Boolean: True / False Fields

wonders
wonders Member Posts: 27 VERIFIED MEMBER
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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!

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  • Dillon Hill
    Dillon Hill Member Posts: 12 VERIFIED MEMBER
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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:

    1. Navigate to Settings:
      • In Pipedrive, click on your profile picture or company name in the top right corner.
      • Select Settings from the dropdown menu.
    2. Go to Data Fields:
      • Under Company Settings, click on Custom Fields.
      • Choose where you want to add this field (e.g., Deals, Contacts, Leads).
    3. Add a New Custom Field:
      • Click on Add Custom Field.
      • From the list of field types, choose Dropdown.
    4. Set the Field for True/False Values:
      • Name the field something like "True/False" or "Boolean."
      • Add two options:
        • True
        • False
    5. 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!

  • wonders
    wonders Member Posts: 27 VERIFIED MEMBER
    10 Comments 5 Up Votes First Anniversary 5 Likes

    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.