Check the stage checklist
The Check the Stage Checklist robot reads a Stage checklist custom field on a Bitrix24 (Alaio) deal, lead, company or smart process and reports whether the required items of the current stage are all checked. The inputs are the entity type, its ID and the field code. It returns all_done with the value Y when every required item is checked, otherwise N, plus done/total counters and the list of items still left.
The robot opens the CRM entity by type and ID, resolves its current stage (STAGE_ID for a deal, STATUS_ID for a lead, stageId for a smart process) and reads the value of the specified Stage checklist field. It takes the items configured for that stage, compares them against the checked ones, and counts progress only for the required items — optional ones do not affect the result. The outputs are: all_done — Y when every required item of the stage is checked, otherwise N; done and total — how many required items are checked and how many there are in total; pending_list — the names of the required items still unchecked, one per line. If the parameters are invalid, the entity is not found, or the specified field is not a Stage checklist field, the robot returns all_done N, zero counters and an empty list — the same keys as on success, so the next step's condition never runs into a missing key. Notifying a manager, moving the stage back, or creating a task for the unfinished items is left to the business process scenario itself — the robot only reports the fact.
What input parameters does the robot accept?
| Parameter | Type | Required? | Default |
|---|---|---|---|
| Entity type: deal / contact / company / lead | string | yes | |
| Entity ID | int | yes | |
| Field code | string | yes |
What does the robot return?
| Parameter | Type |
|---|---|
| All required items of the stage are done (Y/N) | string |
| How many required items are checked | int |
| How many required items the stage has in total | int |
| List of required items not checked yet (one per line) | string |
Scenario: block a deal from moving on without its required steps
- A deal changes pipeline stage
- The robot checks the current stage's checklist via the Stage checklist field
- On all_done = N the process creates a task for the owner with the pending_list and moves the deal back to the previous stage