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CI Characteristics Designer for Creatio

Create additional dynamic characteristics for your configuration item

Application type
On-site deployment
Cloud deployment
    Product description
    Product description

    CI Characteristics Designer for Creatio expands the set of [CI] fields with specific parameters of various data types depending on the CI type and category selected by the user.

    This module is intended for system and portal users.

    Use cases:

    This app will be useful for companies that use a large number of configuration units that need additional characteristics depending on the category and type.

    Key features:

    • The ability to add specific parameters to the CI according to the category and type.
    • The exact position settings in the display order for each characteristic in CI.
    • The ability to create characteristics for all data types that are available in the system and custom lists as well.
    Support conditions

    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.

    CI Characteristics Designer for Creatio cloud / on-site subscription
    $ 2.500
    / year
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Service (enterprise)
    7.12 and up
    Any supported DBMS
    .Net Framework

    Terms & Conditions

    Guides and manuals

    To create characteristics, take the following actions:

    1. Go to the [System Designer].
    2. Open the [Lookups] section.
    3. Find and open the [Characteristics] lookup.
    4. Create the characteristic records, specifying the required data type.

    To fill the CI category and types with characteristics, follow the next steps:

    1. Go to the [System Designer].
    2. Open the [Lookups] section.
    3. Find and open the [CI categories] or [CI types] lookup.
    4. Open the record of the required category or type.
    5. Choose the characteristic from [Characteristics] lookup, set the priority of position in CI, and the necessity of the characteristic. Also, you can set a default value for each characteristic.

    If adding a characteristic of the 'Lookup' type, the user needs access to read the lookup selected in the characteristic in order to fill in the corresponding parameter in the CI.

    To configure the app, the user needs access to edit lookups. Access is provided through the system operation [CanManageLookups].

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