If you’re using Creatio for marketing the amount you pay to send bulk emails is based on the number of “active contacts”. An active contact is someone you’ve sent a bulk email to within your licensed year. It’s helpful to see how many active contacts you have because that affects ho much you pay to […]
In Creatio 7.17.1 they have added a new way to create and add details to a page. I’ve made an article before on how to create and add a detail the original way where you can view here. That way is still completely valid, however, this new way will save some time and steps. In […]
In Creatio having addons in your system really helps out a bunch and can be used for so many different tasks. The marketplace is full of helpful addons, weather it’s something to just help you organize your system or something to help you with your work, there’s a huge variety on what you can find. […]
There are times you want the user to fill out certain fields based on things that have changed on a record. You can always use business rules to make fields required based on conditions. But sometimes its easier to prompt the user for the fields you want to collect without seeing everything on the page. […]
In my last article I showed how to work with a collection in a process. In this article I’ll be doing something similar but this time the collection will be coming from a web service. I’ll be using the web service element in the process so I’ll be covering how to use that. I’ll also […]
Awhile ago I made an article on how to loop through a process. The purpose of looping is to do something with multiple records, there is another way of doing that but instead of looping through records you use a collection. The idea is that you can read a collection of records by using a […]
There are user action tasks in processes in Creatio. These user action task are things you want to show to the user for them to take some action on. A common problem is that sometimes these user actions will show up in the communication panel instead of displaying to the user. This can be confusing […]
Delete signals can be pretty useful sometimes but can be confusing to use. In this article I’ll show you how to use a delete signal in a process. Usually when you use a signal of any kind you’d want to read what is causing the signal (in this case, the record being deleted). The problem […]
If you ever do a publish in Creatio and you get warnings, these warnings can be turned off in the system settings. The warnings look like this. To find the settings for the warnings you could just search for “Display C# compiler warnings when publishing configuration” in the system settings and the code for the […]
When you have a detail that has some value that you want to total and display on the main page it’s pretty easy to do. This article will show you the steps. In the scenario for this article I have a detail called tickets that has a dollar amount, and I want to display a […]
Sometimes in a process in Creatio you need two things to happen before you continue with the process. When the order of the things don’t matter as long as they all get done before the process continues. It’s a good case for using a parallel gateway to perform the tasks at the same time. A […]
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 […]
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