Prasoon Dadhich The opportunity custom fields are not able to add information until the opportunity is actually created. It's the same way if it's manually created yourself. Because of this, we can't add any information directly from the form or automation. Can this please be fixed? We want the custom fields available at time of creation to be able to upload information through automation.

Prasoon Dadhich make available for all or atleast more triggers. Ie. When form gets completed send opportunity data via notification - right now you can only send contact data in that example. But i want to hse opportinity custom fields so its associated with the opportunity.

Jim Kadingo: You can add the Find opportunity action and all the details will be available in the actions to select from

Prasoon Dadhich will check this out ty

Prasoon DadhichOpportunity triggers are incomplete. How come there is no date reminder for opportunity fields ? ho come theire is no opportunity field change trigger ?

Prasoon Dadhich I think this was more of an issue before Find Opportunity was added. Before it was added, there was no way to get opportunity data into workflows unless the workflow was triggered by an opportunity trigger. Find Opportunity solves this problem by giving us the ability to add opportunity data to any workflow whenever we desire.

Prasoon Dadhich See the attached photos showing my setup. I have an automation with an "Pipeline Stage Changed" trigger which is supposed to give me access to custom fields, and it does in some spots I've found. What got me here posting a comment is that I couldn't check the values of my opportunity custom fields in the "If/Else" conditional. If I try to use the custom field as a custom value in a notification/sms I can see the custom field just fine. I am guessing maybe this was just overlooked or am I doing something wrong?

Keith Brandenburg: I am able to use the opportunity fields from the value picker in If/Else. Can you share your workflow URL at prasoon.dadhich@gohighlevel.com and I will take a look.

Josh Herman: Are Find Opportunity and Update opportunity actions not working for you. Trigger can be anything and you can Find the relevant opportunity and update that using the Update Opportunity action with the Form fields

Prasoon Dadhich Thank you a ton! I have sent you an email with my name in the subject. Hopefully this is just something simple I am doing wrong!

Keith Brandenburg Just checked this, this field type is not supported in the Custom Value Picker and the behaviour is same for Opportunity and Contacts custom fields

Shaun Lynch In the opportunity changed trigger you can select the custom opportunity fields also

Robert Wazlavek Agreed, that is the reason for this thread. Wanted to understand if there is something that is still missing

Prasoon Dadhich To quote from our email so people can know. "We will not be able to bring in the data from this field and make comparison in If/Else that is the reason. Few field types are not present in the picker. You can change the field type and same should populate in the actions." I am guessing this means this is expected behavior but doesn't this make the field type "text box list", and any other unsupported field types really, pretty useless other than literally just to hold some data but never to use it for anything? Do you know if this is on a list of things to fix/add or if we should open a new "feature" request to get expected functionality to be a priority? Sorry about my tone, it is getting a bit old being told over and over again the software is just half baked and so many things only "kind of" work.

Prasoon Dadhich I have not been able to replicate this action at all. I have to have an opportunity trigger in order to find anything or match form values to an existing opportunity. There is zero ability to match a workflow to find an opportunity that is updated with a form, that form just makes a new opportunity instead of finding the one that exists before. Is there a way to match form submissions to existing opportunities? In a workflow with the trigger being form. I have opportunities to be assigned a custom value number that changed with each new opportunity created. But I cannot pair that field to find the opportunity based on the number. In Find Opportunity there is zero ability to find an opportunity value, and there is no work around that I can think of to have it find the opportunity because the value changes each time one is made.

Prasoon Dadhich I've also found a possible bug, I've created a workflow for "find opportunity" to help get leads through the pipeline and it works great. The bug is that if you click back into "find opportunity" it reverts it from whatever stage it was set to back to the main stage. For us the main stage is "New Lead" and then 1st contact, 2nd, 3rd, future, needs adjustment. So if I click on one that I had set to 1st contact, it reverts back to New Lead and I have to change it back to 1st. But it runs and tests fine, but the fact it wipes it could be a challenge and issue when creating complicated workflows that you want to verify everything being correct ahead of time.

Prasoon Dadhich Could you please add the ability to use custom variable picker with the custom opportunity fields for both create opportunity and update opportunity? We want the custom fields to be populated through automation by the custom variable picker however currently we have to set a fixed value. We can do this for standard opportunity fields but not custom and this needs to be expanded.

Josh Herman This is now added

Prasoon Dadhich Possible Bug.

I want to update a specific opportunity using a GHL form and Workflow.

Trigger when a form is submitted...,

Find Opportunity: Opportunity ID is something like {{formfield.opportunity_id}}...,

update Opportunity... update various custom opportunity fields.

I have a custom_field on a form that will hold the Opportunity ID, either populated with a url parameter or allow the user to input the Opportunity ID.

GHL support could not figure out how to assign the value of the form field to the Opportunity ID. I obviously do not want to hard code the Opportunity ID in the Enter a value box. I want to automate this value from the form submission.

How would I do this?

attached is screenshot of the Opportunity ID is ____________________

we should be able to populate the value box with form field values or some other automated way. The only way to populate the value box now is to hard code it, which will not work.

Kevin Jones All the fields that in Form are present in the "Contact" --> Custom fields. Can you check if you are able to find the field there. Also one of the items that we will be working on in the future is exposing the Forms fields separately when there is a "Form submitted" trigger present

Prasoon Dadhich Thank you for replying... In my case, There are many participants that need to contribute input data to the opportunity. Our goal is to send a form with a url parameter that pre-fills the primary email and the opportunity ID into hidden fields so we can specifically and accurately update that specific opportunity with the data we are collecting.

To my specific request above, you did not address the issue with the "value" box. How do we populate the "Find Opportunity" value box, so that we can accurately find the correct opportunity? The available choices do not seem to work.

Given: contacts are likely to have multiple opportunities. (Real Estate Agents will have multiple listings, or multiple clients)

Let's say I populate the form with the Opportunity's primary email (agent's email) or (seller's email) in a hidden field, and Opportunity ID so I know we are updating the correct Opportunity.

How would I add the Opportunity ID value in the Value box from the form?

In Workflows, in the "Find Opportunity" Action, there is a Choice of "Opportunity ID Is" and then the value box. What choice in the dropdown list in the "custom value picker" could I use to populate the Opportunity ID or any other Opportunity Custom_fields?

My assumption is "Find Opportunity" where the Opportunity ID is = to a certain value.

In a workflow, surely this is not intended to be a static value. There must be a way to dynamically populate this value. The question is How? In my mind it has to be passed as a variable in the form when the trigger is "form submitted"

It does not make sense to pick from one of the given "custom value picker" as these are static values, and there are more than one opportunity per contact.

Sorry for the long winded reply, I am just very frustrated. Thank you in advance.

Prasoon Dadhich Thanks. We still need the ability to update all the custom fields when creating the opportunity. This presently can't be done through the form or general automation. Could this be added to the current issue?