I need your assistance to understand the correct and recommended way to configure our company structure, including branches in Creatio.
Specifically, I need clarity on the following:
Which mechanism should be used to build the company hierarchy?
Organization structure items
Departments
Organizational roles with Managers
Or a combination of these?
How should managers/supervisors be configured so that each employee has a correct direct manager in the system? I need to know the recommended system entity (Departments vs. Organization structure items vs. Organizational roles) for representing reporting lines and ensuring managers are assigned properly.
Is there an official best practice or Creatio-recommended approach? For example:
Should organizational roles be used only for access control, or can they represent hierarchy as well?
How should this be implemented for companies with multiple branches/divisions?
I have a requirement from a client to implement "Forward email to friends" functionality in Creatio emails. There should be a link in Creatio email that would take customer that received marketing email to landing page where they are able to provide unto 10 emails of their friends and a short message. On the click of submit, the same marketing email is sent to all 10 friends along with the message. These details need to be captured in Creatio. What should be the approach to implement this in Creatio? Thanks
I noticed that in Creatio, under the Quick Filters for Date/Time, the available option only goes up to quarterly filtering. It seems there’s no built-in default quick filter option for yearly (annual) filtering.
My question: Is there any way or workaround to apply a yearly quick filter? (I am of course aware of the standard date filtering options, but this is specifically about the Quick Filter presets.) Or does anyone know if this is planned to be added in a future update?
Currently, Creatio's Quick Filter component does not include a built-in yearly (annual) preset; only options up to quarterly periods are available. As a workaround, you can use the standard date filtering options to manually select a yearly range.
It would be really useful if the "Hide element" business rule action was able to be set up to also clear the value of each field element that is hidden. It should not always clear it (and probably should not clear it by default) but for each field within the BR action, the option to say that it should be cleared as well as being hidden would be helpful. Something like this:
Currently, a user would need to either create 2 sets of Business Rules (one page BR and one object BR) to achieve this, which duplicates up conditions and spreads out the logic; or they would have to perform the hiding & clearing in page code.
