Articles by Ryan Farley

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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. […]

Creating or Updating Records Using the Entity Class in Creatio

If you need to create a record in C# code in Creatio, the best option to take is using the Entity class. You’re likely already using the Entity class, when you perform a query using EntitySchemaQuery in server-side code, you’re getting back either an Entity object, or an EntityCollection (a collection of Entity objects). The […]

Conditionally Making a Detail Read-Only in Creatio

I wrote an article before about how to make a detail read-only. The method in the article stubbed out the functions to add the edit, copy, and delete menu items. What if you want to use a detail in several different sections but only allow add, edit, delete from one of these sections? We can […]

How to Add Activities to a Custom Section in Creatio

Out of the box in Creatio, you can connect an Activity to several different types of entities/sections. You can also add support for a custom section to have activities as well with a few manual steps. I’ll outline those steps in this article with code that supports both MSSQL and Postgresql implementations. STEP 1 – […]

Open a Link in a New Browser Tab Without Being Blocked in Creatio

If you need to open a link in a new browser tab in Creatio, the most common way to do that might be using standard javascript window.open code like the following: The problem with this approach is that code will often get blocked by the browser’s popup blocker and won’t open unless the user notices […]

Query To Find Objects Related To Another Object in Creatio

If you need to determine the objects that are related to another object in Creatio, there’s a few ways to do this. For example, let’s say you want to find all of the objects that have a relationship to the account object – meaning, find all the objects that have an account lookup. We’ll take […]

Adding Code to Listen for Entity Events in Creatio

An integral part in building business logic in Creatio is being able to respond to entity events, such as when a record is added, modified, deleted, etc. Creatio does provide many ways to handle these events. You can add signal starts in processes or handle these events in entity subprocesses. This article will cover another […]

Failure to Upload Template for Excel Report in Creatio (and a Solution)

When using the Creatio marketplace addon for Excel Reports (which is a fantastic add-on that every system should have installed), you might have discovered that in recent versions of Creatio you’re no longer able to upload a template for the Excel report. You click the button to upload the template and then nothing happens and […]

Detecting if a Page Needs to be Saved in Creatio

If you need to be able to determine in code on a page in Creatio if the current record has been modified and needs to be saved, the easiest way to determine this is by checking to see if the Save button is visible or not. In Creatio, when a record has been modified, the […]

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