Bulk Actions (Delete, Turn Off, etc) For Workflows, Custom Fields, and Custom Values!
J
John Mohr
It's happened to all of us, you look through your custom fields and you have 27 of them that are outdated from that one form you set-up three years ago...
But deleting them requires you to psychically click the field, click more, click delete, and repeat 27 times.
It would be so simple to delete these all at once!
For Workflows:
-Turning one workflow off without having to go into the editor!
-Turn off all workflows in one folder
-Select multiple workflows and turn them all off
-Delete folder and all workflows in it
-Select multiple workflows and delete them all at once
Custom Values:
-Select multiple and delete them at all once.
Custom Fields:
-Select multiple and delete them all at once.
D
Devon Smart
please bulk upload custom fields/values.
M
Marvin Eckert
Automation is one of the most important HL Features and is missing basic features like the one mentioned here! Please add this!
T
Timothy September
RevEx Group - This is an essential feature in most other CRMs.
C
Carlisia Campos
For the love of all that is sacred... I've been in this systems for 5 minutes and already want to pull my hair out because of having to do this one-by-one. Hard to move fast, fail fast if whenever I try a bunch of things I have to go back and single delete the ones that didn't work for me. For people setting up the system with speed and scale in mind... this is a total anti-pattern. Having a "Confirm" delete is not even doing me the favor of showing me information about what side effect it could cause, it is just annoying and slow.
C
Chi Brown
A simple Bulk Delete of checked workflows would be awesome. Give us some check boxes beside these things and a big ole Bulk Options button like you have in the contacts section, PLEASE!
B
Ben Schablowski
Core Platform could you please look into making this a priority?
This would save a ton of time.
Thank you.
D
David Hall
Adding to that...there are many other softwares that will show you whether a field is being used and where it is being used. It would be great to be able to look through things like custom fields and tags and see if they are being used in a particular place. This would help greatly in keeping the system clean.
C
Clifford Paulick
Yeah but this could be scary, especially with GHL's default "type Confirm to delete" prompt that doesn't actually confirm the data being acted upon... so it should display the names of the custom fields, for example, that are to be confirmed for deletion
J
John Mohr
Clifford Paulick: Lol, it's called double checking your work before you press the button
C
Carlisia Campos
John Mohr: I know right!! If only there was software to do that... 🤔