Workflow Update: Append Multi-Select Field Values

TL;DR

The Update Contact Field workflow action now allows appending values to multi-select and multiple checkbox fields. No immediate action is required from agency owners.

Who this affects

HighLevel has not confirmed who this affects. It is a standard feature update for anyone using workflows to manage contact fields, specifically multi-select or multiple checkbox fields.

What changed

The Update Contact Field workflow action now includes an "Add" option. This option is specifically for multi-select and multiple checkbox fields. When the "Add" option is selected, new values are appended to these fields instead of replacing all existing values. Previously, updating these fields always replaced all existing values. When the "Add" option is chosen, the field picker only displays compatible multi-select fields. HighLevel has not confirmed any limits, plan gating, or rollout status for this feature.

Where to find it

This new functionality is located within Workflows. To access it, navigate to a Workflow, add or edit an action, and select the "Update Contact Field" action. The new "Add" option will appear when configuring multi-select or multiple checkbox fields.

How agencies will use this

Agencies can use this to build more flexible and robust automation. For example, consider an agency managing a client's lead qualification process. As a lead progresses through different stages or shows interest in various products, a workflow could update a 'Product Interest' multi-select field. Instead of overwriting previous interests, the workflow can now add new interests. If a lead initially shows interest in "Software Development," a workflow triggered by a form submission could append "Consulting Services" to their 'Product Interest' field when they download a related whitepaper. This ensures a comprehensive history of a contact's interests is maintained without manual intervention, allowing for more targeted follow-ups.

Our take

This is a standard workflow enhancement. It addresses a specific limitation with how multi-select fields were previously handled, making workflows more versatile. While not a groundbreaking feature, it's a practical improvement for agencies relying on detailed contact segmentation and progressive profiling. It's a minor update that improves data management within automation but isn't something to drop everything for.