Recently viewed records for Creatio
5 (1)
Quickly access recently viewed records in Creatio

Overview

Product overview

Product description

Recently viewed records for Creatio keeps track of your recently viewed records so that you can quickly return to them without wasting time to search. As you navigate from record to record, the add-on will record your history and group the records by section. You can click on any record to open it.

Use cases:

View and navigate back to recently viewed records in Creatio.

Key features:

  • Quick access menu with all recently viewed records in Creatio grouped by section.
  • Track both out-of-the-box sections and custom sections.
  • Persistent history. The history of recently viewed records is not cleared between login sessions.
  • Optional clearing to start fresh.
  • Set up the number of items to store per section.
  • Sort the menu sections by recently viewed (default) or in the alphabetical order.
  • Supports both classic version of Creatio and the Freedom UI shell.
  • Captures visits to records using both classic and Freedom UI page types.

Notes:

  • The sorting settings apply to the menu sections only. The items and records within each section are sorted by recently viewed only.
  • All settings apply for all users.

Categories

UI Framework

UI Framework
Classic UI
Freedom UI

Type

Type
Application

Price

Price
Free

Compatible with Creatio

Version
8.0.8 and up

Pricing

Monthly
Annual
Recently viewed records for Creatio
Free

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application

To keep this app free of charge support is provided only by email.

Installation

Setup guide

NOTE: For Creatio 8.0.9, after installing Recently viewed records for Creatio, you must fully log out and back into Creatio before the add-on will appear (not a browser refresh). This is not necessary for Creatio 8.0.10 and higher.

1. Setup the number of records. Go to "System designer" > "System settings" > "Maximum number of recent items per section", change the number of records stored per section and save the changes. The default value is 8 records per section.

2. Setup menu sorting. Go to "System designer" > "System settings" > "Sort sections by most recent", change how the menu is sorted. The default is true, meaning the sections in the menu will sort by the most recently visited record within the section. If set to false, the sections will sort alphabetically. This only applies to the sections, the records within each section will always be sorted by most recently accessed.

Compatibility notes

Compatibility notes

The Recently viewed records for Creatio add-on is now only supported for Creatio 8.0.8 and higher. For an unsupported version that can be installed in older versions of Creatio visit Customer FX.

Product compatibility

UI Framework

Classic UI
Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework
.NET 6 (started from 8.0.9)

Compatible with Creatio

8.0.8 and up

Versions

Versions history

Version
Compatibility
Release date
2.8
8.0.8 and up
21.02.2025
Release summary
Improved loading for Creatio version 8.2.1 and higher
2.7
8.0.8 and up
07.03.2024
Release summary

Improved menu loading for Creatio 8.1.0 and newer

2.6
8.0.8 and up
20.12.2023
Release summary

Fix for 8.1.1 compatibility
Enhanced support for 8.1 productivity apps (calendar and tasks)

2.4
8.0.8 and up
23.11.2023
Release summary

All strings for Recently Viewed Records add-on are now fully localizable

2.3
8.0.8 and up
29.09.2023
Release summary

Includes some UI enhancements for Freedom UI and converted the package to an assembly package for quicker installations.

2.1
11.07.2023
Release summary

Major update. Added support for Freedom UI Shell and Freedom UI page types - now supports both Freedom UI and Classic interfaces.

1.11
16.09.2022
Release summary

Reduced the number of times the UI requests to refresh the recently viewed items menu for deleted records.

1.10
08.03.2022
Release summary
  • Added support for sections with multiple pages defined for different types

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

Reviews