1) Create new MS Word Report in Report setup area in Creatio First you’re going to open up the report setup area which you’ll find by clicking the gear in the top right corner and then click on Report setup. Then you’ll click new report and then choose MS Word. 2) Set up Report properties […]
Printables are a very useful add on to have in your Creatio system and are very easy to create to make easy Word-based documents with merge fields. In order to create printables, you need to install the Word plug-in from Creatio. This will add functionality in Word that will let you open a printable template […]
Creatio has three different portals. The self-service portal is for cases and knowledge base only. If you’re using the Customer portal or Partner portal you can add a custom section. In this article I will be showing you how to add a custom section to your portal in just a few steps. First thing you’re […]
The Change Log for Creatio addon in the Creatio Marketplace allows you to set up logging for columns of any object in Creatio and view the change log on the record it was for. This works a little differently than the out of the box logging since it will display on a tab on the […]
With landing pages in Creatio you can add a form to your website that will add data to Creatio. All you need to know is how to create a HTML form for your website it does all of the work to add the data to Creatio for you. In this article I will show you […]
Making a field enabled or disabled can be a very easy process and can be done in different ways. One way you can do it is with business rules but sometimes what you’re trying to do can be too complex for a business rule. For example if you need to disable a field based on […]
In Creatio you’ll notice a plus button on the top left side you can click and you’ll get a menu of things you can add. This is called the Quick Add menu. If you want to add a custom section to the quick add menu there are a few steps that you’ll need to do […]
It’s easy to make a table of multiple records in a process for your emails. In this article I will show you how to make a table with a process by looping and using HTML. You can check out my other article about looping for a reference here. This article’s example we will be creating […]
When creating lookups in Creatio sometimes the user might need to select more than one option but with normal lookups that is impossible. In this article I will show you how you can create a multi-select lookup in Creatio. To do this we’ll be using a marketplace add-on which saves the values as text. This […]
In this article I will be showing you how to create your own lookup from scratch. If you’re using the wizard to create a page it’s easy to let it just create the lookup for you but sometimes you need to just create a lookup on it’s own. I will show you the steps on […]
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 […]
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