Tag: Sections
Adding the Actions Dashboard to a Custom Section in Creatio
Many of the out of the box sections in Creatio have something at the top that is called the Actions Dashboard. This is what that looks like:
This component allows you to quickly create a call activity, a task, an email, etc, as well as view the next steps, or activities for the record. You can also add this to...
Programmatically Overriding or Adding Filters to a Section List in Creatio
In a section in Creatio, the data displayed in the list is based on the filters selected or added by the user. However, what if you always want to filter out certain types of records. For example, what if you want data that meets some condition to never display (or always display)? In the section code, you can retrieve...
