Marketplace page: https://marketplace.creatio.com/app/salesup-approval-creatio

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. Configuring Anonymous Service
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

To install packages, go to «System Designer» and select «Application Hub»

On the «Application Hub» page, click «New Application», then «Marketplace powered», enter the booth address, and click «Install».

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If you are installing a product package from a file, you must request an up-to-date package from Sales’Up support. Next, on the «Application Hub» page, click «Install from file», specify the path to the archive with the package, and complete the installation.

Configuring Anonymous Service