Deal Unique Key

Pietro Albrizio
Pietro Albrizio Member Posts: 5
edited July 2022 in Workflow Automation #1

Hi There,

on the Deal view I would need a visible field, authomatically filled, to use as a unique key.

Any tips?

Thank you!

P

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited November 2020 #2

    The ID under each object (Activity, Deal, Person, Org) is a Pipedrive system-generated unique ID for each record. Is that what you're looking for?

  • Pietro Albrizio
    Pietro Albrizio Member Posts: 5
    edited February 2022 #3

    Yes correct.

    The system field ID NUMBER would be fine.

    Is it possible to make it available and visible  in the Deal View?

    Unfortunally I did not found this option.

     

     

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited November 2020 #4

    Yes correct.

    The system field ID NUMBER would be fine.

    Is it possible to make it available and visible  in the Deal View?

    Unfortunally I did not found this option.

     

     

    Look for ID in each Pipedrive object (deals, activities, organization, people).

  • Pietro Albrizio
    Pietro Albrizio Member Posts: 5
    edited November 2020 #5

    Yes correct.

    The system field ID NUMBER would be fine.

    Is it possible to make it available and visible  in the Deal View?

    Unfortunally I did not found this option.

     

     

    Thank you for your support.

    Do you know a way to make the ID deal visible in the View Deal?

     

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited November 2020 #6

    Yes correct.

    The system field ID NUMBER would be fine.

    Is it possible to make it available and visible  in the Deal View?

    Unfortunally I did not found this option.

     

     

    You can probably create a custom field under Deals that copies Deal ID upon Deal Creation using an Automation. This custom field should be visible in the Deal details.

     

    Else, people can always see the Deal ID in the Browser URL.

  • Pietro Albrizio
    Pietro Albrizio Member Posts: 5
    edited November 2020 #7

    Yes correct.

    The system field ID NUMBER would be fine.

    Is it possible to make it available and visible  in the Deal View?

    Unfortunally I did not found this option.

     

     

    Thank you man

    I guess to use the id showed in the url

    I tried to buid an authomation to set a custom field with id_deal but I did not found that action in teh options.

    Thx again