Conditional logic for display of custom fields in Deal detail.



I have spoken with Pipedrive support and this doesn't exist/isn't possible, but placing it here as a feature request.
The use case is:
- We use Label field for our Organisations, to categorise the type of organisation eg. Lender, Customer, Consultant. We also have plenty of custom fields. Certain custom fields may relate to one particular type of organisation.
- We would like to be able to control what fields show/display in the Deal detail view (left hand panel) based on conditions. Eg. the organisation has the label Lender, so show the custom fields in the detail view that relate to Lender. NOT ALL the custom fields all the time.
Having all the custom fields all the time, can make it busy and sometimes confusing - seeing more than is necessary for a particular case.
By having the ability for conditional logic to display/hide fields in the Deal detail would be very useful to display particular fields at particular stages of a pipeline as well. More so, useful to HIDE until necessary later on in the pipeline. We don't find the 'duplication' of using the 'important' fields to be useful.
If you would like more examples or need the above to be explained better / in more detail let me know.
Comments
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Hi @Jazmin Poyser this sounds like a super cool feature! Thanks for sharing. I'll pass this on to our team!
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Mike van der Valk said:
Hi @Jazmin Poyser this sounds like a super cool feature! Thanks for sharing. I'll pass this on to our team!
Thanks @Mike van der Valk
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I second this. We have Investors, Startups, and Partners as key org types.
Then, for example I want Startups to be assigned a "stage" like "idea, pre-seed, seed" etc and Investors to be assigned a type like "family office, fund-of-fund, state fund, pension fund".
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Mike van der Valk said:
Hi @Jazmin Poyser this sounds like a super cool feature! Thanks for sharing. I'll pass this on to our team!
Any updates on this Mike? I am trying to get custom fields to display in a deal when the division (another custom field) meets a criteria. Seems simple in theory...
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Mike van der Valk said:
Hi @Jazmin Poyser this sounds like a super cool feature! Thanks for sharing. I'll pass this on to our team!
Hi @James Raman unfortunately this functionality isn't available in Pipedrive at the moment
I've highlighted this again to our team but they are currently working on other initiatives.
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Hadn't seen your post and just added my own post with the same feature request
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Any update ?
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Mike van der Valk said:
Hi @Jazmin Poyser this sounds like a super cool feature! Thanks for sharing. I'll pass this on to our team!
Any updates on this feature? ETA perhaps? or place in queue?
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Any news on this ?
Would be great!
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