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🚀 New on the Creatio Marketplace - Syntech Whiteboard for Creatio is now available
https://marketplace.creatio.com/app/syntech-whiteboard-creatio 

We're excited to introduce Syntech Whiteboard for Creatio, a visual collaboration workspace designed specifically for Creatio.

Key features:
✔ Shared visual boards
✔ AI-powered timelines
✔ Process mapping
✔ Integrated chat
✔ Screen recording with audio
✔ Pre-built templates
✔ Freedom UI support

Whiteboard helps teams collaborate without leaving Creatio.

Available on the marketplace: https://marketplace.creatio.com/app/syntech-whiteboard-creatio 

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Hello,

I have a Request page in Creatio with an Activities tab containing multiple checkbox fields. The user can select one or more activities by checking the relevant checkboxes.

I want to generate a report that displays only the activities selected by the user, rather than showing all available activity fields.

For example, if the user selects:

  • Recreational Diving
  • Underwater Photography
  • Snorkeling

The generated report should display only these selected activities.

Additionally, the report is currently downloaded in Word format (.docx). Is there a way to generate or download the report directly in PDF format instead of Word?

Could you please advise on the best approach to achieve both requirements in Creatio Freedom UI?

Thank you in advance for your support.

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Desktop
Sales_Creatio_enterprise_edition
8.0

Hi.
We have several desktops, accessible by all users.  I know that if a user selects a different desktop, that is now their default.

But, how do I set the default for new users?  

99% of our users will use a "sales" desktop and never change it, and that needs to be what they see their first time they log in to Creatio.

Thanks
Rob

 

 

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Hello,

In Creatio, a new user’s initial landing page is determined by the first desktop in the desktop list (if no custom homepage is configured). To make sure new users see the Sales desktop on their first login, place the Sales desktop first in the list.

What to do
1) Open System Designer -> Workplace setup
2) Open Workplace setup and locate the list/order of desktops.
3) Move the Sales desktop to the top (first position).

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🚀 Syntech Scheduler for Creatio 1.3.0 is now available on the Creatio Marketplace.

New in this release:
✔ Additional no-code columns
✔ Improved configuration menu

These improvements make Scheduler even more flexible and easier to configure for your business scenarios.

Update now and enjoy the latest enhancements.

We'd love to hear your feedback https://marketplace.creatio.com/app/syntech-scheduler-creatio 

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Your marketplace apps look completely fantastic, but there might be better places for these types of announcements? In the community forum it just seems to add clutter that we can't unsubscribe from 🤷🏼‍♂️

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portfoliosyntech
syntech
New_in_Syntech
portfolio
FreedomUI

🚀 New on the Creatio Marketplace: Syntech Portfolio Insights for Creatio

Managing projects is one thing. Managing portfolios, programs, and strategic initiatives is another.

Syntech Portfolio Insights for Creatio helps organizations visualize their portfolios directly in Creatio with:
✔ Executive Portfolio Visibility
✔ Portfolio Hierarchy View
✔ No-Code Setup
✔ Contextual Team Communication
✔ Project Summary Preview

Whether you're managing multiple projects or an enterprise portfolio, Portfolio Insights provides a centralized workspace to support better visibility and decision-making.

Available now on the Creatio Marketplace
https://marketplace.creatio.com/app/syntech-portfolio-insights-creatio

#Creatio #Marketplace #ProjectManagement #PortfolioManagement #FreedomUI

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