Something that is pretty necessary to know how to use when developing in Creatio is how to perform queries. When doing a query from client-side code on a page in Creatio you’ll use the EntitySchemaQuery. This article will cover some EntitySchemaQuery basics and some samples for performing a query for a single object, given it’s […]
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 […]
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 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, […]
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 […]
Having worked for so many years with Infor CRM, one feature I missed in bpm’online was the recently viewed records menu. It displayed the history of records you accessed so you could quickly navigate between records you might be working with at that moment. So, I decided it would make a perfect add-on for bpm’online. […]
If you need to redirect the user to a specific page from your client-side code in bpm’online, there are a few options. The first is to publish the “PushHistoryState” message and supply the location/url as the hash for that message. For an example of this, the code below will navigate to the Contact section: The […]
Adding custom style sheets in bpm’online is a very easy task. You can add custom style sheets to specific pages or sections, or even globally to the entire application. In this article we will look at adding a custom style sheet to the Opportunity page. For this example, we’ll just apply a simple style to […]
Something that is easy to forget when creating forms in bpm’online is that you have more available to you than what shows up in the page wizard. You can manually add elements to your page that aren’t options in the available control/field types. You can see a list of the available types of elements you […]
Gartner’s 2019 Magic Quadrant for Sales Force Automation has been released. Bpm’online moved from the Sales Force Automation Challenger category in 2018 to Leader in 2019. Gartner found that one of the strengths of bpm’online, among many, was product execution: “Bpm’online provides a UI that is easy to follow and modern. The sales product […]
I’ve released another free add-on in the bpm’online Marketplace. Filter highlighting for bpm’online is an add-on that makes filters more obvious and noticeable when set in bpm’online. This add-on was inspired by helping bpm’online users who couldn’t find a record they were looking for because they didn’t realize, and couldn’t easily tell, that they had […]
Script Tasks in bpm’online processes allows you to go beyond what is available in the standard process tasks. There’s really nothing you can’t accomplish, as long as you know what code to write. The following code will run a Word printable and attach the resulting document to a record. In the code below, we will […]
In bpm’online, you might have noticed, that often you’ll create some child record and upon saving, you’re returned to the parent page. For example, you’re looking at an account page, you click the “+” button on the case detail to add a case for the account, the case page opens to fill out the case […]
I’ve released the first of many free add-ons to the bpm’online marketplace, Stacked Tabs for bpm’online. This add-on allows a user to switch between the standard scrolling tabs, or stacked tabs and see all the tabs at once. A common problem for some users is that it’s difficult to see what other tabs are available, […]
When you have code that is doing something like calling a configuration service, starting a process, or some other longer running task, it’s always a good idea to show something to the user so they know something is happening. Bpm’online has a built in loading/progress/spinner that you can use for this purpose. Plus, it’s easy […]
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