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