SalesUp Text field autofill for Creatio helps create templates that will quickly and easily generate names of fields and records titles. Use these templates for any text field in Creatio.
- Generating the title of orders and contracts according to a template set by the organization individually.
- A quick adding of regular activities for managers without entering titles manually.
- Assigning private titles for calls for customer centers.
A convenient wizard for customization as a separate system section.
Macros configuration does not require deep analytical knowledge.
Use the following field types for the template: dates, amounts, and text values.
The add-on does not work with lookup fields.
SalesUp Text field autofill for Creatio
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support is available for this application.
In order to keep this add-on free, support is provided by email only.
All products on Creatio platform
7.15.1 and up
Guides and manuals
- In the system designer, go to the String formation settings.
- In the string formation setting, specify the object for which you want to generate the string, the object column, and the Formatting string template.
- Set up the filter for which the string will be generated.
- Save your changes.
As a result, the value of the selected column will be autofilled with the value specified in the Formatting string template.
22 March 2023
Product packages conversion to assembly packages
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