Reference

A concise technical reference for the workflow action output and trigger payload.

Workflow Action Fields

Inputs on Generate Record Update Form. Reference names are what the action payload uses.

FieldReferenceTypeNotes
Objectobject_keySelectRequired. contact, business, opportunity or a Custom Object key.
Record IDrecord_idStringLeave empty to create a new record on the first successful submission.
Link ExpiryexpiryNumeric or StringDays until the link expires. Decimals allowed. Greater than 0 and at most 3650. Blank defaults to 7. An out-of-range or non-numeric value fails with VALIDATION_FAILED.
Allow Multiple Submissionsallow_multiple_submissionsToggleDefault on. Off makes the link single-submit.
Logo URLlogo_urlStringShown at the top of the form.
Favicon URLfavicon_urlStringPer-form browser-tab icon.
Form Instructionsform_instructionsRich textSupports HighLevel workflow variables. Defaults to the heading “Update Details” when empty.
Redirect On Submissionredirect_on_submissionStringHTTPS URL the recipient lands on after submitting.
Form Referenceform_referenceStringAlphanumeric label for the form’s business purpose. Useful as a trigger filter.
File Upload Field Optionfile_upload_modeSelectAdd, Replace, or Optional deletion. See File Uploads.
Hide Fieldsexcluded_field_keysMultiselectLoaded for the selected Object.
Read-only Fieldsreadonly_field_keysMultiselectA field that is also hidden will not appear.
Required Fieldsrequired_field_keysMultiselectA field that is hidden or read-only will not appear.
Pipeline & Stagestage_idSelectOpportunity only. Sets pipeline and stage on submission.
Send Verification Codesend_verification_codeCheckboxContact and Opportunity only. Requires a one-time SMS/email code before the form opens.

There is no Hidden Location ID field on this action; HighLevel supplies the location natively on every request.

Workflow Action Output

PropertyDescription
successWhether the form was generated successfully
form_urlThe secure public form link
form_idIdentifier for the generated form
form_referenceThe business-purpose reference set on the action
object_keyThe selected object
record_idCan be null when a form is generated in creation mode
expires_atWhen the generated link expires

Form Submitted Trigger

PropertyDescription
object_keyThe object the form was configured for
record_idThe CRM record that was updated or created
contactIdOn a Contact form, the same value as record_id. On any other object, the Contact from the workflow context that generated the form, if one was present – otherwise omitted
form_idIdentifier for the generated form
form_referenceThe business-purpose reference set on the action
submitted_atWhen the submission was saved
createdSee below
changed_fieldsArray of the fields actually written back on this submission
opportunity_signature_urlOpportunity submissions only – the URL of the first Signature-type field that's been signed, or null if the object isn't Opportunity, has no Signature field, or none has been signed yet. Only the first Signature field is ever included if the object has more than one.

created = true means this submission created the CRM record. created = false means this submission updated an existing or previously created record. See Form Submission Trigger for when the trigger fires.

Supported Objects

  • Contact
  • Business
  • Opportunity
  • Any HighLevel Custom Object

Every Custom Object type is supported – there is no allow-list of specific Custom Objects. Individual field types within any object can still be unsupported; unsupported field types are omitted from the form rather than guessed at.

Submission Behaviour

  • Successful saves fire the Form Submitted trigger
  • Zero-change successful submissions still fire the trigger
  • Multiple submissions can be enabled or disabled
  • Single-submit forms reject later submissions
  • Changed fields are updated individually
  • If the record changed after the form was opened, submission is blocked (not silently overwritten or merged) – see Troubleshooting