Change responsible on related
The Change responsible on related robot bulk-reassigns the responsible person on records related to the current entity in Bitrix24 business processes and robots. The robot is placed in a company, contact, or deal process; the inputs are what to change (related deals, contacts, or companies) and the new responsible person. It returns the number of updated records and a success flag (Y/N).
The robot changes the responsible person on all records related to the current CRM entity at once — something you would otherwise do one by one. The source is determined automatically from the entity whose process the robot runs in: from a company you can reassign its deals or contacts, from a contact its deals or companies, from a deal its contacts or company. There are two inputs: What to change (related deals, contacts, or companies) and New responsible person. The robot finds the related records and sets the new responsible person on them, returning the number updated and a success flag (Y/N). Typical case: when a manager leaves or changes, run the process on the company and reassign all of its deals to a new employee in one step. Up to 500 related records are processed per run.
What input parameters does the robot accept?
| Parameter | Type | Required? | Default |
|---|---|---|---|
| What to change | select | yes | deals |
| New responsible person | user | yes |
What does the robot return?
| Parameter | Type |
|---|---|
| Records updated | int |
| Success (Y/N) | string |
Scenario: reassigning a company deals when the manager changes
- A business process with a responsible change runs on the company
- The Change responsible on related robot picks Related deals and the new responsible person
- All of the company deals are reassigned and the updated count is returned to the process