Capture last selection of Custom multiple checkbox property

GFlo_ADB
メンバー

We created a custom multiple choice property and we want to capture in a separate field the last selection added to that property and the date that the selection was made. 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Hi @GFlo_ADB,

 

You'll have to flip that around and it'll be a lot easier:

  1. Create a dropdown property (single select)
  2. Use a workflow to enroll contacts where the value of that property changes (re-enroll based on "is known"), then use "Edit record" to append the value from the dropdown property to the multiple checkboxes property

Whatever is selected in the dropdown, will now be appended to the multiple checkboxes.

 

Without working with the API, I'm not aware of a way to do it the other way around.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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GFlo_ADB
メンバー

It is a user on an internal record.  On our Contact Object, we created a multiselect field call Campaign Tag.  Our contacts can be included in multiple marketing campaigns.  so anytime we make a selection under the Campaign Tag property, we want to capture which selection is the most recent and the timestamp.  So I want to create two custom properties called Most Recent Campaign Tag and Most Recent Campaign Tag date/time. 

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karstenkoehler
殿堂入り | Solutions Partner

@GFlo_ADB that I understood - you would have to change this process slightly so that a user updates a single select field with the last campaign - and a workflow would append it to the multiple checkboxes property. I am not aware of a way to do it the other way around natively.

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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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Hi @GFlo_ADB,

 

You'll have to flip that around and it'll be a lot easier:

  1. Create a dropdown property (single select)
  2. Use a workflow to enroll contacts where the value of that property changes (re-enroll based on "is known"), then use "Edit record" to append the value from the dropdown property to the multiple checkboxes property

Whatever is selected in the dropdown, will now be appended to the multiple checkboxes.

 

Without working with the API, I'm not aware of a way to do it the other way around.

 

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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STierney
コミュニティーマネージャー
コミュニティーマネージャー

Hey @GFlo_ADB - thanks for posting in the Community!

I understand that you've created a custom property, but now you're looking to capture some more data. To clarify your use case and end goal, can you please clarify who is filling out this property? Is it a user/customer on a form, or an internal user on a record? 

Shane, Senior Community Moderator





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