Set Parameters for the Deal Card crm.deal.details.configuration.set

Scope: crm

Who can execute the method:

  • a user can set their personal settings
  • personal settings for another user can be set if the user has editing rights for that user's personal view
  • general settings can be set if the user has editing rights for the common view

Method Development Halted

The method crm.deal.details.configuration.set continues to function, but there is a more relevant alternative: crm.item.details.configuration.set.

The method crm.deal.details.configuration.set sets the settings for the deal card. This method records personal settings for the specified user or general settings for all users.

Note

Settings for deal cards may vary across different Sales Funnels. To select a funnel, use the extras.dealCategoryId parameter.

Method Parameters

Required parameters are marked with *

Name
type

Description

scope
string

The scope of the settings.

Possible values:

  • P — personal settings
  • C — general settings

Default — P

userId
user

User identifier. Required only when setting personal settings for another user.

If not specified, the current user is used.

data*
section[]

A list of section describing the configuration of the deal card sections. The structure of section is described below.

extras
object

Additional parameters (detailed description)

Extras Parameter

Required parameters are marked with *

Name
type

Description

dealCategoryId
integer

Identifier for the Sales Funnel. Can be obtained using crm.category.list

If not specified, the default funnel for deals is used.

Section Parameter

Describes an individual section with fields within the deal card.

Required parameters are marked with *

Name
type

Description

name*
string

Unique name of the section.

title*
string

Title of the section.

type*
string

Type of the section.

Currently, only the value section is available.

elements
section_element[]

List of fields displayed in the card with additional settings.

Section Element Parameter

Configuration of an individual field within the section.

Required parameters are marked with *

Name
type

Description

name*
string

Field identifier. A list of available fields can be found using crm.deal.fields.

optionFlags
integer

Should the field always be displayed:

  • 1 — yes
  • 0 — no

Default — 0

options
object

Additional options for the field. The composition depends on the field.

Code Examples

How to Use Examples in Documentation

Set personal configuration for the deal card for the user with id = 1 in the funnel with id = 32.

curl -X POST \
        -H "Content-Type: application/json" \
        -H "Accept: application/json" \
        -d '{"scope":"P","userId":1,"extras":{"dealCategoryId":32},"data":[{"name":"main","title":"About the Deal","type":"section","elements":[{"name":"TITLE"},{"name":"OPPORTUNITY_WITH_CURRENCY"},{"name":"STAGE_ID"},{"name":"CLOSEDATE"},{"name":"CLIENT"}]},{"name":"additional","title":"Additional Information","type":"section","elements":[{"name":"TYPE_ID"},{"name":"SOURCE_ID"},{"name":"SOURCE_DESCRIPTION"},{"name":"OPENED"},{"name":"ASSIGNED_BY_ID"},{"name":"COMMENTS"}]},{"name":"products","title":"Products","type":"section","elements":[{"name":"PRODUCT_ROW_SUMMARY"}]}]}' \
        https://**put_your_bitrix24_address**/rest/**put_your_user_id_here**/**put_your_webhook_here**/crm.deal.details.configuration.set
        
curl -X POST \
        -H "Content-Type: application/json" \
        -H "Accept: application/json" \
        -d '{"scope":"P","userId":1,"extras":{"dealCategoryId":32},"data":[{"name":"main","title":"About the Deal","type":"section","elements":[{"name":"TITLE"},{"name":"OPPORTUNITY_WITH_CURRENCY"},{"name":"STAGE_ID"},{"name":"CLOSEDATE"},{"name":"CLIENT"}]},{"name":"additional","title":"Additional Information","type":"section","elements":[{"name":"TYPE_ID"},{"name":"SOURCE_ID"},{"name":"SOURCE_DESCRIPTION"},{"name":"OPENED"},{"name":"ASSIGNED_BY_ID"},{"name":"COMMENTS"}]},{"name":"products","title":"Products","type":"section","elements":[{"name":"PRODUCT_ROW_SUMMARY"}]}],"auth":"**put_access_token_here**"}' \
        https://**put_your_bitrix24_address**/rest/crm.deal.details.configuration.set
        
try
        {
        	const response = await $b24.callMethod(
        		'crm.deal.details.configuration.set',
        		{
        			scope: "P",
        			userId: 1,
        			extras: {
        				dealCategoryId: 32,
        			},
        			data: [
        				{
        					name: "main",
        					title: "About the Deal",
        					type: "section",
        					elements: [
        						{ name: "TITLE" },
        						{ name: "OPPORTUNITY_WITH_CURRENCY" },
        						{ name: "STAGE_ID" },
        						{ name: "CLOSEDATE" },
        						{ name: "CLIENT" },
        					],
        				},
        				{
        					name: "additional",
        					title: "Additional Information",
        					type: "section",
        					elements: [
        						{ name: "TYPE_ID" },
        						{ name: "SOURCE_ID" },
        						{ name: "SOURCE_DESCRIPTION" },
        						{ name: "OPENED" },
        						{ name: "ASSIGNED_BY_ID" },
        						{ name: "COMMENTS" },
        					],
        				},
        				{
        					name: "products",
        					title: "Products",
        					type: "section",
        					elements: [
        						{ name: "PRODUCT_ROW_SUMMARY" },
        					],
        				},
        			],
        		}
        	);
        	
        	const result = response.getData().result;
        	console.info(result);
        }
        catch( error )
        {
        	console.error(error);
        }
        
try {
            $response = $b24Service
                ->core
                ->call(
                    'crm.deal.details.configuration.set',
                    [
                        'scope'  => 'P',
                        'userId' => 1,
                        'extras' => [
                            'dealCategoryId' => 32,
                        ],
                        'data' => [
                            [
                                'name'     => 'main',
                                'title'    => 'About the Deal',
                                'type'     => 'section',
                                'elements' => [
                                    ['name' => 'TITLE'],
                                    ['name' => 'OPPORTUNITY_WITH_CURRENCY'],
                                    ['name' => 'STAGE_ID'],
                                    ['name' => 'CLOSEDATE'],
                                    ['name' => 'CLIENT'],
                                ],
                            ],
                            [
                                'name'     => 'additional',
                                'title'    => 'Additional Information',
                                'type'     => 'section',
                                'elements' => [
                                    ['name' => 'TYPE_ID'],
                                    ['name' => 'SOURCE_ID'],
                                    ['name' => 'SOURCE_DESCRIPTION'],
                                    ['name' => 'OPENED'],
                                    ['name' => 'ASSIGNED_BY_ID'],
                                    ['name' => 'COMMENTS'],
                                ],
                            ],
                            [
                                'name'     => 'products',
                                'title'    => 'Products',
                                'type'     => 'section',
                                'elements' => [
                                    ['name' => 'PRODUCT_ROW_SUMMARY'],
                                ],
                            ],
                        ],
                    ]
                );
        
            $result = $response
                ->getResponseData()
                ->getResult();
        
            if ($result->error()) {
                echo 'Error: ' . $result->error();
            } else {
                echo 'Data: ' . print_r($result->data(), true);
            }
        
        } catch (Throwable $e) {
            error_log($e->getMessage());
            echo 'Error setting deal details configuration: ' . $e->getMessage();
        }
        
BX24.callMethod(
            'crm.deal.details.configuration.set',
            {
                scope: "P",
                userId: 1,
                extras: {
                    dealCategoryId: 32,
                },
                data: [
                    {
                        name: "main",
                        title: "About the Deal",
                        type: "section",
                        elements: [
                            { name: "TITLE" },
                            { name: "OPPORTUNITY_WITH_CURRENCY" },
                            { name: "STAGE_ID" },
                            { name: "CLOSEDATE" },
                            { name: "CLIENT" },
                        ],
                    },
                    {
                        name: "additional",
                        title: "Additional Information",
                        type: "section",
                        elements: [
                            { name: "TYPE_ID" },
                            { name: "SOURCE_ID" },
                            { name: "SOURCE_DESCRIPTION" },
                            { name: "OPENED" },
                            { name: "ASSIGNED_BY_ID" },
                            { name: "COMMENTS" },
                        ],
                    },
                    {
                        name: "products",
                        title: "Products",
                        type: "section",
                        elements: [
                            { name: "PRODUCT_ROW_SUMMARY" },
                        ],
                    },
                ],
            },
            (result) => {
                result.error()
                    ? console.error(result.error())
                    : console.info(result.data())
                ;
            },
        );
        
require_once('crest.php');
        
        $result = CRest::call(
            'crm.deal.details.configuration.set',
            [
                'scope' => 'P',
                'userId' => 1,
                'extras' => [
                    'dealCategoryId' => 32,
                ],
                'data' => [
                    [
                        'name' => 'main',
                        'title' => 'About the Deal',
                        'type' => 'section',
                        'elements' => [
                            ['name' => 'TITLE'],
                            ['name' => 'OPPORTUNITY_WITH_CURRENCY'],
                            ['name' => 'STAGE_ID'],
                            ['name' => 'CLOSEDATE'],
                            ['name' => 'CLIENT'],
                        ],
                    ],
                    [
                        'name' => 'additional',
                        'title' => 'Additional Information',
                        'type' => 'section',
                        'elements' => [
                            ['name' => 'TYPE_ID'],
                            ['name' => 'SOURCE_ID'],
                            ['name' => 'SOURCE_DESCRIPTION'],
                            ['name' => 'OPENED'],
                            ['name' => 'ASSIGNED_BY_ID'],
                            ['name' => 'COMMENTS'],
                        ],
                    ],
                    [
                        'name' => 'products',
                        'title' => 'Products',
                        'type' => 'section',
                        'elements' => [
                            ['name' => 'PRODUCT_ROW_SUMMARY'],
                        ],
                    ],
                ],
            ]
        );
        
        echo '<PRE>';
        print_r($result);
        echo '</PRE>';
        

Response Handling

HTTP Status: 200

{
            "result": true,
            "time": {
                "start": 1773311825,
                "finish": 1773311825.969825,
                "duration": 0.969825029373169,
                "processing": 0,
                "date_start": "2026-03-12T13:37:05+01:00",
                "date_finish": "2026-03-12T13:37:05+01:00",
                "operating_reset_at": 1773312425,
                "operating": 0
            }
        }
        

Returned Data

Name
type

Description

result
boolean

Root element of the response. Returns true if the settings were successfully recorded.

time
time

Information about the request execution time.

Error Handling

HTTP Status: 400

{
            "error": "",
            "error_description": "Access denied."
        }
        

Name
type

Description

error
string

String error code. It may consist of digits, Latin letters, and underscores

error_description
error_description

Textual description of the error. The description is not intended to be shown to the end user in its raw form

Possible Error Codes

Status

Code

Description

Value

400

Empty Value

Access denied

No rights to set deal card settings.

400

Empty Value

Parameter 'data' must be array

A non-array was passed in data.

400

Empty Value

There are no data to write

An empty array was passed in data.

400

Empty Value

The data must be indexed array

A non-indexed array was passed in data.

400

Empty Value

Section at index i has type data[i].type. The expected type is 'section'

A value other than section is found in data[i].type.

400

Empty Value

Section at index i does not have a name

An empty value was passed in data[i].name.

400

Empty Value

Section at index i does not have a title

An empty value was passed in data[i].title.

400

Empty Value

Element at index j in section at index i does not have a name

An empty value was passed in data[i].elements[j].name.

Statuses and System Error Codes

HTTP Status: 20x, 40x, 50x

The errors described below may occur when calling any method.

Status

Code
Error Message

Description

500

INTERNAL_SERVER_ERROR
Internal server error

An internal server error has occurred, please contact the server administrator or Bitrix24 technical support

500

ERROR_UNEXPECTED_ANSWER
Server returned an unexpected response

An internal server error has occurred, please contact the server administrator or Bitrix24 technical support

503

QUERY_LIMIT_EXCEEDED
Too many requests

The request intensity limit has been exceeded

405

ERROR_BATCH_METHOD_NOT_ALLOWED
Method is not allowed for batch usage

The current method is not allowed to be called using batch

400

ERROR_BATCH_LENGTH_EXCEEDED
Max batch length exceeded

The maximum length of parameters passed to the batch method has been exceeded

401

NO_AUTH_FOUND
Wrong authorization data

Invalid access token or webhook code

400

INVALID_REQUEST
Https required

The methods must be called using the HTTPS protocol

503

OVERLOAD_LIMIT
REST API is blocked due to overload

The REST API is blocked due to overload. This is a manual individual block, to remove it you need to contact Bitrix24 technical support

403

ACCESS_DENIED
REST API is available only on commercial plans

The REST API is available only on commercial plans

403

INVALID_CREDENTIALS
Invalid request credentials

The user whose access token or webhook was used to call the method lacks permissions

404

ERROR_MANIFEST_IS_NOT_AVAILABLE
Manifest is not available

The manifest is not available

403

insufficient_scope
The request requires higher privileges than provided by the webhook token

The request requires higher privileges than those provided by the webhook token

401

expired_token
The access token provided has expired

The provided access token has expired

403

user_access_error
The user does not have access to the application

The user does not have access to the application. This means that the application is installed, but the account administrator has allowed access to this application only for specific users

500

PORTAL_DELETED
Portal was deleted

The public part of the site is closed. To open the public part of the site on an on-premise installation, disable the option "Temporary closure of the public part of the site". Path to the setting: Desktop > Settings > Product Settings > Module Settings > Main Module > Temporary closure of the public part of the site

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