Tag: Details

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Always Showing the Filter Button for a Detail in Creatio

For a detail in Creatio, there’s an option to filter the detail that is buried in the three-dot menu button. Many users might not know that is there. Additionally, if the detail needs to be filtered often, it might be a pain for users to continually look for the filter option in that menu. For […]

Conditionally Making a Detail Read-Only in Creatio

I wrote an article before about how to make a detail read-only. The method in the article stubbed out the functions to add the edit, copy, and delete menu items. What if you want to use a detail in several different sections but only allow add, edit, delete from one of these sections? We can […]

Disable Sorting on a Detail List in Creatio

Along the same lines as what I covered in a previous article on adding new rows in an editable detail to the bottom of the list, if your detail represents some sort of ordered or sequential items, you might want to also remove the ability to sort the detail as well. There are some details […]

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 […]