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:
| |
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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