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 […]
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 […]
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 […]
When working with a detail and you need to control enabling multi-select on or off and also programmatically selecting all rows, or none, the detail has some built in functions that you can use to accomplish this. These functions are part of the detail, which are available from the GridUtilitiesV2 mixin. Turning Multi-Select On To […]
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 […]
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. […]
In Creatio. 7.18.3 there’s a new feature where the Facebook, WhatsApp, and Telegram message buttons are added to the Actions Dashboard, allowing you to resume a message started with a contact in one of these mediums. However, these buttons show even if you’ve not setup or are using these message mediums, which might confuse users. […]
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 […]
In Creatio many sections use the Actions Dashboard that makes it easy to quickly create a task, send an email, or log a phone call on a record. When recording a call, the default call direction is “Incoming”. This article will outline how to change this default to “Outgoing”. Once complete, the end result will […]
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 […]
A useful way to allow a user to control the filters for some server-side operation or process is to allow them to select a folder for your back end code to use for filtering the data. There’s a few things you need to do to retrieve the filters for a folder. This article will provide […]
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, […]
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 […]
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 […]
The page to add a new record for a section in Creatio can have two different modes. One is to use the full page to create a new record, and another is to use the add mini page to present a simpler add screen in a dialog. The out of the box behavior when adding […]
The column layout for a detail list in Creatio is meant to be something that a user can change. However, an administrator can set this for all users by selecting the “Save for all users” option when saving the column layout. This “default” layout for all users can also be included in a package and […]
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 […]
If you need to retrieve the details for a Creatio object/entity, you can easily access this information via the REST API. The DataService has an endpoint that will provide all the details for an object such as the caption, the primary display column, what sort of access rights is defined for the object, as well […]
If you’ve added the Actions Dashboard to a custom section (See previous article Adding the Actions Dashboard to a Custom Section) you might be wondering why the “To” recipient for emails isn’t populating in the Actions Dashboard. This is because the out of the box behavior only populates that if the current section is the Contact […]
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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