Tag: bpm’online

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Importing Users into Creatio (formerly bpm’online)

When you’re setting up a new Creatio system one of the first things you do is create new users. A great way to do that is to import them all at once by using an Excel file. This lets you get the user list just right in Excel first then you can just dump them […]

Filtering a Detail List in Creatio (formerly bpm’online)

Like any data in Creatio, a detail list is based on an EntitySchemaQuery. Like any EntitySchemaQuery, you can add filters to limit the data. We can apply filters to the ESQ for a detail list as well so we can filter the results via code. For example, let’s say we have a detail that has […]

How to Make Dependent Lookups in Creatio (formerly bpm’online)

In Creatio, or any system, a dependent lookup is a lookup that the choices are dependent on what’s selected in another lookup. Sometimes they are referred to as cascading lookups. The basic idea is one lookup filters the choices available based on what you pick in another lookup. This is common with things like type […]

How to Run a Local Development Creatio Installation using HTTPS

If you have a local installation of Creatio that you use for development and would like to use HTTPS to access this local install, this article will outline the steps needed to set this up. If You’re Accessing the Local Install on the Same Server via Localhost If you’re working on the same server where […]

Filtering Lookups in Creatio (formerly bpm’online)

When you add a lookup to an object or page, the default behavior is not filtered, meaning the lookup will search through all records in the lookup object’s table. Often, this isn’t ideal. You can very easily use business rules on a page to set up a simple filter for a lookup, but this might […]

[Register] This Award Winning Product Will Benefit Your Organization

  Now’s your chance to see how Sales Creatio can positively impact your sales strategy. Why would you want to implement Sales Creatio (formerly bpm’online), an end-to-end sales cycle management software? For starters, it was named a leader in Gartners 2019 Magic Quadrant for Sales Force Automation. Hailed by Gartner as “…a UI that is […]

Service Creatio Now Free for Organizations Fighting the COVID-19 Pandemic

These are crazy times and Creatio is here to help.     Creatio (formerly bpm’online) is doing their part to help healthcare, charity, volunteering, governmental, and similar organizations that are working to fight against the COVID-19 pandemic by offering Service Creatio for no cost between now and October 1, 2020.  Service Creatio enables organizations to […]

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