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 […]
When working with an editable detail in Creatio, when the user adds a new row to the detail, a new row is added to the list, the user then can enter values, and then click the save button in the row action buttons. However, if you’d like, you can also force newly added rows to […]
When using an editable detail in Creatio, the default behavior when the user is tabbing through the editable columns and reaches the end of a row is to move to the next row. However, if the user tabs past the end of the last row in the detail, by default a new row will get […]
When working with an editable detail in Creatio, when the add button is clicked, the default behavior is that the new row is added to the top of the detail list. This might not be the behavior you want, especially if the detail rows represent some “sequential” things, and the new row will represent the […]
If you use Creatio landing pages, be aware of an issue that affects website visitors using Chrome 85 or Safari 14. In the recent update of Chrome 85 and Safari 14, the default referrer policy changed to strict-origin-when-cross-origin. You can see more about this change from the Chrome team here. The issue that this causes for […]
Sometimes with an editable detail in Creatio you might want some fields to be editable in the list, but other fields available on an edit page. There are only so many fields that can reasonably fit in the detail list, so it often will make sense to add others to a separate page. The problem […]
If you have a page with a detail and you need to pass values to the detail page when creating new records, you have two main choices. First, you could use an EntitySchemaQuery on the onEntityInitialized of the detail page to read the values from the record for the page. A second, better route, is […]
If you have a section that is populated from some external or automated source and you want to remove the ability for users to add, copy, or delete records, you can easily remove these actions from a section by adding some remove elements to the section diff. The add button at the top of the […]
I wrote an article previously that covered adding static HTML to labels in Creatio. This article showed some uses of adding static HTML to a page using a label to demonstrate different things you can do with the label control in Creatio. As I mentioned in that article, if you’re wanting to add HTML to […]
When creating a process that needs to start on a specific date or time in Creatio, you’ll use the Timer start element. This timer start includes some predefined start options for starting the process on a specific day, week, month, day of month, day of year, etc. However, what if you need things more specific […]
If you’re migrating an Infor CRM system to Creatio, which is something Customer FX specializes in, one particularly difficult thing to deal with is what to do with multi-select picklists in Infor CRM. There’s no real reasonable equivalent in Creatio. What we often do is move these to their own detail in Creatio, but this […]
A key part of developing in Creatio is the concept of overriding to add or change functionality. This is easily done with view modules. As a matter of fact, this is exactly what the wizards are doing when you customize an existing section or page. You can do this as well by creating a “Replacing […]
There are a few different options for setting a sort for details in Creatio. You can add a default sort column and direction to a detail added to a page schema, or you can add the sort in the detail schema so the sort will apply to the detail no matter where it is used. […]
When developing in Creatio you might need to persist some information or data between pages, or share something between different parts of the application. There are many ways to do this sort of thing in Javascript, but Creatio does provide a simple way to persist data in the client-side session so you can share data […]
There are many occasions where you might need to know when a row has been added, edited, or deleted in a detail in Creatio from the page where the detail has been added. An example of this is in the Order area, where you can add/edit/delete rows in the products detail and the total of […]
If you’re adding a Contact lookup where you want the user to chose from user contacts only, instead of all users in the system, you’ll add a normal Contact lookup that gets filtered to show only contacts that are users. I’ve shown before how to filter a lookup, but for filtering for user contacts, there’s […]
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