Creatio development guide
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This documentation is valid for Creatio version 7.10.0. We recommend using the newest version of Creatio documentation.

Sections

Glossary Item Box

The "Section" element is displayed in the workspace of the user interface after selecting the appropriate menu item in the sidebar or on the main application page (Fig. 1).

Fig. 1. The [Contacts] section interface elements

As a rule, a section has two views: section list data display (Fig. 1) and section analytics display (Fig. 2).

Fig. 2. The [Contacts] section interface elements in the "Analytics" view

Each section corresponds to a certain schema. For example, the [Contacts] section is configured by the ContactSectionV2 schema. All sections are inherited from the parent BaseSectionV2 schema. More detailed information about schemata, their purpose and structure can be found in the "Schemata" article.

The user interface elements of the application relating to the section are placed in appropriate containers that are configured in the base or inherited section scheme. The main containers are:

  • Action buttons container with a section action button (1) and a drop-down list (2)
  • Filters container with filters (3) and tags (4)
  • Section list data view container (GridDataView) with action buttons to edit (5), copy (6), and delete (7) the current record
  • Section analytics data view container (AnalyticsDataView)

The order and content of the main section containers depending on the data display (Fig. 1) (Fig. 2)

The main interface elements and section functional elements are: list, section analytics, actions, filters and tags.

Section list displays records in tile or list view. Section list is displayed in the GridDataView container (Fig. 1). More information about lists can be found in the "Section lists" article.

Section analytics is used to display statistical data using diagrams, metrics or drop-down lists. Dashboards and user custom widgets are displayed in the in the container of the AnalyticsDataView analytics section (Fig. 2). More information about dashboards can be found in the "Section analytics" article.

Actions are functional section elements that are used to perform various operations with an active section list. Actions can be invoked with buttons (Fig. 1) in the ActionsButtons container or the active record container (Fig. 1). More information about actions can be found in the "Section actions" article.

Filter is used to search and filter records in the section. There are quick, standard, advanced filters and filter folders. The [Filter] buttons are located in the filters container (Fig.1 and Fig.2). More detailed information about filters can be found in the "Filters" article.

Tag is used to quickly search for section records by key words. The [Tag] buttons are located in the tags container (Fig.1 and Fig.2). More detailed information about tags can be found in the "Tags" article.

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