How to use blank (not specified) option in dropdown in rules

I have a rule that sets a number value in a field based on a selection in a dropdown in another field. I want to create a rule that sets the number value to 0 or blank if no selection is made in the dropdown. Here’s the flow:

  • Colleague fills out an intake form, selecting customer health from a dropdown (green, yellow, or red) in the Health field.
  • Rule runs that puts a number in the Health Score field, based on the dropdown selection (1, 2, or 3).
  • The Health Score field is used in another formula field.

If my colleague selects green, the rule runs and adds a 1 to the Health Score field. This works great!
If my colleague later changes the Health dropdown to blank (not specified), the 1 remains in the Health Score field, instead of clearing.

Is there a way to clear the Score field if the dropdown field changes to blank?

Hi @Christy_Lutz ,

There is a rule condition that checks if a dropdown field is not set:

You could use this with a trigger of “When dropdown field is changed” to monitor if they clear out that health field.

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And for completeness, here is the action you need to clear your Health score field. :wink:

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Thank you!

Thank you for this help!

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