top_en
Main page

Bitrix24Care

Custom fields in documents templates

Rating:

In Bitrix24 you can use custom fields in documents templates.

All you need to do is to use a special parameter that is created by the system for each field.

Read more about working with Documents templates in the article - Documents templates.

As an example, let's add "Delivery address" custom field to the template. This is a custom "Address on Google Maps" field where you need to enter the delivery address.

Read more about custom fields in these articles - Custom fields & forms in CRM records and Address in Google Maps for Bitrix24 CRM.

Now let's find out what a special parameter does this field use. Click Document > Add new template.

Click the cogwheel button > Fields.

Here you can see the list of all the available parameters. Enter the name of the created custom field to the search bar.

Copy the symbolic code and paste it into the template.

Save changes, upload the new template and create a document using this template.

How custom fields are displayed in a document template

All custom fields can be added to a document template, excepting Book a Resource and Yes/No.
  • Address on Google Maps is displayed as a row with the address and coordinates.
  • A list of fields is created for Bind to User custom field (the same as for "Responsible" field).
  • The custom field File can be used the same was as stamp or signature.
    You can learn to add images to a document template in the article - Documents templates.
  • The custom field Money is displayed depending on how the currency is set in your Bitrix24.
  • For the field Bind To CRM Elements, the list of fields is created, depending on the specified CRM element.

    For the correct work, you need to select only one CRM element to bind to. Otherwise, Bitrix24 will not create the parameters for the custom field.
    If the field has a binding, for example, to deals, the parameters for the custom fields of deals forms are not created.

Recommended articles:
This helped Thanks :) This didn't help Sorry :(
Could you please tell us why:
It's not what I'm looking for
It's too complicated

Did not find an answer to your question?

Send your question to the Bitrix24Care team
Access to technical support specialists requires commercial plan subscription and is not available to free account users. Free accounts are limited to self-support resources such as product manuals, helpdesk articles, video tutorials, and free webinars. Technical assistance, training, setup, customization and other value added services can also be purchased directly from local Bitrix24 partners