Tag: Customization

In the Notification Center in Creatio (located in the right sidebar), you'll see notifications for tasks you have been assigned. One of the options there is to postpone the task for a period of time, however, the choices might not suit the way your company works. Luckily, you can easily add more options to this postpone menu with a...

The new skin applied to the Infor CRM 8.4.03 web client is a bit, shall we say, garish.  I have come up with a more subdued color scheme to avoid your eyes from bleeding too much while you work in the client. This is what the standard client looks like: And this is the updated appearance In order to use this you...

There are times when you might not want a user to be able to edit content on a page. While Creatio does allow you to easily modify access permissions on the fly from a process, that might not provide the flexibility you need to do it conditionally, without modifying the record access permissions. You can also make individual fields...

There's a few different ways to show and hide elements on a page at runtime in bpm'online. First and foremost, if you're just hiding fields on the screen, whether that is based on a value or not, your first stop should be to add this using the business rules on the page. In the page editor, you'll see a...

QR codes can be useful and you might find a need for generating them inside of Infor CRM (Saleslogix). A QR code can represent a lot of different things, but in this article we will be creating QR codes that contain the URL to a record in the CRM web client (the value stored in the QR code is...

As of mobile 3.4, each entity has a model which describes the data to retrieve for it's different views (detail, edit, list). The models can be customized in the same way as you register customizations for a view. In mobile versions previous to 3.4, you would use  methods, such as querySelect to add a new property to the SData...

The Infor CRM implementation of a checkbox does not use a standard ASP.Net CheckBox control. Instead it uses its own control implementation that inherits from the CheckBox control. One of the things that I struggled with recently was how to both change the text showing with the CheckBox as well as change the color of that text, based on if...

I've posted a few times before about customizing the Infor CRM (Saleslogix) Activity Editor Dialog. It's a form made up of 100% Javascript so customizing it isn't like your typical Infor CRM Web customizations. In this article, we'll be looking at how to customize the lookup to add contact attendees (participants) to the activity. Specifically, we'll be adding a...

Customizing the Activity Dialog in Infor CRM Web is not like customizing other forms. This form is not a QuickForm/SmartPart or ASP.NET form. Instead, it is made entirely of Javascript. However, once you've learned the basics of how to work with it, you actually have every bit as much flexibility, or more, than working with a traditional QuickForm. In this...

Checking to see if the current user is on the same team as an account's account manager is an easy task. Luckily, the User entity has a built-in business rule called GetUserTeamMembers which returns a list of OwnerJoin entities. For these OwnerJoin entries, the Child property will contain the Owner entity for each team member for the user. You...