Custom Field Grouping & Bulk Management for Forms, Surveys, Quizzes

TL;DR

HighLevel redesigned the custom fields sidebar in Forms, Surveys, and Quizzes builders, adding bulk management features. This update primarily improves builder efficiency; no immediate action is required from users.

Who this affects

This update affects anyone building Forms, Surveys, or Quizzes within HighLevel. Agency owners and SaaS entrepreneurs who frequently design these elements for their clients or their own businesses will find this relevant. HighLevel has not confirmed if this feature is gated by plan level or sub-account setup.

What changed

HighLevel made several significant changes to how custom fields are managed within the Forms, Surveys, and Quizzes builders:

• The Custom Fields sidebar in the builder was redesigned.
• Users can now browse fields by object.
• Users can now search fields by name.
• Users can now select multiple custom fields at once.
• Users can now drop multiple selected custom fields onto the canvas as a group.
• Custom fields sidebar now has multi-select checkboxes on every field row.
• A button to "Add N fields" for bulk-insertion of selected fields was added.
• Multi-field drag & drop is now available with a stacked preview and +N badge.
• Bulk-added fields land right after the currently active canvas element.
• An object dropdown was added to switch between Contact, Opportunity, Business, and custom objects.
• Tooltips on truncated field names and query keys were added.
• Selections of custom fields stay intact while scrolling and searching.
• Switching the object dropdown clears the current field selection.
• Shift-clicking selects a range, skipping already-added or blocked fields.
• A selection bar shows the count of queued fields (e.g., "3 selected"•"Add 3 fields").

HighLevel has not confirmed the rollout status of this feature, any replacements or breaks to existing functionality, or any limits or plan gating.

Where to find it

This feature is located in the Forms, Surveys, and Quizzes builders. You will find the updated functionality in the Add Object Fields tab within the left sidebar.

How agencies will use this

An agency building an extensive lead qualification form for a client might have dozens of custom fields across various contact and opportunity objects. Previously, adding these fields to a new form involved dragging and dropping each one individually, which was time-consuming. With this update, an agency owner can now navigate to the form builder, open the custom fields sidebar, select the relevant object (e.g., Contact), search for specific field types, multi-select all the necessary qualification fields using checkboxes or shift-clicking, and then drag the entire group onto the form canvas in a single action. This drastically speeds up form creation, allowing the agency to deploy complex data collection tools faster for clients, ultimately increasing efficiency in sub-account setup and client onboarding.

Our take

This is a major update for anyone regularly building forms, surveys, or quizzes in HighLevel. The improvements to custom field management, particularly the bulk selection and drag-and-drop capabilities, address a long-standing pain point for efficiency. While HighLevel has not confirmed all details, the core changes significantly streamline the building process. This update matters this week for its potential to save considerable time.