Make "Opportunity" Custom Fields available in Workflow Actions | Voters

Make "Opportunity" Custom Fields available in Workflow Actions

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"

November 8, 2023

Daniel Aragon

THIS IS SOOO NECESSARY! , my clients call me stupid for not being able to do it, because it really sounds like it's something very simple.. Example. 1.- I put a due date on the opportunity... 2.- The system detects that there is a delivery date so it creates a task with that delivery date

Cameron Arsenault

Prasoon Dadhich - one thing I see still missing from the Opportunity Custom fields for Workflows is the ability to clear custom fields in the Opportunity as part of the workflow. Any plans for adding this??

Matt Tiangson

Is there a way we can clear the opportunity Custom field if we are no longer using it? For example, when a lead books an appointment, then a certain voucher is offered and yes to it. The opportunity field will have a Yes value, but if the appointment status gets cancelled, I want the Voucher opportunity field will become blank or have no value.

Jonas Carlström *

we need this!!

Jenna Furch

Yes Opportunity Custom Fields should be in the Actions section! 
I also do not understand why we cannot use Opportunity Custom Fields to set fields like "Opportunity Name" and "Opportunity Value"? 
Seems like this should be a no brainer. If I have the same person bring me multiple opportunities, I want them to be able to tell me the Project Title and set that field as the "Opportunity Name" 
Or, in my other example, I am asking the client a monetary question, and I want to be able to set that as the "Opportunity Value"

Kyle Kurzhal

Yeah, I've run into this problem with several clients. I have to create workarounds by adding a datetime field to the contact, which ends up adding layers of data duplication when I need it.

Bose Akadiri

Opportunity custom fields need to be available in contracts too! And after that is done we need to be able to edit contact custom fields to be opportunity custom fields.

Currently I'm using contact custom fields to pre-populate contracts. When I have repeat clients I need to be able to do another contract with them and I don't want to have to delete the original contract information from the custom fields. Since contact custom fields are the only ones available for auto-populating in contracts this is the workaround I use.

Prasoon Dadhich

All the opportunity custom fields are available in the Opportunity triggers. When the opportunity trigger is added or Find Opportunity action is added the opportunity custom fields can be used in the subsequent actions. Can you please share if there is any other use case that I am missing here

Josh Herman

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.

Jim Kadingo

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.

Prasoon Dadhich

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

Jim Kadingo

Prasoon Dadhich will check this out ty

Shaun Lynch

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

Robert Wazlavek

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.

Keith Brandenburg

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?

Prasoon Dadhich

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.

Prasoon Dadhich

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

Keith Brandenburg

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!

Prasoon Dadhich

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

Prasoon Dadhich

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

Prasoon Dadhich

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

Keith Brandenburg

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.

Anna Empey

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.

Adrian M. Nolt

Prasoon Dadhich, is this a known issue? Date picker custom fields on the opportunity object do not seem available as filters on "Opportunity Created" or "Opportunity Changed" triggers. Interestingly, they are available from Contact triggers, which makes no sense.

Ryan Lauritsen

Prasoon Dadhich We need a way trigger only when a specific opportunity custom field changes though. 
Using the Opportunity Changed trigger with a filter for a custom field doesn't work that way. For example, if you have the following filter in your Opportunity Changed trigger: 
"Some Field" IS "value"
Yes, it will trigger when the field "Some Field" is changed to "value" but it will also trigger whenever anything else in the opportunity is changed and the field "Some Field" is "value".

Chelsea Lang

Prasoon Dadhich I cannot use the Opportunity Custom Fields to a 'Post Message to Slack' action when there is an Opportunity Trigger.

Billy Edmunds

Prasoon Dadhich We need the ability to set dropdown fields using incoming text values from webhooks — matching the text to the existing dropdown options — without requiring multiple branches. For example, if we have a field with 3 options, "New", "Pending", "Complete". When we receive a value like "Pending" from a webhook, there's no way to dynamically update the dropdown field without creating a separate branch for each possible value. Doing this across multiple fields creates a huge amount of redundant logic and significantly increases the chance of errors.

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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