Make "Opportunity" Custom Fields available in Workflow Actions
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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"
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A
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.
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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"
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Jonathan Killam
I was shocked when I went to implement this and it was not an available function. Please put this on the roadmap!
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WebMyMoney Administrator
PLEASE NEED THIS ASAP
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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)
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WebMyMoney Administrator
need this please
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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
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Keith Besherse
We should not have to ask for this as a separate suggestion. Without the workflow filters custom objects are an incomplete system.
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Keith Besherse
Opportunities, Companies, and Custom Objects should be able to process as the noun of a Workflow.
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GJ
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.
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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... :)
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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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