Banza Case Characteristics Customiser for Creatio
Extend the variety of your specific case parameters
Overview
Product overview
Product description
Banza Case Characteristics Customiser for Creatio expands the set of case fields with specific parameters of various types of data depending on the service chosen by the user.
This extension is intended for user's operations both in the system and the portal.
Use cases:
The extension will be useful for companies that use a large number of different services that require the collection of additional data when creating cases for them.
Key features:
- The capacity to add specific parameters to the case according to the service.
- The exact position settings in the display order for each characteristic in the case.
- The possibility to create characteristics for all data types that are available in the system and custom lists as well.
Notes:
The solution works only in sections with classic interface.Pricing
Monthly
Annual
Standard
$
360.00 / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Setup guide
To create characteristics, you need:
- Register Cases and Services sections to the [Object-specific form page interface in the Freedom and Classic UI shell] lookup (Object codes - Case and ServiceItem).
- Display the [Cases] and [Services] sections in the classic workplace.
- Go to [System Designer].
- Open the [Lookups] section.
- Find and open the [Characteristics] lookup.
- Create the characteristic records specifying the required data type.
To fill the service with characteristics:
- Go to the [Services] section.
- Open the record of the required [Service].
- Go to the [Additional parameters] tab.
- Fill the [Specifications] detail with data. Choose the characteristic from the [Characteristics] lookup, and set the priority of position in case and necessity of the characteristic. Also, you can set a default value for each characteristic.
Resources
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.
Versions
Versions history
Version
Compatibility
Release date
1.0
7.12 and up
Release summary
Add specific parameters to the case according to the service.
Display order for each characteristic in the case.
Create characteristics for all data types.
Display order for each characteristic in the case.
Create characteristics for all data types.
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.
Compatibility notes
The solution works only in sections with classic interface.