When you’re setting up a new Creatio system one of the first things you do is create new users. A great way to do that is to import them all at once by using an Excel file. This lets you get the user list just right in Excel first then you can just dump them […]
Whenever you start working in a new Creatio system, whether it’s a local install or a trial system, there are some useful changes to make to help you have a better experience. These may or may not be useful to do in a production system as well but I’m focusing on a system that’s used […]
In Creatio, or any system, a dependent lookup is a lookup that the choices are dependent on what’s selected in another lookup. Sometimes they are referred to as cascading lookups. The basic idea is one lookup filters the choices available based on what you pick in another lookup. This is common with things like type […]
When having a detail with only one lookup, using a whole new edit page for it isn’t really needed, a lookup pop up is all you’d need. The academy has already gone over this but I thought I would just simplify the article. For my example I will create a case subscription detail where you […]
A useful thing you can do with a detail in Creatio is make it have an editable list. This means instead of using a edit page, you can just edit the columns straight in the list. The academy has an article on this already but I thought I would write an article simplifying the steps. […]
There might be times where a value entered by a user needs to be unique. For example account numbers, each account will have it’s own unique number. To do this you will need to do a query to make sure no other account has the same account number. Let’s take a look how to set […]
Awhile back I wrote an article about how to notify activity participants with a looping process but I thought that it would be a good idea to make the loop process it’s own topic. In that article, the process looped through the activity participants In this article, I will simplify that and just show how […]
In this article I will tell you how to refresh a page from a process in Creatio. It’s pretty common for a process to run on a signal from a record being saved. That process might update fields that you want the user to see right away. To do that you’ll need to refresh the […]
A lot of calendar apps, like Google Calendar for example, allow you to notify participants with an email. This functionality doesn’t exist in Creatio but it’s easy to add. In this article I will show you how to make a process that allows you to send emails to participants of an activity. For the first […]
There are times in Creatio you’ll need to do calculations on a page. To do this it is pretty simple but it does involve a little bit of JavaScript. In this article I will cover a scenario where a page has a total amount that a customer owes. The user will enter a percentage amount […]
This article will show you how to create a detail in Creatio. A detail is a one-to-many list of data connected to a record, you can see examples of this in Creatio with the address list on a contact. A detail can also be a list of records in another section, for example a list […]
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