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

Sales’Up Data views for Creatio product makes it possible to display records of any system objects in nonstandard formats for convenient and quick analysis, the data becomes more understandable, without the need to study it in detail

Content

Product installation

You can find the installation instruction at this link:

Product installation

Notes and Restrictions

The product does not include SalesUp Conditional Records Formatting for Creatio functionality, which allows you to set conditions for the visual display of data on the Kanban board and Gantt chart, but is free on the Creatio Marketplace and can be applied and used when working with Sales’Up Data Views for Creatio

General Settings

Adding and configuring a Gantt chart and a Kanban board is done through a separate section "Data Presentation" in the system designer.

The Gantt chart and Kanban board can be added to any system section — including section registries, section pages, details, toggle panels, etc.

Gantt Chart

Adding a Gantt Chart Element to a Section Registry

The Gantt chart can be configured for any section that includes "Start Date" and "End Date" columns. Additionally, the Gantt view can be configured on a section record page, within a detail, or added as a standalone element.

To add and configure a Gantt chart, you need to:

  1. Go to the system designer (block "Sales’Up system settings", section "Data presentation").

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