Tableau Connector for Pipedrive

Build 24.0.9060

RolesSetting

Returns all the roles settings.

Select

The connector will use the Pipedrive API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.

  • RoleId supports the '=' operator.

For example, the following query is processed server side:

SELECT * FROM RolesSetting

SELECT * FROM RolesSetting WHERE RoleId = 1

INSERT

Insert can be executed by specifying the Name and FieldType columns. The columns that are not required can be inserted optionally. For example:

INSERT INTO RolesSetting (RoleId, SettingKey, Value) VALUES (1, 'deal_default_visibility', '1')

UPDATE

Update can be executed by specifying the RoleId in the WHERE Clause and SettingKey and Value in Body Parameter. The columns that are not read-only can be Updated. For example:

UPDATE RolesSetting SET Value = '3', SettingKey = 'deal_default_visibility' WHERE RoleId = 1

Columns

Name Type ReadOnly Description
RoleId [KEY] Integer True

Role Id.

DealDefaultVisibility Integer True

DealDefaultVisibility.

LeadDefaultVisibility Integer True

LeadDefaultVisibility.

OrgDefaultVisibility Integer True

OrgDefaultVisibility.

PersonDefaultVisibility Integer True

PersonDefaultVisibility.

ProductDefaultVisibility Integer True

ProductDefaultVisibility.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Value String

Possible values for the default_visibility setting depending on the subscription plan.

The allowed values are 1, 3, 5, 7.

SettingKey String

SettingKey.

The allowed values are deal_default_visibility, lead_default_visibility, org_default_visibility, person_default_visibility, product_default_visibility.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060