Make "Opportunity" Custom Fields available in Workflow Actions
P
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"
Photo Viewer
View photos in a modal
Log In
I
Irvin Dominguez
Needed!
S
Sales & Marketing
Merged in a post:
Add Opportunity Custom Fields in MATH Operations
S
Sertan Djelal
There have been a few updates on math operations within workflows but we still can't select or use opportunity custom fields within Math Operations. We have several use cases where it needs to be done within an opportunity and not at contact level. E.g. calculating commission figures (10% of opp value for instance or based on another custom numerical or monetary field), dates (x-days before/after) etc. As these are unique to the opportunity and there could be multiple opportunities at any given time per contact, having it just at contact level isn't sufficient. 🙏
S
Sales & Marketing
Merged in a post:
Update Opportunity Custom Field Action
E
Edmund Lu
Currently when a form is submitted, it can only record data to Contact fields. It would be great if we could have an automation action which allows you to update Opportunity Custom Fields as we sometimes have leads that submit more than one form (and each opportunity is for a different service/enquiry type)
K
Keith Zellers
Really make all Custom Fields available in math operations. Custom Values are also useful. Example - Certain types of loans require 30% downpayment. Two years ago it was 25%. It would be nice to use a Custom Field from a LOAN Object "Purchase Price" and multiply it by Custom Value "Minimum Down Payment Percentage" to give a default Downpayment. If you can add range limits and make that minimum, for the answer that would be even better!!
D
Divyam Bhadoria
Merged in a post:
Opportunity Details
N
Ngoran Hariata
I think it will be great if users can have the opportunity to use custom fields in the opportunity object whether or not the trigger is related to opportunities
D
Divyam Bhadoria
Merged in a post:
opportunity.custom_field Math Operations
T
Trevor Shanahan
Math Operations should be able to utilize opportunity.custom_fields. Limiting math operations to only contact.custom_fields is extremely limiting. I can have 1 contact associated with multipe opportunities. With the current limitation I would need to create multiple contacts. This makes zero sense. If I see Contact A, three different products or services that is three different opportunities and shouldn't require 3 duplicate contacts. Especially when we are trying to calculate Monthly Recurring Charge (MRC) multipled by Term Agreement (12, 24, 36, 48, 60 months), and then calculate commissions MRC x Commission % = Monthly Recurring Commissions x Term Agreement and even Sub-Agent Commissions: Monthly Recurring Commissions x Sub Agent Commission % = Sub Agent Monthly Commission. All of this is specific to an Opportunity, NOT a contact.
D
Divyam Bhadoria
Merged in a post:
'Create or Update Opportunity' workflow: Allow the use of Opportunity fields from forms/surveys to be used in automations.
E
Eric Macias
This is piggy-backing off of this previous update: https://ideas.gohighlevel.com/forms/p/allow-opportunity-custom-fields-in-formssurveys
Now that we can add custom opportunity fields to forms/surveys, it would be great to use those custom fields in workflows and automations.
Use case: My customer does glass shower installs. On their "Get a Free Quote" form I was able to create a custom Opportunity field and add it to the form. I then wanted to create a workflow that started a new opportunity on form submission. However that custom Opportunity field that I created does now show as an option for populating fields.
My current work around was to create a Contact field instead of an Opportunity field. However the information is better suited as opportunity specific notes.
Hope this make sense!
D
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
C
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??
S
Super Admin
ESSENTIAL for all the reasons already listed, GHL please implement.
Load More
→