Set Parameters for crm.lead.details.configuration.set

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Scope: crm

Who can execute the method:

  • any user can set their own settings,
  • a user with the "Allow to change settings" access permission in CRM can set others' and shared settings.

DEPRECATED

The development of this method has been halted. Please use crm.item.details.configuration.set.

The method crm.lead.details.configuration.set sets the settings for lead cards.

Warning

The settings for repeat leads may differ from those for simple leads. To switch between lead card settings, use the leadCustomerType parameter.

Method Parameters

Required parameters are marked with *

Name
type

Description

data*
section[]

A list of sections in the card. Each section contains a set of fields that will be displayed in the lead card.

userId
user

The identifier of the user for whom to save the personal configuration.

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

This is only required when setting personal settings.

scope
string

The scope of the settings. Possible values:

  • 'P' - personal settings
  • 'C' - shared settings

The default value is 'P'.

extras
object

Additional parameters for selecting the lead type. The structure is described below

Parameter section

Name
type

Description

name*
string

Unique name of the section.

title*
string

Title of the section.

type*
string

Type of the section. Only the value 'section' is supported.

elements
section_element[]

A list of fields displayed in the section.

Parameter section_element

Name
type

Description

name*
string

Identifier of the lead field. A list of available fields can be obtained using the crm.lead.fields method.

optionFlags
integer

Whether to always show the field:

  • 1 - yes
  • 0 - no

The default value is 0.

options
object

Additional options for the field. The set of options depends on the field type.

Parameter extras

Name
type

Description

leadCustomerType
integer

Type of lead. Possible values:

  • 1 - simple lead
  • 2 - repeat lead

Code Examples

How to Use Examples in Documentation

curl -X POST \
          -H "Content-Type: application/json" \
          -H "Accept: application/json" \
          -d '{"scope":"P","userId":1,"extras":{"leadCustomerType":2},"data":[{"name":"main","title":"About the Lead","type":"section","elements":[{"name":"TITLE"},{"name":"STATUS_ID"},{"name":"SOURCE_ID"},{"name":"NAME"},{"name":"PHONE","optionFlags":1}]},{"name":"additional","title":"Additional Information","type":"section","elements":[{"name":"ASSIGNED_BY_ID"},{"name":"COMMENTS"}]}]}' \
          https://**put_your_bitrix24_address**/rest/**put_your_user_id_here**/**put_your_webhook_here**/crm.lead.details.configuration.set
        
curl -X POST \
          -H "Content-Type: application/json" \
          -H "Accept: application/json" \
          -d '{"scope":"P","userId":1,"extras":{"leadCustomerType":2},"data":[{"name":"main","title":"About the Lead","type":"section","elements":[{"name":"TITLE"},{"name":"STATUS_ID"},{"name":"SOURCE_ID"},{"name":"NAME"},{"name":"PHONE","optionFlags":1}]},{"name":"additional","title":"Additional Information","type":"section","elements":[{"name":"ASSIGNED_BY_ID"},{"name":"COMMENTS"}]}],"auth":"**put_access_token_here**"}' \
          https://**put_your_bitrix24_address**/rest/crm.lead.details.configuration.set
        
// This snippet is an ES module: top-level await requires type="module" or a bundler.
        // $b24 is an already-initialized SDK instance (see the SDK "Get started" guide).
        import { Text } from '@bitrix24/b24jssdk'
        import type { B24Frame } from '@bitrix24/b24jssdk'
        
        declare const $b24: B24Frame
        
        try {
          const response = await $b24.actions.v2.call.make<boolean>({
            method: 'crm.lead.details.configuration.set',
            params: {
              scope: 'P',
              userId: 1,
              extras: {
                leadCustomerType: 2,
              },
              data: [
                {
                  name: 'main',
                  title: 'About lead',
                  type: 'section',
                  elements: [
                    { name: 'TITLE' },
                    { name: 'STATUS_ID' },
                    { name: 'SOURCE_ID' },
                    { name: 'NAME' },
                    { name: 'PHONE', optionFlags: 1 },
                  ],
                },
                {
                  name: 'additional',
                  title: 'Additional',
                  type: 'section',
                  elements: [
                    { name: 'ASSIGNED_BY_ID' },
                    { name: 'COMMENTS' },
                  ],
                },
              ],
            },
            requestId: Text.getUuidRfc4122()
          })
        
          // The payload is available only on a successful response
          if (!response.isSuccess) {
            console.error(response.getErrorMessages().join('; '))
          } else {
            const result = response.getData()!.result
            console.info('Configuration saved:', result)
          }
        } catch (error) {
          // Thrown on transport or SDK failures (AjaxError, SdkError, etc.)
          console.error(error)
        }
        
<!-- Load the SDK (UMD build); it is exposed as the global B24Js -->
        <script src="https://unpkg.com/@bitrix24/b24jssdk@1/dist/umd/index.min.js"></script>
        <script>
          async function setLeadCardConfiguration() {
            try {
              // Initialize the SDK inside a Bitrix24 frame
              const $b24 = await B24Js.initializeB24Frame()
        
              const response = await $b24.actions.v2.call.make({
                method: 'crm.lead.details.configuration.set',
                params: {
                  scope: 'P',
                  userId: 1,
                  extras: {
                    leadCustomerType: 2,
                  },
                  data: [
                    {
                      name: 'main',
                      title: 'About lead',
                      type: 'section',
                      elements: [
                        { name: 'TITLE' },
                        { name: 'STATUS_ID' },
                        { name: 'SOURCE_ID' },
                        { name: 'NAME' },
                        { name: 'PHONE', optionFlags: 1 },
                      ],
                    },
                    {
                      name: 'additional',
                      title: 'Additional',
                      type: 'section',
                      elements: [
                        { name: 'ASSIGNED_BY_ID' },
                        { name: 'COMMENTS' },
                      ],
                    },
                  ],
                },
                requestId: B24Js.Text.getUuidRfc4122()
              })
        
              // The payload is available only on a successful response
              if (!response.isSuccess) {
                console.error(response.getErrorMessages().join('; '))
                return
              }
        
              const result = response.getData().result
              console.info('Configuration saved:', result)
            } catch (error) {
              // Thrown on transport or SDK failures (AjaxError, SdkError, etc.)
              console.error(error)
            }
          }
        
          document.addEventListener('DOMContentLoaded', setLeadCardConfiguration)
        </script>
        

        from b24pysdk.errors import BitrixAPIError, BitrixSDKException
        
        try:
            bitrix_response = client.crm.lead.details.configuration.set(
                scope="P",
                user_id=1,
                extras={"leadCustomerType": 2},
            ).response
            result = bitrix_response.result
            print(result)
        except BitrixAPIError as error:
            print(
                "Bitrix API error",
                f"error: {error.error}",
                f"error_description: {error.error_description}",
                sep="\n",
            )
        except BitrixSDKException as error:
            print(f"Bitrix SDK error: {error.message}")
        except Exception as error:
            print(f"Unexpected error: {error}")
        
try {
            $response = $b24Service
                ->core
                ->call(
                    'crm.lead.details.configuration.set',
                    [
                        'scope' => 'P',
                        'userId' => 1,
                        'extras' => [
                            'leadCustomerType' => 2,
                        ],
                        'data' => [
                            [
                                'name' => 'main',
                                'title' => 'About the Lead',
                                'type' => 'section',
                                'elements' => [
                                    ['name' => 'TITLE'],
                                    ['name' => 'STATUS_ID'],
                                    ['name' => 'SOURCE_ID'],
                                    ['name' => 'NAME'],
                                    ['name' => 'PHONE', 'optionFlags' => 1],
                                ],
                            ],
                            [
                                'name' => 'additional',
                                'title' => 'Additional Information',
                                'type' => 'section',
                                'elements' => [
                                    ['name' => 'ASSIGNED_BY_ID'],
                                    ['name' => 'COMMENTS'],
                                ],
                            ],
                        ],
                    ]
                );
        
            $result = $response
                ->getResponseData()
                ->getResult();
        
            echo 'Result: ' . print_r($result, true);
        } catch (Throwable $e) {
            error_log($e->getMessage());
            echo 'Error: ' . $e->getMessage();
        }
        
BX24.callMethod(
            'crm.lead.details.configuration.set',
            {
                scope: 'P',
                userId: 1,
                extras: {
                    leadCustomerType: 2
                },
                data: [
                    {
                        name: 'main',
                        title: 'About the Lead',
                        type: 'section',
                        elements: [
                            { name: 'TITLE' },
                            { name: 'STATUS_ID' },
                            { name: 'SOURCE_ID' },
                            { name: 'NAME' },
                            { name: 'PHONE', optionFlags: 1 }
                        ]
                    },
                    {
                        name: 'additional',
                        title: 'Additional Information',
                        type: 'section',
                        elements: [
                            { name: 'ASSIGNED_BY_ID' },
                            { name: 'COMMENTS' }
                        ]
                    }
                ]
            },
            function(result)
            {
                if (result.error())
                {
                    console.error(result.error());
                }
                else
                {
                    console.log(result.data());
                }
            }
        );
        
require_once('crest.php');
        
        $result = CRest::call(
            'crm.lead.details.configuration.set',
            [
                'scope' => 'P',
                'userId' => 1,
                'extras' => [
                    'leadCustomerType' => 2,
                ],
                'data' => [
                    [
                        'name' => 'main',
                        'title' => 'About the Lead',
                        'type' => 'section',
                        'elements' => [
                            ['name' => 'TITLE'],
                            ['name' => 'STATUS_ID'],
                            ['name' => 'SOURCE_ID'],
                            ['name' => 'NAME'],
                            ['name' => 'PHONE', 'optionFlags' => 1],
                        ],
                    ],
                    [
                        'name' => 'additional',
                        'title' => 'Additional Information',
                        'type' => 'section',
                        'elements' => [
                            ['name' => 'ASSIGNED_BY_ID'],
                            ['name' => 'COMMENTS'],
                        ],
                    ],
                ],
            ]
        );
        
        echo '<PRE>';
        print_r($result);
        echo '</PRE>';
        
// client and ctx are already created — see the Go SDK section
        res, err := client.Core().Call(ctx, "crm.lead.details.configuration.set", b24.Params{
        	"scope":  "P",
        	"userId": 1,
        	"extras": b24.Params{
        		"leadCustomerType": 2,
        	},
        	"data": []b24.Params{
        		{
        			"name":  "main",
        			"title": "About the Lead",
        			"type":  "section",
        			"elements": []b24.Params{
        				{
        					"name": "TITLE",
        				},
        				{
        					"name": "STATUS_ID",
        				},
        				{
        					"name": "SOURCE_ID",
        				},
        				{
        					"name": "NAME",
        				},
        				{
        					"name":        "PHONE",
        					"optionFlags": 1,
        				},
        			},
        		},
        		{
        			"name":  "additional",
        			"title": "Additional Information",
        			"type":  "section",
        			"elements": []b24.Params{
        				{
        					"name": "ASSIGNED_BY_ID",
        				},
        				{
        					"name": "COMMENTS",
        				},
        			},
        		},
        	},
        })
        if err != nil {
        	return fmt.Errorf("crm.lead.details.configuration.set: %w", err)
        }
        
        var ok bool
        if err := json.Unmarshal(res.Result, &ok); err != nil {
        	return fmt.Errorf("parse response: %w", err)
        }
        fmt.Println("done:", ok)
        

Response Handling

HTTP Status: 200

{
            "result": true,
            "time": {
                "start": 1720728468.828951,
                "finish": 1720728469.214046,
                "duration": 0.38509488105773926,
                "processing": 0.018099069595336914,
                "date_start": "2024-07-11T22:54:28+02:00",
                "date_finish": "2024-07-11T22:54:29+02:00",
                "operating": 0
            }
        }
        

Returned Data

Name
type

Description

result
boolean

The root element of the response. Returns true if the settings were successfully saved.

time
time

Information about the execution time of the request.

Error Handling

HTTP Status: 400

{
            "error": "",
            "error_description": "Element at index 0 in section at index 1 does not have name."
        }
        

Name
type

Description

error
string

String error code. It consists of digits, Latin letters, and underscores. It may arrive empty — in that case only error_description shows the reason

error_description
string

Error message for the developer. Do not show it to the end user without processing

Possible Error Codes

Code

Description

Value

Empty value

Access denied

Insufficient permissions.

Empty value

Parameter 'data' must be array

The data parameter is not an array.

Empty value

The data must be indexed array

The data parameter is not an indexed array.

Empty value

There are no data to write

An empty array was passed in data.

Empty value

Section at index i has type data[i].type. The expected type is 'section'

A value other than 'section' was passed in data[i].type.

Empty value

Section at index i does not have name

An empty value was passed in data[i].name.

Empty value

Section at index i does not have title

An empty value was passed in data[i].title.

Empty value

Element at index j in section at index i does not have name

An empty value was passed in data[i].elements[j].name.

Statuses and System Error Codes

HTTP Status: 4xx, 5xx

The errors described below are returned by the REST API itself, not by the logic of a specific method. They can arrive in response to any method.

Status

Code
Error Message

Description

500

INTERNAL_SERVER_ERROR
Internal server error

An internal server error has occurred. Retry the call, and if the error persists, contact the server administrator or Bitrix24 technical support

500

ERROR_UNEXPECTED_ANSWER
Server returned an unexpected response

The server returned an unexpected response. Retry the call, and if the error persists, contact the server administrator or Bitrix24 technical support

503

QUERY_LIMIT_EXCEEDED
Too many requests

The request intensity limit has been exceeded

429

OPERATION_TIME_LIMIT
Method is blocked due to operation time limit

The method is blocked because the request resource intensity limit has been exceeded. The block is lifted automatically once the accumulated execution time of the method no longer exceeds the limit

401

NO_AUTH_FOUND
Wrong authorization data

The request contains no authorization data: neither an access token nor a webhook code was passed

401

INVALID_REQUEST
Https required

Methods are called over the HTTPS protocol only

401

OVERLOAD_LIMIT
REST API is blocked due to overload

The REST API is blocked due to overload. This is a manual individual block. To have it lifted, contact Bitrix24 technical support

401

ACCESS_DENIED
REST is available only on commercial plans

REST API access is not active for this account. In Bitrix24 Cloud, check the current plan or trial status: Vibe+ plans include REST API access, while Essentials plans do not. A webhook receives a different error message — REST is available only by subscription

401

INVALID_CREDENTIALS
Invalid request credentials

No active webhook with the specified user identifier and secret code was found

404

ERROR_METHOD_NOT_FOUND
Method not found!

No method with this name was found. The name is misspelled, the method does not exist in the REST API, or it is unavailable without the required scope

401

insufficient_scope
The request requires higher privileges than provided by the webhook token

The request requires broader permissions than the token has: for a webhook these are the permissions granted to it, for an application it is the scope. For an application, the error message ends with provided by the access token

401

expired_token
The access token provided has expired

The access token has expired

401

user_access_error
The user does not have access to the application

The application is installed, but the Bitrix24 administrator has granted access to it only to specific users

403

PORTAL_DELETED
Portal was deleted

The public part of the site is closed. To open it on an on-premise installation, disable the "Temporary closure of the public part of the site" option. 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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