More Articles from Author
Using the Calendar Control in a Custom Creatio Section
In this article I will setup the new calendar control in a custom section. In the example for this article I have a section for requests and I want to show these requests in my calendar based on a start and end date. The end results will look like the picture below.
One of the great things about the Creatio...
How to Filter a Contact Lookup to Display Only Users on a Creatio Freedom UI Page
In this article I'll show you how to filter a contact lookup to display only users using a business rule in Creatio Freedom UI.
First, open the form page where your lookup is and go to the business rules. Then choose to add an object business rule (not a page business rule) and click "Add action" and select "Apply static...
Exporting data from Creatio to view on a Google Map
In this article I'll be showing you a very easy way to show your Creatio data on a map using Google My Maps. The end result will be something like the following:
First thing you'll need to do is go to the area/section you want the data from and export it into an excel sheet by clicking "Export to Excel"...
Using the new Multiselect Control in Creatio 8.2.1 and Higher
In this article I'll be showing you how to set up the new multiselect control that was released in Creatio version 8.2.1. The sample for this article will allow you to select multiple type values for a contact. The Multiselect control is basically a different visual control for a 1:many list or detail. Each selected value creates a row...
Launching a Process for Multiple Records in a Creatio List
In this article I'll be showing you how to pass a collection of records from a list to a process. For my example we'll be passing a list of contacts from the contact section to a process that will add all of the selected contacts to an activity.
The functionality described in this article is new as of Creatio 8.1.3....
Working With Autonumber Fields in Creatio
In Creatio, setting up an autonumber field has never been easier and this can be done in either Freedom UI or Classic Creatio. In this article I'll show you how to set an autonumber field and give some useful information about the field.
An autonumber field is one where Creatio will automatically populate the field with a number, each new...
Adding a List (Equivalent of a Detail) to a Creatio Freedom UI Page
In this article I'll be showing you how to create a list in Creatio with Freedom UI. A list is the equivalent of a detail from classic Creatio.
There are 5 basic steps:
Create the object and add the Expanded List component to your page
Set the object for the list
Connect the list to page so it filters for...
Automatically Canceling User Tasks After a Period of Time in a Creatio Process
Processes in Creatio are a huge part of the platform being used almost all the time. But sometimes processes can be left running in the background forever if a user task is left unfinished, not only flooding the users task bar also on the records the task is for. User task process elements sit and wait for the user...
Prompting a User For Information Using a Mini Page From a Creatio Process
The mini page is a new way to prompt for information when using a pre-configured page in a process. This is a new feature that was added in Creatio version 8.0.10 and it can be very helpful and be used in many ways. In this article I will be showing an example of one way you could use this...
How to Prevent Users From Moving a Case to a Resolved Status Until the Resolution Has Been Entered in Creatio
In this article I'll be showing you how to stop a case from being resolved until a user fills out a resolution in Creatio. All it takes is a few steps with adding to the page attributes and methods. The concept is that we'll store the current case status in an attribute. Then, in a change event for the...
