Modifying the Percentage of Profile Completion Indicator in Creatio

In Creatio, you may have noticed a vertical bar in the upper left corner of the Accounts, Contacts and Opportunities screen.  It’s called the Percentage of Profile Completion Indicator and it is color coded to indicate how complete a record is or is not.  If you click on the bar, it will pop up a screen that tells you what data was expected but missing from the record you are on.  This is a neat visualization which makes you aware of the completeness of a record.  This should not to be confused with mandatory fields as they have no correlation.

As you can see in the above screen shot, the bar is Orange and I am missing 5 things that would be needed to make this record 100% complete.  As users add these missing things, the % of completion goes up and the bar turns green at a certain point.  How much it goes up depends on the % number the system admin decided to assign to each missing thing.  Some data is considered more valuable than others.

So how do we control all of this?  In System Settings, Lookups, search for Data Entry Compliance.

Click on this lookup and then select Accounts, Contacts or Opportunities.

This edit screen will come up

On this edit screen, you can delete existing fields, add new fields and adjust the % value.  The sum of all of these Attributes must equal 100 in order for you to save your changes.

ABOUT THE AUTHOR

Scott Weber

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

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