The "Advanced list setup for Creatio" add-on allows you to configure list (grid) view separately for each folder within a section.
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.
- 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.
Price and support
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.
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.