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

Contents:

1. Product installation
2. Product setup
   • Creating a new copying setting
   • Filling in a page profile
3. Copying functions
   • Use copying on a section
   • Use copying on details
   • Copying a detail after saving
   • Use file load on a section
   • Use global copying
   • Copying exclusion columns
   • Copying offset columns
4. Connecting objects
   • Copying child object detail
5. Mass copying connections detail
6. Filter setup
7. Saving and editing of copying setting
8. 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.