Generate a Form

The Update Records with Forms workflow action creates the secure form link. This page documents every input.

Object

Select the HighLevel object the form should update or create: Contact, Business, Opportunity, or any HighLevel Custom Object.

Record ID

For update mode, provide the ID of the CRM record using a workflow variable.

For creation mode, leave Record ID blank – see Creating New Records.

Form Instructions

Form Instructions is a rich-text field displayed at the top of the public form. It supports HighLevel workflow variables, so instructions can be customised for each generated form.

Form Instructions support:

formatted text
links
lists
line breaks

Content is sanitised before being rendered. If Form Instructions are left empty, the form displays the heading Update Details instead.

Logo

When a logo is configured, it is displayed on the public form.

Hidden Fields

Selected fields are not displayed to the person completing the form.

Read-only Fields

Selected fields are visible but cannot be edited.

Required Fields

Selected fields must contain a value before the form can be submitted. An existing value satisfies the requirement. If a user clears a required value, submission is blocked. Required fields are intended to be visible and editable.

Configuration note: the workflow configuration interface may allow Hidden, Read-only and Required selections to overlap, because the dynamic selectors are not refreshed after every selection. Avoid deliberately configuring contradictory field states (for example, a field marked both Hidden and Required).

Allow Multiple Submissions

When enabled, the same form link can be submitted multiple times. When disabled, later submissions after the first successful save are rejected.