Question

Customize printables as per the roles

Can I customize printables as per the roles?

E.g., I want to print a printable in word for Managers and in pdf for agents.

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Dear Madhuri,

 

Unfortunately, there are no basic tool to implement your business task.

But you can achieve it by hiding the buttons for the special role.

 

You may specify visible property in diff and add method that should return boolean value based on the condition or use  "isButtonVisible" attribute

 

Please refer the link with the example: 

https://community.creatio.com/questions/how-hide-button-based-field

 

Also please check out this post probably here you may find useful tips for you: 

https://community.creatio.com/questions/how-hide-button-contact-section…

 

But you should add the logic that will be hide it for special roles. Unfortunately, we don't have an examples of such logic.

 

Best regards,

Bogdan

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