We offer a number of services, and a contact can be interested in multiple services at the same time. To reflect that, I created a custom property of the multiple checkboxes field type: Services of interest: A, B, and C. Each of these services has its own web page and a lead capture form. I’m trying to configure the forms so they update the ‘Services of interest’ field. I added the ‘Services of interest’ field to each form and made it hidden. For the form on Service A page, I made A prechecked and so on. The problem with this solution is that when a contact fills out the form on the Service A page, the contact’s ‘Services of interest’ field gets updated and checks ‘A’. When that same contact submits the form on Service B page, B is checked and A is unchecked. Is there a way to avoid overwriting the existing value?
TLDR version: Is it possible to make a form pass values that update a multiple checkbox field by appending rather than overwriting the existing values?
I welcome other solutions that achieve the goal: keeping track of the multiple services each contact is interested in, and updating the field using forms.
Do you have access to workflows? There is a workaround using workflows and two properties. The first property is only used in forms and will be overwritten with each form fill. The second property is the source of truth. Everytime a new value is found for property 1, it is appended to property 2:
(The 'Append to current value(s)' option isn't very widely known since it only appears when setting property values for multiple checkboxes properties.)
By the way, there is a HubSpot Ideas post here for a native feature. As of April 2020 it's not planned but I recommend leaving a like and comment. The HubSpot product team evaluates these ideas based on demand.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Hi, our 'options' on our multi select field are having options added very very frequently. How can we achieve this without having to then also add a branch for each option?
Do you have access to workflows? There is a workaround using workflows and two properties. The first property is only used in forms and will be overwritten with each form fill. The second property is the source of truth. Everytime a new value is found for property 1, it is appended to property 2:
(The 'Append to current value(s)' option isn't very widely known since it only appears when setting property values for multiple checkboxes properties.)
By the way, there is a HubSpot Ideas post here for a native feature. As of April 2020 it's not planned but I recommend leaving a like and comment. The HubSpot product team evaluates these ideas based on demand.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer