HubSpot Ideas

SeanHayes

Workflow action - remove multiple checkbox option

Following on from this support ticket - https://app.hubspot.com/support-inbox/5138252/ticket/3939260  I would like to put forward a suggestion that a workflow action is created to remove a particular value from a multiple checkbox contact property.  At the moment you are only able to append to this type of field or clear it completely.  I need the option to be able to just remove one of the options and leave any other selected options.

10 Replies
hubspotter594
Participant

This would be useful to our business also.
We tag customers with product interests but if they drop out of those interest lists, we'd like to be able to get a workflow to auto-remove that one checkbox from the multiple select in the database.

KeanuActinutri
Member

This would make a lot of sense to have. We keep track of subscriptions using multiple checkbox property and want to be able to uncheck one of the boxes when they unsubscribe from one particular service without clearing the entire property.

CSmyth
Participant

This needs to be done ASAP!!  Seems like a no-brainer and easy to code.

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

kirstenmhb
Participant

I need this to remove and consolidate outdated options from a multi-select list without deleting all other options. 

gregwineman
Participant

Completely agree. We need the ability to uncheck to replicate tag functionality. We're using this to manage contact types.. some contacts can have multiple types. This is a must have as there's no way to do this without having multiple single checkbox fields

CMcDonald29
Member

After working on this for months, we were able to come up with a solution using a custom code element within a workflow. You will need a single-line text property to 'store' the value that you want to remove from (or add to) the multiple checkboxes selections. The value entered in this field (if you are using a form to submit the change) needs to match the internal value of one of checkbox the options. In our actual use of this, we prefilled the value by linking to the form with parameters in the URL. I outlined the solution for adding and removing single values in a super simple example at https://craftedplugins.com/append-and-delete-value-multi-select/

hubspotter594
Participant

Looks interesting, @CMcDonald29 - thanks for sharing.

03874
Participant

custom code is less ideal then having a native solution here. . . 

 

We could really use a simple workflow option in line with Replace, Append, Remove. . . 

SMeyer0
Contributor

We desperately need this.  Is there any movement towards providing the ability to remove values from a multiple checkbox property with a workflow (just like we can append a new value, we desperately need to remove a single value with automation) ?

 

Our customers contract particular services.  We have a custom multiple choice property called "Contracted Services" that I reluctantly created to be able to create reports that compare our contracted customers to the total market/available customers.  And now I cannot remove a particular service line witha workflow when only one of the services are terminated.