Custom Field Types in CRM

In CRM, you can create fields of two types:

• standard: number, string, date, address, link, file, and so on,
• custom: application integrations within the CRM detail form.

With custom field types, you can:

• display data in the CRM detail form that does not fit standard field types. Essentially, the data will be stored in the application database in the required format, and the integration will show it within the field.
• create interface elements in CRM detail forms. For example, display buttons within a field to control the application.
• integrate external services into the CRM detail form. For instance, display dynamic information in a field. Each time the detail form is opened, the field will make a request to the application handler and automatically load fresh data.

Quick navigation: all methods

User documentation: Working with custom fields

Connection with CRM ObjectsConnection with CRM Objects

Custom field types can be added to:

• deals — use the methods crm.deal.userfield.add or userfieldconfig.add,
• leads — crm.lead.userfield.add or userfieldconfig.add,
• contacts — crm.contact.userfield.add or userfieldconfig.add,
• companies — crm.company.userfield.add or userfieldconfig.add,
• new invoices — userfieldconfig.add,
• estimates — crm.quote.userfield.add or userfieldconfig.add,
• SPAs — userfieldconfig.add.

In the USER_TYPE_ID field, pass the value in the form rest_#ID_application#_#USER_TYPE_ID#. For example, for an application with ID: 123 and USER_TYPE_ID: userfield1, the value will be rest_123_test_userfield1.

To get the application ID, use the method app.info.

Errors When Working with Custom Field TypesErrors When Working with Custom Field Types

Error 400 When Creating a FieldError 400 When Creating a Field

When creating a field with a custom type, you may encounter the error Error! 400: ERROR_CORE: Invalid user type specified. (400).

1. Execute the method userfieldtype.list.

   • If the method returned the field type USER_TYPE_ID, proceed to step 2.

   • If the required field type is not found, register a new type using the method userfieldtype.add.

2. Execute the method app.info. This method will check the correctness of the application installation.

   • If the method returned INSTALLED = true, the application is installed correctly.

   • If the method returned INSTALLED = false, execute the method BX24.installFinish on the application page. This method will complete the installation of the application with the interface.

   BX24.init(function(){
               BX24.installFinish();
           });
           

Error 50x When Loading a FieldError 50x When Loading a Field

If the field was created without errors, but the content is not loading:

1. Check the URL of the handler HANDLER specified during field registration using the method userfieldtype.list. To change the HANDLER, use the method userfieldtype.update.

2. Ensure that the handler is accessible from the internet:

   • do not use local addresses: localhost, 192.168.* and other addresses accessible only from the local network,

   • check the handler's accessibility using public "site availability" services.

3. Check:

   • the correctness of the SSL certificate if HTTPS is used,

   • the absence of blocks in .htaccess or firewall on the handler server,

   • the returned HTTP codes, which should be 200 OK.

General RecommendationsGeneral Recommendations

• Use the HTTPS protocol for handlers; otherwise, browsers may block the loading of application content.

• Give clear names to field types: consider the purpose of the field and its connection with the application. The field type cannot be renamed after creation — it can only be deleted and registered again.

Overview of MethodsOverview of Methods

Scope: placement, crm

Who can execute the method: administrator

Method	Description
userfieldtype.add	Registers a new type of custom field
userfieldtype.update	Modifies the parameters of an existing field type
userfieldtype.list	Returns a list of registered field types
userfieldtype.delete	Deletes a registered field type