"Update Custom Fields" Workflow Action = Allow Radio A & Dropdown A to = Radio B & Dropdown B Fields
I
Ian Molendyk
Currently, the "Update Custom Field" action allows you to have a text or phone field equal the value in another text and phone field.
The Radio and Dropdown fields, however, only allow you to update it to a predetermined value. We need to be able to update a Radio or Dropdown field using another Radio or Dropdown field key.
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D
Daniel Proczko
YES! I was just on a support call about this and was told this is a system limitation. This would be very beneficial.
This should be possible if we're pulling info from a field that asks for the exact same info. If Opportunity A has a check box field called "desired service" and the newly created opportunity (Opportunity B), has the exact same field - this should be mappable.
In the attached screenshot, you can see I'm trying to pass information to a checkbox field and cannot select "dynamic" to pull info from a matching field. It only allows selecting one of the options. This is not valuable behavior.
The only workaround the support rep could give me was to use a field that does map, like "single line," which would require the client to manually enter the information. The client would need to type the information exactly the same every time. This is untenable as this information is coded and consistent.
I'm suprised this idea doesn't have more votes.
I think the title of this idea should be updated to better reflect the issue. Something like:
"Workflow Create Opportunity: Allow dynamic values for Checkbox, Radio, and Dropdown."
I created this submission that may explain this more clearly: https://ideas.gohighlevel.com/automations/p/workflow-create-opportunity-allow-dynamic-values-for-checkbox-radio-and-dropdown