How to extract information in the creation of a transaction only for this company from user lists that are linked to the CRM element Company?

Question

Bitrix24

Good afternoon

Let's say there is a list "Equipment", has the fields "Brand", "Model", "Serial number", "Date". Linked to "CRM Company" elements.
When opening a client's company card, everything is fine, everything is displayed in the "Equipment" section.
I would like to make sure that when creating a transaction in the "Equipment" section, the equipment of this company is automatically assigned "CRM Deal" and add this deal).

And also in the additional field in the "General" tab there was a search by the "Serial number" field from the "Equipment" list (Search only by the equipment of the client's company)
Also by the "Date" field

Answer 1

1. It is worth specifying a cloud or a box
2. It is easily solved by a business process
3. An additional field with a type of binding to infoblock elements, in the name of the serial number, the list of equipment will be the whole, otherwise try by creating your own custom type.