If you need to apply style to a messagebox dialog in Creatio, you’ll need to do a small hack that allows you to identify your specific messagebox in the markup so your CSS/style doesn’t apply to all messageboxes. If your dialog is a real dialog or a mini page, this hack isn’t needed since you […]
In Creatio many sections use the Actions Dashboard that makes it easy to quickly create a task, send an email, or log a phone call on a record. When recording a call, the default call direction is “Incoming”. This article will outline how to change this default to “Outgoing”. Once complete, the end result will […]
The page to add a new record for a section in Creatio can have two different modes. One is to use the full page to create a new record, and another is to use the add mini page to present a simpler add screen in a dialog. The out of the box behavior when adding […]
When using an Integer column in Creatio, formatting will be automatically applied, adding a thousands separator comma to any integer values. However, this might not be the desired behavior. For example, for values that represent a year. To remove this formatting from an integer field on an edit page, we can simply add the following […]
When using Creatio, you’ll often see browser notifications when certain actions occur. In this article, we’ll look at how to display your own popup messages from client-side code in Creatio. The end result will look like the following: Creatio has a module that you can re-use to provide this sort of functionality. This module is […]
If you need to open a link in a new browser tab in Creatio, the most common way to do that might be using standard javascript window.open code like the following: The problem with this approach is that code will often get blocked by the browser’s popup blocker and won’t open unless the user notices […]
If you need to be able to determine in code on a page in Creatio if the current record has been modified and needs to be saved, the easiest way to determine this is by checking to see if the Save button is visible or not. In Creatio, when a record has been modified, the […]
Printables in Creatio show in the “Print” menu when viewing a record. In this article I will show you how to conditionally show or hide a specific printable in the print menu based on a value of the current record being viewed. The scenario we’ll use is that we have a printable called “Customer questionnaire” […]
I have covered previously how to navigate to a record in Creatio. To do this, you need a URL hash. This hash looks something like this: This is made up of parts such as a module name, a page name, and record Id, etc. However, what if you know the entity name and also have […]
Along the lines of my last article on refreshing a section list, if you want to refresh only a specific row in a section list in Creatio, you can do so as long as you have the record primary Id value. For example, if I have a process that updates some row or rows, I […]
If you need to refresh a section list in Creatio at any point there are a few methods you can use. Any section that inherits from BaseSectionV2, which is really any section with a list, will have a built in method to refresh the data displayed in the section. All you need to use is […]
When working with an editable detail in Creatio, when the add button is clicked, the default behavior is that the new row is added to the top of the detail list. This might not be the behavior you want, especially if the detail rows represent some “sequential” things, and the new row will represent the […]
Sometimes with an editable detail in Creatio you might want some fields to be editable in the list, but other fields available on an edit page. There are only so many fields that can reasonably fit in the detail list, so it often will make sense to add others to a separate page. The problem […]
If you have a page with a detail and you need to pass values to the detail page when creating new records, you have two main choices. First, you could use an EntitySchemaQuery on the onEntityInitialized of the detail page to read the values from the record for the page. A second, better route, is […]
If you have a section that is populated from some external or automated source and you want to remove the ability for users to add, copy, or delete records, you can easily remove these actions from a section by adding some remove elements to the section diff. The add button at the top of 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, […]
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 […]
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