Hi Everyone,
I am still learning Creatio and have a simple issue. While making order requests, I want to add multiple contacts to my orders. There is no predefined number of contacts. It could vary from order to order. What would be the best way to have this in creatio? I was thinking of having a button that creates a new Dropdown field in which users can select a contact. And every time he clicks on the button, it creates a new field. Is that possible? or is there any other and better way to do this?
I have also tried an expanded List but that just displays all contacts. I don't want it to show them all. I want some kind of selection etc.
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Hello Hassan,
Could you please provide the screenshots? It will help for a better understanding of your question.
Mariia Sorochan,
Hi Mariia,
Sadly, I dont have a screenshot I am just looking for guidance on how to make it. In my orders, I want it to show a list of employees to which this particular order will be assigned. It should be some kind of selection in which I can select multiple employees and because later on, I also want to trigger a Whatsapp or Mobile message to them that the order has been assigned to them. Thanks!
Thank you for the details. Maybe you mean the section "Owner"?
Mariia Sorochan,
No Owner is different. He is the one that's making the entry into creatio. These are the general employees of the company to whom we are assign these orders. Let me give you the scenario. We have orders in our system. These orders are assigned to multiple people. They are not the user of Creatio platform. They are junior employees that pick those order and confirm with us