Helps you manage problems connected to "Cases" records in Creatio system (https://creatio.com).

Latest Version

Version
1.5.1
Update
March 18, 2023
Size
29.7KiB
Developer
Category
Users
72
Rating
5 ★
Manifest Version
2
Web Store Status
Languages Support
English
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Permissions
File:///*
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Problem management helper for Creatio Extension

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 it up in 2 simple steps:
1. Install the extension.
2. Set up problem column in the \"Cases\" section.
That's it! Select a record and see how it works :)


What's new:
- You can search for canceled problems.
- Works with the new Freedom UI shell (available in Creatio 8.0.6+).

Further development is focused on:
- Adapting the plugin to the new Freedom UI Case pages (not to confuse with overall Freedom UI shell, that is supported).

Known restrictions:
Only works with:
- Classic UI pages.
- Records list in \"Cases\" section (out of the box section in some Creatio products) and out of the box Case record page (\"CasePage\").
- Sites in Creatio cloud (*.creatio.com domains).
- Creatio version 7.11.3 and higher.
Other restrictions:
- \"Add problem\" button only adds existing problems to the case. If you need to create a new problem, please use built-in Creatio functions.
- 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.
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx","name": "Problem management helper for Creatio","description": "Helps you manage problems connected to \\"Cases\\" records in Creatio system (https:\\/\\/creatio.com).","version": "1.5.1","manifest_version": 2,"author": "Creatio labs","icons": { "16": "images/icon16.png","32": "images/[email protected]","48": "images/icon48.png","128": "images/icon128.png" },"content_scripts": [{"matches": ["https://*.bpmonline.com/0/Nui/ViewModule.aspx*", "https://*.creatio.com/0/Nui/ViewModule.aspx*", "https://*.terrasoft.ua/0/Nui/ViewModule.aspx*", "https://*.bpmonline.com/0/Shell*", "https://*.creatio.com/0/Shell*", "https://*.terrasoft.ua/0/Shell*", "https://*.bpmonline.com/0/shell*", "https://*.creatio.com/0/shell*", "https://*.terrasoft.ua/0/shell*"],"css": ["problemManagementHelper.css"],"js": ["contentscript.js"]}],"web_accessible_resources": ["problemManagementHelper.js"],"browser_action": {"default_icon": {"16": "images/icon16.png","19": "images/icon19.png","32": "images/[email protected]","38": "images/[email protected]"},"default_title": "Problem management helper for Creatio"},"permissions": ["file:///*"]}
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How to download and manually install Problem management helper for Creatio extension for Chrome

Looking for a way to install Problem management helper for Creatio extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.

However, you may need to install Problem management helper for Creatio extensions manually, this article outlines two simple methods to effortlessly install Problem management helper for Creatio extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download Problem management helper for Creatio extension and manually install through Drag &Drop

If you ever need to manually install a Problem management helper for Creatio extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.

Step 1: Download the Problem management helper for Creatio Extension by clicking the "Download CRX" button on the website.

Look for the Problem management helper for Creatio extension you wish to install. Go to the website and download the Problem management helper for Creatio extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Problem management helper for Creatio extension that contains all the data.

Step 2: Extract &Arrange Files

Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.

Step 3: Go to the Chrome Extensions Page

Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.

Step 4: Drag and Drop the Extension

Now, go to the folder where you extracted the Problem management helper for Creatio extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.

Step 5: Complete the Installation

Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.

Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.

Method 2: Download Problem management helper for Creatio extension for Chrome and install in Developer Mode

This is another method to install Problem management helper for Creatio extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.

Step 1: Download the Problem management helper for Creatio extension file

Select and download the Problem management helper for Creatio extension by clicking the 'Download CRX' button on the website.

Step 2: Extract the downloaded contents

Convert the file to a ZIP file if it is in CRX format then extract the Problem management helper for Creatio extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Problem management helper for Creatio extension running.

Step 3: Open Chrome Extension Setting Page

In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.

Step 4: Enable Developer Mode

After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.

Step 5: Load the Unpacked Extension

Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."

Step 6: Select the Extension Folder

Once the pop-up opens upon clicking Load unpacked, select the Problem management helper for Creatio extension directory and click on the "Select Folder "button.

Step 7: Confirm and Install

After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.

Conclusion

Here we've made a step-by-step guide on How to manually install Problem management helper for Creatio extension in 2 ways. We hope this guide proves helpful.

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