[Workflow] Allow Custom Values to be used in IF/ELSE conditions
complete
O
Onno Vrijburg
In order for us to build more robust snapshots it would be extremely useful if we could create if/else conditions in workflows based on the setting in a custom value. This would allow us to enable/disable sections of workflows based on values that are set when we configure the system for out customers. This will avoid additional configuration/modification to have to be done in workflows to enable/disable sone functionality.
J
Jennifer Russell
Really surprising that there would be an IF/ELSE condition but no ability to have branches based on the contacts Custom Fields containing / not containing a particular value. Really hard to use these workflows without this. It says COMPLETE but it's not working.
G
George Bronson
Why is this marked complete?! No variables are available for VALUES!!!
Core Platform
complete
J
John Marshall
This is great new cannot what
Core Platform
planned
Core Platform
Merged in a post:
*Conditional Logic based on Custom Values in Workflows!
R
Ryan Hasiak
We really need to be able to make conditions based on a custom values value in a workflow.1. Let's say you have a custom value you use in your snapshot for restaurant clients, 'VeganOptions?'. This is used to easily identify if that client has vegan options...Now, if we had the ability to Condition Based on Custom Values, client A 'VeganOptions?' would just need to be set to Yes or No. Now when the contact hits the pre-built workflow about vegan options, if set to yes they would be sent a message "yes click here to see them" or the other way "sorry we don't have any vegan options...". All of This Was Accomplished With One Workflow!!!2. Some times clients want to send emails and sms. Some just want to send emails to save on costs. If we had a custom value 'Send SMS?' set to yes or no, we should be able to condition on that and send them down correct path in the workflow. Why Do We Have To Make Two Workflows, One To Send Email And SMS And One To Send Just Email?Just let us condition based on if custom value contains, is, is not, etc. and we will be all set. This gives the ability to make a snapshot for all our clients and set up in minutes, even making it custom based on client criteria, by just filling in some custom values!If you couldn't tell this is a very important one to me 😂Please Upvote This, It Will Help Open The Doors To So Many Possibilities!!!Other Ideas That Just Make The Above 10x More Powerful...Update Custom Values with a Workflow Action - https://ideas.gohighlevel.com/ideas/HIGHLVL-I-5205Randomizer in Workflows to Send Contacts Down Random Paths - https://ideas.gohighlevel.com/ideas/HIGHLVL-I-5203*External Requests! (Please Go Vote For This) - https://ideas.gohighlevel.com/ideas/HIGHLVL-I-5204Typing {{ to bring up list of Custom Fields/Values - https://ideas.gohighlevel.com/ideas/HIGHLVL-I-699
HIGHLVL-I-5222
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Tyler Zegil
Omg, PLEASE do this. This isn't a "nice to have" for many of us designing snapshots and not just selling a suite of tools, this is a requirement to complete the build. - Thank you
J
Julio Lara
yes please!!
S
Suresh Babu Sakthi
under review
T
Tyler Zegil
Suresh Babu Sakthi: 🙏🙏🙏 !
J
Joe Solano
This seems like something that would make snapshotting workflows for clients so much more configurable. Without it your workflows have no ability to adjust or change for clients unless you make copies/changes directly in the workflow which invalidates the point of snapshots
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