When adding columns to an entity/object in Creatio, there are a few column names you need to avoid. The object editor won’t stop you from using these column names, but you’ll see a build error when publishing the object if you don’t avoid these. Scenario You’re adding columns to an object, which can be a […]
I wrote an article before about how to make a detail read-only. The method in the article stubbed out the functions to add the edit, copy, and delete menu items. What if you want to use a detail in several different sections but only allow add, edit, delete from one of these sections? We can […]
Out of the box in Creatio, you can connect an Activity to several different types of entities/sections. You can also add support for a custom section to have activities as well with a few manual steps. I’ll outline those steps in this article with code that supports both MSSQL and Postgresql implementations. STEP 1 – […]
If you have a text field that contains a URL, by default in Creatio it will just show as text. Meaning, it will not be a clickable link. You can change this so it works like a text field that also has a clickable link like the out of the box web address field in […]
If you need to open a link in a new browser tab in Creatio, the most common way to do that might be using standard javascript window.open code like the following: The problem with this approach is that code will often get blocked by the browser’s popup blocker and won’t open unless the user notices […]
If you need to determine the objects that are related to another object in Creatio, there’s a few ways to do this. For example, let’s say you want to find all of the objects that have a relationship to the account object – meaning, find all the objects that have an account lookup. We’ll take […]
Customer FX has a new release in the Creatio Marketplace that is now available. This is a developer toolkit for adding a multi-select text control to any page in Creatio. Although it’s a developer toolkit and does require some development to use, the dev skills needed is really pretty minimal. It’s actually pretty easy. Download […]
An integral part in building business logic in Creatio is being able to respond to entity events, such as when a record is added, modified, deleted, etc. Creatio does provide many ways to handle these events. You can add signal starts in processes or handle these events in entity subprocesses. This article will cover another […]
When using the Creatio marketplace addon for Excel Reports (which is a fantastic add-on that every system should have installed), you might have discovered that in recent versions of Creatio you’re no longer able to upload a template for the Excel report. You click the button to upload the template and then nothing happens and […]
If you need to be able to determine in code on a page in Creatio if the current record has been modified and needs to be saved, the easiest way to determine this is by checking to see if the Save button is visible or not. In Creatio, when a record has been modified, the […]
When you have a Date/Time column, or just a Time column in Creatio, you’ll get a time picker control that includes a drop down of every 15 minute interval. For example, you’ll see 9:00 AM, 9:15 AM, 9:30 AM, 9:45 AM, 10:00 AM, etc. However, there’s a quick CSS hack that we can use to […]
When viewing a list in Creatio, whether a section list or a detail list, there are two views you can chose from: List view or Tile view. List view is more of a typical datagrid like display with single rows of data and tile view is where you can have multiple rows of fields for […]
There are times you might want to add CSS styles to the entire Creatio application. I wrote an article previously about how to add CSS styles to Creatio where I outlined how to add CSS to a specific page. In that article I mentioned, towards the end, that if you want to add CSS globally, […]
Printables in Creatio show in the “Print” menu when viewing a record. In this article I will show you how to conditionally show or hide a specific printable in the print menu based on a value of the current record being viewed. The scenario we’ll use is that we have a printable called “Customer questionnaire” […]
I wrote an article previously about getting the most out of the code editor in Creatio. In Creatio version 7.17 the editor has changed and that information no longer applies. The previous editor was based on the Ace editor, however the new code editor is based on the Code Mirror javascript editor. Knowing what the Creatio […]
I have covered previously how to navigate to a record in Creatio. To do this, you need a URL hash. This hash looks something like this: This is made up of parts such as a module name, a page name, and record Id, etc. However, what if you know the entity name and also have […]
The default behavior for adding a record to an editable detail in Creatio is for a new row to be added to the list that the user can then edit inline. However, what if you still want to use an edit page for adding records, but still keep the detail editable to edit values inline […]
Along the lines of my last article on refreshing a section list, if you want to refresh only a specific row in a section list in Creatio, you can do so as long as you have the record primary Id value. For example, if I have a process that updates some row or rows, I […]
If you need to refresh a section list in Creatio at any point there are a few methods you can use. Any section that inherits from BaseSectionV2, which is really any section with a list, will have a built in method to refresh the data displayed in the section. All you need to use is […]
Along the same lines as what I covered in a previous article on adding new rows in an editable detail to the bottom of the list, if your detail represents some sort of ordered or sequential items, you might want to also remove the ability to sort the detail as well. There are some details […]
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