Marketplace page: https://marketplace.creatio.com/app/salesup-catalog-selection-enhancements-creatio

Sales'Up Catalog Selection Enhancements for Creatio optimizes catalog management within Creatio by enabling automated filtering of relevant records and setting up a selection hierarchy. It streamlines the process of adding necessary records to details, making the workflow faster and more efficient.

Contents:

1. Product installation
2. Module setup
   • Creating a new selection setting
   • Filling in a page profile
   • The methods of adding a position on a detail
     • Save only checked
     • Save edited
3. Filters
   • Object settings records filter
   • Selection object record filter
   • Additional selection object filtering by fields
4. Calculations
5. Currencies
6. Additional settings
7. Contact us

Product installation

You can find the installation instruction at this link:

Product installation, eng

Module setup

Creating a new selection setting

<aside> 💡

Note! To display the selection in the Freedom UI for the “Product in order” detail, it is necessary to disable the system setting “UseOrderProductCatalogPage”, otherwise, after adding the settings described below, the selection will be displayed in the Classic UI only.

</aside>

After installing the module, to create a new selection setting:

1. Go to the "System Designer"