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

Sales'Up Quick Filters for Creatio is a powerful tool designed to streamline the process of setting up quick filters across system sections and details, all without the need for developer involvement. This solution allows users to dynamically create, modify, or update quick filters in any system registry, making it easy to customize views and data displays. The user-friendly setup wizard guides you through the configuration process, ensuring that adjustments can be made swiftly and efficiently.

This versatile product is suitable for companies across all industries, offering universal functionality that can be applied to any object within the system. Whether you're in retail, manufacturing, or services, Quick Filters for Creatio empowers your team to tailor the system to meet specific operational needs, enhancing data accessibility and decision-making.

Contents:

Technical requirements

The product is compatible with all products on the Creatio platform version 7.16.0 and higher.

Product installation

You can find the installation instruction at this link:

Product installation

General settings

Creating a new setting

To set up, go to the "System Designer", in the "Sales'Up System setup" block, select the "Quick filters" option.

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To set up and customize a quick filter, click the «New» button in the registry of the "Quick Filters" section.

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Setting up the page profile

On the new record page, you must fill in all required and additional fields: