We are actively working on best practices for how to address similar scenarios in the ideas forum (when a post technically covers a few different requests/tools and and an update addresses part of it), so this feedback is helpful for us as we discuss what those will look like. 🙂
Hi @Jeff-OBC🙂 I'm afraid it's not available for workflows at this time, just in the object index pages where they can be removed in bulk. However, there is a popular feature request for the ability to automate this here, so I'd recommend giving an upvote on that post if you haven't already and keeping an eye out there for any updates that may arise for that feature!
Hi everyone! My name is Hallie, and I'm an Associate Program Manager on our CXM Team. I'm excited to share that you can now bulk delete multiple checkbox values from CRM records on object index pages! There's more information on how this can be done in our KB here. 🙂
I'm updating my original comment here to provide more context around this being marked as 'delivered'. Our general rule for the Ideas Forum is when a feature is released that addresses the original ask, we will mark it as delivered since there is a solution available for it. In this case, there is now an option to do this on the object index pages, which is available for all hubs & tiers!
The reason for not waiting until workflows can also do this to mark it as delivered is because implementing that feature within workflows is technically a different tool. While the goal or removing values in bulk (without removing all values a property may have) is the same, it's a different lift within the workflows tool because workflows are built and function differently than the object index pages.
With that said, there is a feature request specifically for the ability to remove multiple checkbox properties using workflows here, so I would recommend providing upvotes and/or feedback on that post in the meantime if you haven't already if you are still in need of bulk removing multiple checkbox values via workflows. That's where you'll see any updates shared regarding that ability!
We would STRONGLY benefit from this feature for data clean up purposes! I would like to remove an option from our dropdown entirely, for all records. I tried to delete the option in the property settings, but the records which had it selected now display that option in red. Our users got confused because they were unable to update the property without deleting the old option.
Ex: Fruits they like: Bananas, Apples, Kumquats, Kiwis, Tomatoes.
Oops, we decided tomatoes are no longer a fruit and we want to remove the option from this dropdown. I delete it in the property settings.
Now the record says a person likes "Bananas, Kumquats, Tomatoes" and people are confused when they try to update it because they have to remove Tomatoes.
We would love to have something similar! As we have grown our database and how we classify contacts, we've moved some values around between properties, and it would be great if we could go back and remove the values from the old fields without replacing it entirely. We've tried to do so by deleting the value from the property altogether, yet the value still shows up on all of the contacts it was used on, almost like a ghost value that has to be manually deleted.
If there was a workflow option that was essentially the opposite of the option to append, that would help us a ton!
Yes, we need this as well. Weird that it isn't a feature yet, renders the multiple checkbox feature useless for us if we can't deselect a specific checkbox...
Same challenge for us. Need to clear a specific value from a multiple checkbox property. Right now it's only possible to replace och clear the entire property.
Clear value in workflow, should work in the same way as the add value function. Choose property (multiple chechbox) and then choose value to clear. Simple!
Our issue is we need three lifecycles for 3 different products. We have prospects, clients and partners. A partner can be a partner for one product, a client and a partner for another (so single selection options don't work) and a prospect and a partner for the third. It's removing just the prospect option that is killing me. The prospect can be a prospective partner, or a prospective client. They are all in one property at the moment - but even if I split it out into 3 properties (per product), I still need the ability to keep one option when I remove the other. The lifecycle property also don't have the option of partner. So we are really stuck.
I would like to see this feature added as well, bulk removing a single checkbox option is needed, as well as the option to remove that option from all of the fields populated when deleting that from the list of options in the property settings. Once that property value is deleted, it doesn't make sense that it remains on all of the fields.
Yes, this would be very helpful. User case scenario:
Many different email subscriptions and a main sign-up form. The purpose was to make this an easier user experience with multiple subscription options. These then trigger the opt-in email subscriptions. The tricky part is that when someone 'opts out', we'd like to clear that option from the master data field that pulls in all the different options the contact originally chose.
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