Timeline and Activities in CRM: Overview of Methods

The timeline is the primary workspace in the CRM entity detail form. It records:

• system information about working with the entity: stage changes, payments, creating entities based on the current one
• user information: CRM activities (tasks, e-mails, calls) and timeline entries (comments, documents generated from templates, application log entries)

Quick navigation: all methods and events

User documentation: timeline in Bitrix24, universal activity in Bitrix24

ActivitiesActivities

Activities in CRM are divided into incoming and scheduled:

• Incoming — activities received from the client, such as an e-mail or a call. For these activities, it is important to correctly specify the parameter DIRECTION = 1 so that the incoming CRM activities counter works
• Scheduled — activities created by employees, such as tasks or universal activities

More details about activities and methods for managing them can be found in the article Activities in CRM: Overview of Methods.

TimelineTimeline

Timeline entries are divided into two types:

• Comments. You can add, delete, modify, and retrieve comments through the group of methods crm.timeline.comment.*
• Log entries. You can add, delete, modify, and retrieve log entries through the group of methods crm.timeline.logmessage.*

You can manage the relationships of timeline entries with CRM entities using the methods from the group crm.timeline.bindings.*

WidgetsWidgets

You can embed an application into activities and timeline entries. Thanks to the embedding, you can use the application without leaving the CRM entity detail form. For embedding, there are special places in the timeline:

• Button above the timeline of the entity detail form CRM_XXX_DETAIL_ACTIVITY, CRM_DYNAMIC_XXX_DETAIL_ACTIVITY
• Context menu item of the activity in the entity detail form CRM_XXX_ACTIVITY_TIMELINE_MENU

Additional FeaturesAdditional Features

Text notes can be added to activities and timeline comments and deleted. Use the group of methods crm.timeline.note.*.

Content blocks can be added to timeline comments and deleted. Use the group of methods crm.timeline.layout.blocks.*.

• Available content blocks

Overview of Methods and EventsOverview of Methods and Events

Scope: crm

Who can perform methods: depending on the method

Timeline CommentsTimeline Comments

Notes for Timeline EntriesNotes for Timeline Entries

Method	Description
crm.timeline.note.get	Retrieves information about a note
crm.timeline.note.save	Saves a note
crm.timeline.note.delete	Deletes a note

Managing Timeline Entry RelationshipsManaging Timeline Entry Relationships

Method	Description
crm.timeline.bindings.bind	Adds a relationship between a timeline entry and a CRM entity
crm.timeline.bindings.list	Retrieves a list of relationships for a timeline entry
crm.timeline.bindings.unbind	Removes the relationship between a timeline entry and a CRM entity
crm.timeline.bindings.fields	Retrieves the fields of the relationship between CRM entities and timeline entries

Additional Content BlocksAdditional Content Blocks

Method	Description
crm.timeline.layout.blocks.set	Sets a set of additional content blocks in the timeline entry
crm.timeline.layout.blocks.get	Retrieves the set of additional content blocks installed by the application for the timeline entry
crm.timeline.layout.blocks.delete	Deletes the set of additional content blocks installed by the application for the timeline entry

Application Log Entry JournalApplication Log Entry Journal

Method	Description
crm.timeline.logmessage.add	Adds a new log entry to the timeline
crm.timeline.logmessage.get	Retrieves information about a log entry
crm.timeline.logmessage.list	Retrieves a list of all log entries for a specific entity
crm.timeline.logmessage.delete	Deletes a log entry
crm.timeline.icon.*	Manages entry icons
crm.timeline.logo.*	Manages entry logos

Actions with Timeline EntriesActions with Timeline Entries

Method	Description
crm.timeline.item.pin	Pins an entry in the timeline
crm.timeline.item.unpin	Unpins an entry in the timeline