In Word printables for Creatio, it’s possible to create all sorts of custom macros to query and add related data, bring in values such as the current user, or just to format values. This article will look at creating a custom macro to format currency values in a Word printable, however the concepts are the […]
There might be times when you need to iterate through all properties bound to a page in Creatio. I recently needed to implement a reset/clear button for a form where all entered values would be cleared. I didn’t want to hard-code all the properties since there were many, also, that would mean I’d have to […]
Creatio does have a lot of options for working with objects/data with an Entity object model, EntitySchemaQuery, Select/Update/Insert objects (I’ll get around to writing articles on these topics as well). You can also execute a SQL statement directly when needed as well. Before we get into the code, it’s worth mentioning, executing a SQL statement […]
If your organization uses G Suite and Creatio and you’ve just started getting an “Error 400: admin_policy_enforced” error when attempting to connect, or reconnect, your Gmail or Calendar to Creatio, this is due to a Google policy change that went into effect on November 4th, 2019. The error you see when you connect/reconnect your account […]
When you’ve started writing code for Creatio, without question you’ll need to know how to debug your code. To do this, you’ll use something like Chrome’s dev tools (or something similar) just as you would any Javascript code. However, there’s a few things you need to set up to be able to debug the code. […]
In Creatio, the default for field labels is middle alignment. This is all fine, but for multi-line text fields, this can look confusing to some users. The label will be aligned to the middle of the multi-line text field, but the cursor, or entered text will be aligned to the top of the textbox itself. […]
There’s a few different ways to show and hide elements on a page at runtime in bpm’online. First and foremost, if you’re just hiding fields on the screen, whether that is based on a value or not, your first stop should be to add this using the business rules on the page. In the page […]
In bpm’online, each section has a “Notes” field which stores the text entered as HTML. If you want to display the notes content in a Word printable you’ll be out of luck and will just see HTML itself with all the markup, not the formatted HTML content (support reps have mentioned this is being looked into […]
One of my favorite things you can do in a DevExpress report for bpm’online is using C# to manipulate your data and format it, combine values, etc before the report is rendered. When a DevExpress report is run, every object you’ve placed on the report has an OnBeforePrint event. This event fires after the object […]
Bpm’online has two different out of the box options for creating printables (three if you also count the Excel Reports package available in the marketplace). The usual go-to for printables is a Word printable. They are quick and easy to create. However, there’s only so much you can do in a Word printable. The other, […]
One of my favorite features of bpm’online is how you can create your own custom web services that you can consume from the client-side code in the UI. This allows you to offload heavy operations to the server that you can easily call from your code in the UI. These web services are referred to […]
Bpm’online has a powerful backend due to the ability to create processes. You can do just about anything at all in these processes. However, there are times that you’ll want to let the front-end javascript know that something happened on the backend, so it can respond as needed, for example to refresh the screen and […]
If you’re just getting started working with bpm’online, it can be a bit intimidating to know where to start. More specifically, where exactly to put your code and how to accomplish some of the basics. The wizards (section and detail wizards) are crazy simple to use. However, one of the first things to understand is […]
At times you might want to remove certain capabilities from a detail in bpm’online. Sure, you could change permissions on the object the detail is based on, but it’s also possible to do this in code in the detail schema as well. One benefit to doing this in code is it allows you […]
Sometimes the easiest way to integrate some other website in bpm’online is to just embed it on a tab. That’s a pretty easy task. Additionally, you can easily include values from the record in bpm’online in the URL so the webpage is specific to the record you’re currently viewing. For an example of this, I […]
The bpm’online built-in code editor is an in-browser editor, which is never exactly ideal, but it does the job. However, there’s some things you can take advantage of to get the most out of your experience using the editor. The first thing that will help your experience is knowing that the bpm’online editor uses the […]
You’ll often want to know in your page code if the page is in add mode or edit mode. This is useful to perform only certain action in cases where the record is being added vs edited. To know if the page is in add mode, you’ll also likely want to check if the page […]
If you want to draw the user’s attention to a particular tab on a bpm’online page, you can easily set the active tab using the tab’s name (look for your tab in the diff to know what it’s name is). Setting the Active/Selected Tab Showing or Hiding a Tab To show or hide a tab, you […]
In bpm’online, if a page has performed some server-side functions via a process or configuration service, you might want to refresh/reload the page or certain detail lists on the page when it is complete to show the updated values. Reload the Entire Entity This will reload all bound data on the page, including any related […]
If you need to open an edit page programmatically to add or edit a record in bpm’online, this can be easily done using the built-in openCardInChain method. This allows you to specify an edit page and indicate if you want to add a new record, or edit an exiting one. If you’re adding a record, […]
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