A tip to make lookups in Creatio more interesting, which can help engage users more. Using emoticons in Lookups. I recently had a request to create a “rating” lookup with choices like 1-5. Sounds boring and seeing a “2” on a page doesn’t give a quick visual of what that really means. So, instead, I […]
A useful way to allow a user to control the filters for some server-side operation or process is to allow them to select a folder for your back end code to use for filtering the data. There’s a few things you need to do to retrieve the filters for a folder. This article will provide […]
When you add a text field in the Creatio mobile client using the mobile wizard, by default, the field will be a single line of text. If you want to make the text field show multiple lines, you’ll need to add some code to make it display as a multiline text field. To do this, […]
When you configure a list for the Creatio mobile client using the mobile wizard, by default the list shows in database order which isn’t too helpful. However, you can specify a sort for the list in code. The first thing you’ll need to do is add a module for the entity in the Mobile application […]
Creatio’s mobile client is a hybrid mobile application using the Cordova framework to run a Javascript application inside a native application shell. Creatio provides a mobile application wizard that allows you to easily configure what shows in the mobile application. Just like the Section wizard, the mobile application wizard also generates javascript files. These javascript […]
The page to add a new record for a section in Creatio can have two different modes. One is to use the full page to create a new record, and another is to use the add mini page to present a simpler add screen in a dialog. The out of the box behavior when adding […]
The column layout for a detail list in Creatio is meant to be something that a user can change. However, an administrator can set this for all users by selecting the “Save for all users” option when saving the column layout. This “default” layout for all users can also be included in a package and […]
Most sections in Creatio have an Attachment and Notes tab. On this tab you’ll see a rich text editor that allows for HTML content with fonts, text size, colors, tables, and even embedded images. You can create custom rich text editors, just like this one, with just a few simple steps. Your end result will […]
If you need to retrieve the details for a Creatio object/entity, you can easily access this information via the REST API. The DataService has an endpoint that will provide all the details for an object such as the caption, the primary display column, what sort of access rights is defined for the object, as well […]
If you’ve added the Actions Dashboard to a custom section (See previous article Adding the Actions Dashboard to a Custom Section) you might be wondering why the “To” recipient for emails isn’t populating in the Actions Dashboard. This is because the out of the box behavior only populates that if the current section is the Contact […]
When using an Integer column in Creatio, formatting will be automatically applied, adding a thousands separator comma to any integer values. However, this might not be the desired behavior. For example, for values that represent a year. To remove this formatting from an integer field on an edit page, we can simply add the following […]
Many of the out of the box sections in Creatio have something at the top that is called the Actions Dashboard. This is what that looks like: This component allows you to quickly create a call activity, a task, an email, etc, as well as view the next steps, or activities for the record. You […]
For a detail in Creatio, there’s an option to filter the detail that is buried in the three-dot menu button. Many users might not know that is there. Additionally, if the detail needs to be filtered often, it might be a pain for users to continually look for the filter option in that menu. For […]
At times you might want to display read-only data on a page in Creatio. For example, you might want to display some calculation or data from some other object in a read-only label on the page. To do this, you’ll follow these steps: Add a text attribute on the page. This is what we’ll bind […]
In Creatio some records have support for an image. For example, in the Contact section you can add a contact’s photo and in the Account section you can add a company logo. This article will outline the code needed to programmatically add an image to a contact or account from a URL. The code can […]
You’ve likely noticed that some lookups in Creatio have an edit page where there are additional details for a lookup item. Other lookups, like the lookups you create, do not have an edit page. Additionally, the lookups with an edit page allow for items to be added to the lookup on the fly, by users. […]
In a section in Creatio, the data displayed in the list is based on the filters selected or added by the user. However, what if you always want to filter out certain types of records. For example, what if you want data that meets some condition to never display (or always display)? In the section […]
When using Creatio, you’ll often see browser notifications when certain actions occur. In this article, we’ll look at how to display your own popup messages from client-side code in Creatio. The end result will look like the following: Creatio has a module that you can re-use to provide this sort of functionality. This module is […]
If you have a detail in Creatio where items are added from a lookup using the LookupMultiAddMixin, by default, this adds a filter so once an item is added to the detail, it is filtered out of the lookup (preventing a user from adding it twice). However, you can also add additional filters to this as […]
I wrote an article previously on how to conditionally make a detail read-only based on the page, or connected column for the detail. In this article I will show how to use column values of the selected row to conditionally allow delete, copy, or edit actions. In this scenario, the detail will have a column […]
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