Experceo UI Wizard for Creatio

The Experceo UI Wizard is a no-code tool that simplifies customization of Creatio interface elements that are normally challenging to modify. No development skills are needed – configure everything through a simple setup interface.

Common Use Cases#

• Hide the Run Process Button: Remove the process execution button from pages where it is not needed, reducing user confusion.
• Conceal Quick Add: Hide the Quick Add menu for users or roles that should not create records from the navigation bar.
• Remove Search Bars: Selectively remove search elements from sections or lookups where they are unnecessary.
• Restrict Column Setup Access: Prevent users from modifying list column configurations to maintain consistent views.
• Modify Lookup Popup Titles: Replace default text on lookup popup windows with custom labels that better reflect your business terminology.

Key Benefits#

• No Coding Required: All customizations are configured through the UI with no development effort.
• Permission-Based Visibility: Control which elements are visible based on user roles and permissions, enabling tailored experiences for different teams.
• Selective Element Control: Remove, hide, or replace individual interface elements without affecting the rest of the page.
• Portal User Support: Version 1.1 extended all capabilities to portal users for consistent external-facing experiences.

Version & History#

• Current Version: 1.1 (October 2023, updated June 2024) – added portal user support
• Compatibility: Creatio 8.0.0+, Freedom UI, Cloud and On-site

View on Creatio Marketplace