Bitrix24 CRM provides a set of easy-to-use interfaces for adding/editing various entity fields, whether it be invoices, leads, or deals. The introduction of the updated CRM card has led to a significant improvement in the perception of information by the end user, and the ability to create custom field types opens up a lot of new possibilities for customizing the interface to the client.
During the works, for our clients, while configuring the CRM system Bitrix24 often enough there is a task to protect previously entered data in certain fields of the entity.
For example, at one stage of the business process for our Spanish client who is engaged in the rental of real estate, information about the amount and order of payment from the client is entered into the deal fields. This information is used at later stages of the business process when billing occurs. It is necessary to ensure the protection and consistency of this information from change by managers who have access to the deal.
Unfortunately, despite all the features of the Bitrix24 interface, it is impossible to do this with standard means.
There are also some restrictions on these methods in terms of field types.
Field blocking can be used in automating company processes, for example from business processes or in robots. To do this, an activation is added to the blocks of business processes, which allows you to prohibit editing for the desired fields in the entity.
An alternative way to use this feature in business processes is to block fields for editing by events of changing the status of an invoice/lead/deal using web hooks.
The ability to use field filling protection allows you to solve a number of typical customer problems:
Our experience with integration and automation in Bitrix24 shows that using a system of locking fields for recording, leads to increased stability of standard processes, as well as increases reliability by eliminating errors due to human factor.
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