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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!
This is an issue for my client as well, where I have saved each event into a single "events" property, a multiple checkbox.
It's an easy way to view which events the contacts are attending or have interest in! However, if a contact has more than one event/checkbox in this property, there is no way to remove one event/checkbox in bulk. It has to be done manually, causing a lot of extra work.
Work-around (although it's far from optimal): I have to create a new property for each event instead, being a dropdown property with yes/no.
I now have to base future lists on a property for each event instead of just having a single property listed.
@Stanczak@Tushano@ndwilliams3 I have another workaround that, while still manual, might save you quite a lot of time as it's a quick fix:
1) create a list of all contacts with the value you wish to replace
2) export & open in Excel
3) Do a Find & Replace, searching for the value you wish to delete, leaving the Replace field blank, then hitting replace all
3) Double check your fields hold the values you wish to keep in your multiple checkbox field in the correct format before re-importing
Things consider: if the string of values has a semicolon before it, it will append the values to your checkboxes, if it does not, it will overwrite, such as this:
Append: ;value1;value2;value3
Overwrite: value1;value2;value3
I would also recommend running an =TRIM( function to ensure you have no spaces at the beginning or end of your edited fields.
Let me know if you're having any difficulties with the above and I'd be happy to go into more detail on the Excel fixes for it!
Has there ever been a response from HubSpot regarding this limitation?
It seems that having the ability to uncheck an existing value without disturbing other checked values should be basic functionality supporting a data structure integrated into the program.
This would help us very much too. The only other workaround to do this in a workflow is going to be very painful, using a lot of if-thens.
For example, to remove option 3 from each contact, my workflow will need to look like this...
If property = ;option1;option2;option3;option4 then property = ;option1;option2;option4
if porperty = ;option1;option2;option3 then property = ;option1;option2
if property = ;option2;option3 then property = ;option2
if property = ;option1;option3 then property = ;option1
if porperty = ;option1;option3;option4 then property = ;option1;option4
if porperty = ;option2;option3;option4 then property = ;option2;option4
if property = ;option3;option4 then property = ;option4
if property = ;option3 then property =
This need for 8 if-statements is still bearable. Problem is, my multi picklist has 6 options and not just 4! I have other multi picklists with 17 options...
Would also love to be able to remove property values from multiple checkboxes as they are "checked off" to highlight (in a new custom property) what boxes still need to be checked off by our Sales team.
Same issue, seems like a no-brainer to remove a multi-select option automatically or just give the option when removing it as an option to say "Do you wish to remove this output from all Contacts, Companies, and Deals as well?"
Same here - so right now it's possible to set specific values of multiple checkbox properties, but it's impossible to clear specific values from multiple checkbox prosperties. This does not make sense! 🙂
This is a HubSpot functionality issue that's been bugging me for a long time, and now it's showing up with a specific client.
This is only relevant to Multiple Checkbox data types. But in the "clear property" option in workflows - when you've got a Multiple Checkbox property selected - needs the option to clear 1) all, or 2) one or a list of specific checkbox options you've selected.
Just a little gap in the HubSpot product that would make using Multiple Checkbox properties much more practical.
agreed, please implement asap, both on appending (which can be done via workflow now), and delete (which needs this workaround). both are very cumbersome and difficult for not-as-tech-savvy SMB users.
I would like to be able to remove a specific value from a multiselect property with a bulk update without clearing the property completely.
For every event and campaign we create, we mark the participants involved in our hubspot CRM in a multiselect property. I add values via a workflow. But in order to remove a value I have to do it manually to all contacts. If I go to a list and check them all and edit that property it will erase all previous values and add the new value. If I do via a workflow, I can only append, overwrite or clear the property. Not clear a specific value.
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