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Status Future consideration
Categories Features
Created by Guest
Created on Oct 5, 2020

Automation: Allow an option to clear multi-value fields

At present, for Users-type custom fields, the automation options are: Add, Remove and 'Same As'.
There is no easy way to remove all users.

A 'Clear Values' option would be a great addition to Users field type and to other tagged field types.

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  • David Willequer
    Reply
    |
    Jan 11, 2024

    While it's not ideal, the following workaround is available for user fields

    Requirements:
    Have a static user account that can be used as a temporary assignee in a user field.
    Add secondary custom user field to layout of record you are wanting to modify. I've added an "Automations" tab to my records to accomplish this and made this field read-only on that tab. In order for a custom field to be used in an automation - it MUST be on the associated record's layout.

    Configure the following automation actions:

    1. Update Field [TEMP CUSTOM USER FIELD] add [STATIC TEMP ACCOUNT]

    2. Update Field [TARGET CUSTOM USER FIELD] to be the same as [TEMP CUSTOM USER FIELD]

    3. Update Field [TEMP CUSTOM USER FIELD] remove [STATIC TEMP ACCOUNT]

    4. Update Field [TARGET CUSTOM USER FIELD] remove [STATIC TEMP ACCOUNT]

    5. Update Field [TARGET CUSTOM USER FIELD] add [TARGET USER]

    Summary:
    This set of automation actions will set a single known user in a temporary field and then mirror the target user field after the temporary field; essentially wiping any unknown users out of the field and setting the target user field to include only the single known user. You then remove the single known user out of both fields; rendering both fields blank for re-use and/or assignment of one or more users.

  • Gene Lewin
    Reply
    |
    Jun 30, 2022

    We have this issue as well ... we have a multi-value single-select custom field that I can't clear via automation, i can only set it to one of the pre-defined values.

  • Danielle Martinez
    Reply
    |
    Jun 3, 2022

    We have a custom field that we utilize for the assigned individual to respond yes, no, or partial to completing the feature within the aspirational release. we would like to have an automation that cleared this field whenever it was moved to a different release for those features that have a response of no. Right now we can only select one of yes, no, or partial but cannot clear the field entirely to reset it for next iteration.