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Opportunity printables filtering by roles for Creatio

Filtering of opportunity printables by current user role
Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    The "Opportunity printables filtering by roles for Creatio" add-on allows you to setup the list of available opportunity printables based on the current user' roles.

    Use cases:

    To setup specific lists of opportunity printables for different sales departments.

    Notes:

    • Printables filtering is available on the opportunity page only.
    • After add-on installation all previously configured opportunity printables will not be available. Fill in the "Printables for roles in Opportunities section" lookup.
    Support conditions

    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.

    Price
    Free
    Product compatibility
    Product
    Sales (team)
    Sales (enterprise)
    Version
    7.12.2 and up
    Platform
    .Net Framework
    Guides and manuals

    1. Setup filter. Go to "System Designer" > "Lookups" > open content of the "Printables for roles in Opportunities section" lookup and add user roles and respective opportunity printables.

    2. Check set filters. Re-login Creatio as a user of a required role and go to the Opportunities section, open an opportunity and check list of available printables.

    Leave your feedback about the solution to its developer and Marketplace team