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  • How to update multi-option custom field in Pipedrive Person without removing pre-existing values
Best answer

How to update multi-option custom field in Pipedrive Person without removing pre-existing values

  • 20 October 2020
  • 3 replies
  • 601 views
A
Userlevel 2

I can only get it to work in a way that REPLACES any current values with the value I want ADDED. Here is a loom demo: https://www.loom.com/share/e65ac4cceb724332bae81bf5c691ea41

 

I am really impressed by the response time in this community - THANK YOU! Your help is deeply appreciated!

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Best answer by Troy Tessalone 20 October 2020, 02:00

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3 replies

A
Userlevel 2

@Troy Tessalone , maybe I am pressing my luck, but if you are able to help me with this one as well, I would super appreciate it! 

Troy Tessalone
Userlevel 7
Badge +14

This situation is more complex.

Concept is to append data to existing selections for the multiselect field.

You’d have to first Find the Person to get the existing field values, then append the new selection, which you can try to do using a Custom value and comma separating the input values.

As an alternative, you could split each option within the 1 field to instead be it’s own field, which might be a better way to handle your use case.

Otherwise, likely will need to involve the Pipedrive API: https://developers.pipedrive.com/docs/api/v1/

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 2

Thank you, Troy!

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