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Products

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This page is for admins who make Buttons.

The Products section adds the products of a deal to the request of a Workflow button. Your process then does not have to get the deal products from Pipedrive. The section can also require that the deal has a product.

A Floating window Button has no Products section.

Include the deal products

Section titled “Include the deal products”
  1. Open the Button in the Button editor.
  2. Click Products in the menu.
  3. Turn on Include deal products.
  4. To stop a press on a deal without products, turn on Require at least 1 product.
  5. Click Save.

The menu then shows On at the right of Products. When the products are required, it shows Required. Require at least 1 product is available only when Include deal products is on.

The Products section of the Button Create invoice with Include deal products and Require at least 1 product on, and Required in the menu

The data that the Button sends

Section titled “The data that the Button sends”

A press on a deal adds the key products to the body of the request. The value is the list of the products of the deal. The list has the format that the Pipedrive API gives for the API version of the Button. See Migrate to API v2.

Products on a person or an organization

Section titled “Products on a person or an organization”

A person and an organization have no deal products. A press there sends no products key, and OneClick does not require a product. To show the Button only on deals, use Limit visibility.

A deal without products

Section titled “A deal without products”

When Require at least 1 product is on and the deal has no product, OneClick does not send the data. The user sees Deal products are required. Please add at least 1 product and try again. For the view of the user, see Press a Button.