All Articles

Enable Sync in Infor CRM Web Using the Web Client

by Dan Ramsey | Jan 23, 2020 | Infor CRM

The administrator can enable sync in the Integration section of the Infor CRM web client.

How to Loop Through Records in a Process in Creatio (formerly bpm’online)

by Tate Farley | Jan 17, 2020 | Creatio

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 […]

More Command-line switches for Infor CRM Xbar

by Dan Ramsey | Jan 16, 2020 | Infor CRM

You can use command-line arguments to choose which Xbar features are installed.

How to Refresh a Page from a Process in Creatio (formerly bpm’online)

by Tate Farley | Jan 9, 2020 | Creatio

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 […]

Command-line Installation of Infor CRM Xbar

by Dan Ramsey | Jan 9, 2020 | Infor CRM

It is possible to install Infor CRM Xbar from the command line.

Add licenses to Infor CRM (Saleslogix)

by Dan Ramsey | Jan 3, 2020 | Infor CRM

You can add licenses to Infor CRM (formerly Saleslogix) by using the Administrator application.

Creating Custom Macros To Format Values in Word Printables for Creatio (formerly bpm’online)

by Ryan Farley | Nov 26, 2019 | Creatio

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 […]

Automatically notifying activity participants via email in Creatio (formerly bpm’online)

by Tate Farley | Nov 22, 2019 | Creatio

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 […]

Iterating Through All Properties Bound to a Page in Creatio (formerly bpm’online)

by Ryan Farley | Nov 18, 2019 | Creatio

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 […]

Using Client-Side Calculations on Pages in Creatio (formerly bpm’online)

by Tate Farley | Nov 13, 2019 | Creatio

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 […]

Executing Direct SQL Statements in a Process or Configuration Web Service in Creatio (formerly bpm’online)

by Ryan Farley | Nov 11, 2019 | Creatio

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 […]

How to Resolve Error 400 admin_policy_enforced When Connecting Creatio (bpm’online) to Your Google G Suite Email or Calendar

by Ryan Farley | Nov 7, 2019 | Creatio

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 […]

Debugging Client Side Code in Creatio (formerly bpm’online)

by Ryan Farley | Nov 6, 2019 | Creatio

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. […]

This Innovative CRM Now Has a New Name

by Brianna Ojard | Nov 6, 2019 | Creatio

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 […]

Creating a Detail (One-to-Many List) and Adding it to a Page in Creatio (formerly bpm’online)

by Tate Farley | Nov 5, 2019 | Creatio

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 […]

Changing Multi-line Text Labels to Top Alignment in Creatio (formerly bpm’online)

by Ryan Farley | Nov 4, 2019 | Creatio

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. […]

Showing and Hiding Field Groups, Details, Or Any Page Element Based on Values or Conditions in Creatio (formerly bpm’online)

by Ryan Farley | Oct 29, 2019 | Creatio

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 […]

Displaying HTML Notes from a Record in a DevExpress Printable in Creatio (formerly bpm’online)

by Ryan Farley | Oct 28, 2019 | Creatio

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 […]

Formatting Values with C# in a DevExpress Report Printable for Creatio (formerly bpm’online)

by Ryan Farley | Oct 24, 2019 | Creatio

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 […]

Creating a DevExpress Report Printable for Creatio (formerly bpm’online)

by Ryan Farley | Oct 21, 2019 | Creatio

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, […]