Autofilling details in the CRM card

Scope: crm

Autofill points for details connect an application to data search within a CRM card. The application works as an external source: it receives a search string, returns found options, and passes data from the selected option for insertion into the card.

The embedding point code is passed in the PLACEMENT parameter of the placement.bind method. If the application works only with specific countries, pass their identifiers separated by commas without spaces in the OPTIONS[countries] parameter.

Bitrix24 calls the external search when a user has entered at least three characters into the search string.

The crmShowFoundEntities and crmShowCreatedEntity commands are called via BX24.placement.call, and the onCrmEntityIsNeedToCreate event is handled via BX24.placement.bindEvent. There is no need to register them separately.

How to choose an embedding pointHow to choose an embedding point

Embedding point	Code	When to use
Client details autofill	CRM_REQUISITE_AUTOCOMPLETE	To search for and substitute company or contact details
Bank details autofill	CRM_BANK_DETAIL_AUTOCOMPLETE	To search for and substitute bank details, e.g., by BIC

WorkflowWorkflow

1. The user enters a string in the details autofill field
2. Bitrix24 calls the application handler and passes the search string to PLACEMENT_OPTIONS.searchQuery
3. The application passes the found options using the crmShowFoundEntities command
4. If the user selects an option, the application receives the onCrmEntityIsNeedToCreate event and passes the data for insertion using the crmShowCreatedEntity command

Common errorsCommon errors

Error	How to fix
Handler is registered but unavailable during search	Check that the application is installed and that the correct embedding point code is passed in PLACEMENT
Handler is unavailable for the required country	Check the value of OPTIONS[countries]. The string must contain country identifiers separated by commas without spaces
Found options are not displayed	Pass the array of options to the data field of the crmShowFoundEntities command
The option is not substituted into the card after selection	Subscribe to onCrmEntityIsNeedToCreate and call crmShowCreatedEntity after creation

Continue LearningContinue Learning

• Set Up the Widget Handler placement.bind
• Get a List of Registered Placement Handlers placement.get
• Remove Registered Automation Rule Handler placement.unbind
• Call the Registered Interface Command BX24.placement.call
• Set Up an Event Handler for the Interface BX24.placement.bindEvent
• Details in CRM: Overview of Methods