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.
It might not be obvious in Infor CRM whether or not the SData portal has deployed correctly. If testing from the web server, the default address to test Sdata is localhost:3333/sdata/system$/adapters .
Making a Detail Read-Only (or Removing Add, Edit, Copy, or Delete Capabilities) in Creatio (formerly bpm’online)
At times you might want to remove certain capabilities from a detail in bpm’online. Sure, you could change permissions on the object the detail is based on, but it’s also possible to do this in code in the detail schema as well. One benefit to doing this in code is it allows you […]
Bpm’online (now Creatio) leads in 3 important categories. Every year CRM Magazine releases their CRM Market Leader Award winners and this year bpm’online was acknowledged as a CRM Market Leader. Anaysts from various industry experts such as Forrester Research, Nucleus Research, and G2Crowd, judged the leading CRM vendors to choose the top five solutions in […]
Infor CRM: Error creating manifest by project differences. “hexidecimal value 0x00, is an invalid character”
Infor CRM Web: Error creating manifest by project differences. “hexidecimal value 0x00, is an invalid character"
Join us on Wednesday, August 21st at 2pm CDT Are you registered for this week’s bpm’online webinar? If the answer is no, we think you should reconsider. Here are the top 3 reasons you should join us: Familiarize yourself with what the next generation of CRM solutions can do. Learn about the transition to low-code/no-code […]
9 new features and 4 bug fixes coming your way in the latest update. Bpm’online does an excellent job of providing regular feature updates and bug fixes to stay ahead of the pack in CRM, and v7.14.3 is no exception. In the latest update you’ll find 9 new features and 4 bug fixes. I have […]
Sometimes the easiest way to integrate some other website in bpm’online is to just embed it on a tab. That’s a pretty easy task. Additionally, you can easily include values from the record in bpm’online in the URL so the webpage is specific to the record you’re currently viewing. For an example of this, I […]
The bpm’online built-in code editor is an in-browser editor, which is never exactly ideal, but it does the job. However, there’s some things you can take advantage of to get the most out of your experience using the editor. The first thing that will help your experience is knowing that the bpm’online editor uses the […]
You’ll often want to know in your page code if the page is in add mode or edit mode. This is useful to perform only certain action in cases where the record is being added vs edited. To know if the page is in add mode, you’ll also likely want to check if the page […]
If you want to draw the user’s attention to a particular tab on a bpm’online page, you can easily set the active tab using the tab’s name (look for your tab in the diff to know what it’s name is). Setting the Active/Selected Tab Showing or Hiding a Tab To show or hide a tab, you […]
In the 8.4 Infor CRM web client, if you add a phone number column to an SData grid it does not handle formatting phones that contain extensions. Phones that are just 10 digits format fine as (nnn) nnn-nnnn but if you add a phone value like “6515554444×123” that value does not show formatted but instead […]
In bpm’online, if a page has performed some server-side functions via a process or configuration service, you might want to refresh/reload the page or certain detail lists on the page when it is complete to show the updated values. Reload the Entire Entity This will reload all bound data on the page, including any related […]
If you need to open an edit page programmatically to add or edit a record in bpm’online, this can be easily done using the built-in openCardInChain method. This allows you to specify an edit page and indicate if you want to add a new record, or edit an exiting one. If you’re adding a record, […]
Learn about the new features in this release. Bpm’online is committed to providing regular updates that will accelerate your your business, and v7.14.2 is no exception. Highlights of this update include: Bpm’online Marketing Macros are now connected to the [Audience] detail in the [Sender’s name] and [Email] fields. For example, if the email body […]
Reusable Function for Retrieving the ID of a Lookup Item from it’s Name in Creatio (formerly bpm’online)
Lookup columns in bpm’online store an ID value, not the actual text. For example, the City lookup doesn’t store the City name itself, it stores the ID value for the selected City from the City lookup table. If you’re working with ESQ queries, this isn’t exactly apparent, since you’ll reference the “City” column and get […]