
We support the solution via posts on Creatio Community
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.
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.
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.
We support the solution via posts on Creatio Community
Leave your feedback about the solution to its developer and Marketplace team