Documentation

crm.deal.details.configuration.set

The method sets configuration for deals deatils. Writes personal configuration for selected user details or general configuration for all users.

Note that configuration for deal details within different pipelines (or funnels) can vary. The dealCategoryId parameter is used to switch between deal details configurations for different pipelines.

Parameters

.
Parameter Description Available from version
scope Configuration scope of application. Available values:
  • P - personal configuration,
  • C - general configuration
userId User ID. Indicates current ID if not set. Only required when setting personal configuration.
extras Extra parameters. dealCategoryId parameter for deals can be specified here.

Example

//---
//Sets personal configuration for deals within general pipeline for user with identifier 1.
BX24.callMethod(
    "crm.deal.details.configuration.set",
    {
        scope: "P",
        userId: 1,
        data:
            [
                {
                    name: "main",
                    title: "Deal details",
                    type: "section",
                    elements:
                        [
                            { name: "TITLE" },
                            { name: "OPPORTUNITY_WITH_CURRENCY" },
                            { name: "STAGE_ID" },
                            { name: "BEGINDATE" },
                            { name: "CLOSEDATE" },
                            { name: "CLIENT" }
                        ]
                },
                {
                    name: "additional",
                    title: "Additional",
                    type: "section",
                    elements:
                        [
                            { name: "TYPE_ID" },
                            { name: "SOURCE_ID" },
                            { name: "SOURCE_DESCRIPTION" },
                            { name: "OPENED" },
                            { name: "ASSIGNED_BY_ID" },
                            { name: "OBSERVER" },
                            { name: "COMMENTS" }
                        ]
                },
                {
                    name: "products",
                    title: "Products",
                    type: "section",
                    elements:
                        [
                            { name: "PRODUCT_ROW_SUMMARY" }
                        ]
                }
            ]
    },
    function(result)
    {
        if(result.error())
            console.error(result.error());
        else
            console.dir(result.data());
    }
);
//---


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