Problem management helper for Creatio
大小:26.38KiB版本:v 1.4.0更新时间:2021-12-21
Helps you manage problems connected to "Cases" records in Creatio system (https://creatio.com).
Problem management helper for Creatio 的使用方法详解,最全面的教程
Problem management helper for Creatio 描述:
用户数:67
分类:生产工具插件
扩展大小:26.38 KiB
最后更新时间:2021-12-21
版本:v 1.4.0
Problem management helper for Creatio 插件简介:
这是来自Chrome商店的 Problem management helper for Creatio 浏览器插件,您可以在当前页面下载它的最新版本安装文件,并安装在Chrome、Edge等浏览器上。
Problem management helper for Creatio插件下载方法/流程:
点击下载按钮,关注“扩展迷Extfans”公众号并获取验证码,在网页弹窗中输入验证码,即可下载最新安装文件。
Problem management helper for Creatio插件安装教程/方法:
(1)将扩展迷上下载的安装包文件(.zip)解压为文件夹,其中类型为“crx”的文件就是接下来需要用到的安装文件
(2) 从设置->更多工具->扩展程序 打开扩展程序页面,或者地址栏输入 Chrome://extensions/ 按下回车打开扩展程序页面
(3) 打开扩展程序页面的“开发者模式”
(4) 将crx文件拖拽到扩展程序页面,
完成安装如有其它安装问题,
请扫描网站底部二维码与客服联系如有疑问请参考:
https://www.extfans.com/installation/It enhances the next interfaces:
1. In the "Cases" section helps you manage problems connected to the selected case without opening the case page.
2. In the "Case" page helps you add problems connected with the current case.
In the "Cases" section, once you select a case record, it will:
- Replace usual contents of the "Problem" column with a list of all problems connected to this case.
- Display "Subject", "Owner" and "Status" fields for each connected problem.
- Highlight "Status" field with different colors depending on its status (only for out-of-the box statuses).
- Allow you to delete any of the connected problems with a single click. It deletes only connection to the selected case, not the entire "Problem" record.
- Allow you to add connected problems to the selected case using "Add problem" button. This button opens a search dialog with much better search algorithm than stock Creatio lookup. For example, if your query is "performance%indicator%calc", extension will run queries for all order combinations of search terms "performance", "indicator" and "calc" automatically. The first search results will be for "performance%indicator%calc" query using "starts with" comparison type. The following results will be for all combinations of search terms using "contains" comparison type (6 in this example).
In the "Case" page it adds:
- "Quick problem search" button to the "Problems" detail. This button opens the same search dialog as in "Cases section".
- "Set fuction as in problem" button to the page header. With just 1 click you can set case function as in connected problem right from the case page.
Set it up in 2 simple steps:
1. Install the extension.
2. Set up problem column in the "Cases" section.
Select a record and see how it works!
What's new:
- You can search for canceled problems.
- Added "Set fuction as in problem" button to the case page header.
Further development is focused on:
- Enhancing problem management right in the "Cases" records list. For example, tagging case without opening record page.
Known restrictions:
- Only works with records list in "Cases" section (out of the box section in some Creatio products).
- Only works with sites in Creatio cloud (*.creatio.com, *.terrasoft.ua domains).
- Only works with Creatio version 7.11.3 and higher.
- You can only add existing problems to the case using "Add problem button". If you need to create new problem, please use built-in Creatio functions to create it. Then you can connect it using this extension.
- Columns setup in problem search window is fixed.
- In case when: 1. You use tiled view. 2. There is no connected problems when selecting the case for the first time. 3. You connect it to the problem.
Connections to the problems will be successfully saved in database but will not show up in the "Problem" column. Refresh cases list if you want to see it.