In the Notification Center in Creatio (located in the right sidebar), you’ll see notifications for tasks you have been assigned. One of the options there is to postpone the task for a period of time, however, the choices might not suit the way your company works. Luckily, you can easily add more options to this […]
Like any data in Creatio, a detail list is based on an EntitySchemaQuery. Like any EntitySchemaQuery, you can add filters to limit the data. We can apply filters to the ESQ for a detail list as well so we can filter the results via code. For example, let’s say we have a detail that has […]
I wrote an article previously outlining how to modify a lookup’s filter via code. See Filtering Lookups in Creatio. In that article I show how to add an attribute that merges with the lookup, modifying the lookupListConfig for the lookup to add a filter. You can use that same approach to modify other things about the […]
In my previous two articles, I covered how to insert and update data from client-side code in Creatio. This last article in this series will cover how to do deletes from client-side code as well. Similar to how UpdateQuery worked, we’ll provide a filter (just like with EntitySchemaQuery) that indicates the record, or records, to […]
If you have a local installation of Creatio that you use for development and would like to use HTTPS to access this local install, this article will outline the steps needed to set this up. If You’re Accessing the Local Install on the Same Server via Localhost If you’re working on the same server where […]
In my previous article, I covered how to insert a record from client-side code using InsertQuery. In this article we’ll cover how to update data from client-side code using the UpdateQuery object. The UpdateQuery looks pretty much the same as the code for the InsertQuery, we’ll create the object and specify the rootSchemaName (the object […]
There might be times when you need to insert a record from client-side code on a page in Creatio. While it is easy to add records in a process, you can also do the same from the form code itself using an InsertQuery object. Let’s take a look. For this scenario, we’ll say we have […]
There are times when you might not want a user to be able to edit content on a page. While Creatio does allow you to easily modify access permissions on the fly from a process, that might not provide the flexibility you need to do it conditionally, without modifying the record access permissions. You can […]
From the recent Creatio Webinars, Customer FX Apps in the Creatio Marketplace make up 3 of the current top 8 most popular marketplace apps. If you’re a Creatio user, do yourself a favor and give one of these a try: Recently Viewed Records for Creatio: This app will keep track of any record you visit […]
In my previous article, I wrote about how to filter a lookup using an attribute that allowed you to set the lookup filters in code, rather than with a business rule. In this article we’ll look at a specific example of filtering a contact lookup to only display contacts that are users in a certain […]
When you add a lookup to an object or page, the default behavior is not filtered, meaning the lookup will search through all records in the lookup object’s table. Often, this isn’t ideal. You can very easily use business rules on a page to set up a simple filter for a lookup, but this might […]
There are many cases where you’d want to throw a ValidationException in an entity event or business rule in Infor CRM. This is a common practice where you’ll throw the exception and the message is displayed to the user when using the full web client. However, in the mobile client, the user will never see […]
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 […]
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