
BestRank
Activity: Request Document Fields
The module contains the 'Request Document Fields' activity. It creates a task to populate selected fields of an entity item, which may be a CRM object, a list, or a business process.
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MODULE FOR 1C-BITRIX
BestRank
The "Dependent Fields in CRM" module allows configuring field display and completion logic during record creation and editing. Three dependency types are supported: Dependent fields appear only after the parent field is filled. Dependent field values are filtered based on the selected value in the parent field (works for list fields, link fields, and Yes/No fields).
The "Dependent Fields in CRM" module allows configuring field display and completion logic during record creation and editing. Three dependency types are supported:
Dependent fields appear only after the parent field is filled.
Dependent field values are filtered based on the selected value in the parent field (works for list fields, link fields, and Yes/No fields).
Dynamic value lists: in fields linking to universal lists, only elements associated with the selected contact are displayed.
Mandatory completion can be enforced for dependent fields.
The "Dependent Fields in CRM" module by BestRank extends the customer management system's functionality by enabling logical connections between fields. This allows for automatic changes to field values, visibility, or mandatory status based on data entered in other fields. The solution simplifies data entry and reduces errors when working with customer cards.
General iT can install and configure this module and check how it works on your website.
UPDATE HISTORY
Fixed:
- It is possible to convert a lead to a deal without moving it to a successful stage (with required fields)
- A lead is not moved to a successful stage when required fields are filled
- Entities "Lead", "Deal", "Contact", "Company": Field and section visibility rules do not work when creating an element
- Entity "Lead": Custom sections are not displayed
- Entity "SP": It is possible to change the stage without filling in a required field
Added:
- support for custom fields.
Fixed:
- menu item display in the admin panel for non-administrators
Fixed:
- display of dependent fields in edit mode for a field of type "CRM Element Binding" when the value is empty
Fixed:
- module operation when switching the CRM card view
Optimized the dependent fields administration system
Fixed:
- dependency on the "Source" field value
Fixed:
- error when merging CRM entities
- error deleting dependency value settings in the admin panel
Added:
- support for the "Source" field
Fixed:
- Performance optimization for dependent values
Fixed:
- bug in displaying the chain of required fields in Kanban when changing the stage
Fixed:
Bug in displaying settings for dependent fields in the system
Fixed type conversion error
Fixed PHP error
Fixed error when checking required fields
Fixed JS errors
Fixed error adding a product to CRM entities
Fixed JS errors
Bug fixes for dependent fields in smart processes
Validation field bug fixes
Fixed an error occurring during installation in demo mode
Added the ability to link dependent field values to list items based on the Client field values or link to CRM items
Added English translation
Added the "Amount and Currency" field
Fixed errors when working with the "Money" type field
Fixed an error with the field request form when changing the deal status
Fixed the "Client" field error in smart processes
Fixed the settings working error with the "Stage" field in smart processes
Fixed an error occurring in the smart process Kanban
Fixed an error in determining dependent fields when changing stages
Fixed validation errors during lead conversion
Fixed an error when working with deleted views
Fixed an error in smart process identification
Fixed an error in smart process identification
Fixed an error displaying non-empty required fields
Fixed an error in dependent fields when changing stages
Fixed an error in view identification in smart processes in the general list
Fixed an error when working with "CRM Directory" type fields
Fixed an error in view identification in duplicate leads
Minor error fixes
Fixed an error occurring when opening a non-existent CRM element
Added support for the "Client" field type in leads and smart processes
Fixed an error when working with text fields (textarea)
Minor error fixes
The dependency mechanism has been redesigned: if a field depends on the values of other fields, it will now be displayed when the condition is met from any of those fields.
Fixed an error in the product catalog.
Fixed an error when updating stages with dependencies on multiple fields.
Fixed an error when working with empty settings.
Fixed an error when connecting the deal pipeline view module that differs from the general one.
Optimized work with smart processes.
Fixed errors when working with deal sections.
Fixed errors when working with leads.
The algorithm for working with events in smart processes has been improved.
Fixed an error when connecting JS extensions.
Fixed an error when saving CRM entities.
Fixed an error when determining the configuration code.
Fixed errors when changing the stage (status) of an entity in the list, Kanban, and detailed view.
Fixed an error related to dependency on company type.
Fixed an error when determining categories for some entities.
Fixed an error when changing the stage in smart processes.
Fixed an error working with the field type "List", view "Entity selection dialog".
Error fixes.
Fixed an error working with a multi-line field of type "String".
Fixed an error working with a field of type "Money".
Added compatibility with the field type br_extended_crm_objects_fields.
Fixed errors when changing deal statuses.
Fixed an error in working with the "File" field type
Fixed an error with the general view of the main deal category
Fixed an error in displaying the default view of the deal direction
Fixed an error in working with different views in smart processes
Fixed an error occurring when opening non-existent CRM entities
Fixed an error with saving fields of type "CRM Link" and "Employee Link"
Fixed an error when opening SP settings
Fixed an error in connecting the module in SP outside CRM
Fixed an error when transitioning to another stage
Added Kanban support
Fixed errors in SP operation
Support for smart processes, invoices, and quotations has been added
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