Custom input block in Bitrix24 CRM
crm
07/02/2026
Problem
In many CRM processes, employees need to capture additional information at specific points. This data is often important for further processing, analytics, documents or internal approvals.
In Bitrix24, however, the required fields are often located in different areas of the CRM card. Employees have to open the card, switch between tabs, search for fields and enter values manually. This interrupts the workflow and increases the risk that important information is incomplete or maintained incorrectly.
Typical difficulties in daily work:
- Employees first have to search for relevant fields in the CRM card.
- Required information is not always captured on time.
- Data entry takes longer than necessary.
- More complex processes lack context-based input forms.
- Dependent fields or additional inputs can only be represented to a limited extent in the standard interface.
- Users leave the timeline even though the actual work happens there.
- CRM data quality depends heavily on manual discipline.
This can become especially problematic in multi-step processes. If specific information is needed in a particular stage, users should be able to capture it directly at that point - without detours through other areas of the CRM item.
Solution
WAM IT implements a custom input block directly in the timeline area of the CRM item. The block appears automatically as soon as the item reaches a defined stage or status.
Employees see the relevant fields exactly where they are needed in the process. Input happens directly in the timeline. After saving, the values are automatically transferred to the corresponding fields of the CRM item.
The solution is adapted individually to the company's process, field structure and user interface.
How it works:
- When a defined stage is reached, an input block appears at the top of the CRM timeline.
- The block contains exactly the fields needed for this process step.
- Field types, order, labels and required-field logic can be configured individually.
- Dependent fields are possible.
- For example, when a user selects a specific value in a list field, an additional text field can appear automatically.
- The user fills in the data and saves the block.
- The values are automatically written to the matching CRM fields.
- After saving, the block can remain hidden or continue to be displayed.
- Display rules can be linked to stages, field values, roles or other process conditions.
This creates a compact input form directly in the work context. Employees no longer have to switch between timeline, tabs and form areas. Instead, they capture the required information exactly where it appears in the process.
The solution can optionally be extended with:
- Validation before saving.
- Required fields depending on stage or selected value.
- Different blocks for different CRM items.
- Visibility by role, department or responsible person.
- Automatic timeline note after successful saving.
- Connection with business processes, tasks or notifications.
- Custom design matching the existing Bitrix24 interface.
Output
After implementation, employees get a much easier way to capture important CRM data directly in the process.
The input block reduces clicks, prevents forgotten fields and makes data capture easier to understand. Especially for recurring process steps, the solution provides more structure and better CRM data quality.
Results:
- Faster capture of important CRM data.
- Fewer errors and incomplete fields.
- Convenient input directly in the CRM timeline.
- No searching for fields in different tabs.
- Support for complex field logic without opening the full CRM card.
- Higher data quality for analytics, documents and follow-up processes.
- Better user experience for employees in daily CRM work.
WAM IT handles the technical implementation, configuration and testing in your Bitrix24 environment. The input block is built to fit your existing CRM fields, process stages and internal workflows.
