4
Average: 4 (9 votes)

Advanced list setup for Creatio

Configure column setup for each folder
    Description
    Product description

    The 'Advanced list setup for Creatio' application allows you to configure list (grid) view separately for each folder within a section.

    Use cases:

    The add-on is helpful for users that perform different tasks in one section (communicate with customers and make analytical reports) and require several list setups.

    Key features:

    • separate list setup for a folder in a section;
    • possibility to customize simple Excel reports by configuring list setup for a specific folder in a section and using the basic Export to Excel function.

    Notes:

    The application works only in the Classic UI sections, and doesn't support Freedom UI sections.
    Languages
    Price
    Advanced list setup for Creatio
    Free

    Terms & Conditions

    Support is not available for this application.
    Support conditions

    Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.

    Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.

    We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.

    Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.

    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.12.3 and up
    DBMS
    Any supported DBMS
    Platform
    .NET Framework
    Deployment options
    Cloud
    On-site
    The application works only in the Classic UI sections, and doesn't support Freedom UI sections.
    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals

    1. Logout and log back into Creatio application after successful add-on installation.

    2. Configure the list in a folder. Go to a section (for example, Contacts) > Filters/Folders > Show folders, select a folder, go to View menu > Select fields to display, configure a list and save settings.

    Leave your feedback about the solution to its developer and Marketplace team

    What's new?
    Version 1.4
    • Resolved an issue where the column configuration was resetting during the folder saving.
    • Converted the package to an assembly package.
    Version 1.3

    Minor changes.

    Developed by
    Support
    Cost
    Category
    Compatibility