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:

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, eng

General settings

Creation of a new macro

To add a new macro setting:

  1. Go to the "System Designer" section
  2. Select "Macros settings"

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  1. Press «New»

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  1. In the record card, you must fill in all the required fields: