The Delete Option From a Select Property action within the Property Option Manager app by Integration Glue allows you to remove a specific option from a select or dropdown property in HubSpot. This action helps in maintaining a clean and relevant property setup by eliminating outdated or unnecessary options.
The action targets a specific option within a select property and removes it, ensuring that only the most current and applicable choices are available for use. It does not impact other options in the property, allowing you to fine-tune your options list without unintended changes.
This action is particularly useful when:
- You need to remove outdated or irrelevant options from select properties.
- You want to ensure that only relevant, up-to-date options are presented to users in dropdown fields.
- You are maintaining a streamlined and organized CRM with relevant options for reporting, integrations, and data entry.
- Option Internal ID refers to the unique identifier for the option you want to delete from the select property. The internal ID helps the system recognize the specific option to be removed. It is typically a system-generated value associated with each option in a dropdown property, ensuring accurate identification when performing the delete action
- Object Type of Dropdown specifies the type of HubSpot object that the dropdown property is associated with. The object could be something like a Contact, Company, Deal, or Ticket, and this helps define where the select property is located within the HubSpot CRM
- Dropdown Property refers to the actual select or dropdown property where the option exists. It is the field in HubSpot that contains the list of options from which users select a value
Here’s a step-by-step guide on setting up the Delete Option From a Select Property action in a workflow:
Step 1: Add the Action to Your Workflow
- Go to your workflow in HubSpot.
- Click + to add a new action.
- In the action search bar, type and select Delete Option From a Select Property.
Step 2: Select the Property to Modify
- Dropdown Property: Choose the select property you want to modify from the dropdown menu. This is the property that contains the options you want to delete.
- Object Type of Dropdown: Select the HubSpot object type (e.g., Contact, Deal, Company, or Ticket) that the dropdown property is associated with.
Step 3: Identify the Option to Delete
- Option Internal ID: Enter the Internal ID of the option you want to delete. This ID is unique to the specific option in the dropdown list and ensures that the correct option is deleted.
Step 4: Save and Activate the Workflow
- After completing the configuration, review the settings.
- Click Save to confirm the action is added to your workflow.
- Once you're satisfied, Activate the workflow to start executing the action as defined.