Articles by Ryan Farley

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Setting up Microsoft Office 365 Email for use with Creatio

When using Creatio, one of the most power parts of the application is the ability to integrate your email and calendar with Creatio. If you’re company is using Office 365, you’ll need to do a few configuration steps in your Azure/Office 365 portal to allow Creatio to authenticate with your Office 365 accounts using OAuth. […]

Adding Style to a MessageBox Dialog in Creatio

If you need to apply style to a messagebox dialog in Creatio, you’ll need to do a small hack that allows you to identify your specific messagebox in the markup so your CSS/style doesn’t apply to all messageboxes. If your dialog is a real dialog or a mini page, this hack isn’t needed since you […]

Quick Tip: Using Emoticons in Creatio Lookups is 🔥

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 […]

Adding a Multiline Text Field in the Creatio Mobile Client

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, […]

Setting a Sort for Lists in the Creatio Mobile Client

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 […]

Creating Modules for the Creatio Mobile Client

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 […]

Adding Custom Rich Text Editors to a Page in Creatio

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 […]

Removing the Comma (Thousands Separator) from Integer Fields in Creatio

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 […]

Adding the Actions Dashboard to a Custom Section in Creatio

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 […]

Always Showing the Filter Button for a Detail in Creatio

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 […]

Binding Data to Labels on a Page in Creatio

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 […]

Creating an Edit Page for a Lookup in Creatio

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. […]

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