Get Parameters of CRM Item Detail Configuration

Scope: crm

Who can execute the method: access rights during method execution depend on the provided data:

  • Any user has the right to access their own and shared settings
  • A user can access another user's settings only if they are an administrator

The method returns the settings of the detail form for a specific CRM entity. It can work with both personal settings of the specified user and shared settings defined for all users.

Note

  1. The settings for repeat lead detail forms may differ from those of simple lead detail forms. The parameter extras.leadCustomerType is used to switch between lead detail form settings.
  2. The settings for the CRM entity detail form may vary depending on their Sales Funnel. The parameters used for switching are:
    • extras.categoryId — for SPAs
    • extras.dealCategoryId — for deals

Method Parameters

Required parameters are marked with *

Name
type

Description

entityTypeId*
integer

Identifier of the system or user-defined type of CRM entities

userId
user

Identifier of the user whose configuration you want to retrieve.

If this parameter is not provided, the userId of the user calling this method will be used.

Required only when requesting personal settings

scope
string

Scope of the settings. Allowed values:

  • 'P' — personal settings
  • 'C' — shared settings

By default, the value is 'P'

extras
object

Additional parameters. Possible values and their structure are described below

extras

The extras parameter depends on the CRM entity.

CRM Entity

Name

Description

SPA

categoryId

Identifier of the SPA funnel. Can be obtained using crm.category.list.

If not specified, the default funnel identifier for this SPA will be used

Deal

dealCategoryId

Identifier of the deal funnel. Can be obtained using crm.category.list.

If not specified, the default funnel identifier for deals will be used

Lead

leadCustomerType

Type of leads.

Possible values:

  • 1 — simple leads
  • 2 — repeat leads

Code Examples

How to Use Examples in Documentation

  1. Get the shared configuration of item details for deals in the funnel with id = 9, for the user with id = 1

    curl -X POST \
            -H "Content-Type: application/json" \
            -H "Accept: application/json" \
            -d '{"entityTypeId":2,"userId":1,"scope":"C","extras":{"dealCategoryId":9}}' \
            https://**put_your_bitrix24_address**/rest/**put_your_user_id_here**/**put_your_webhook_here**/crm.item.details.configuration.get
            
    curl -X POST \
            -H "Content-Type: application/json" \
            -H "Accept: application/json" \
            -d '{"entityTypeId":2,"userId":1,"scope":"C","extras":{"dealCategoryId":9},"auth":"**put_access_token_here**"}' \
            https://**put_your_bitrix24_address**/rest/crm.item.details.configuration.get
            
        BX24.callMethod(
                    'crm.item.details.configuration.get',
                    {
                        entityTypeId: 2,
                        userId: 1,
                        scope: "C",
                        extras: {
                            dealCategoryId: 9,
                        },
                    },
                    (result) => {
                        if (result.error())
                        {
                            console.error(result.error());
            
                            return;
                        }
            
                        console.info(result.data());
                    },
                );
            
    require_once('crest.php');
            
            $result = CRest::call(
                'crm.item.details.configuration.get',
                [
                    'entityTypeId' => 2,
                    'userId' => 1,
                    'scope' => "C",
                    'extras' => [
                        'dealCategoryId' => 9,
                    ]
                ]
            );
            
            echo '<PRE>';
            print_r($result);
            echo '</PRE>';
            
  2. Get the personal configuration of item details for the SPA with entityTypeId = 1032 in the funnel with id = 5

    curl -X POST \
            -H "Content-Type: application/json" \
            -H "Accept: application/json" \
            -d '{"entityTypeId":1032,"extras":{"categoryId":5}}' \
            https://**put_your_bitrix24_address**/rest/**put_your_user_id_here**/**put_your_webhook_here**/crm.item.details.configuration.get
            
    curl -X POST \
            -H "Content-Type: application/json" \
            -H "Accept: application/json" \
            -d '{"entityTypeId":1032,"extras":{"categoryId":5},"auth":"**put_access_token_here**"}' \
            https://**put_your_bitrix24_address**/rest/crm.item.details.configuration.get
            
        BX24.callMethod(
                    'crm.item.details.configuration.get',
                    {
                        entityTypeId: 1032,
                        extras: {
                            categoryId: 5,
                        },
                    },
                    (result) => {
                        if (result.error())
                        {
                            console.error(result.error());
            
                            return;
                        }
            
                        console.info(result.data());
                    },
                );
            
    require_once('crest.php');
            
            $result = CRest::call(
                'crm.item.details.configuration.get',
                [
                    'entityTypeId' => 1032,
                    'extras' => [
                        'categoryId' => 5,
                    ]
                ]
            );
            
            echo '<PRE>';
            print_r($result);
            echo '</PRE>';
            

Response Handling

HTTP Status: 200

{
            "result": [
                {
                    "name": "main",
                    "title": "About the Deal",
                    "type": "section",
                    "elements": [
                        {
                            "name": "TITLE",
                            "optionFlags": "0"
                        },
                        {
                            "name": "STAGE_ID",
                            "optionFlags": "0"
                        },
                        {
                            "name": "OPPORTUNITY_WITH_CURRENCY",
                            "optionFlags": "0"
                        },
                        {
                            "name": "CLOSEDATE",
                            "optionFlags": "0"
                        },
                        {
                            "name": "CLIENT",
                            "optionFlags": "1",
                            "options": {
                                "defaultCountry": "US"
                            }
                        },
                        {
                            "name": "UF_CRM_1686898039656",
                            "optionFlags": "1"
                        }
                    ]
                },
                {
                    "name": "additional",
                    "title": "Additional",
                    "type": "section",
                    "elements": [
                        {
                            "name": "TYPE_ID",
                            "optionFlags": "0"
                        },
                        {
                            "name": "SOURCE_ID",
                            "optionFlags": "0"
                        },
                        {
                            "name": "SOURCE_DESCRIPTION",
                            "optionFlags": "0"
                        },
                        {
                            "name": "BEGINDATE",
                            "optionFlags": "0"
                        },
                        {
                            "name": "OPENED",
                            "optionFlags": "0"
                        },
                        {
                            "name": "ASSIGNED_BY_ID",
                            "optionFlags": "0"
                        },
                        {
                            "name": "OBSERVER",
                            "optionFlags": "0"
                        },
                        {
                            "name": "COMMENTS",
                            "optionFlags": "0"
                        },
                        {
                            "name": "UTM",
                            "optionFlags": "0"
                        }
                    ]
                },
                {
                    "name": "products",
                    "title": "Products",
                    "type": "section",
                    "elements": [
                        {
                            "name": "PRODUCT_ROW_SUMMARY",
                            "optionFlags": "0"
                        }
                    ]
                },
                {
                    "name": "recurring",
                    "title": "Recurring Deal",
                    "type": "section",
                    "elements": [
                        {
                            "name": "RECURRING",
                            "optionFlags": "0"
                        }
                    ]
                }
            ],
            "time": {
                "start": 1720624891.017344,
                "finish": 1720624891.405621,
                "duration": 0.3882770538330078,
                "processing": 0.02097320556640625,
                "date_start": "2024-07-10T17:21:31+02:00",
                "date_finish": "2024-07-10T17:21:31+02:00",
                "operating": 0
            }
        }
        

Returned Data

Name
type

Description

result
section[]|null

Root element of the response. Contains the configuration of the sections of the detail form. Returns null if there is no configuration

time
time

Information about the execution time of the request

section

Describes an individual section with fields within the item detail form

Name
type

Description

name
string

Unique name of the section used for identification

title
string

Title of the section

type
string

Type of the section

elements
section_element[]

List of fields displayed in the entity detail form with additional settings

section_element

Configuration of an individual field within a section

Name
type

Description

name
string

Identifier of the field

optionFlags
string

Values:

  • "1" — always show
  • "0" — not always show

options
object

Additional options for the field

Error Handling

HTTP Status: 400

{
            "error": "",
            "error_description": "Parameter 'entityTypeId' is not defined"
        }
        

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

Code

Description

Value

Empty value

Parameter 'entityTypeId' is not defined

Required parameter entityTypeId is not provided

Empty value

The entity type 'entityTypeName' is not supported in the current context.

The method does not support this entity type

Empty value

Access denied.

The user does not have administrative rights

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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