Excel Add-In for Pipedrive

Build 24.0.9060

RolesSetting

Returns all the roles settings.

Select

The add-in 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 add-in.

  • 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.

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Build 24.0.9060