Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

The [Lookups] section

The [Lookups] section is designed to manage Creatio lookups. For example, in this section, add cities, edit account types, activity categories and other lists that are used in the system. You can also edit existing lookups and register the new ones in this section.

To access the section, open the system designer by clicking the btn_system_designer.png button in the top right corner of the application. In the [System setup] block, click the [Lookups] link.

Attention!

You can set up access rights to this action using the [Access to “Lookups“ section] system operation.

Section toolbar

When a lookup is selected in the section, on the top of the standard options, some additional options are available:

  • [Open content] – opens a page for editing the content of a lookup.

  • [Open settings] – opens a page for editing the lookup settings specified when registering a lookup.

Attention

When you edit the content of lookups, do not delete basic content, as this can lead to incorrect operation of pre-configured business processes.

Contents

Lookup content page

Lookup settings page

Description of lookups

Creating and registering lookups

Video tutorials

System settings and lookups

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