Marketplace page: https://marketplace.creatio.com/app/salesup-copy-object-records-creatio
SalesUp Copy object records for Creatio allows making duplication settings with maximum flexibility, regardless of the objects' complexity and their related elements. Easily manage the copying of base and custom objects in Creatio
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.
After installing the module, to create a new copying setting, go to «System designer». After that, in the «System setup» menu, choose «Copying objects setting» and press «New»
On the copying settings page, there are following fields:
