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5 (13 ratings)

Text field autofill for Creatio

The add-on allows customizing the autofill of titles and other text fields of the system according to the custom templates.

Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    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.

    Use cases:

    • 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.

    Key features:

    • 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.

    Notes:

    The add-on does not work with lookup fields.

    Languages
    Support conditions

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

    Price
    Text field autofill for Creatio
    Free
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.15.1 and up
    DBMS
    MS SQL
    PostgreSQL
    Platform
    .Net Framework
    Guides and manuals
    1. In the system designer, go to the String formation settings.
    2. In the string formation setting, specify the object for which you want to generate the string, the object column, and the Formatting string template.
    3. Set up the filter for which the string will be generated.
    4. Save your changes.

    As a result, the value of the selected column will be autofilled with the value specified in the Formatting string template.

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