Automations

Custom Value/Field Arrays: Suggestion on Syntax and Functionality
I realize this might be an idea from a few other posts however I would like to suggest how this might work to generalize functionality for some of these Ideas. ## Related Posts: https://ideas.gohighlevel.com/contacts/p/custom-field-array https://ideas.gohighlevel.com/contacts/p/ability-for-custom-field-objectsarrays https://ideas.gohighlevel.com/automations/p/custom-values-nested-fallback-ability-to-blank-field-types-validation "Forgive me for not posting all of these" ## Functionality Description: Array Field/Value Description and UI : Take the Checkbox Custom Field (minus the "Object" Assignment for Custom Values) and require a DEFAULT Option as well as the ability to Add More Options. Option Name and Option Value MUST be allowed to be different. For Custom Fields we can Replace the Option Value with an Option Validation field (i.e. A Dropdown with typical validation types such as STRING, BOOL, URL, EMAIL, REGEX???? maybe an idea for the future.) Should Custom Fields be Mutable? : The issue GHL has with doing this for Custom Fields is that Mutability of the Array Keys is not possible. I prompted Grok 3 for a brief explanation : "Mutability of standard array keys for a database field can cause issues because it risks breaking consistency and integrity in data retrieval and storage. If keys are altered dynamically, queries or application logic relying on specific key names may fail, leading to errors or unpredictable behavior. It also complicates data validation, schema mapping, and debugging, as the expected structure becomes unreliable across different parts of the system." Forgive me if I am using the wrong terminology to describe the software (mutability vs immutability). In theory, for Custom Fields, Options MUST BE IMMUTABLE AFTER SUBMISSION. The only exception that could be allowed for a deletion of an option. This SHOULD come with a warning and delete this field from every contact in the database. How to call this in workflows/email templates/etc : EXAMPLES: We will be using a typical merge tag and array syntax. Since we have a default field, any value can be set for the key: {{ contact.custom_array[1] }} {{ custom_value.message_option[1] }} {{ custom_value.colors["Primary"] }} Allow for a SECOND field/value to become the array key {{ contact.custom_array[inboundWebhookRequest.foobar]}} Updating through Workflows : Options MUST be Updated via each specific KEY. When you click to update an option that is an array , you will then be given the options to select the specific KEY you would like to Update, Add, Clear, etc.
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Enable Access to Associated Contact Data in Workflows
Currently in HighLevel, we can associate related contacts through Related Objects or use the “Association” feature to link records—such as a spouse, co-borrower, lender, or partner—to the primary contact. However, workflows are limited to only pulling data directly from the current contact, with no access to fields from any associated contact records. This is a significant limitation, especially in industries like real estate, lending, or healthcare where transactions often involve multiple stakeholders. For example: A real estate agent might want to CC a spouse or co-borrower on automated email or text sequences. A mortgage lender might be linked as an associated contact and should receive status update emails or tasks. A healthcare portal might want to notify both patient and caretaker (linked as related contact) during onboarding or appointment follow-ups. Proposed Enhancement: Allow workflows to access fields (email, phone, custom fields, etc.) from any associated contact or custom object relationship tied to the current contact. This would allow us to: Use merge fields from associated contacts (e.g., {{associated_contact.email}}) Add associated contacts to communication steps (email, SMS, tasks) Trigger conditional logic based on associated contact tag or fields Create smart automations involving multiple parties without duplicating workflows Why It Matters: This enhancement would dramatically increase the flexibility and relational power of the CRM. It would enable more dynamic automations, reduce workflow duplication, and better reflect real-world relationships between people and roles in complex industries.
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