SalesUp Copy object records for Creatio
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The add-on allows making replication settings with maximum flexibility, regardless of the objects' complexity and their related elements.

Overview

Product overview

Product description

SalesUp Copy object records for Creatio allows making duplication settings with maximum flexibility, regardless of the objects' complexity and their related elements. Easily manage the copying of base and custom objects in Creatio!

Use cases:

The add-on helps sales managers, marketing managers, and business analysts perform their regular tasks:

- Quick copying sales forecasts for the next period;

- Copying of similar projects for faster filling;

- Copying of user-related objects, such as similar tasks (Activities) or more complex objects such as marketing projects;

- Quick creation of similar emails for different customers.

Key features:

  • Copying one or more objects in one action;

  • Ability to select details to copy and exclude them from the process;

  • Ability to set up the fields to be copied without the section wizard using;

  • Copying of planning-related objects;

  • Copying of hierarchical objects and binary data;

  • Filtering of records to be copied;

  • Additional settings for convenient copying.

Notes:

The add-on is not intended to copy access rights or configure organizational structure.

Categories

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Free

Compatible with Creatio

Version
7.15 and up

Pricing

Monthly
Annual
SalesUp Copy object 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?
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Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application

In order to keep this add-on free, support is provided by email only.

Installation

Setup guide

There are two ways to install the application:

  1. Automatically - by specifying the site address and clicking the "Install" button
  2. Manually - by downloading the archive with packages and installing by the applications installation wizard.

To add a copy setting:

  1. Go to System Designer and select Copy Object Settings in the System Setup block.
  2. Click the "Add" button and specify the name of the setting and the object for which you want to set copy setting.
  3. Specify the copying elements (e.g. Use copying on section, use copying on details).
  4. Specify the related objects to be copied.
  5. Build a filter for copying conditions.
  6. Save the changes.

As a result, when the record of the selected object is copied, the previously filled in values specified in the copy setting are also copied.

Product compatibility

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL

Platform

.NET Framework

Compatible with Creatio

7.15 and up

Versions

Versions history

Version
Compatibility
Release date
2.1
29.03.2023
Release summary

Product packages conversion to assembly packages

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.

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