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Problem management helper for Creatio

Manage problems connected to cases
Add-on
Application type
Cloud
Cloud deployment
    Product description
    Product description

    The "Problem management helper" add-on helps you manage problems connected to "Cases" records in Creatio system.

    Use cases:

    In service business, for example IT-service companies, where simplification of cases and problems management processes will provide a good level of customer service.

    Key features:

    • Replace usual contents of the "Problem" column with a list of all problems connected to this case, in both tile and list view.
    • Add connected problems without opening "Case" record page using "Add problem" button.
    • Highlight "Status" field with different colors depending on its status (only for out-of-the box statuses).
    • Delete any of the connected problems with a single click. It deletes only connection to the selected case, not the entire "Problem" record.
    • Display "Subject", "Owner" and "Status" fields for each connected problem.
    • Search for connected problem by "Modul", "Subject", "Owner" and "Status" with ease. For example. if your query is "performance%indicator%calc", extension will run queries for all order combinations of search terms "performance", "indicator" and "calc" automatically.

    Notes:

    • The search window does not show canceled issues
    • In the search results, parts of the query are highlighted in bold
    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
    Service (enterprise)
    Version
    7.11.3 and up
    Platform
    .Net Framework
    Guides and manuals

    1. Install the extension. Go to Chrome Web Store and install Google Chrome extension .

    2. Setup column. Go to "Cases" section > "View" > "Select fields to display", add "Problem" column and save.

    3. View column. Go to "Cases" section, select record that has connected problems to see how it works.

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