Clearing a field as an Action | Voters

Clearing a field as an Action

complete

Dan Leeman

I would like to set up an Automation where the action is to clear the value of a field. However, when creating actions, I cannot find a choice for "null" or "clear". 
For example (see screenshot), I would like a Date field named "Send Email On This Date" to be cleared as part of an automation. However, I can't find an option under "Dates from Trigger" or Date Actions or Specific Dates. 
Thanks

March 27, 2023

Nate Montgomery @ SmartSuite

Merged in a post:

Empty a date

Alexandre PELLET

Need ability to empty a date when updating a record. We only can set a date.

July 5, 2024

Artem Kunytsia

marked this post as

complete

Jeffrey Parsons

Artem Kunytsia Awesome! Assuming this is rolled out currently, how do we use it?

Artem Kunytsia

Jeffrey Parsons: 
Please check out my LinkedIn update here:
https://www.linkedin.com/posts/artem-kunytsia_how-to-use-append-replace-clear-options-in-activity-7170103184605003776-jD02?utm_source=share&utm_medium=member_desktop

Jeffrey Parsons

Artem Kunytsia This is awesome. Far better than what I was hoping for!

Peter Novosel

In the Update Records action, you can now specify the type of update for each field:
Replace value (default)
Append value
Clear value

Jon Darbyshire

marked this post as

in progress

Chris Williams

I know this is planned so hopefully we have a solution soon. For now though, I'd like to offer a workaround that I've created for clearing linked record values via automation. To do this, I created a new formula field with the formula itself (""), essentially a no value formula. Then, I just assign that field as the value replacement for a linked record field in the automation. It seems to be working for me for now. I hope this helps until we have a native solution.

Artem Kunytsia

marked this post as

planned

Brian Dollen

Merged in a post:

'Clear' field action

Pinny Geliebter

Need a way to clear fields based in an automation.

Example: On a trigger I want a date field to be wiped clean.

July 25, 2023

Andrew Wollf

Same for Linked Record Fields. PLEASE!!!

JeremyX TamX

Great idea, Dan! And so glad to hear the designs are already ready Artem Kunytsia :) Will the new round of changes also allow incrementing a value? The ability to automate a numerical field type change (+/- x) would be a great value add.

Artem Kunytsia

marked this post as

under review

Artem Kunytsia

Dan Leeman
In fact, we already have the design ready. 
It foresees 3 options:
Void value
Replace value
Append value (applies for certain field types only, for example, Linked Records)
I'm moving this under Feature Requests section. 
We'll discuss with Jon the timeframe for the implementation. 
Artem

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