Boolean: True / False Fields
I'm 100% sure I have to be missing how to create a true/false field besides a dropdown field that contains true and false values only. Can someone please tell me how to create a boolean true/false field? Thank you!
Comments
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Hey wonders,
While Pipedrive doesn’t have a built in Boolean (True/False) field type, you can create a similar functionality using a Dropdown Field with options for True and False. Here's a step-by-step guide:
Step-by-Step Instructions:
- Navigate to Settings:
- In Pipedrive, click on your profile picture or company name in the top right corner.
- Select Settings from the dropdown menu.
- Go to Data Fields:
- Under Company Settings, click on Custom Fields.
- Choose where you want to add this field (e.g., Deals, Contacts, Leads).
- Add a New Custom Field:
- Click on Add Custom Field.
- From the list of field types, choose Dropdown.
- Set the Field for True/False Values:
- Name the field something like "True/False" or "Boolean."
- Add two options:
- True
- False
- Save and Apply:
- Click Save to add the field to your records (e.g., Deals, Contacts, Leads).
Now, when you go to edit a record, you’ll see this new field with the options True or False in the dropdown. Let me know if you have any questions!
1 - Navigate to Settings:
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Thanks for the response but that's why I mentioned in my original post not using a dropdown. Unfortunately a dropdown is NOT the same. When you're passing in values through an API/Zapier, the ability to assign a true/false, or 1/0 to a field is important. There may be several true/false fields required, and without being a true boolean variable type, each one of these would require a specific mapping in order to get the corresponding dropdown value. This is anything but the proper way to have a true/false field. A boolean is one of the most common forms of variable types and should not have been overlooked in Pipedrives development.
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