You can customize most of the out-of-the-box standard Creatio sections using the Section Wizard.
Attention
Some of the sections can only be edited by developer means. The Section Wizard is not available in the sections used to configure the Creatio application. Such sections are listed in the [Studio] workspace and in the System Designer. That includes such sections as [Process library], [System settings], [Lookups], etc.
The Section Wizard is not available in non-standard sections, such as [Agent desktop], [Queues], [Forecasts], [Marketing plans], [Dashboards], etc. As a rule, these sections have their specific customization tools.
To customize and existing section:
1.Open the needed section, e.g. the [Requests] section that you created earlier.
2.Click [View] -> [Open section wizard] (Fig. 1).
Fig. 1 Accessing the configuration of an existing section
Attention
You can open the Section Wizard only if you have access to the [Access to “Configuration” section] system operation.
Note
With the [Activities] section, you can only open the Section Wizard if you use the “List” view.
As a result, you will switch to the Section Wizard of the current (e.g., “Requests”) section and will be able to configure it as per your business needs.
The following links will assist you in the customization process:
•Add dashboards as page widgets
Note
In the Section Wizard of the current section, you can configure the section business rules and cases. Read more in the “Setting up the business logic” and “Setting up cases in sections” articles.
See also
