Articles by Ryan Farley

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Filtering a Detail List in Creatio (formerly bpm’online)

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 […]

How to Run a Local Development Creatio Installation using HTTPS

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 […]

Filtering Lookups in Creatio (formerly bpm’online)

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 […]

Asynchronous Validation on Pages in Creatio (formerly bpm’online)

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 […]

Upgrading Infor CRM Mobile from Version 3.x to Version 4.0

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 […]

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