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SaravCrespo
Participant

Workflow trigger based on must have 1 of multiple checkboxes

SOLVE

I have a Multiple checkboxes property with one of the fields being "Finishes X WF" and I want to make a trigger for a workflow where only contacts who have "Finishes X WF" enter the workflow but the only options I see are "is any of", "is equal to all of" or "contains all of". I don't care if it has other fields as well, I just need contacts who don't have "Finishes X WF" checked to NOT enter the WF. How can I set up this trigger?

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2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow trigger based on must have 1 of multiple checkboxes

SOLVE

@SaravCrespo then you would simply filter for "contains any of".

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow trigger based on must have 1 of multiple checkboxes

SOLVE

@SaravCrespo in that case, pick "is any of" 🙂

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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5 Replies 5
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Workflow trigger based on must have 1 of multiple checkboxes

SOLVE

Hi @SaravCrespo,

 

You would have to use two filters to accomplish that:

Field is any of "Finishes X WF"
AND
Field is none of [all of the other values]

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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SaravCrespo
Participant

Workflow trigger based on must have 1 of multiple checkboxes

SOLVE

The thing is, I don't care what other values the property also has, whether it's 3 o 9 more. I just need the contacts that come into this workflow to have for sure the value "Finishes X WF". If the contact doesn't have the value "Finishes X WF", it shouldn't come into the workflow. 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow trigger based on must have 1 of multiple checkboxes

SOLVE

@SaravCrespo then you would simply filter for "contains any of".

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
SaravCrespo
Participant

Workflow trigger based on must have 1 of multiple checkboxes

SOLVE

That option doesn't show as available... I only have these:

 

Captura de pantalla 2024-11-05 a las 16.02.44.pngCaptura de pantalla 2024-11-05 a las 16.02.52.pngCaptura de pantalla 2024-11-05 a las 16.03.02.png

 

Any idea why? Any alternatives?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow trigger based on must have 1 of multiple checkboxes

SOLVE

@SaravCrespo in that case, pick "is any of" 🙂

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes