Creating Fields

Price List Use case

This video will walk you through creating fields of different types in OneNode for Pipedrive.

1. Documents in Cloud Storage

Imagine an organization where Invoices, Proposals, and Price Lists are the three most commonly used type of documents. These are called Document types in One Node.

Now let's assume the company has two kinds of Prices: Standard and Discounted. These would fall under the Document Type Fields or just Fields, classifying the document further.

This is really important as you always need to create fields before you can create document types

2. Click on OneNode

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"

From the Settings panel, click on the "Fields" tab.

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. Input the Field Label

Input the label in the "Field label" box

7. Choose the Field Type: "Select"

Since we have two categories: Standard and Discounted, choose the field type "Select" from the dropdown by clicking on the arrow

8. Add Options

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 category labels.

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.

Enjoy setting up more custom fields! Think of price lists in different currencies, languages, tailored to partners or for direct customers.

Watch the next video to create the Document type Price List.

With One Node, start managing your most commonly used documents in your organization, in one single place.