DocFlow Creatio - Admin's Manual - Document libraries and digital processes of document management - Version 1.0 - Section 2 Lookups

Sep 12, 2026

DocFlow Creatio admin manual section explains how to manage lookup content and configuration within System designer. It covers locating the Lookups branch, editing lookup records without deleting basic data, opening lookup content and settings, viewing lookup value lists, and using active/deactivated states to control future user selections while preserving existing records. It also describes how lookup settings define objects and list page schemas, then lists principal configurable lookups for document archives and record keeping.

LanguageEnglish

CategoryForms

FormatPDF

Pages13

Reading Time5 min

AccessFree to download

Introduction

Lookups

Lookup content page

Lookup settings page

List of lookups

DocFlow Creatio Document libraries and digital processes of document management Version 1.0 Admin's Manual List of Contents 1. Introduction 3 2. Lookups 4 2.1. Lookup content page 4 2.2. Lookup settings page 5 2.3. List of lookups 5 2.4. Description of non-standard lookups 7 2.4.1 Email templates lookup 7 2.4.2 Lookup Record keeping document type for company 9 3. Section System settings 11 3.1. System setting page 11 3.2. List of system settings 11 1. Introduction Application DocFlow Creatio is supplied in .zip file containing all the necessary packages. Installation is carried out from section Installation; deletion of the application is carried out in System designer. Future updates will be supplied as separate packages to be installed through console. After installation, in sections Lookups and System settings in System designer, static groups Paper case archive and Recordkeeping are created. They contain lookups and settings necessary for the solution to function. Some lookups and settings will be filled in with demo values by default. Detailed description of system settings and lookups designed for DocFlow Creatio is provided in this admin’s manual. Learn more about basic functionality of Creatio on company’s website: [https://academy.creatio.com/](https://academy.creatio.com/) 2. Lookups The Lookups section is designed to manage DocFlow Creatio lookups. You can also edit existing lookups and register the new ones in this section. To access the section, open the system designer by clicking the button in the top right corner of the application. In the System setup block, click the Lookups link. Lookups for DocFlow Creatio are grouped in a separate branch. The folders are named according to sections: Paper case archive and Record keeping. Attention When you edit the content of lookups, do not delete basic content, as this can lead to incorrect operation of pre-configured business processes. When a lookup is selected in the section, on the top of the standard options, some additional options are available: 􀁸 Open content – opens a page for editing the content of a lookup 0. 􀁸 Open settings—opens a page for editing the lookup settings specified when registering a lookup 0. 2.1. Lookup content page A special window is used to view and edit lookup records. To open this page, select a lookup in the list and click the Open content button. Most system lookups are standard and contain only the [Name] and [Description] fields. Certain custom lookups have recordedit pages. You can modify the content in the most lookups in the editable list (Image. 1) . Image. 1. Example of saving changes in editable list of the lookup You can deactivate lookup values to prevent the users from selecting these values in the future. Image 2 . Active value of lookup Paper case act status in document archive Deactivated values will not be available for selection in the corresponding lookup fields. All existing records where an inactive lookup value had been previously set will remain unchanged. 2.2. Lookup settings page Use the lookup settings page to add or change settings of existing lookups. To open this page, select a lookup in the list and click the Open settings button. Field Description | Name | Lookup name | | --- | --- | | Object | Object that contains the structure of lookup content. For example, in the registration card of the Normative document levels of confidentiality lookup, the Normative document levels of confidentiality object is specified in this field. The lookup of this field contains items of the“Object” type. | | List page | Page schema used for editing the content of the lookup. If this field is not populated, the standard lookup content page will be used. | Description Description of the lookup, e.g., its purpose and function. 2.3. List of lookups The system contains several principal configurable lookups, which are used upon filling in the

FAQs

How does an admin access the Lookups section in DocFlow Creatio?

Open System designer from the top-right control, then in the System setup block click the Lookups link.

What should be avoided when editing lookup content?

Do not delete basic content, because it can cause incorrect operation of pre-configured business processes.

What is the impact of deactivating lookup values?

Deactivated values are not available for selection in the corresponding lookup fields, while existing records that previously used an inactive value remain unchanged.

Sep 12, 2026

Upload by WPS_1786070896