Articles by Ryan Farley

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Creatio Package Types and Objects Exposed via the OData API

Creatio offers a few different options for accessing data via an API. There is the DataService API and an OData API. To make things slightly more confusing there are two different OData APIs, one that implements OData 3 and another that implements OData 4. However, when using the OData APIs, the type of package that […]

Working With Collection Parameters in a Process in Creatio

For parameters in processes, you can easily set and get values in code ScriptTasks for simple parameter types. However, it might not be as obvious how to work with a collection parameter. For simple parameter types, such as text, you can get and set values using the following: This article will outline how to get […]

Validating a Record Before a Printable Can be Run in Creatio

When using a printable in Creatio on a record page, you might want to control when the printable can be run based on conditions such as whether the data is complete on the record. This is an easy task by overriding a function that exists on the page. Note, this method can be used to […]

Troubleshooting Constraint Violation Errors in Creatio

If you’re experiencing constraint violation errors when debugging code or processes in Creatio, it can sometimes be difficult to understand where exactly the problem lies. This article will outline how to troubleshoot these types of errors. Background In Creatio, when you add a lookup to an entity object, it adds a database-level constraint that enforces […]

Setting up Microsoft Office 365 Email for use with Creatio

When using Creatio, one of the most power parts of the application is the ability to integrate your email and calendar with Creatio. If you’re company is using Office 365, you’ll need to do a few configuration steps in your Azure/Office 365 portal to allow Creatio to authenticate with your Office 365 accounts using OAuth. […]

Adding Style to a MessageBox Dialog in Creatio

If you need to apply style to a messagebox dialog in Creatio, you’ll need to do a small hack that allows you to identify your specific messagebox in the markup so your CSS/style doesn’t apply to all messageboxes. If your dialog is a real dialog or a mini page, this hack isn’t needed since you […]

Quick Tip: Using Emoticons in Creatio Lookups is 🔥

A tip to make lookups in Creatio more interesting, which can help engage users more. Using emoticons in Lookups. I recently had a request to create a “rating” lookup with choices like 1-5. Sounds boring and seeing a “2” on a page doesn’t give a quick visual of what that really means. So, instead, I […]

Adding a Multiline Text Field in the Creatio Mobile Client

When you add a text field in the Creatio mobile client using the mobile wizard, by default, the field will be a single line of text. If you want to make the text field show multiple lines, you’ll need to add some code to make it display as a multiline text field. To do this, […]

Setting a Sort for Lists in the Creatio Mobile Client

When you configure a list for the Creatio mobile client using the mobile wizard, by default the list shows in database order which isn’t too helpful. However, you can specify a sort for the list in code. The first thing you’ll need to do is add a module for the entity in the Mobile application […]

Creating Modules for the Creatio Mobile Client

Creatio’s mobile client is a hybrid mobile application using the Cordova framework to run a Javascript application inside a native application shell. Creatio provides a mobile application wizard that allows you to easily configure what shows in the mobile application. Just like the Section wizard, the mobile application wizard also generates javascript files. These javascript […]

Adding Custom Rich Text Editors to a Page in Creatio

Most sections in Creatio have an Attachment and Notes tab. On this tab you’ll see a rich text editor that allows for HTML content with fonts, text size, colors, tables, and even embedded images. You can create custom rich text editors, just like this one, with just a few simple steps. Your end result will […]

Removing the Comma (Thousands Separator) from Integer Fields in Creatio

When using an Integer column in Creatio, formatting will be automatically applied, adding a thousands separator comma to any integer values. However, this might not be the desired behavior. For example, for values that represent a year. To remove this formatting from an integer field on an edit page, we can simply add the following […]

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