Resource Booking: Overview of Methods
Resource booking is the ability to provide services for a specific time. A resource is something that clients book, such as a car, a meeting room, or a bowling lane.
Quick navigation: all methods and events
User documentation: How to use resource booking option
How Resource Booking Works
In Bitrix24, resource booking is done through a custom CRM field of type resourcebooking. This field can be created in the detail forms of leads and deals.
Resource availability can be tracked in the CRM Calendar. Technically, a resource is a section of the calendar, and booking is a calendar event.
The method calendar.resource.add adds a new resource. The resource will only appear in the system. It can be linked to a custom field of a CRM entity only through the detail form of the entity in edit mode.
Resource bookings can be retrieved using the method calendar.resource.booking.list. A booking has a set of fields similar to the fields of a calendar event. Some fields remain empty as they are not relevant for booking.
User Documentation
Linking Resources to Other Entities
User. A resource is linked to a user through the identifier in the CREATED_BY field. The system automatically sets the identifier of the user who created the resource.
Custom CRM Fields. Resource bookings in deals and leads are linked to custom fields of type resourcebooking. Identifiers of bookings can be obtained through:
- universal methods — crm.item.get, crm.item.list
- methods for leads — crm.lead.get, crm.lead.list
- methods for deals — crm.deal.get, crm.deal.list
To find out which custom fields have the type resourcebooking, you can use the method to get the list of fields:
- for leads — crm.lead.userfield.list
- for deals — crm.deal.userfield.list
Overview of Methods
Scope:
calendarWho can execute the method: any user
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Method |
Description |
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Add a resource |
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Update a resource |
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Get a list of resources |
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Get resource bookings by filter |
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Delete a resource |