Is it possible to specify a default field value (input)?
Hi everyone
Is it possible to specify a default field value (input)?
For example, if we had a field called Estimated Return to Creditors, can we have that field always auto-populate with the likely/standard scenario (e.g. 0.2**)
This way our users don't have to manually type it in each time, but can edit that value in the 1 out of 10 times that this number differs.
Hope that makes sense!
(**Re the "0.2" — that is, in this field example, 20% — I'd love Pipedrive to add a field type for Percentages, but that's another topic here.)
Best Answer
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Hi @MC ,
You can do that by creating an automation :
Trigger :
Person (or Deal/Lead) Created
Action :
Update said Person (or DealLead) field => Select your Custom field => Value to 0.2
Does that answer your need ?
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Answers
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Thank you @Axel Depierre! Perfect! I'll implement that.
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Thank you @Axel Depierre. I'll implement your suggestion. Looks like that will solve my issue! Thank you!
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fyi @Axel Depierre I implemented your suggestion and it works perfectly! Thank you! 🙏
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Great, I'm glad it helped !
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