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Description
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.
Languages
Pricing
Price
Case templates for Creatio
Free
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
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.
Installation
Product compatibility
Product
Service
Version
7.11.3 and up
Platform
.Net Framework
Deployment options
Cloud
On-site
Guides and manuals
- 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.
- 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.
- 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.
- Create a template case. Go to "Case" > "New". Select "Enrich from template" and define a template from the list, complete and save the case.
Feedback
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