Dynamic Opportunity Forms: Conditional Fields Arrive!

What changed

HighLevel has introduced conditional custom fields for opportunities.

Admins can now define rules to show or hide individual fields or entire folders, and even make them mandatory.

These rules can be triggered by an opportunity's pipeline, stage, status, dropdown, radio, checkbox, or multi-select field values.

Complex logic using AND/OR conditions is supported, and you can preview rules in real-time.

Why it matters

This update significantly streamlines data collection and improves data accuracy within your sales process.

You can ensure that only relevant information is requested at each stage, preventing cluttered forms and incomplete opportunities.

It helps standardize data collection across different pipelines and teams, leading to better reporting and more consistent client management.

How to use it

First, enable “Show & Require Opportunity Fields Conditionally” in Settings > Labs for the sub-account.

Then, navigate to Settings > Custom Fields > Opportunity > Conditional Rules and click Create conditional rule.

Alternatively, go to Settings > Opportunities & Pipelines, select a pipeline or stage, and choose Manage conditional rules.

Define your trigger conditions, select an outcome (show field, show folder, or make mandatory), review the live preview, and save.

Note that validation applies to manual saves on web and mobile, but not to Public API or workflow-based updates.