Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Add a new section

Each Creatio application contains a set of out-of-the-box sections. The pre-configured sections depend on the Creatio product and installed Marketplace add-ons. You can add new custom sections to your application.

Case

Add a custom [Requests] section to manage employee internal requests in Creatio.

To add a new section:

1.Click btn_system_designer00001.png -> System Designer -> [Section Wizard].

Attention!

You can open the Section Wizard only if you have access to the [Access to “Configuration” section] system operation.

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

Fig. 1 Section base properties

scr_section_wizard_main_properties.png 

a.In the [Title] field, enter the name for the new section, e.g., “Requests.”

b.In the [Code] field, enter the unique name that Creatio will use to generate section objects. For example, for a custom section named [Requests], the section code can be "UsrRequests." The code can only contain integers and Latin characters. After saving or switching to edit mode, the field becomes locked.

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. The default prefix is “Usr.”

Attention

Make sure that you DO NOT USE any of the following prefixes or suffixes:

Prefixes: “Base,” “Sys,” “Vw;”

Suffixes: "InFolder," "Lcz," "Settings.”

Otherwise, you will not be able to import the section records from Excel.

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

3.Replace the default section icon displayed in the application side panel: hover the cursor over it and click btn_add_userpic.png -> Upload a new image. 

Note

We recommend using a white icon on a transparent background. Image format: PNG or SVG, size: 38x38 px. You can use the Marketplace icon library to search for section icons.

4.In the [Workplace] field, select a workplace from the drop-down list of available workplaces. A section can later be included in other workplaces. One section can belong to several workplaces.

Note

Detailed information about configuring workplaces is available in the “Workplace setup” article.

5.After you add the new section, customize the primary section page. Read more >>>

6.To use mini pages in the section, select the corresponding checkboxes. You can set up mini pages for adding, editing and viewing section records. Read more >>> 

7.Select the [Enable approval in section] checkbox to enable approval functions in the section.

Note

Learn more about working with approvals in Creatio in the “Approvals” article.

8.Click [Save] to apply the changes.

As a result, the new [Request] section will be created and added to the workplace you specified in step 4. In the back-end, the corresponding objects will be added for the new section automatically:

  • <Code> – e.g., UsrRequests – the section object that will contain the section data structure.

  • <Code>File – e.g., UsrRequestsFile – the object for storing section attachments.

  • <Code>Folder – e.g., UsrRequestsFolder – the object for storing the folder structure of the section.

  • <Code>InFolder – e.g., UsrRequestsInFolder – the object for storing information on which section record is placed in which folder.

  • <Code>Tag – the object for storing section tags.

  • <Code>InTag – the object for storing information on which section record is tagged with which tags.

  • <Code>RequestsVisa – the object for storing information on section approvals.

To see the section in the application workplace, update the page and clear the cache. Alternatively, you can log out of the application and log back in, which will make Creatio clear the cache and apply the changes.

See also

Customize pages

Add mini pages

Add a BPMN business process to a section

Video tutorials

Creatio interface setup. Section wizard. Detail wizard

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