Activity. Updating fields in any CRM entity
Activity. Updating fields in any CRM entity
Action in the business process designer to change fields in any CRM entities.
Allows you to change the fields of any entity directly from a business process for another entity.
Experienced Bitrix24 users who develop large and complex business processes often run into the limitations of the standard functionality of a business process designer.
One of these limitations is the inability to change entity fields from a business process running on another entity. Using the standard functionality of the business process designer, it is possible to change other entities only by launching a separate business process for another entity.
For example, you need to change the Responsible field in Company and Contact from a business process launched on a Deal. Of course, an experienced user will notice the possibility of such a change by launching a BP on the desired entity, but it is much faster and more attractive to do this within the framework of one business process. Our activity allows you to simplify the logic of complex business processes and make them more visual.
Using it, you can configure the BP so that when transferring a Deal, a new Responsible will be assigned to the Contact and Company associated with this Deal. In addition, it allows you to change Invoice and Quote fields from business processes.
Often, an invoice or commercial proposal is generated within the BP and in the future the fields in it can only be changed manually. Now, using our activity, if you want to add conditions under which it is necessary to change the status of the Invoice/Offer, Payment Due Date or any other field, you can do this easily within one BP.
All you need to know for this is just the ID of the entity being changed.
Simply specify the ID and type of the entity whose fields you want to change, and select the required fields.
It is also possible to reset the values of multiple fields.
Activity is intended for the boxed version of Bitrix24.
System integrator "Bitroid" is your specialized partner in the field of business process management.