The "Set Property Value" action gives you the ability to append chosen values to a multi-select field. It would be very useful to be able to do this in reverse i.e. remove a given value from a record.
We have workflows that update a multiselect field when contacts join a list but currently nothing to remove the value if that contact ever leaves it.
I agree 100%. There is no easy way to bulk remove one of the options from a multi-select property from all records that have that option selected. If you try to edit from a list, the only option is to clear or replace all options of that property. Same with workflows, you can only add (or append) to the existing options in the property or replace all existing options.
We desperately need this too here since we then have to do it manually...
We have a checkboxes (multiple choice) product/service property value we update to "[product-name] - Unpaid" for each of our product till the invoice is paid. When the deal status change to invoice paid, the workflow appends the property value to "[product-name] - Paid" but we cannot automatically remove the "unpaid" value from this property. We can only do this manually.
Yes! This is critical for even cleaning data in old portals. This tedious is extremely difficult to do manually and not even that easy with export an import. At the very least, being able to use Ops hub to do this would be a step in the right direction. 🙂
I'm having a issues with workflows which this would fix too. Please look into this HubSpot! It's great to have the ability to copy, create and amend, but there really needs to be an option to remove too.
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!
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/
3y now, and any update to this? When this will be done? Would help so so much without the need to have developers on the team to do some basic stuff that Hubspot do not put on actions in workflows.
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.
