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

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

To add a Gantt chart or Kanban board to a section:

1. Go to “System Designer” and select “Data Views”

   

2. Click “New”

1. Fill in the fields on the page:

• Object – section for which we are setting up a board / diagram;
• Type – Gantt, Kanban

After selecting the Type, a set of settings for the corresponding type will appear on the page.

Gantt chart setup

Setting up a Gantt chart is performed for any section of the system in which there are columns for the start date and end date.

On the configuration page, you need to add basic and additional settings.

“Basic settings” block

• Start date column - for example, the date of the contract start;