AitiNebo: User Fields

What this solution does

The "User Fields" module for Bitrix extends standard CRM capabilities, providing an enhanced toolkit for managing custom fields. The interface allows users to manage fields, including deletion, restoration, and status monitoring.

The functionality includes moving fields to a backup table for subsequent restoration in case of errors or requirement changes. The system displays current data on the conversion of each field, helping to optimize their application.

Additionally, the module analyzes the integration of fields into business processes. It shows which processes use specific fields, including active and currently running operations. This allows for an assessment of the relationships between data and processes, as well as their impact on CRM efficiency.

The User Field Carriers Viewer module allows you to identify which CRM objects (leads, deals, contacts, etc.) contain specific fields. This helps assess their scope of application and effectiveness.

Information is displayed in tables and interactive business process templates, with the ability to switch between activities that use a specific field. Tables are divided into two groups: main and additional. Main tables contain information about fields and their backups, along with links to additional tables holding data on carriers and business processes. All tables feature convenient search and flexible filtering options.

Users can navigate between tables to access various information.

Fields table: from here, you can navigate to media tables and business process tables. If the fields table is cached, its cache can be refreshed.

The backup table allows access to business process tables, enabling the restoration of deleted fields or their permanent removal.

The carriers table provides access to the carriers themselves where user fields are used.

Business Process Table: allows navigation to the host where a business process is running or to its template for editing and viewing activities containing user-defined fields.

To open a specific business process, click the corresponding link in the "BP Name" column.

In the business process table, clicking the link in the 'Number of running BPs' column opens a separate table listing the current instances of the selected process.

The "Nebo UserField" module simplifies and optimizes work with user fields in Bitrix CRM. It provides tools for analyzing, managing, and restoring fields, improving CRM efficiency and reducing time spent on routine tasks.

The module settings include a visual status indicator for entities. Each entity type (Lead, Deal, Contract, Company, etc.) is marked with a color: green indicates a supported entity available for deletion, restoration, and business process viewing; red indicates an unsupported entity that cannot be processed. The option to display unsupported fields is available in the module's additional settings page.

The module contains reference information for users who need to refresh their knowledge of the basic functions for working with user fields.

The module provides statistics on supported entities, stored data, and the count of supported and unsupported fields in the system.

Additional module settings provide flexible options for managing its functionality.

Enable backup retention: data from deleted fields is preserved for potential recovery.

Clear all backup data: permanently removes information about deleted fields without the possibility of recovery.

Enable display of unsupported entities in tables: allows controlling the visibility of unsupported entities in the module tables.

Module settings expand the capabilities for working with custom fields in Bitrix CRM, increasing the tool's flexibility and functionality.

General iT can install and configure this module and check how it works on your website.