How to Edit Fields in GoHighLevel

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How to Edit Fields in GoHighLevel Forms and Surveys

If you manage client data in tools like ClickUp and need structured information from your funnels, mastering custom fields in GoHighLevel forms and surveys is essential. This guide walks you step by step through adding, editing, reusing, and removing custom fields so you can capture exactly the data your pipeline, automation, and reporting require.

Understanding Custom Fields in GoHighLevel

Custom fields in GoHighLevel let you store specific information about contacts beyond standard fields such as name, email, and phone number. They can be used across forms, surveys, and other parts of your CRM to keep data consistent.

With custom fields you can:

  • Collect tailored information in forms and surveys
  • Reuse the same fields across multiple assets
  • Trigger workflows and automations based on field values
  • Improve segmentation and reporting

Before you start editing, it helps to know that a single custom field can be attached to multiple forms and surveys inside your GoHighLevel account.

Accessing Form and Survey Builder in GoHighLevel

To work with custom fields in a GoHighLevel form or survey, you must first open the correct builder screen.

  1. Log in to your GoHighLevel account.
  2. Navigate to the Sites or Forms/Surveys section, depending on your setup.
  3. Open the specific form or survey you want to edit.
  4. Click to open the drag-and-drop builder interface.

Once you are in the builder, you can quickly add or modify custom fields using the steps below.

How to Quickly Add Custom Fields in GoHighLevel

Adding a new custom field directly from a form or survey allows you to design questions as you build. GoHighLevel lets you create and attach custom fields on the fly without leaving the builder.

Step-by-step: Add a New Custom Field

  1. In the builder, locate the Form Fields or Survey Fields panel.
  2. Drag a field element (such as input, text, or select) into your form or survey layout.
  3. Click the field to open its settings panel on the right-hand side.
  4. In the field settings, look for the Custom Field dropdown or selector.
  5. Choose the option to Create New custom field.
  6. Enter a descriptive field name that clearly represents the data you will collect.
  7. Select the appropriate field type (text, number, date, dropdown, etc.) to match the data format you need.
  8. Save or confirm your new custom field.

After you save, the new custom field is linked to the form or survey and also stored in your GoHighLevel account for use elsewhere.

How to Edit Existing Custom Fields in GoHighLevel

Sometimes you need to adjust labels, placeholders, or field mapping without rebuilding your entire form. Editing an existing custom field from the builder is straightforward when you follow these steps.

Step-by-step: Edit a Custom Field on a Form or Survey

  1. Open the form or survey builder in GoHighLevel.
  2. Click on the field that you want to adjust.
  3. On the right side, review the field settings, including:
  • Label shown to users
  • Placeholder text
  • Required/optional status
  • Input options (if it is a dropdown, radio, or checkbox field)
  1. Use the Custom Field selector to confirm which custom field is being used.
  2. Change the display label or other front-end settings as needed.

If you need to modify the underlying custom field (such as type or global name), open the custom fields manager inside GoHighLevel and carefully update the field there, keeping in mind that changes may affect multiple forms and surveys using the same field.

Reusing Custom Fields Across GoHighLevel Forms and Surveys

To maintain clean data, you should reuse existing custom fields rather than creating duplicates with similar names. GoHighLevel makes this efficient through the custom field selector.

Step-by-step: Attach an Existing Custom Field

  1. In the builder, drag the desired field element into your layout.
  2. Click the field to open its settings on the right.
  3. Open the Custom Field dropdown list.
  4. Scroll or search for an existing custom field you want to reuse.
  5. Select the custom field and save your changes.

The field will now store data into that existing custom field record, keeping entries consistent across all GoHighLevel forms and surveys.

How to Remove Custom Fields From a GoHighLevel Form

There will be times when you no longer need a question on a specific form or survey. In such cases, you can remove the field from the layout without deleting the custom field entirely.

Step-by-step: Remove a Field From the Layout

  1. Open the form or survey in the GoHighLevel builder.
  2. Locate the field you want to remove.
  3. Hover over the field until you see the delete or trash icon.
  4. Click the delete icon to remove the field from the layout.
  5. Save the form or survey.

Important: This action removes the field from that particular form or survey only. The underlying custom field remains available in your GoHighLevel account and can still be used by other assets.

Managing Custom Fields Globally in GoHighLevel

Beyond editing fields inside individual forms and surveys, you can manage custom fields globally. From the global custom field settings, you can:

  • View all custom fields created across your GoHighLevel account
  • Rename fields for better organization
  • Adjust field types if needed (with caution)
  • Delete unused custom fields that are no longer required

Always review where a custom field is used before changing or deleting it, as modifications may impact multiple forms, surveys, or automations.

Best Practices for Custom Fields in GoHighLevel

To keep your data clean and your workflows efficient, follow these best practices when working with custom fields in GoHighLevel:

  • Use clear names: Name custom fields so that any team member can understand what data is stored.
  • Plan ahead: Map out required fields before building forms and surveys to avoid duplicates.
  • Reuse where possible: Attach existing custom fields instead of creating a new one with each form.
  • Limit required fields: Only set the most important fields as required to reduce form abandonment.
  • Test your forms: Submit test entries and confirm that data appears correctly in contact records.

Additional Resources for GoHighLevel Users

For more detailed visual steps and the latest updates from the platform, review the official documentation on how to quickly add and edit custom fields in forms and surveys: GoHighLevel help article.

If you want strategic help designing funnels, automations, or CRM architecture around your forms and surveys, you can learn more at Consultevo, a consulting resource for marketing operations and implementation.

By following the steps in this guide and using custom fields thoughtfully, you will ensure that your GoHighLevel forms and surveys collect accurate, reusable data that supports your campaigns, reporting, and automation workflows.

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