SalesUp Approval for Creatio | Creatio Marketplace

Product Sales'Up Approval for Creatio is designed to speed up the process of creating an approval. Whether you need to set up a simple or complex approving process, this tool makes it easy to create your own templates

Content:

1. Product installation
2. Setting Up the Service for receiving approval results from Emails
3. Product configuration
   • Creation a new approving record
   • Filling out page profile
   • Toolbar for approving page
   • Priorities management panel
   • Add Group
   • Add Approver
   • Filter
   • Add Approver to Group
   • Filtering by Approver
   • Field Values After Successful Approval
   • Field Values After Negative Approval
4. Email Tab
   • Setting up the Email Template for External Users
   • External Approval Setup
   • Sending Emails to External Users
5. "Filters" Tab
   • Column Comparison in Filtering
6. "Details" Tab
   • Saving the Approval Process
   • Working with the Approval Process
7. Opening, copying, and deleting a record in the registry
8. Contact us

Product installation

You can find the installation instruction at this link:

Product installation, eng

Setting Up the Service for receiving approval results from Emails

Set up the service with anonymous authentication to receive approval results from Emails according to the instructions.

If the website is hosted on the Creatio cloud, send the service setup instructions to support - [[email protected]](mailto:[email protected]?subject=Web%20service%20setup%20for%20the%20SalesUp%20Approval%20product&body=Hello,%0D%0A%0D%0APlease%20set%20up%20the%20web%20service%20according%20to%20the%20instructions%20on%20the%20website%20[Website%20Address].%0D%0A%0D%0AGuide%20-%20https://salesup-it.notion.site/14cecf91705880f3b95ae0e453c6e252?pvs=97#14cecf91705881cc88acd632142c61b2.%0D%0A%0D%0AThank%20you.).

.NET Framework