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Case templates for Creatio

Creating cases using preconfigured templates
    Product description

    The "Case templates for Creatio" add-on facilitates creating routine cases by automatically populating the fields of the case from preconfigured templates.

    Use cases:

    The application will be useful for support services with a significant number of similar cases from different customers and a large number of required parameters that need to be filled in. 

    Key features:

    • creating a list of templates for "Cases" section;
    • selecting appropriate template in the "Case" record and applying it to populate the fields.
    Case templates for Creatio

    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
    7.11.3 and up
    .NET Framework
    Deployment options
    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. Setup access. Go to "System Designer"> "Operation permissions", select  "Can add Case template" system operation, give access to create templates for cases to a responsible role. By default, access is granted to the System Administrators role.
    2. Create a template. Go to the "Case"> "Case templates" view and add a template. Specify the list of the columns and save the changes. On the template page, go to the "Default Values" tab, specify the values ​​and save the changes.
    3. Check filling accuracy. When setting up case templates, it is necessary to take into account that the business rules and the logic of filling the fields on the case page have a higher priority. The functionality of the templates supplements the customized business logic of working with the case page.
    4. Create a template case. Go to "Case" > "New". Select "Enrich from template" and define a template from the list, complete and save the case.
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