Creatio (formerly bpm’online) Dynamic Screens

Every main section in bpm’online can be configured to present a different form/view or just a one-for-all view.  The form you see when you go to a section, like Accounts, for example, can be completely different for a “Customer” type vs “Prospect” type. The view you get can be driven by the User or any other data in a field or from a business rule you define for what form you get.  For example, I could have the Account view for a customer that has a past due balance display a big red warning banner across the top of the screen.  All of this is done without writing code or involving IT.

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Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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