back to top

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

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 as a change for a future release, however, no specifics given yet). For a DevExpress printable, you can display the HTML as formatted HTML with a few easy steps. Let’s take a look.

First of all, when you drag a field from the Data pane (on the right side with the properties pane), you’re dragging a label. This won’t work for displaying formatted HTML. So, don’t drag the Notes field to the report designer. Instead, on the toolbox on the left, locate the Rich Text object, drag that to the report designer layout

Now, we’ll need to bind that to the Notes field in the report. Select the added Rich Text object, then in the properties window, in the Data section, expand Data Bindings, then Html. Use the dropdown for Binding to select the Notes property.

That’s it. Now when the report is rendered, It will display the formatted HTML for the Notes.

Contact Customer FX for your CRM project
We let our expertise speak for itself - let us know how our all-star team can help on your CRM project
About the Author
Ryan Farley
Ryan Farleyhttps://customerfx.com/article/author/ryanfarley/
Ryan Farley is the Director of Development for Customer FX and creator of slxdeveloper.com. He's been blogging regularly about SalesLogix, now Infor CRM, since 2001 and believes in sharing with the community. His new passion for CRM is Creatio, formerly bpm'online. He loves C#, Javascript, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

LEAVE A REPLY

Please enter your comment!
Please enter your name here

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.

Creatio 10x Is Coming: Join the Webinar to Explore the Future of AI-Native CRM

Learn what's new in Creatio 10x and how AI-native CRM, agentic AI, and no-code automation are shaping the future of customer relationship management. Join the upcoming webinar and discover what's next.

Creatio Unlimited Pricing Explained: AI Packages, Costs, Pros & Cons

Learn what Creatio’s new Unlimited pricing model includes, what it doesn’t include, how AI Action packages work, and the pros and cons for businesses evaluating Creatio.

Using the AI Prompt to Create Dynamic Folders in Creatio

Using Creatio's AI prompt to create the filter for a dynamic folder works best if you specifically ask for that, and if you are as clear and direct as possible about the filtering, conditions.

Related Articles

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.

Creatio 10x Is Coming: Join the Webinar to Explore the Future of AI-Native CRM

Learn what's new in Creatio 10x and how AI-native CRM, agentic AI, and no-code automation are shaping the future of customer relationship management. Join the upcoming webinar and discover what's next.

Creatio Unlimited Pricing Explained: AI Packages, Costs, Pros & Cons

Learn what Creatio’s new Unlimited pricing model includes, what it doesn’t include, how AI Action packages work, and the pros and cons for businesses evaluating Creatio.

Related Videos