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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
When using an editable detail in Creatio, the default behavior when the user is tabbing through the editable columns and reaches the end of a row is to move to the next row. However, if the user tabs past the end of the last row in the detail, by default a new row will get […]
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 […]
There are a few different options for setting a sort for details in Creatio. You can add a default sort column and direction to a detail added to a page schema, or you can add the sort in the detail schema so the sort will apply to the detail no matter where it is used. […]
There are many occasions where you might need to know when a row has been added, edited, or deleted in a detail in Creatio from the page where the detail has been added. An example of this is in the Order area, where you can add/edit/delete rows in the products detail and the total of […]
When you have a detail that has some value that you want to total and display on the main page it’s pretty easy to do. This article will show you the steps. In the scenario for this article I have a detail called tickets that has a dollar amount, and I want to display a […]
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 […]
One of the things I love about Creatio is how it is so simple for a non-developer to customize while still allowing developers to take it further, all at the same time. In this article, we’ll completely change how a detail grid is displayed by taking it further with some CSS. In short, we’ll modify […]
When having a detail with only one lookup, using a whole new edit page for it isn’t really needed, a lookup pop up is all you’d need. The academy has already gone over this but I thought I would just simplify the article. For my example I will create a case subscription detail where you […]
A built-in feature of Creatio is that all users can customize list/grid column layouts for the columns that are most useful to them. This can be done by clicking the three dot (ellipsis) button above the detail list and selecting “Setup columns” from the menu: A system administrator can customize the layout for all users […]
A useful thing you can do with a detail in Creatio is make it have an editable list. This means instead of using a edit page, you can just edit the columns straight in the list. The academy has an article on this already but I thought I would write an article simplifying the steps. […]
This article will show you how to create a detail in Creatio. A detail is a one-to-many list of data connected to a record, you can see examples of this in Creatio with the address list on a contact. A detail can also be a list of records in another section, for example a list […]
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