Marketplace page: https://marketplace.creatio.com/app/salesup-text-field-autofill-creatio

With Text field autofill for Creatio you can create a mask for an order number, a request, notes, or the name of a record in the registry section using the columns such as account, date, amount, etc. or any values entered manually. In addition, the specified line template in the module has a higher priority than the system setting: if the order number template is specified in the module it will have priority over the template specified in the system settings.

Contents:

  1. Product installation
  2. Creating a new string setting
  3. Filling in a page with data
  4. Filters setup
  5. Saving and editing string setting
  6. Contact us

Product installation

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

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 1.2

Picture 1.3

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.

Creating a new string setting

After installing the module, to create a new string formation setting, go to the System Designer and in the System Settings menu, select Strings formation settings, then click "New"