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HTML
190 lines
17 KiB
HTML
<!DOCTYPE html>
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<title>Assign responsible person</title>
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<meta name="description" content="This widget allows you to assign a lead or a deal to a user. " />
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<meta property="og:type" content="website" />
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<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
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<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
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<!-- <div class="hero__search-form" id="search-panel">
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<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
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<label class="search-form__label">
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<span id="reset-search" class="search__icon"></span>
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<input class="search-form__input" type="text">
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</label>
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<input class="search-form__submit" type="submit" value="Submit">
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</form>
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</div> -->
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<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
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<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
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<div class="article-inner">
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<div class="content">
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<header class="article__header">
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<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
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<div class="topic__breadcrumbs">
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<p>Low-code designer > <a href="interface_settings.html">Set up interfaces</a> > Widget types > CRM widgets / Assign responsible person</p>
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</div>
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</div>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Assign responsible person</span></h1>
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</div>
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</header>
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<section class="article__content">
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<div class="scroll-top-inner">
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<a href="#h1-article" class="scroll-top"></a>
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</div>
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<!-- Placeholder for topic body. -->
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<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="color: #394149;">This widget allows you to assign a lead or a deal to a user. </span></p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<p style="line-height: 1.20; background: #ffffff; margin: 19px 0 0 0;"><span style="color: #394149;">This widget works only in the <a href="360012680899.html" class="topiclink">Deals</a> and <a href="leads.html" class="topiclink">Leads</a> apps of the <a href="360012584940.html" class="topiclink">CRM</a> </span><span style="font-size: 15px;">built-in</span><span style="color: #394149;"> workspace. </span></p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<p style="line-height: 1.20; background: #ffffff; margin: 7px 0 16px 0;"><span style="color: #394149;">To add the widget, drag it to the modeling canvas from the right panel of the <a href="interface_designer.html" class="topiclink">interface designer</a> or click </span><span style="font-weight: bold; color: #394149;">+Widget </span><span style="color: #394149;">on the sidebar of the form you’re configuring. </span><span style="font-size: 15px; color: #394149; background-color: #ffffff;">To learn more, see </span><span style="font-size: 15px; color: #394149;"><a href="360029250931.html" class="topiclink">Form templates</a></span><span style="font-size: 15px; color: #394149; background-color: #ffffff;">. Then set up the widget in the window that opens.</span></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Main tab</span></h2>
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<p style="line-height: 1.20; background: #ffffff; margin: 7px 0 16px 0;"><img alt="make_responsible-1" width="668" height="390" style="margin:0;width:668px;height:390px;border:none" src="make_responsible-1.png"/></p>
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<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">The </span><span style="font-weight: bold; color: #394149;">App</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="color: #394149;"> and </span><span style="font-weight: bold; color: #394149;">App</span><span style="color: #394149;"> </span><span style="font-weight: bold; color: #394149;">Item</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="color: #394149;"> fields are defined automatically depending on the app you are working with.</span></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Events and System tabs</span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 13px; font-family: Inter; color: #394149;">These tabs contain system settings similar for all widgets. They allow you to set the widget’s visibility and access permissions, configure the widget’s behavior when the user hovers over it, etc. Read more about these settings in the</span><span style="font-family: Inter;"> <a href="common_widget_settings.html" class="topiclink">System widget settings</a></span><span style="font-size: 13px; font-family: Inter; color: #394149;"> article.</span></p>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter; color: #394149;">To finish configuring the widget, click the </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">Save</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> button. To make the form available to users, click </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">Save</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> and </span><span style="font-size: 15px; font-family: Inter; font-weight: bold; color: #394149;">Publish</span><span style="font-size: 15px; font-family: Inter; color: #394149;"> on the interface designer toolbar.</span></p>
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<div class="bottom-nav">
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<a id="prev-link" class="topic__navi_prev" href="pipeline_widget.html">
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class="bottom-nav__link">pipeline_widget.html</span>
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<a id="next-link" class="topic__navi_next" href="duplicates_widget.html">
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<span class="bottom-nav__link">duplicates_widget.html</span> <span
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