extension ExtPose

Problem management helper for Creatio

Description from extension meta

Helps you manage problems connected to "Cases" records in Creatio system (https://creatio.com).

Image from store Problem management helper for Creatio
Description from store It enhances the next interfaces: 1. In the "Cases" section helps you manage problems connected to the selected case without opening the case page. 2. In the "Case" page helps you add problems connected with the current case. In the "Cases" section, once you select a case record, it will: - Replace usual contents of the "Problem" column with a list of all problems connected to this case. - Display "Subject", "Owner" and "Status" fields for each connected problem. - Highlight "Status" field with different colors depending on its status (only for out-of-the box statuses). - Allow you to delete any of the connected problems with a single click. It deletes only connection to the selected case, not the entire "Problem" record. - Allow you to add connected problems to the selected case using "Add problem" button. This button opens a search dialog with much better search algorithm than stock Creatio lookup. For example, if your query is "performance%indicator%calc", extension will run queries for all order combinations of search terms "performance", "indicator" and "calc" automatically. The first search results will be for "performance%indicator%calc" query using "starts with" comparison type. The following results will be for all combinations of search terms using "contains" comparison type (6 in this example). In the "Case" page it adds "Quick problem search" button to the "Problems" detail. This button opens the same search dialog as in "Cases section". Set it up in 2 simple steps: 1. Install the extension. 2. Set up problem column in the "Cases" section. Select a record and see how it works! What's new: - You can add connected problems to the selected case using "Add problem" button right from the "Cases" section. - You can add connected problems to the currently opened case using "Quick problem search" button in "Problems" detail. Further development is focused on: - Enhancing problem management right in the "Cases" records list. For example, tagging case without opening record page. Known restrictions: - Only works with records list in "Cases" section (out of the box section in some Creatio products). - Only works with sites in Creatio cloud (*.creatio.com, *.terrasot.ua, *.terrasoft.ru domains). - Only works with Creatio version 7.11.3 and higher. - You can only add existing problems to the case using "Add problem button". If you need to create new problem, please use built-in Creatio functions to create it. Then you can connect it using this extension. - Columns setup in problem search window is fixed. - In case when: 1. You use tiled view. 2. There is no connected problems when selecting the case for the first time. 3. You connect it to the problem. Connections to the problems will be successfully saved in database but will not show up in the "Problem" column. Refresh cases list if you want to see it.

Statistics

Installs
51 history
Category
Rating
5.0 (2 votes)
Last update / version
2020-06-17 / 1.3.0
Listing languages
en

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