SalesUp Role-based business rules for Creatio

Sales'Up Role-based business rules for Creatio is a convenient add-on that allows you to manage rules for any fields and details of all objects of the Creatio system depending on the user's role.

Use cases:

• Clear separation of display, changes of important company indicators depending on the selected organizational role or department
• Setting the display of internal confidential information (for example, financial indicators)
• Visual unloading of objects cards with which employees work: eliminating the need to display all fields for calculation instead of only necessary specific employees
• Reducing the human factor: adjust the drop-down lists in such a way that each employee can select only the options necessary for his competencies
• Control of entering important information by indicating mandatory fields depending on the set up conditions

Key features:

• The rule setting wizard is presented as a separate section of the system for the possibility of working with it without development tools;
• Hiding object fields for some roles and, vice versa, displaying them for other roles;
• Assigning the selected fields of the object the label "required to fill in" for the specified roles;
• The default field value management;
• Management of the number of lookup values ​​available for selection of the selected field for the specified role;
• Setting the display of fields and details on the object card depending on its type, kind, etc.;
• Application of the created rules both for the desktop version and for the mobile application.

Notes:

The add-on requires a previously created role model of users through the basic mechanisms of Creatio settings.