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Nick2son2022-01-28 14:34:20
Bitrix24
Nick2son, 2022-01-28 14:34:20

How to transfer a field from a transaction to an invoice (or how to copy data)?

I want to create a business process that will transfer data from a field of the "Date" type.

This field is located in the Deal. When creating an account, I would like the identical field to copy the data from the transaction automatically

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2 answer(s)
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Vyacheslav Zhgilev, 2022-01-28
@jazzz

Do you make an invoice from the Invoice tab or through Documents?

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Andrey Nikolaev, 2022-01-31
@gromdron

I want to create a business process that will transfer data from a field of type "Date"

As long as there are no business processes on the accounts, the only correct way is the event handler and API.
What's in the cloud, what's in the box, the algorithm is the same:
- Subscribe to the account creation event (either onCrmInvoiceAdd (for old ones) or onCrmDynamicItemAdd (for new ones, remember about restrictions)
- Get the invoice, find the linked deal.
- Get the deal fields
- Update the account

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