Creating Fields

"Single Select" type example

This video will walk you through creating a "Single Select" field type in OneNode for Pipedrive.

1. Introduction

Imagine an organization where Invoices, Proposals, and Price Lists are the three most commonly used type of documents stored in the Cloud. These are called Document types in One Node. Now let's assume the company has two types of Prices: Standard and Discounted. This is really important! You need to create at least one field type before you can create document types.

2. Open One Node

Let's go ahead and create a field called "category" to distinguish Standard from Discounted price lists.

3. Click on: "Settings"

When the OneNode panel opens, Click on the Settings button

4. Click on the tab: "Fields"

5. Click "Add new field"

Let's call the new field "Price List Category". Proceed to create it by clicking on the "Add new field" button.

6. Type the Field Label

Type the label in the "Field label" box. We will name this field "Price List Category"

7. Choose the Field Type: "Select"

Since we have two categories to select from: Standard and Discounted, choose the field type "Single Select" from the dropdown by clicking on the arrow. Learn more about Field Types here.

8. Add Options to Select from

This will open up the Options below, where you can add multiple categories of prices by Clicking on the "Add new option" button and typing the categories.

9. Field type created

That's it! You have created a Field for the Price List Document Type which will allow you to distinguish Standard and Discounted price lists. Think of price lists in different currencies, languages, tailored to partners or for direct customers.

Enjoy setting up more custom fields!! Watch the Real Estate Use Case on Floor Plan management to learn how to create five different types of fields. With One Node, start managing your most commonly used documents in your organization, in one single place.