Manage observers

The Manage observers robot adds, removes, or replaces observers on the current CRM entity in Bitrix24 business processes and robots. It works with deals, leads, contacts, companies, and smart processes — the type is detected automatically. The inputs are an action (add, remove, or replace) and a list of users. It returns the resulting observer count and a success flag (Y/N).

The robot manages the observer list of the current CRM entity via the universal API — it adds the given users to the existing observers, removes them from the list, or fully replaces the observer list. The entity is detected automatically from the process the robot runs in: deals, leads, contacts, companies, and smart processes are supported. There are two inputs: Action (add / remove / replace) and a list of observer users; with the Replace action and an empty list, all observers are cleared. The robot returns the resulting observer count and a success flag (Y/N). Typical use cases: automatically attach a manager or a subject-matter specialist as an observer when a deal reaches a given stage, drop observers on closing, or sync the observer set by department rules.

What input parameters does the robot accept?

What does the robot return?

Scenario: attach a manager as an observer at an important stage

1. A deal moves to the Approval stage
2. The Manage observers robot in Add mode adds the department manager
3. The manager sees the deal in their observed list and the observer count is returned to the process

Related robots

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• Clear a field
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• Find deal by condition