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

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.

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"

Jonathan Killam

I was shocked when I went to implement this and it was not an available function. Please put this on the roadmap!

WebMyMoney Administrator

PLEASE NEED THIS ASAP

Mike Jones

I can see the custom opportunity field value picker but the value is missing - is that the issue this feature addresses (if so seems like a bug surely as I can see contact level custom field values are present)

WebMyMoney Administrator

need this please

Keith Besherse

And the Custom Fields for Objects too as soon as Custom Objects are a thing!!!
Core Platform, Sales & Marketing, RevEx Group, Shaun Clark, Varun Vairavan, Shivam HighLevel - Thank you!
Jennifer Calhoun, James Hurst (ddxweb), Xavier Finch, Patrick Allmond, Jason Boyd, Adam McInnes, Brendan Barth, Alastair Macartney

Keith Besherse

We should not have to ask for this as a separate suggestion. Without the workflow filters custom objects are an incomplete system.

Keith Besherse

Opportunities, Companies, and Custom Objects should be able to process as the noun of a Workflow.

Sales & Marketing, Core Platform & RevEx Group: We're so close with doing a variety of things with opportunity fields, please fix this and allow management of the opp custom fields when using workflows.

Carter Harkins

I cannot imagine a world in which this isn't already being planned. Please tell me it's already being planned... Signed, Impatiently Yours... :)

Darryl Callum

This feature is killer. 
Surprised not many have upvoted this. 
I have been trying to find a workaround but so far it's manpower to copy over to custom fields and mirror manually.

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