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3.7 (6 ratings)

Advanced list setup for Creatio

Configure the list view in a folder
Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    The "Advanced list setup for Creatio" add-on 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 (e.g. 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.
    Support conditions

    This free add-on was developed on the Creatio platform by citizen developers, as part of the "Dev Labs" community project. If you have questions or encounter any issues while using the add-on, please create a post on the Creatio Community, where citizen developers and other community members will be able to help you.

    Price
    Free
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.12.3 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Framework
    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.

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