SPA pipelines
Description
Required parameter entityTypeId
All methods must receive the parameter entityTypeId
, with written CRM entity type ID.
When entity type doesn't support handling of pipelines (for example, leads or estimates), methods won't work.
Default pipelines
Each entity type can have only one default pipeline. Due to this, there are several limits:
- you cannot delete default pipeline;
- when creating new pipeline and passing a flag
"isDefault": "Y"
, the old default pipeline stops having the default status; - when editing default pipeline, you cannot change its status to non-default pipeline;
- when updating non-default pipeline with passing the flag
"isDefault": "Y"
, the old pipeline stops being a default pipeline.
Pipelines display inside UI is disabled for the existing SPA; you can, however, handle pipelines via REST.
Методы
Methods for handling deal and smart process automation pipelines are described in a separate section.
Methods | Description |
---|---|
crm.category.fields | Passes information about pipeline fields. |
crm.category.get | Passes information about pipeline with id . |
crm.category.list | Returns array with pipelines for entity type with entityTypeId . |
crm.category.add | Creates new pipeline with fields for entity type with entityTypeId . |
crm.category.update | Updates pipeline with id , by specifying new field values from fields . |
crm.category.delete | Deletes pipeline with id for entity type with entityTypeId . |
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