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Tag: Details

Adding a List (Equivalent of a Detail) to a Creatio Freedom UI Page

In this article I'll be showing you how to create a list in Creatio with Freedom UI. A list is the equivalent of a detail from classic Creatio. There are 5 basic steps: Create the object and add the Expanded List component to your page Set the object for the list Connect the list to page so it filters for...

Programmatically Enabling Multi-Select and Select All for a Detail in Creatio

When working with a detail and you need to control enabling multi-select on or off and also programmatically selecting all rows, or none, the detail has some built in functions that you can use to accomplish this. These functions are part of the detail, which are available from the GridUtilitiesV2 mixin. Turning Multi-Select On To turn on multi-select for the detail,...

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 these cases, you can...

Adding Additional Filters to a Detail Added From a Lookup in Creatio

If you have a detail in Creatio where items are added from a lookup using the LookupMultiAddMixin, by default, this adds a filter so once an item is added to the detail, it is filtered out of the lookup (preventing a user from adding it twice). However, you can also add additional filters to this as well if needed. The LookupMultiAddMixin...

Conditionally Allowing Delete, Copy, or Edit Actions Based on Column Values of the Selected Row in a Detail in Creatio

I wrote an article previously on how to conditionally make a detail read-only based on the page, or connected column for the detail. In this article I will show how to use column values of the selected row to conditionally allow delete, copy, or edit actions. In this scenario, the detail will have a column named UsrType (a lookup)...

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 do this by checking...

A New Way to Create a Detail (One-to-Many List) in Creatio 7.17.1

In Creatio 7.17.1 they have added a new way to create and add details to a page. I've made an article before on how to create and add a detail the original way where you can view here. That way is still completely valid, however, this new way will save some time and steps. In this article I will...

Using an Edit Page to Add Records to an Editable Detail (Instead of Adding an Editable Row) in Creatio

The default behavior for adding a record to an editable detail in Creatio is for a new row to be added to the list that the user can then edit inline. However, what if you still want to use an edit page for adding records, but still keep the detail editable to edit values inline in the list? To do...

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 in Creatio where this...

Automatically and Immediately Saving New Rows Added to an Editable Detail in Creatio

When working with an editable detail in Creatio, when the user adds a new row to the detail, a new row is added to the list, the user then can enter values, and then click the save button in the row action buttons. However, if you'd like, you can also force newly added rows to be immediately and automatically...

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.