Creatio administration
This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

How to create a section

To add a new section:

1.Open the System Designer by clicking the btn_system_designer00001.png button in the top right corner of the application window. Click the [Section Wizard] link in the [System setup] block.

2.Populate the primary properties of the new section (Fig. 1).

Fig. 1 Section base properties

scr_section_wizard_main_properties.png 

  • In the [Title] field, enter the section name.

  • In the [Code] field, enter the section code (unique name of the section object) for developers to use. For example, if you are creating a custom section named [Ideas], the code can be "UsrIdeas". The section code can only contain integers and Latin characters. After saving or switching to edit mode, the field becomes grayed-out.

Note

The section code must contain a prefix, which identifies the author of the configuration changes. The prefix is specified in the “Prefix for object name” system setting. By default, the “Usr” prefix is used.

Attention

Please make sure that you DO NOT USE any of the following prefixes: “Base,” “Sys”, “Vw” or suffixes: "InFolder", "Lcz", "Settings”. Otherwise, you will not be able to import the section records from Excel.

  • Select the [Indexing for full-text search] checkbox, if you want to display the section data in the global search results.

Note

If you have configured the duplicate search rules or the section, the [Indexing for full text search] checkbox will be selected automatically and will not be editable.

Note

If you have enabled indexing for a section that already contains records, the data will be displayed in the search results only after the section records have been indexed (indexing may take some time).

3.Replace the standard section icon displayed in the application side panel. Hover the cursor over it and click btn_add_userpic.png. Upload a new image. We recommend using a white icon on a transparent background. Image format - PNG or SVG, size - 38x38 px.

4.When adding a new section, select a workplace in the [Workplace] field. A section can later be included in other workplaces. One section can belong to several workplaces.

Note

This field is not displayed for the existing sections. You can manage the workplaces using the System Designer. Detailed information about configuring workplaces is available in a separate article.

5.Select the [Enable approval in section] checkbox to enable approval functions in the section. Read more >>> 

6.Proceed to section page setup. More information about adding and setting up pages is available in a separate article.

Note

You can also save the section and edit the section page later. When saving, a base edit page will be created for the section. In the [Section pages] area, the [Set up page] button will be changed for [Edit page], a btn_mobile_add_product.png button that enables adding pages to section will appear.

7.To use mini pages in the section, select the corresponding checkboxes. You can set up mini pages for adding, editing and viewing section records. For more information on mini pages, please refer to separate article. Read more >>> 

See also

How to configure section pages

How to configure section mini pages

How to set up the start of the business process for any section record

Video tutorials

Section Wizard

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