Field Picker Search Just Got Smarter in GoHighLevel

New QR Code Styling Options: Shapes, Borders, and Rim Text

What it does:
Lets you stop using boring QR codes. You can now tweak the shape, style the border, and add text around the edge.

Where in GHL:
Accessible via Sites → QR Codes and within QR tools embedded in Funnel and Website builders.

Impact:
Improves visual presentation and brand alignment while increasing scan appeal.

Best suited for:
Agencies that care about branding, small businesses running local promotions, online stores, and teams pushing QR campaigns.

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Collapse & Resize Pipeline Stages in Kanban View

What it does:
Lets you hide pipeline stages you’re not actively using and adjust column widths so your board fits the way you work.

Where in GHL:
Inside Opportunities when you’re viewing your pipeline in Kanban mode.

Impact:
No more dragging your screen forever just to find the deals that matter.

Best suited for:
Owners running multi-stage pipelines, reps working deals every day, and anyone fed up with a messy board.

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Notes Just Got Smarter for the Contacts Page

What it does:
Upgrades the notes area so it’s easier to write, review, and keep things organized inside a contact record.

Where in GHL:
Found directly within each contact’s profile under Notes.

Impact:
Makes it simpler to see what’s been discussed and who added what — without digging through clutter.

Best suited for:
Teams collaborating on accounts and businesses that document every client touchpoint.

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New Asana Actions in Workflows – Find Project & Find Section

What it does:

Lets your workflow check what already exists in Asana before adding anything new.

Where in GHL:
Go to Workflows, add an action, and choose the Asana integration.

Impact:
No more duplicate projects. No more messy task boards. Just cleaner automation.

Best suited for:
Operations teams and agencies that rely on Asana to manage client delivery.

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Email AI + Knowledge Base Integration

• What it does:
  Allows Email AI to reference your Knowledge Base for smarter, more accurate responses.
• Where in GHL:
  Found in Conversations → Email composer with AI enabled and Knowledge Base settings under AI configuration.
• Impact:
  Smarter email suggestions that understand your business and help you reply quicker.
• Best suited for:
  Support teams, agencies managing inboxes, and businesses scaling communication with AI.

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Dialer: Auto-Minimize, Pin & Drag

• What it does:
  Lets you auto-minimize the dialer during calls, pin it in place, and drag it anywhere on screen.
• Where in GHL:
  Found in Conversations → Dialer.
• Impact:
  Cleaner workspace and easier multitasking during sales or support calls.
• Best suited for:
  Sales teams, outbound callers, appointment setters, and agencies making daily calls.

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Schema Markup Using AI

• What it does:
  Generates structured schema markup automatically using AI for SEO enhancement.
• Where in GHL:
  Found in Sites → Website or Funnel settings within AI or SEO sections.
• Impact:
  Improves search visibility without manual coding.
• This works well for:
  Teams building websites that need stronger search visibility, from agencies to small local businesses.

The biggest improvement to Field Picker Search is simple. You can now find nested fields without opening every folder manually.

Before this update, if a custom field lived inside a folder or subfolder, you had to expand each level to find it. That meant extra clicks and wasted time. Now, when you type into the search bar, matching results appear even if they’re buried inside nested folders.

Search is finally global inside the picker.

It’s also much easier to move around inside the picker now. Jumping between folders and subfolders feels smoother and less clunky. Fields are grouped more logically, so you can scan through them quickly — even if your account has a ton of custom fields.

Long field names no longer clutter the interface either. Instead of stretching across the dropdown awkwardly, they now display tooltips when hovered. You see the full name without breaking the layout.

Another important upgrade is consistency. The Field Picker Search now behaves the same inside both the If/Else action and the Custom Value Picker. That means less confusion and a more predictable experience when building workflows.

It’s not just a visual tweak. It’s a usability upgrade that speeds up real work.

To understand why this update matters, you need to remember how the old Field Picker Search behaved.

If a field was stored inside a folder, you had to manually expand that folder to see it. If it was inside a subfolder, you had to expand that too. Search didn’t always surface those nested fields clearly. So even if you knew the name, you still had to dig.

That slowed things down. It also created friction when building complex workflows. Agencies with large CRM setups often organize custom fields into folders for clarity. But that organization came at a cost. The deeper the structure, the harder it was to locate fields quickly.

The experience also wasn’t consistent. The picker inside If/Else didn’t always feel the same as the Custom Value Picker. That meant small learning curves every time you switched contexts.

Now, Field Picker Search works across folders and subfolders automatically. You type once. Results appear instantly. You don’t need to expand anything manually.

Only enabled folders appear in search results. And you’ll only see fields that are available in that specific context. That keeps things clean and prevents selecting the wrong field type by mistake.

It’s the same tool. But it now works the way users expected it to from the start.

The upgraded Field Picker Search is not just a cosmetic update. It directly affects how fast and accurately you build automations inside GHL.

When you’re deep in workflow mode, you don’t want to slow down. Even small things — like extra clicks — start to get annoying. Opening folders over and over breaks your focus. Do that across 20 or 30 workflows, and yeah… it adds up fast.

Now you can search once and instantly see nested fields. That alone removes friction from daily automation work.

It also reduces mistakes. When fields are buried inside folders, it’s easy to accidentally select the wrong one. Especially if you have similar names across multiple categories. The improved Field Picker Search surfaces the exact match clearly, so you choose with confidence.

For agencies managing large CRM setups, this is even more important. Organized folder structures are great for clarity, but they used to make field selection slower. Now you get both organization and speed.

There’s also a training benefit. New team members no longer need to memorize where fields are stored. They can search and find what they need instantly. That lowers onboarding time and reduces workflow errors.

At the end of the day, it just makes building automations easier. You move faster, hit fewer snags, and make less room for mistakes.

The updated Field Picker Search is used inside Workflows when adding If/Else conditions and when inserting Custom Values into emails, SMS, and other automation steps. You will access it directly from those workflow actions inside your sub-account.

In this section, you will follow a clear step-by-step process to locate the Field Picker Search, use it correctly, and apply it inside a real workflow scenario. These steps are designed so you can follow along in your own account and see exactly how the update works.

• Access the Main Left Hand Menu in GoHighLevel.
• Add an If/Else Action in Workflows.
• Use the Updated Field Picker Search.
• Use Field Picker Search in Custom Values.

To start make sure you are logged in to your GoHighLevel sub-account.

• The Main Menu on the left side of your screen contains all the core working areas inside GHL.

1.1 Click on the “Automation” menu item.

• This opens the Automation dashboard where all workflow tools are located.

1.2 Click on “Workflows.”

• This takes you to the Workflow management area where you can view, edit, or organize your automations.

1.3 Click “Create Workflow” to build a new one.

• This starts the workflow creation process and opens the workflow setup options.

1.4 Choose “Start from Scratch” or use a template.

• Select “Start from Scratch” to build a custom workflow or choose a template to modify an existing framework.

• This step allows you to create conditional logic inside your workflow so contacts can follow different paths based on their data.

2.1 Inside your workflow, click the “+” button to add a new action.

• This opens the action menu where you can insert logic, messages, or other workflow steps.

2.2 Select “If/Else.”

• This allows you to create conditional logic based on contact data so the workflow can branch automatically.

• In this step, you will use the improved search function to quickly locate and apply a custom field inside your condition without manually opening folders.

3.1 Type the name of a custom field into the search bar.

• The search will automatically scan folders and subfolders for matching results.

3.2 Select the correct field from the search results.

• The system inserts the selected field directly into your If/Else condition.

3.3 Complete your condition logic (for example, “is equal to” or “contains”).

• Choose the appropriate operator and value to define how the workflow should branch.

3.4 Click “Save.”

• This confirms your condition and activates the logic inside the workflow step.

• In this step, you will use the updated Field Picker Search to insert custom fields directly into an email message for personalization.

4.1 Add a “Send Email” action in your workflow.

• This allows you to create a message where you can insert dynamic contact data.

4.2 Click the “Custom Values” icon.

• This opens the same improved Field Picker Search dropdown used in If/Else conditions.

4.3 Type the field name into the search bar.

• The search automatically displays matching fields, including those inside nested folders.

4.4 Select the desired field.

• The selected field is inserted directly into your message as a dynamic value.

The experience now matches what you saw inside the If/Else action. That’s it. The Field Picker Search now works the same way across both conditional logic and personalization tools. Faster. Cleaner. More predictable.

The new Field Picker Search is already quicker than before. But if you want to speed things up even more inside GHL, a few small habits can really help.

Use consistent naming conventions.

If your custom fields follow a pattern like “Client – Industry” or “Lead – Source,” your Field Picker Search becomes dramatically more efficient. Typing one keyword will instantly group related fields in the results.

Avoid over-nesting folders.

Organization is good. But if you create five layers of subfolders, you add complexity. The new search handles nested folders better, but keeping your structure simple still makes long-term automation management easier.

Use partial search terms.

You don’t need to type the full field name. Even a partial keyword will surface matching results. This saves time when working quickly inside workflows.

Audit unused custom fields quarterly.

Old, unused fields clutter your system. Even with improved Field Picker Search, too many irrelevant fields can slow decision-making. Clean systems build cleaner automations.

Train your team to rely on search.

New team members often click through folders manually out of habit. Show them how the updated Field Picker Search works so they can move faster from day one.

Little workflow tweaks don’t seem like much at first. But stack them up over time, and they start to make a real difference, especially if you’re building automations every week.

The upgraded Field Picker Search might seem small at first. But inside a busy agency or growing business, small improvements like this create real momentum.

If you’re in workflows every day, even half a minute here and there starts to matter. Spread that across multiple builds and client accounts, and suddenly you’ve got real time back.

That’s billable time. It also reduces friction inside your team.

When field selection is confusing, mistakes happen. A wrong field inside an If/Else condition can break segmentation logic. A wrong Custom Value inside an email can send incorrect data to a client.

Now, the improved Field Picker Search makes field selection more predictable. Search once. See results instantly. Choose with confidence.

For agencies managing multiple sub-accounts, this is even more powerful. Large CRM structures with dozens of custom folders no longer slow your team down. You keep your system organized without sacrificing speed.

This upgrade also improves onboarding. New staff members don’t need to memorize where fields are stored. They can search intelligently and move forward without second-guessing.

In short, smarter Field Picker Search means:

• Faster workflow builds.
• Fewer automation errors.
• Cleaner personalization.
• Less frustration.

And when your systems feel smoother, your entire operation runs better.

Let’s say you run an agency onboarding automation.

When a new lead becomes a client, you collect structured data using custom fields like:

• Client – Industry
• Client – Monthly Budget
• Client – Service Package
• Client – Assigned Strategist

These fields are organized inside folders to keep your CRM clean. That’s good system design.

But before this upgrade, using those fields inside If/Else conditions meant manually opening folders to find them. If you had 30+ onboarding fields, it slowed everything down.

Now, with Field Picker Search, here’s how it plays out in real life. You open your onboarding workflow. You add an If/Else condition to segment clients based on “Client – Service Package.”

Instead of expanding folders, you type “Service” into the Field Picker Search. Instantly, the correct nested field appears. You select it. Set your condition. Done. Next, you personalize the welcome email.

Inside the email body, you insert Custom Values. Type “Assigned.” The nested field “Client – Assigned Strategist” appears immediately. You select it and move on.

No digging. No hesitation. Now imagine doing that across 15 workflows. That’s real time saved.

For larger agencies managing dozens of sub-accounts, this adds up even faster. Clean folder structures no longer slow your automation speed. You get organization and efficiency at the same time.

The result? Faster onboarding setup. Cleaner personalization. Fewer mistakes in segmentation logic. More confidence in your automations.

That’s how smarter Field Picker Search turns into smoother operations.

The upgraded Field Picker Search inside GoHighLevel is one of those updates that quietly improves everything.

You’re not learning a brand-new feature. You’re not rebuilding workflows. You’re simply working faster inside the system you already use every day.

Nested fields now appear instantly in search results. Folder digging is gone. The experience is consistent between If/Else conditions and Custom Values. Long field names are cleaner. Navigation feels smoother.

It’s a usability upgrade that removes friction. And when you remove friction from automation building, you move faster. You make fewer mistakes. Your team ramps up quicker. Your workflows feel more controlled.

For agencies managing complex CRM structures, this is a real quality-of-life improvement. You can keep your folders organized without sacrificing speed.

If you haven’t tested the new Field Picker Search yet, jump into one of your workflows and try it. Type instead of clicking. See how much smoother it feels.

Small improvements like this compound over time.

Have you tested the updated Field Picker Search inside your automations yet? What difference has it made for your workflow speed?

And as always, check back here for more practical GoHighLevel feature guides to help you build smarter systems.