Marketplace page: https://marketplace.creatio.com/app/salesup-role-based-business-rules-creatio

Sales'Up Role-based business rule for Creatio product allows you to manage rules for any fields, details, tabs, field groups and Freedom elements of all Creatio system objects depending on the user's role, namely:

• Hide fields, details, tabs, field groups, Freedom object elements for some roles, and vice versa, display them for other roles
• Assign the selected fields of the object the mark "required to fill" for the specified roles
• Control the default field value
• Control the number of selectable lookup values of the selected field for the specified role
• Customize the display of fields, details, tabs, field groups and Freedom elements on the object page depending on its type, type, etc

Contents:

1. Notes and Restrictions
2. Product Installation
3. Product setup
   • Creating a new rule
4. General information
5. Rules parameters setup
   • Components tab
   • Fields tab
   • Details tab
   • Freedom elements detail
   • Tabs detail
   • Field groups detail
   • Object filter tab
   • User filter tab
   • Saving the configuration
   • Viewing, copying and deleting of rules
   • Settings priority
6. Contact us

Notes and Restrictions

The add-on requires a previously created role model of users through the basic mechanisms of Creatio settings

Product installation

To install packages, go to «System Designer» and select «Application Hub» (Picture 1.1)

Picture 1.1