Арт. apikit.iprojectsmanagment
Working with Bitrix24 CRM, a lot of companies do not have enough basic properties in CRM cards, so they begin to add their own properties.
We were asked by the company with the following situation:
The premium of our managers is calculated not from the sums of transactions, but from profit on orders. Manager is interested to reduce transaction costs.
To solve this complex task, we added to our "KPI - Company Performance" application two large blocks of functions:
- custom field filtering;
- counting target by the user field.
Custom field filtering.
The button for adding a custom field for filtering has been added to the "Type" settings page. By clicking on the button, user fields available for the selected entity are displayed. Depending on the type of field, appropriate parameters are available for filtering values.
Adding a custom filter field
Example №1: let's configure filtering for closed transactions, the profitability of which is more than 1000$. To do this, select the custom field "Profitability" in the type settings, set the condition "greater than or equal to" and the value "1000".
Example of filtering by user field with "Money" type
Example №2: let's configure filtering for closed transactions that have an act of completion, the date of signing of which is the current reporting period. To do this, in the type settings, select the custom field "Act" (the type of the field is "File"), and set the condition "not empty". Next, select the "Act signing date" field (the "Date" field type), and set the condition "current goal period".
Example of filtering by user fields "File" and "Date".
Counting target by the user field.
On the "Type" settings page, the functional of counting by the value of the user field is available. To do this, in the "Counting" field, select the value "Sum of custom field" and in the "Counting" field select the user field necessary for summing. After this setting, transactions will be counted not by the amount of goods and services sold, but by the required value, for example, "Profitability".
Custom field counting
