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!
Hello, I've created an app for this recently. We can remove specific values from multiple selection dropdown properties using workflow. If anyone needs this, DM me.
Exactly what Kirstenmhb says back in August 2023. This request has been around for awhile. The longer customers use hubspot, the more long term maintenance will need to be done.
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!
You are missing the point of this need. I'm not seeing anywhere you can do what is being requested. Please share how this actually happens none of documentation shows.
@Jeff-OBCsadly it does not look like the new "Remove FROM current value(s)" is implement yet in workflows:
@hhiggins would it be possible to not considet the feature delivered until it is fully implement across all HubSpot tools? Especially since workflow functionality was explicitily mentioned in the original request from 8! years ago. It is a tiring trend of having to wait extended periods of time for features to then not have them homogenous across the platform...
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!
@hhiggins why do we need to queue up on another thread since workflow was expicit requested intiially and this whole thread is tagged as "workflow"?
I understand that workflows is probably on the plate of a different HubSpot dev team, but I don't think internal dealings should impact our experience as customers. Wouldn't you agree? Also, not to be irritating but thanks for doding my question before 😅.
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. 🙂
@hhiggins thanks for the clarification! I didn't mean to be stinging before but there is no seemginly easy way to be pinged that a previous comment has been edited, but I totally agree it makes sense to have it all in once place for everyone's visbility.
We'll surely keep an eye on the other thread you mentioned (perosnally I had already upvoted that one too). But the message I wanted to get across is that it is hard to keep the community engaged and trusting when it took 7.5 years for v1 of a feature to be released. Who even know how many of the original upvoters are still even in the HubSpot ecosystem by now? Let alone in another 7.5 years from now when the v2 will potentially arrive 😅.
In all fairness, there's clear recent improvement on the front of features deliverability so hopefuly the trend continues and a lot of our older and basic requests will be addressed soon!
