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Problem management helper for Creatio

Manage problems connected to cases
    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, simplifying cases and problem management processes will provide good 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 the connected problems by "Module", "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
    • "Add problem" button only adds existing problems to the case. If you need to create a new problem, please use built-in Creatio functions.
    • Columns setup in problem search window is fixed.
    • In case when: 1. You use tiled view. 2. There is no connected problems when selecting the case for the first time. 3. You connect it to the problem. Connections to the problems will be successfully saved in database but will not show up in the "Problem" column. Refresh cases list if you want to see it.
    Languages
    Price
    Problem management helper for Creatio
    Free

    Terms & Conditions

    Support is not available for this application.
    Support conditions

    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.

    Product compatibility
    Product
    Service (enterprise)
    Version
    7.11.3 and up
    DBMS
    Any supported DBMS
    Platform
    .NET Framework
    Deployment options
    Cloud

     

    The app only works with:

    • Classic UI pages.
    • Records list in "Cases" section (out of the box section in some Creatio products) and out of the box Case record page ("CasePage").
    • Sites in Creatio cloud (*.creatio.com domains).
    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.

    4. Some restrictions:

    • "Add problem" button only adds existing problems to the case. If you need to create a new problem, please use built-in Creatio functions.
    • Columns setup in problem search window is fixed.
    • In case when: 1. You use tiled view. 2. There is no connected problems when selecting the case for the first time. 3. You connect it to the problem. Connections to the problems will be successfully saved in database but will not show up in the "Problem" column. Refresh cases list if you want to see it.

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

    What's new?
    Version 1.5
    05 April 2023
    - You can search for canceled problems.
    - Works with the new Freedom UI shell (available in Creatio 8.0.6+).
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    Cost
    Type
    Compatibility