One of the things I love about Creatio is how it is so simple for a non-developer to customize while still allowing developers to take it further, all at the same time. In this article, we’ll completely change how a detail grid is displayed by taking it further with some CSS. In short, we’ll modify […]
A built-in feature of Creatio is that all users can customize list/grid column layouts for the columns that are most useful to them. This can be done by clicking the three dot (ellipsis) button above the detail list and selecting “Setup columns” from the menu: A system administrator can customize the layout for all users […]
In my last article I showed how you can determine if the current user is a portal user or not. In this article we will use that to selectively apply some custom CSS to the portal only. If you’re new to applying CSS styles in Creatio, take a look this article on the topic before […]
There are likely times in Creatio when you need your code to behave differently depending on whether the current user is a full Creatio user or a portal user. This is a pretty easy thing to check. You can check if the current user is a portal user by using the following: You can also […]
Creatio has built in support for performing field validation (see this article on the academy). You add a validator function for a field, then return an object with a validation message in cases where the field didn’t pass validation. Plus, it prevents the user from saving the record if the validation fails and displays your […]
If you’re using Infor CRM Mobile version 3.x, without question you should consider upgrading to version 4.0. Version 4.0 has a completely new UI that is a huge improvement to Infor CRM Mobile. It’s a more modern look and feel, but greatly improves the user experience as well. However, the upgrade from mobile 3.x to […]
In my last article I covered how to create reusable code in Creatio using modules. In this article I will cover a similar concept of creating reusable code using mixins. A mixin is a way to create reusable code where the code in the mixin becomes a part of the code you’re adding it to. […]
With any development, even when customizing Creatio, good code organization is crucial to get the job done right. Good code organization will make your customizations more easily maintainable, easier to read, and easier to create in the first place. One of the ways you can organize your code is using modules. One of the biggest […]
Something that is pretty necessary to know how to use when developing in Creatio is how to perform queries. When doing a query from client-side code on a page in Creatio you’ll use the EntitySchemaQuery. This article will cover some EntitySchemaQuery basics and some samples for performing a query for a single object, given it’s […]
In Word printables for Creatio, it’s possible to create all sorts of custom macros to query and add related data, bring in values such as the current user, or just to format values. This article will look at creating a custom macro to format currency values in a Word printable, however the concepts are the […]
There might be times when you need to iterate through all properties bound to a page in Creatio. I recently needed to implement a reset/clear button for a form where all entered values would be cleared. I didn’t want to hard-code all the properties since there were many, also, that would mean I’d have to […]
Creatio does have a lot of options for working with objects/data with an Entity object model, EntitySchemaQuery, Select/Update/Insert objects (I’ll get around to writing articles on these topics as well). You can also execute a SQL statement directly when needed as well. Before we get into the code, it’s worth mentioning, executing a SQL statement […]
If your organization uses G Suite and Creatio and you’ve just started getting an “Error 400: admin_policy_enforced” error when attempting to connect, or reconnect, your Gmail or Calendar to Creatio, this is due to a Google policy change that went into effect on November 4th, 2019. The error you see when you connect/reconnect your account […]
When you’ve started writing code for Creatio, without question you’ll need to know how to debug your code. To do this, you’ll use something like Chrome’s dev tools (or something similar) just as you would any Javascript code. However, there’s a few things you need to set up to be able to debug the code. […]
In Creatio, the default for field labels is middle alignment. This is all fine, but for multi-line text fields, this can look confusing to some users. The label will be aligned to the middle of the multi-line text field, but the cursor, or entered text will be aligned to the top of the textbox itself. […]
There’s a few different ways to show and hide elements on a page at runtime in bpm’online. First and foremost, if you’re just hiding fields on the screen, whether that is based on a value or not, your first stop should be to add this using the business rules on the page. In the page […]
In bpm’online, each section has a “Notes” field which stores the text entered as HTML. If you want to display the notes content in a Word printable you’ll be out of luck and will just see HTML itself with all the markup, not the formatted HTML content (support reps have mentioned this is being looked into […]
One of my favorite things you can do in a DevExpress report for bpm’online is using C# to manipulate your data and format it, combine values, etc before the report is rendered. When a DevExpress report is run, every object you’ve placed on the report has an OnBeforePrint event. This event fires after the object […]
Bpm’online has two different out of the box options for creating printables (three if you also count the Excel Reports package available in the marketplace). The usual go-to for printables is a Word printable. They are quick and easy to create. However, there’s only so much you can do in a Word printable. The other, […]
One of my favorite features of bpm’online is how you can create your own custom web services that you can consume from the client-side code in the UI. This allows you to offload heavy operations to the server that you can easily call from your code in the UI. These web services are referred to […]
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