Marketplace page: https://marketplace.creatio.com/app/salesup-enhanced-template-macros-creatio

Sales’Up Enhanced Template Macros for Creatio product offers a powerful solution for dynamically configuring advanced macros within message templates. Beyond standard macros and object columns, this module allows you to insert sample values, lists, tables, priorities, and other complex macro types. The configuration process is user-friendly, with a dedicated setup wizard guiding you through each step.

Contents:

1. Technical requirements
2. Product installation
3. General settings
   • Creation of a new macro
   • Editing an existing macro
4. Macro settings
   • Selection
   • List, Bulleted List, Numbered List
   • Table
   • Priority
   • Code
   • Localization
   • Utilization
5. Result
6. Contact us

Technical requirements

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

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.

General settings

Creation of a new macro