Roboteka
Roboteka · Robots · Get field value from a related entity

Get field value from a related entity

The Get field value from a related entity robot reads the value of any field from a Bitrix24 (Alaio) deal, contact, company or lead by entity type and ID. It returns the value of the specified field (an array is joined into a string with commas) and a Y/N flag indicating whether the entity was found. Handy for pulling data from related cards into a business process.

The robot extracts the value of a specific field from a CRM entity by its ID — a way to pull data from a related card straight into the business process. It takes the entity type (deal, contact, company, lead), its ID and the field code (e.g. TITLE, UF_CRM_123456, ASSIGNED_BY_ID) as input. It returns the field value and a found flag (Y/N); if the field holds multiple values, they are joined into a string with commas. Use it when a process running on one entity needs data from another: take the company name while working on a deal, the responsible person from a related contact, a custom field value for a condition or to insert into an email. If the entity is not found or the parameters are invalid, the robot returns found=N and an empty value — use that flag in the condition of the next step.

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 (e.g. TITLE, UF_CRM_123456, ASSIGNED_BY_ID) string yes

What does the robot return?

Parameter Type
Field value string
Entity found (Y/N) string

Scenario: inserting the company name into an email

  1. A business process starts on a deal
  2. The robot reads the company TITLE field by its ID and returns the value
  3. The next step inserts the company name into the email text to the client

Related robots

Related articles