A useful way to allow a user to control the filters for some server-side operation or process is to allow them to select a folder for your back end code to use for filtering the data. There’s a few things you need to do to retrieve the filters for a folder. This article will provide […]
In a section in Creatio, the data displayed in the list is based on the filters selected or added by the user. However, what if you always want to filter out certain types of records. For example, what if you want data that meets some condition to never display (or always display)? In the section […]
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 […]
If you’re using Creatio for marketing the amount you pay to send bulk emails is based on the number of “active contacts”. An active contact is someone you’ve sent a bulk email to within your licensed year. It’s helpful to see how many active contacts you have because that affects ho much you pay to […]
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 […]
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