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 

50 Replies
RiccardoPisani
Top Contributor

Hi Calney 👋 I have been waiting too!

JBergquist46
Participant

Oops... just replied in the "wrong" post. Sorry about yhat 🙂
I do still have this challenge with clearing values in a multiple checkbox.

meganvogel
Member

I'm totally on-board with this idea of being able to remove a multicheck option from a contact with a workflow, too!

 

Possible manual fix in the short term: Export my WHOLE contact list to Excel, do a Find/Replace to remove that option from the property column, then reupload that property data to Hubspot for all my contacts.

AnnaSmirnova
Member

This would be a game-changer!
Upvote

Nigel-A
Participant

This is something that would make a MASSIVE impact to our business... Please look at this soon and put it into play HubSpot!! 

StephanieYoung
Participant

PLEASE do this, this would be incredibly useful!

Yupvoted
HubSpot Employee

Came across this post on the HubSpot Community, can confirm that this workaround works when troubleshooting this with another user. 

By exporting the object as a CSV file, we can then remove the unwanted values in Excel and the property will be updated in HubSpot upon reimporting. 

While this workaround works, it would be great to have this natively in the app. 

jebcashin
Participant

Not being able to wait on HubSpot and needing to add / remove multi-select values in workflow, we went with creating one property *per value* as a single-value multi-select. We then added all of the properties as checkboxes (each with their one option) to a form, so it looks like one multi-value property, but each are independent and can be toggled with workflow. Our need was area of interest, so we set up separate properties for:
aoi-prod1 (only value "prod1")
aoi-prod2 (only value "prod2")
aoi-prod3 (only value "prod3")

etc.

rmurguia
Participant

Hey HubSpot, please listen your customers and make this happen! 

It is needed! 

 

Rory_C
Member

Need this also!

PWildcroft
Member

Another vote for this, and for all around better handling of multiple checkbox properties in workflows. 

Jeff-OBC
Participant

Clearing/removing just one option from a HubSpot Multi-Select field is especially needed since tags aren't supported in HubSpot (which we need).

 

We instead need to use fields to add/remove values to trigger automations. Otherwise presently since we can't update (turn on/off) values from a multiple checkbox property then we need to create a whole new field every time we need to trigger an automation.

 

BTW this capability is available using Zapier but not inherently available within HubSpot.


Similar requests:


https://community.hubspot.com/t5/HubSpot-Ideas/Bulk-editing-multiple-checkbox-properties/idi-p/27096...


https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-action-remove-multiple-checkbox-option/idi-p...


https://community.hubspot.com/t5/HubSpot-Ideas/Remove-a-value-from-a-multicheckbox-property-with-a-w...!


https://community.hubspot.com/t5/HubSpot-Ideas/Delete-or-clear-specific-values-from-multiple-checkbo...


https://community.hubspot.com/t5/CRM/We-need-to-create-a-data-workflow-to-remove-one-option-of-a/m-p...


https://community.hubspot.com/t5/Reporting-Analytics/Update-multicheckbox-property/m-p/383192

Beata_W
Member

+1

cpopel24
Participant | Platinum Partner

Amazing idea! Was just searching if there was an easy way to do this, and there is not

TeddyH1
Member

Got to have this

MGan
HubSpot Employee

Commenting on behalf of a customer! This feature is much needed. They use the property to track event registrations and want to remove the option value when the event is over. 

kirstenmhb
Participant

Adding my comment here as a +1. We would love to have this feature. 

LDahmani
Member

This seems like an obvious and basic feature to me, too. For example, if a customer cancels one product, I want the 'products purchased' property to clear the specific product that they cancelled, but I can't do that right now. The only option is to clear the entire property, removing all products OR export the data into an excel sheet, delete the data I want and re-import back into the CRM. Please fix this HubSpot!

ECH
Member

Would be very helpful !

03874
Participant

critical idea submitted here. Admins need this to save time