Marketplace page: https://marketplace.creatio.com/app/salesup-catalog-selection-enhancements-creatio

Sales'Up Catalog Selection Enhancements for Creatio optimizes catalog management within Creatio by enabling automated filtering of relevant records and setting up a selection hierarchy. It streamlines the process of adding necessary records to details, making the workflow faster and more efficient.

Contents:

1. Product installation
2. Module setup
   • Creating a new selection setting
   • Filling in a page profile
   • The methods of adding a position on a detail
     • Save only checked
     • Save edited
3. Filters
   • Object settings records filter
   • Selection object record filter
   • Additional selection object filtering by fields
4. Calculations
5. Currencies
6. Additional settings
7. Contact us

Product installation

To install packages, go to «System Designer» and select «Application Hub» (Picture 1.1)

Picture 1.1

On the «Application Hub» page, click «New Application» (Picture 1.2), then «Marketplace powered» (Picture 1.3), enter the booth address, and click «Install».

Picture 1.2

Picture 1.3

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» (Picture 1.3), specify the path to the archive with the package, and complete the installation.

Module setup