D
Daniel Proczko
This submission addresses a critical system limitation within the Opportunities object type that prevents the
dynamic mapping
of values for
checkbox, radio, and dropdown fields,
within the
workflow action "Create Opportunity".
The Problem
Currently, when attempting to pass information between two opportunities (e.g., from an existing Opportunity A to a newly created Opportunity B), it is impossible to dynamically map values for checkbox, radio, and dropdown fields, even when the fields are identical across both opportunities.
As illustrated in the attached screenshot, the "Dynamic" option is unavailable when configuring these field types for mapping. Instead, users are forced to select a static, pre-defined option from the field's choices, rendering the mapping functionality ineffective for these field types.
Why This is a Limitation
This limitation forces users to employ cumbersome workarounds, such as using "single line" text fields. This requires manual data entry by the client, where they must type in information that is typically standardized and pre-defined within checkbox, radio, or dropdown selections. This introduces several problems:
  • Data Inconsistency:
    Manual entry of coded information drastically increases the risk of typos and inconsistencies.
  • Increased Manual Effort:
    Clients and users are burdened with unnecessary manual tasks.
  • Reduced Automation Efficiency:
    The platform's ability to automate workflows and maintain data integrity is significantly hampered.
Expected Behavior & Benefits
The expected and highly beneficial behavior would be the ability to dynamically map values for checkbox, radio, and dropdown fields. If Opportunity A has a checkbox field called "Desired Service," and a newly created Opportunity B has an identical "Desired Service" checkbox field, the value selected in Opportunity A should be directly mappable to Opportunity B.
Implementing this functionality would provide immense value by:
  • Ensuring Data Accuracy:
    Guarantees that consistent and coded information is passed accurately between opportunities.
  • Improving Workflow Efficiency:
    Automates data transfer, saving significant time and reducing manual errors for all users.
  • Enhancing User Experience:
    Simplifies the process for clients and internal teams by eliminating redundant manual data entry.
Strengthening Platform Robustness: Aligns the behavior of these field types with other mappable fields, making the Opportunities object more powerful and versatile.
This enhancement is crucial for maintaining data integrity and maximizing the automation potential within the HighLevel platform.