Make "Opportunity" Custom Fields available in Workflow Actions
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Patrick Zerarka
Currently we can create new custom fields in the "opportunity object " vs just standard fields (contact object). However, when creating a new custom fields in opportunity object they are not showing in WF/Actions The idea is to make them as available for automation [Triggers and/or Actions] similar to the standard fields so we're able to build WF around - Example: Opportunity Custom Field = "DATE PICKER"= Build WF for upcoming reminder just like we would have done it un Standard Fields. I know the same can be done in "Contact/Standard" but the functionality of it is more powerful when used in the Opportunity Window (object) especial when tracking "Future Closing/Sale Date" for that particular "opportunity"
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Matt Hummel
THANK YOU was killing myself with this all afternoon. Seems like an oversight not to have it. Huge to get systems adoption from multiple sales teams I am working with.
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Prasoon Dadhich
Now you can use the Find opportunity action and use the opportunity custom fields. Will this solve the use case mentioned.
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Chaz Williams
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.
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Josh Herman
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.
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Prasoon Dadhich
Josh Herman This is now added
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Kevin Jones
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.
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Prasoon Dadhich
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
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Kevin Jones
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.
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Ryan Heath
Just built out a whole new workflow using the fact that we can now add opportunity custom fields in surveys and it all worked great until I realised I couldn't send the info from those fields in workflows when the opportunity was created, so had to go back to using contact custom fields in the survey and copying everything across to create the opportunity (and do the other stuff) when it was submitted. So frustrating!
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Marshall Curtis
Yes please! When a lead submits a form with opportunity fields, I want to be able to update custom field data with that information.
For example: I have a custom field called 'Form Submission Details', right now I can only update custom fields with information from 'Contact>custom fields'.
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Team Marketing
Love this idea!!!
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Kelsey Greer
Unbelievable. What's the point of opportunity custom fields if you can't use them in workflows?? Please, add this functionality ASAP!
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Jacob Robertson
I have no idea how this is not the most important improvement to this platform. I am trying to use workflows and run into roadblocks at every turn. To not be able to use any of the values for opportunities in your workflow seams like a HUGE design flaw. I don't know how the creators could have missed this.
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Adrian M. Nolt
This is one of our main blockers for standardizing on HighLevel as our recommended marketing automation platform. Our primary automations are built around deals, not contacts.
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JP Hogbin
The manage fields function on opportunities lets us display the opportunity custom fields, but we definitely need an option to have a workflow action to be able to update this.
In the attached example "4 weeks" may be correct today, but in 2 weeks I would want that to have updated to "2 weeks"
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Jonathan Killam
I was shocked when I went to implement this and it was not an available function. Please put this on the roadmap!
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