Creatio mobile
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Editing details

How to edit embedded details

To edit embedded details, use the buttons next to the detail name (Fig. 1).

Fig. 1 Embedded detail editing buttons

scr_mobile_wizard_set_detail_edit.png 

Click the [Set] button to edit the detail. In the [Detail setting] window (Fig. 2), make your changes and click [Save].

Use the btn_move_up_detail.png and btn_move_down_detail.png buttons to modify the location of the detail on the section page.

To delete the embedded detail from the section page, click the [Delete] button.

How to edit standard details

To do this, move to the detail configuration page (Fig. 2).

Fig. 2 Section detail settings page

scr_mobile_wizard_section_detail_setup00001.png 

To delete a standard detail from a section page, click the [Delete] button next to the detail name.

To modify the parameters of existing standard details, click the [Set] button next to the detail name. Setting up parameters of the standard detail is identical to setting up parameters of an embedded detail (Fig. 3).

Fig. 3 Setting up a detail

scr_mobile_wizard_standart_detail_option.png 

Note

You can specify a column of a connected object detail and configure data filtering by this object. For example, on the activity page, you can display the contacts connected to the account, which is specified in the activity. To do this, add the [Contacts] detail to the activity record page and specify “Account” in both the [Detail column] and [Object column] fields

See also

How to set up a standard detail

How to set up an embedded detail

How to edit embedded details

 

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