In Word printables for Creatio, it’s possible to create all sorts of custom macros to query and add related data, bring in values such as the current user, or just to format values. This article will look at creating a custom macro to format currency values in a Word printable, however the concepts are 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 might be times when you need to iterate through all properties bound to a page in Creatio. I recently needed to implement a reset/clear button for a form where all entered values would be cleared. I didn’t want to hard-code all the properties since there were many, also, that would mean I’d have to […]
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 […]
Creatio does have a lot of options for working with objects/data with an Entity object model, EntitySchemaQuery, Select/Update/Insert objects (I’ll get around to writing articles on these topics as well). You can also execute a SQL statement directly when needed as well. Before we get into the code, it’s worth mentioning, executing a SQL statement […]
If your organization uses G Suite and Creatio and you’ve just started getting an “Error 400: admin_policy_enforced” error when attempting to connect, or reconnect, your Gmail or Calendar to Creatio, this is due to a Google policy change that went into effect on November 4th, 2019. The error you see when you connect/reconnect your account […]
When you’ve started writing code for Creatio, without question you’ll need to know how to debug your code. To do this, you’ll use something like Chrome’s dev tools (or something similar) just as you would any Javascript code. However, there’s a few things you need to set up to be able to debug the code. […]
Last week some big news dropped – bpm’online officially changed its name to Creatio. And they didn’t just announce this change with a standard press release, they went big. Jump out of a plane big. Did you miss it? Take some time and watch the video. The name change isn’t […]
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 […]
In Creatio, the default for field labels is middle alignment. This is all fine, but for multi-line text fields, this can look confusing to some users. The label will be aligned to the middle of the multi-line text field, but the cursor, or entered text will be aligned to the top of the textbox itself. […]
There’s a few different ways to show and hide elements on a page at runtime in bpm’online. First and foremost, if you’re just hiding fields on the screen, whether that is based on a value or not, your first stop should be to add this using the business rules on the page. In the page […]
In bpm’online, each section has a “Notes” field which stores the text entered as HTML. If you want to display the notes content in a Word printable you’ll be out of luck and will just see HTML itself with all the markup, not the formatted HTML content (support reps have mentioned this is being looked into […]
One of my favorite things you can do in a DevExpress report for bpm’online is using C# to manipulate your data and format it, combine values, etc before the report is rendered. When a DevExpress report is run, every object you’ve placed on the report has an OnBeforePrint event. This event fires after the object […]
Bpm’online has two different out of the box options for creating printables (three if you also count the Excel Reports package available in the marketplace). The usual go-to for printables is a Word printable. They are quick and easy to create. However, there’s only so much you can do in a Word printable. The other, […]
One of my favorite features of bpm’online is how you can create your own custom web services that you can consume from the client-side code in the UI. This allows you to offload heavy operations to the server that you can easily call from your code in the UI. These web services are referred to […]
Bpm’online has a powerful backend due to the ability to create processes. You can do just about anything at all in these processes. However, there are times that you’ll want to let the front-end javascript know that something happened on the backend, so it can respond as needed, for example to refresh the screen and […]
If you’re just getting started working with bpm’online, it can be a bit intimidating to know where to start. More specifically, where exactly to put your code and how to accomplish some of the basics. The wizards (section and detail wizards) are crazy simple to use. However, one of the first things to understand is […]
Bpm’online (now Creatio) continues to be recognized as a first-rate CRM. Last month we shared that bpm’online has been recognized as a CRM Market Leader by CRM Magazine in 3 key categories. This month we’re pleased (but not surprised) to announce that bpm’online has done it again, this time being recognized as a Leader in […]
Taking place October 30th, 2019 at 10am EDT. Bpm’online is getting a new name. What?!? That’s right, after 17 years the name is getting an overhaul to better represent the company they’ve become and their strong belief that everyone should be able to automate ideas […]
It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
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