Smart Processes: Overview of Methods

A Smart Process is a versatile CRM entity that can be customized to meet the needs of a company. For each Smart Process, Bitrix24 creates a separate section in the CRM. In this section, you can configure Sales Funnels and stages, Automation rules, fields, and connections to other Bitrix24 entities.

Quick Navigation: All Methods and Events

User Documentation: Smart Process Automation in CRM

Working with a Smart ProcessWorking with a Smart Process

1. Create and configure the Smart Process — methods crm.type.*.
2. Set up Sales Funnels and stages — crm.category.* for funnels and crm.status.* for stages.
3. Add custom fields — userfieldconfig.*.
4. Configure the item detail form — crm.item.details.configuration.*.
5. Create the first items within the Smart Process — crm.item.*.

The Smart Process can be transferred from the CRM section to the Automation section via digital workplaces.

Connections with Other EntitiesConnections with Other Entities

CRM Entities. A Smart Process can be linked to leads, deals, and other CRM entities. The linked entity will be accessible through the field parentId{ID}, where {ID} is the numeric identifier of the CRM entity.

Client. This field in the Smart Process detail form consists of the associated company and contacts. There is one company in the field; change the linked company through the companyId field. There can be multiple contacts in the "Client" field. Interaction with contacts is managed through the contactIds field — pass an array of contact IDs in this field. Enable the field with the isClientEnabled option in the crm.type.add or crm.type.update methods.

Your Company Details. Specify your company ID in the mycompanyId field so that its details are automatically used in documents. You can obtain your company ID using the crm.item.list method for the company object with a filter on the isMyCompany field. Enable the field with the isMycompanyEnabled option in the crm.type.add or crm.type.update methods.

Products. To add, modify, or delete product items in the Smart Process, use the crm.item.productrow.* methods. Enable the products tab and the "Amount and Currency" field with the isLinkWithProductsEnabled option in the crm.type.add or crm.type.update methods.

Users. The Smart Process is linked to users by numeric identifiers in the fields:

• createdBy — created by,
• updatedBy — updated by,
• movedBy — who changed the stage,
• assignedById — responsible for the item,
• observers — observers. Enable the field with the isObserversEnabled option in the crm.type.add or crm.type.update methods.

You can obtain the user ID and data using the user.get method.

Documents. To create a document from a template, upload a new template for the Smart Process, or configure the document numbering, use the crm.documentgenerator.* methods. Enable document handling in the Smart Process with the isDocumentsEnabled option in the crm.type.add or crm.type.update methods.

Tasks. Smart Process items can be linked to tasks. Use the tasks.task.* methods to work with tasks. To make the linking option available, enable and configure the isUseInUserfieldEnabled option in the crm.type.add or crm.type.update methods.

Calendar Events. Smart Process items can be linked to calendar events. Use the calendar.event.* methods to work with the calendar. To make the linking option available, enable and configure the isUseInUserfieldEnabled option in the crm.type.add or crm.type.update methods.

Smart Process Item Detail FormSmart Process Item Detail Form

The main workspace in a Smart Process is the "General" tab of the detail form. It consists of two parts:

• The left part contains fields with information. If the system fields are insufficient, you can create your own custom fields. Fields allow you to store information in various data formats: string, number, link, address, and others. To create, modify, retrieve, or delete custom fields in the Smart Process, use the group of methods userfieldconfig.*.

• The right part contains the Smart Process timeline. Here, you can create, edit, filter, and delete CRM activities — a group of methods crm.activity.*, and timeline records — a group of methods crm.timeline.*.

You can manage the parameters of the Smart Process detail form through the group of methods crm.item.details.configuration.*.

WidgetsWidgets

You can embed an application into the Smart Process detail form. This allows you to use the application without leaving the item detail form.

There are two embedding scenarios:

• Use special embedding locations. For example, by creating your own tab.

• Create a custom field where the interface of your application will be loaded.

Embedding Locations for Smart ProcessesEmbedding Locations for Smart Processes

Replace XXX with the numeric identifier of the specific Smart Process, for example, CRM_DYNAMIC_183_DOCUMENTGENERATOR_BUTTON.

• CRM_DYNAMIC_XXX_DETAIL_TAB — tab in the detail form of the CRM item

• CRM_DYNAMIC_XXX_DETAIL_ACTIVITY — button above the item detail timeline

• CRM_DYNAMIC_XXX_DETAIL_TOOLBAR — item in the dropdown menu of the top button in the detail form

• CRM_DYNAMIC_XXX_DOCUMENTGENERATOR_BUTTON — item in the dropdown menu of the document generator

• CRM_DYNAMIC_XXX_LIST_MENU — item in the context menu in the list of items

• CRM_DYNAMIC_XXX_LIST_TOOLBAR — item in the dropdown menu above the list of items

• CRM_DYNAMIC_XXX_ACTIVITY_TIMELINE_MENU — item in the context menu of the activity in the item detail form

• CRM_DYNAMIC_XXX_ROBOT_DESIGNER_TOOLBAR — item in the dropdown menu of the top button of the Automation rule designer

Smart Process IdentifiersSmart Process Identifiers

Each Smart Process has four types of identifiers. Use these identifiers to apply a method to a specific Smart Process.

1. Numeric identifier of type 130. Obtain it using the crm.enum.ownertype ID or crm.type.list entityTypeId.

2. Symbolic code of type DYNAMIC_130 — crm.enum.ownertype SYMBOL_CODE.

3. Short symbolic code of type T82 — crm.enum.ownertype SYMBOL_CODE_SHORT.

4. Custom field object type CRM_13 — crm.type.list. Substitute the id from the method result into the formula CRM_ + {ID}.

Overview of Methods and EventsOverview of Methods and Events

Scope: crm

Who can execute the method: depending on the method

Smart ProcessesSmart Processes

ItemsItems

The CRM object identifier entityTypeId — numeric identifier type, for example, 128.

Sales FunnelsSales Funnels

The CRM object identifier entityTypeId — numeric identifier type, for example, 128.

Method	Description
crm.category.add	Creates a new Sales Funnel
crm.category.update	Updates the Sales Funnel
crm.category.get	Returns the Sales Funnel by Id
crm.category.list	Returns a list of Sales Funnels
crm.category.delete	Deletes the Sales Funnel
crm.category.fields	Returns the fields of the Sales Funnel

Custom FieldsCustom Fields

The CRM object identifier entityId — custom field object type, for example, CRM_1.

Method	Description
userfieldconfig.add	Creates a custom field
userfieldconfig.update	Modifies the field settings
userfieldconfig.get	Returns the settings of the custom field by identifier
userfieldconfig.getTypes	Returns the set of available custom field types for the module
userfieldconfig.list	Returns a list of custom field settings
userfieldconfig.delete	Deletes the custom field

Managing Detail Form SettingsManaging Detail Form Settings

The CRM object identifier entityTypeId — numeric identifier type, for example, 128.

Method	Description
crm.item.details.configuration.forceCommonScopeForAll	Sets a common detail form for all users
crm.item.details.configuration.get	Retrieves the parameters of the item detail form
crm.item.details.configuration.reset	Resets the parameters of the item detail form
crm.item.details.configuration.set	Sets the parameters of the item detail form

Product ItemsProduct Items

The CRM object identifier ownerType — short symbolic code type, for example, T80.

Method	Description
crm.item.productrow.add	Adds a product item
crm.item.productrow.update	Updates a product item
crm.item.productrow.get	Retrieves information about a product item by id
crm.item.productrow.set	Links a product item to a CRM object
crm.item.productrow.list	Retrieves a list of product items
crm.item.productrow.getAvailableForPayment	Retrieves a list of unpaid products
crm.item.productrow.delete	Deletes a product item
crm.item.productrow.fields	Retrieves a list of product item fields