HubSpot Ideas

RiccardoPisani

Remove a value from a multicheckbox property with a workflow

Hi there hubspotters - Multicheckbox properties are handy - you can add up to 1k values per contact!

 

If you set values with Workflows, you can only append or cleanse - would be great  to have the possibility to remove one tag from the property - e.g: you have "A" "B" "C" "D" you enroll the contat and remove only "C" - As a result you will have: "A" "B" "D"

 

Would be great having such possibility!

 

Kind regards,

Riccardo 

28 Replies
LPage
Member

Would like this too. 

kbarry
Member

I would love to be able to remove just one tag, besides appending and clearing all. It would be HUGE for us. 

ThorstenB
Member

Need this, too 🙂

RiccardoPisani
Top Contributor

@ThorstenB @kbarry @LPage  let's share this with our colleagues and upvote it 🙂 We are using MCB properties extensively and this functionality would expand the spectrum of WFs usage in our companies. Contacts need to be tagged in a different way from different teams. For now, once you tag contacts there is no way back! You can only clean values manually or with a long manual export process.  

BorysSyczewski
Member

Great idea!!

ignaciopetunchi
Participant

Love it!

Luisaazevedo
Member

Great!

Calney_Gerhardt
Member

Actually this is one of our biggest needs here in the company, excellent idea!
We set values by WF but we cant remove them, it impact a lot in our processes!

 

Upvote!

maluburiham
Member

Great idea!

godoid
Member

Uooou! It's great Riccardo! 

AgaO
Member

great!

RiccardoPisani
Top Contributor

The great value of a multi checkbox property is that a contact can get multiple values at the same time: 1k values vs other properties that can hold 1 value at the time - Contacts into a company like the one I am working for need to be enriched with multiple info from different teams and for different purposes at different time. All these info are necessary to feed the complex # of processes we have put in place in years of automations.

 
All these bits of info cannot end up in a dedicated property every time, we would not have that amount of properties for that + these info expire within time! 
 
When I say info/tag I mean any information that can be used to characterize the contact and address it to lists, views, reports, WFs, etc. Contacts need to be tagged for different reasons and creating a property for each and every reason is not right/possible.
 
We have some multi checkbox properties called TAG SO, TAG CX, TAG LG (Sales Operations, Customer Experience, Lead Generation): these teams tags contacts for different reasons. 
 
E.G: take the property we have called Marketing action tag, you have there:
 
- ppl that participated to an offline event 
- some internal technical info: contact for which we changed emails 
- contacts then won awards
- contacts for which we performed some internal activities and need to be included/excluded from other frameworks 
 
As you can see, the reasons are multiple and this will help us:
- expand our WF capacity 
- increase the # of info simultaneously in a single property 
- decrease the # of properties 
jebcashin
Member

And if a picture is worth 1000 words, here's a mock up!

Red = workflow property update enhancementRed = workflow property update enhancement

tannerm123
Participant

We'd love this feature as well. Our use-case here is having a 'roll-up' property that acts as a summary of the marketing content a contact is enrolled in. This makes much more sense in a single-property view so that our team can easily identify said content without cluttering up their properties.

For those with a more simple property setup (I recommend 3 or less values), a workaround is building a workflow which runs an if/then for each combination. The workflow could check to see which value needs to be cleared (via if/then), clear the value needing to be removed, then readding the other values that were previously set. Again, not a scalable solution for properties that have values or 4+ as that requires an if/then of 16+ options. 

Example: Contact has property set as 'A', 'B', and 'C'. Contact no longer meets 'B'. Workflow if/then shows 'A', 'B', and 'C' all exist and 'B' needs to be removed - clear the entire property, then set that property back to values 'A' and 'C'.

Oscar_bernal
Member

@tannerm123 we have this for small values as well, but when it comes to tag properties that include +10 values it's a nightmare to create a WF that goes through all possible combinations and unchecks only one of them. You can imagine that the number of branches is huge.

RiccardoPisani
Top Contributor

Remove a value from a multicheckbox property with a workflow to the moon 🚀

LNg
Participant

Yes, this would be very handy. We're using a multicheckbox property for product type and would like to remove the product from the company record when a customer doesn't renew that property.

 

ELiao
Member

It will be super helpful to have this feature!

JBergquist46
Member

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!

HubSpot, please implement asap!!

Calney_Gerhardt
Member

2 years waiting for this feature and nothing happened...