On the previous step, we have configured a development package and set it as the current Creatio package. On this step, set up the new section’s interface using the built-in no-code tools.
Set up the section
Use the Section Wizard to set up a section.
To do this:
- Click to open the System Designer.
- Click [ Section wizard ] in the [ System setup ] block.
- Fill out the fields for a new section.
- Set [ Title ] to "Classes".
- Set [ Code ] to "UsrClass".
- Set [ Workplace ] to "Sales".
- Click [ Set up page ] to set up a section page.
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Add fields to the page:
- Select a field of the desired type in the menu on the left.
- Drag&drop the field to the page.
- Fill out the properties of the field:
Add these fields to the page:
Title Code Data type Required Name UsrName String Required Code UsrCode String Required Coach UsrCoach The existing "Employee” lookup Required Periodicity UsrPeriodicity A new “Periodicity” lookup Required Comment UsrComment String Optional Is Active UsrIsActive Boolean Optional To add a new lookup for the "Periodicity” field:
- Click [ Add new lookup ].
- Fill out the lookup’s properties:
- Set [ Title ] to "Periodicity";
- Set [ Code ] to "UsrPeriodicity".
- Aside from the fields, the section page will also contain the class exercise schedule. Add a new detail (using the [ New detail ] button) to display group classes on the section page.
Click [ Add new detail ] –> [ Add using new object ].
Fill out the detail’s properties:
- Set [ Object title ] to "Group training".
- Set [ Detail title ] to "Group trainings".
- Set [ Code ] to "UsrGroupTraining".
- Set [ Make the list editable ] to yes.
- Set [ Connect by lookup ] to "Classes".
- Set [ Lookup column title ] to "Class".
- Set [ Lookup column code ] to "UsrClass".
- Save the section. At this point, the section is already available in Creatio.
- Set up the way the columns on the section record list are displayed separately.
- Open the section list.
- Click [ View ] –> ([ Select fields to display ] in the toolbar.
- Click [ Save ].
Set up a detail
Set the group exercise schedule for the section as the final step in creating a new section by adding the details' required fields and choosing how they should appear in the detail list. You can do this directly on the class’s page.
- Click [ New ] to create a new record in the [ Classes ] section’s list. On the page that opens, go to the "Group exercise" detail and open the Detail Wizard. Select [ Detail setup ] in the detail’s menu.
- Use the Detail Wizard to set up the detail’s fields on the [ Page ] tab. Note that Creatio adds a required field “Class” when creating a detail in the Section Wizard. You should just drug&drop this field to the page.
[ Title ] [ Code ] Data type Required Training date UsrTrainingDate Date Required Training time UsrTrainingTime Time Required Coach UsrCoach The existing "Employee” lookup Required Training status UsrTrainingStatus A new “Training status” lookup Required Members UsrMembers Integer Optional Class UsrClass The existing "Classes” lookup Required To add a new lookup for the “Training status” field:
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Click [ Add new lookup ]).
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Fill out the lookup’s properties:
- Set [ Title ] to "Training status".
- Set [ Code ] to "UsrTrainingStatus".
- Save the detail page.
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- Note that Creatio adds a required field “Name” when creating a detail in the Section Wizard. This field is not required for this example. Delete it.
- Go to the [ Configuration ] section.
- As a result, the Section and Detail Wizard will create a set of required schemas and attached data in the “TryItPackage.” Select the "UsrGroupTraining” schema. This is the schema of the object on which the "Group trainings" detail is based.
- Double-click the schema.
- Delete the "UsrName" column from the object’s column list.
- Click [ Publish ] to publish the schema.
- The timetable detail is almost finished. Set up the detail’s columns as the final step.
- Select [ Columns setup ] in the detail menu.
- Set up the detail’s columns.
- Click [ Save ].
As a result, we have fully configured the new section's interface. On the next step:
- fill out the new lookups.
- add the gym number system setting.
- attach the new data to the development package.