Most sections in Creatio have an Attachment and Notes tab. On this tab you’ll see a rich text editor that allows for HTML content with fonts, text size, colors, tables, and even embedded images. You can create custom rich text editors, just like this one, with just a few simple steps. Your end result will […]
Making a field enabled or visible can be a very easy process and can be done in different ways. One way you can do it is with business rules but sometimes what you’re trying to do can be too complex for a business rule. For example if you need to disable or hide a field […]
At times you might want to display read-only data on a page in Creatio. For example, you might want to display some calculation or data from some other object in a read-only label on the page. To do this, you’ll follow these steps: Add a text attribute on the page. This is what we’ll bind […]
If you have a text field that contains a URL, by default in Creatio it will just show as text. Meaning, it will not be a clickable link. You can change this so it works like a text field that also has a clickable link like the out of the box web address field in […]
Customer FX has a new release in the Creatio Marketplace that is now available. This is a developer toolkit for adding a multi-select text control to any page in Creatio. Although it’s a developer toolkit and does require some development to use, the dev skills needed is really pretty minimal. It’s actually pretty easy. Download […]
When you have a Date/Time column, or just a Time column in Creatio, you’ll get a time picker control that includes a drop down of every 15 minute interval. For example, you’ll see 9:00 AM, 9:15 AM, 9:30 AM, 9:45 AM, 10:00 AM, etc. However, there’s a quick CSS hack that we can use to […]
I wrote an article previously that covered adding static HTML to labels in Creatio. This article showed some uses of adding static HTML to a page using a label to demonstrate different things you can do with the label control in Creatio. As I mentioned in that article, if you’re wanting to add HTML to […]
If you’re migrating an Infor CRM system to Creatio, which is something Customer FX specializes in, one particularly difficult thing to deal with is what to do with multi-select picklists in Infor CRM. There’s no real reasonable equivalent in Creatio. What we often do is move these to their own detail in Creatio, but this […]
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 […]
In the Infor CRM (Saleslogix) web client, the Lookup dialogs will default the search field to the first field in the lookup results layout. The operator will default to a default for the data type of the search field. However, this behavior can be changed with some Javascript on a lookup-by-lookup basis. Let’s say we […]
The phone control in the Infor CRM (Saleslogix) Web Client format’s a phone number, when possible, and that’s really about all it does. What if you wanted to also make it so you could click the number to dial it. Other similar controls, such as the web address control, provides a button that you can […]
There are times that you might want to prompt a user in Infor CRM (Saleslogix) to make sure a click was intentional. I recently built an integration for a customer that allowed them to add or remove products from their WordPress/WooCommerce website by simply checking or unchecking a box in Infor CRM. I didn’t want […]
Many years ago I wrote an article titled Making Required Fields More Visible for SalesLogix 7.2 Web where I outlined how to display a message to the user when required fields are missing. Things have changed in CRM since then. In version 7.2, controls used ASP.NET validation with RequiredFieldValidators so you could accomplish showing a […]
The Editable Grid, or SData Grid in the Infor CRM (Saleslogix) web client is a dojo-based grid based on dgrid. This means that, for the most part, you can do just about anything with the editable grid that you can do with dgrid. In Infor CRM, there’s a few layers to the grid that you […]
I recently had a request to customize the Lookup dialog in Infor CRM (Saleslogix) to add a hyperlink column that would launch a dialog to show related data to the row in the lookup search results. For this particular request, the customer wanted to add this custom column to any product lookup that would show […]
The Infor CRM web client offers a time picker component to its date time control to allow a user to pick from a list of available times. THis control is based on the client side dijit TimeTextBox widget. The unfortunate downside to this widget is it streches from 12AM to 12pm in 15 minute increments […]
By default, the columns in the grid on the lookup dialog are not resizable. You get static width columns and the user cannot drag to increase the width of columns. This behavior can be changed with some simple Javascript. The following code will allow the columns in all lookup dialogs to be resizable. This code […]
In this article we’ll taking a look at how to use conditional styling for rows in the Editable (SData) DataGrid. We’ll change the look (colors, etc) of the row based on conditions in the data. For the example we will be using, we will modify the TicketActivities grid so that punched-in timed activities that were […]
Out of the box in the Infor CRM (Saleslogix) Web client, when you click an address control to view it on a map it opens Mapquest. I have no idea who actually uses Mapquest, so this isn’t ideal and opening the address in Google Maps would be a far better option. This is changing in […]
In the Infor CRM web client the lookup control’s popup dialog defaults to being something like 750px wide. Sometimes this may not be wide enough to incorporate a lookup whose grid contains a lot of columns. You can modify this behavior by extending the base SDataLookup widget. In a previous post I talked about how […]
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