Set Parameters for the Deal Card crm.deal.details.configuration.set
Scope:
crmWho 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 |
Description |
|
scope |
The scope of the settings. Possible values:
Default — |
|
userId |
User identifier. Required only when setting personal settings for another user. If not specified, the current user is used. |
|
data* |
A list of |
|
extras |
Additional parameters (detailed description) |
Extras Parameter
Required parameters are marked with *
|
Name |
Description |
|
dealCategoryId |
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 |
Description |
|
name* |
Unique name of the section. |
|
title* |
Title of the section. |
|
type* |
Type of the section. Currently, only the value |
|
elements |
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 |
Description |
|
name* |
Field identifier. A list of available fields can be found using |
|
optionFlags |
Should the field always be displayed:
Default — |
|
options |
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 |
Description |
|
result |
Root element of the response. Returns |
|
time |
Information about the request execution time. |
Error Handling
HTTP Status: 400
{
"error": "",
"error_description": "Access denied."
}
|
Name |
Description |
|
error |
String error code. It may consist of digits, Latin letters, and underscores |
|
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 |
|
|
Empty Value |
Access denied |
No rights to set deal card settings. |
|
|
Empty Value |
Parameter 'data' must be array |
A non-array was passed in |
|
|
Empty Value |
There are no data to write |
An empty array was passed in |
|
|
Empty Value |
The data must be indexed array |
A non-indexed array was passed in |
|
|
Empty Value |
Section at index |
A value other than |
|
|
Empty Value |
Section at index |
An empty value was passed in |
|
|
Empty Value |
Section at index |
An empty value was passed in |
|
|
Empty Value |
Element at index |
An empty value was passed in |
Statuses and System Error Codes
HTTP Status: 20x, 40x, 50x
The errors described below may occur when calling any method.
|
Status |
Code |
Description |
|
|
|
An internal server error has occurred, please contact the server administrator or Bitrix24 technical support |
|
|
|
An internal server error has occurred, please contact the server administrator or Bitrix24 technical support |
|
|
|
The request intensity limit has been exceeded |
|
|
|
The current method is not allowed to be called using batch |
|
|
|
The maximum length of parameters passed to the batch method has been exceeded |
|
|
|
Invalid access token or webhook code |
|
|
|
The methods must be called using the HTTPS protocol |
|
|
|
The REST API is blocked due to overload. This is a manual individual block, to remove it you need to contact Bitrix24 technical support |
|
|
|
The REST API is available only on commercial plans |
|
|
|
The user whose access token or webhook was used to call the method lacks permissions |
|
|
|
The manifest is not available |
|
|
|
The request requires higher privileges than those provided by the webhook token |
|
|
|
The provided access token has expired |
|
|
|
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 |
|
|
|
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 |
Continue Learning
- Managing Deal Cards: Overview of Methods
- Get Parameters of the Deal Card crm.deal.details.configuration.get
- Reset Deal Card Settings crm.deal.details.configuration.reset
- Set a Common Card for All Users crm.deal.details.configuration.forceCommonScopeForAll