How to erase a field value using automation?

  • 3 August 2020
  • 2 replies
  • 265 views
How to erase a field value using automation?
Userlevel 7
Badge +10

Customers usually ask us “how can I use automation to update my field with an empty value?” 

 

After a few tests, I found a way to do it using automation. This workaround is recommended if your company is on the Business or Enterprise plan (we are going to need automation and a field conditional to enable this workaround). 

 

Ps: If you are not in on one of these plans and want to upgrade your account, you can contact the support team in our chat or your CSM, if you have one. ;)

 

1. First of all, you need to choose what type of field you want to update. We need to create a new field of the exact same type as the field we want to update. So, let's pretend we are interested in updating a field type Date. 

 

I already have a Date field in my process, but I also created a new one called “Date - hide”. (I even named it that way to make it very clear that that is the field I want to hide, therefore it will not be visible in my process).

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This field will always be empty and it will be the one to be used in my automation. 

 

2. In order to confuse process users, I am going to hide the field that is not a part of the process using field conditionals. So, we want this field to be hidden 100% of the time, right? So we are going to make it hidden no matter what. So the conditional will look like this:

 

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And, there you go, the field is now hidden. 

 

3. The final step is the automation to update the existing field with the new empty field you have just created :) 


And that's it. You can do with other fields as well, such as short/long text, due date, etc. So, what did you think, easy? Useful? Leave your feedback here for us 🌟


2 replies

Userlevel 7
Badge +8

Super tips, @Nicole Chiroli 

Thanks for sharing with the community. :kissing_heart:

Userlevel 4
Badge +3

Amazing workaround!

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