Multiselect fields differ from standard fields in that there could be any number of possible values within the same custom field that you might want to set. This means that a different approach is required to identify the required custom field and values to be set.
This example used in this FAQ page uses the following person custom multiselect field.
1. Identify the ID of the Custom field. The ID will always be the same for that custom field, so you just need to use this step to obtain it.
Setup: Ezekia/Add Custom Field Value to Person (or the required record type)
Configure: You don't need to configure anything, but click the custom field selector icon, and search the list for the multiselect field you want. Note Down the ID number shown - this ID will always be the same for that field.
2. Delete the 'Add Custom Field Value to Person' step and add a 'Find Custom Fields' step instead.
The previous step is no longer required as you have the ID you need from it. Delete this step and add a 'Find Custom Fields' step in its place.
Setup: Ezekia/Find Custom Fields
Configure: Enter the ID noted from the previous step and the required record type (person in this case)
Test the step as usual.
3. Add a Zapier Code step
This will be used to find the Index number of the label you want to set.
Setup: Zapier/Code by Zapier (select the Python option)
Configure: the code attached below required three parameters. You need to have a total of three input fields (use 'Add value set' to add more). For the first two input fields, select the fields from the previous step as shown. For the third value, type in the name of the multiselect option you want to set.
- inputNames
- inputValues
- inputSelect
Open the attached text document and copy/paste everything in it into the code section, deleting anything that was previously there.
4. Set the custom field
You now have all the information required to set the custom field.
Setup: Ezekia/Add Custom Field Value to Person (or the required record type)
Configure:
- Select the record unique ID to update.
- Select the name of the custom field to update from the list.
- the type is checkboxes.
- The value is the comma separated list of index numbers returned by the previous step.
Notes:
- Some multiselect values might already be present. Setting just the required multiselect custom field like this will wipe out any previous settings on the field, for that record. The above process will reapply the existing ones as well as set the new value.
- If the option is already set on the multiselect list, you should stop the process using a filter statement.
If you get stuck, let us know.