NOTE: This feature is currently in Beta. If you experience any issues, please submit a Support Ticket describing the issue in detail (include a screen-recording, if possible).
If you are using the "Alternate Location: Upsert Custom Value" workflow action, you can update/upsert Custom Values in bulk to help you save time & money. In the field called "Custom Values To Upsert (Bulk)", you will need to use a specific format for each Custom Value you add here.
The proper format to use here looks like this:
NOTE: It is REQUIRED to use the >> symbols as shown in the examples below.
IMPORTANT: Do not use the brackets {{ }} that usually appear for the Custom Value Key displayed in HighLevel. Doing so may possibly merge it or turn it into an empty string. It is ok to use the curly brackets {{ }} for the "value" as shown in the example below.
Here's a snippet you can copy & paste to get you started (please modify it after you paste it):
>>key: custom_values.my_value_1
>>name: Custom Value 1
>>value: The value
or
key: custom_values.demo_item
name: Demo Item
value: {{contact.custom_field}}
A real use-case might look something like:
key:custom_values.tickets
name:Tickets
value:1,258
or
key: custom_values.order_page
name: Order Page for Summer Special
value: https://www.demodomain.com/order-page
or
>>key: custom_values.my_value_3
>>name: Custom Value 3
>>value: My name is {{contact.name}} and
I am in {{contact.address1}}.
Glad to meet you.
Related Help Docs:
Overview: Agency Management (Beta)
Installation Guide: Agency Management (Beta) apps
List of Agency Management Workflow Actions
Agency Management Workflow Actions: How To Create a New Location and New User
