Recommendations for front-end development of a Marketplace app
The negative user experience in installing, configuring, and starting work with the app is one of the main factors that significantly reduce the probability of purchasing an app after a trial. Potential customers often perceive apps negatively because they require complex and time-consuming setup.
To avoid a negative user experience, follow the Requirements for Marketplace app.
Set up the Marketplace app navigation
The Marketplace app navigation streamlines the following actions:
- searching for the required Marketplace app
- opening the required Marketplace app functionality
- using the functionality
General procedure to set up the Marketplace app navigation:
-
Add the app section to a workplace. Instructions: Set up workplaces (user documentation).
Take this step for the Marketplace app with the new Creatio section.
View an example that adds the custom Chats section to a workplace below.
Add the custom Chats section to the Sales and/or Marketing workplace.
Create a single workplace and add the Chats custom section.
Do not add the custom section to any workplaces.
-
Add the link to the app setup page to the System Designer.
Creatio lets you add the link to the app setup page to the settings blocks of the System Designer specified in the table below.
Settings block
Purpose
Import and integration
Use the block to transition to any integration settings page and import the records.
System setup
Use the block to transition to the page and configure the system behavior.
-
Add the link to the app setup page to the section actions menu.
Users understand they need to perform additional setup after they review the Marketplace app functionality on the corresponding Creatio page. To do this, add the corresponding item to the Actions button menu on the section page and/or record section page.
View an example that adds the custom setup page that contains authentication settings for a third-party app in the table below. For this example, custom Integrations Creatio section interacts with a third-party app.
Add the Set up connection to the third-party app item to the Actions button menu of the custom Integrations section.
Implement a setup page accessible only via a URL.
Pre-configure the Marketplace app
Pre-configure the Marketplace app using the following Creatio no-code tools:
- System settings section
- Lookups section
- user profile
- dedicated setup page
Pre-configure the app in the System settings section
Learn more about the System settings section: Manage system settings (user documentation).
View the recommendations to follow when you add a new system setting, in the table below.
Recommendation | Recommendation description |
|---|---|
Use short system setting names | Ensure the system setting name represents its behavior and specifies the relevant functionality. |
Group system settings into folders | Grouping lets a user find the necessary system setting without knowing its name. Learn more: Folders (user documentation). |
Add system setting descriptions | Description lets a user understand the purpose and usage of the system setting. |
View the examples that use short and clear names for system settings in the table below.
|
| Issue description |
|---|---|---|
Base currency | The currency that is used in the app by default | Not recommended because it is too long. |
Order status by default | Order status | Not recommended because it does not represent the behavior. |
Automatic start of the incident management process | Automatic launch of the process | Not recommended because it does not specify the relevant functionality. |
Pre-configure the app in the Lookups section
Learn more about the Lookups section: Manage lookup values, Create new lookups (user documentation).
View lookup use cases in the table below.
Business goal | Lookup | Lookup description | Lookup values |
|---|---|---|---|
Specify the index of data to select | Document statuses | Contains an index of document statuses during the workflow. | Active Inactive Draft |
Populate the field automatically during integration | Lead channels | The lookup contains a list of resource types to receive the lead. | Social accounts Search-based advertising |
Customize business logic | Case notification rule | Contains an index of rules for sending notifications to the contact about the progress of their case. | Send immediately Send after a delay Disabled |
Specify a system index | Webitel users | Contains an index of Webitel users. |
|
Display the functionality in different Creatio sections | Gantt chart configuration | Contains an index of Gantt chart settings. |
|
Pre-configure the app in the user profile
Individual settings of a specific user are listed in the user profile. For example, individual login/password for authorization in a third-party app or preferences for using certain product functionality.
View the examples that use the settings in a user profile, in the table below.
Example | Settings in a user profile |
|---|---|
Integration connection settings | The ID of the telephony operator or the phone number that enables the user to use the telephony connector. |
Mail service connection settings for the user. | |
System behavior settings for the user | Notification settings. |
Default language the user uses in the business card scanner. |
Pre-configure the app in the dedicated setup page
The single settings page is a user-friendly but difficult-to-implement way to manage the Marketplace app settings. We recommend using a dedicated page for Marketplace app settings in the following cases:
- The setup has a specific sequence.
- The setup process requires the population of settings and lookups.
- The setup process requires additional actions besides filling out the settings and lookups.
- The setup process includes both the pre-configuration and additional setup as part of working with the Marketplace app.
The users can open the dedicated setup page in the following ways:
- using corresponding section
- using System Designer
Set up secure password storage
Creatio implements methods for secure password storage. These methods let you store user passwords and secret connection keys for external systems, for example, Secret key, domain token, etc.
To store passwords securely, use the Encrypted string data type for the System settings section and string fields of Creatio objects.
The values of Encrypted string fields are not available in the front-end.
Develop Marketplace apps based on the base Creatio functionality
Development based on the base Creatio functionality implies the correct population of fields when creating leads via Marketplace apps. Creating leads when the Creatio is integrated with messengers, chats, landing pages, or social networks is one of the typical integration tasks. When a lead is created automatically, it is necessary to keep the correct logic of filling the fields on the lead page, including data about lead generation channels. The developer of the Marketplace app lets users provide the ability to use end-to-end analytics on leads. Match the name of the field to its purpose.
View the examples of lead field names in the table below.
Name | Example of field names |
|---|---|
Registration method | Created automatically Added manually An incoming call or email Landing page Case |
Channel | Web Social networks Offline advertisement Event Recommendation or personal contact |
Source | The name of the specific lead origin resource, for example, Twitter, Google, etc. |
Transition website | The website from which the user clicked on the landing page resulted in a registered lead in the app. The field is non-editable and populated automatically when a lead is received from the landing page. |
Add a custom icon of the Marketplace app section
Make sure your icon for the custom section of the Marketplace app meets the Requirements for front-end.
You can obtain the appropriate custom section icon in the following ways:
- Use the section icon library. Download the archive.
- Use a free service that searches for and converts flat icons.
Integrate the Marketplace app with Creatio
Creatio provides a range of methods for integration with the Marketplace app. Learn more about the available Creatio integration options: Integration options.
Authentication is required to access Creatio, as with third-party apps. For app integration, we recommend using the Forms authentication method implemented using the AuthService.svc web service. Learn more about the authentication types Creatio supports: Authentication basics.
Do not use the anonymous web services without implementing an alternative authorization type in the Marketplace app. Learn more: Develop a custom web service that uses anonymous authentication.
Interact with Creatio via the DataService data service or OData protocol. Learn more: Data services.
See also
Requirements for Marketplace app
Set up workplaces (user documentation)
Manage system settings (user documentation)
Folders (user documentation)
Manage lookup values (user documentation)
Create new lookups (user documentation)
Integrations tools (Creatio documentation)