Add "Append to current value(s)" option when copying to a multi-checkbox propertySOLVE
May 16, 2018 12:06 PM - edited May 16, 2018 1:59 PM
When creating a workflow that involves multi-checkboxes, I love that we have the option to append instead of overwrite our existing selections. However, the append option isn't available everywhere.
When using the "Set contact property value" button below, the append option is available. However, if I choose the "Copy contact property value" button, there's no append option. This means I have to resort to elaborate workarounds involving multiple if-then branches just so I can ensure that none of my data is overwritten.
Since the append logic is already built out for the "Set" button , it shouldn't take that much dev time/effort to add it to the "Copy" button too, right? I know this would be very useful and a huge time saver. Thanks!
** Edit **
I just realized this is also an issue when attempting to copy a property value from a contact record to a company record.
Maybe I'm the first person to ever run into this, so here's why this would be so useful. Let's say I have a contact property that tracks which products a contact is interested in. (Spoiler alert: I do.) It would be very valuable to aggregate this info for all employees at a company. So for example, if I know that one employee at a company is interested in products A and B while another employee is interested in products C and D, I'd like to copy all four products to the corresponding company property. That way my sales team knows the full picture when they walk into any given situation.
Solved! Go to Solution.
May 17, 2018 6:25 AM
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Q: To SET, or not to SET ... that is the question.
Short A: SET
In the meantime, here's a scalable solution we can implement now using the existing (SET) framework -- i.e., native HubSpot append functionality.
Example using four (4) interests -- [Interest A, Interest B, Interest C, Interest D]
-1- Build a multi-checkbox Contact Property that allows any combination of those interests -- e.g., Name: zInterests
-2- Build a multi-checkbox Company Property that allows any combination of those exact same interests -- e.g., Name: zInterests
-3- Update a few contacts with interests. (important)
-4- Build four (4) smart lists -- [Interested In A, Interested In B, Interested In C, Interested In D]
- smart list criteria = Contact Property zInterests contains 'Interest A' ... 'Interest B' ... you get the picture
-5- Build four (4) workflows -- [Update Company zInterest A, Update Company zInterest B, Update Company zInterest C, Update Company zInterest D]
- workflow enrollment criteria = Contact is a member of Interested In A -AND- The company property zInterests does not contain Interest A
(the Company property test will prevent unnecessary workflow enrollment/execution)
Activate your workflows and grab a cup of coffee while the DB updates. Done!
All your Company records have been updated to reflect the interest of any Contact who is related to each company. Yay! (see image)
Please include @MFJLabs if you'd like me to respond.