Set field value on a related entity
The Set field value on a related entity robot sets the value of any field on a CRM entity by its ID in Bitrix24 (Alaio) business processes and robots. It accepts the entity type (deal, contact, company or lead), its ID, the field code (e.g. TITLE or UF_CRM_123456) and the new value. It returns a Y/N flag indicating whether the field was updated.
The robot writes a value to an arbitrary field of another CRM entity by its ID, letting a process on one entity update a related one — something the built-in workflow designer actions do not do. It takes the entity type (deal, contact, company or lead), the entity ID, the field code (a standard one like TITLE or a custom one like UF_CRM_123456) and the new value. Typical use cases: from a deal process, write a status or comment to a linked company or contact; set the responsible person or a custom field on a parent entity; sync a value between related CRM records. It returns a Y/N success flag — check it in the condition of the next step to handle a failed update (for example a wrong ID or field code).
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) | string | yes | |
| New value | string | yes |
What does the robot return?
| Parameter | Type |
|---|---|
| Success (Y/N) | string |
Scenario: writing a value to a related company from a deal process
- A deal enters the In Progress stage
- The robot writes the text Active client to the company COMMENTS field (by its ID)
- On Y the next step continues the process, on N it notifies the responsible person