Infor CRM Getting Custom Entities Working with Activity Associations
How to get the activity association functionality in Infor CRM to actually work with custom entities.
Overriding Modules in Creatio (formerly bpm’online)
A key part of developing in Creatio is the concept of overriding to add or change functionality. This is easily done with view modules. As a matter of fact, this is exactly what the wizards are doing when you customize an existing section or page. You can do this as well by creating a “Replacing […]
Issues with Script Includes on Quick Forms in the Infor CRM 8.4.03 Web Client
Discussion of issues with include script attributes on quick forms in the Infor CRM web client.
Deleting Records from Client-Side Code using DeleteQuery in Creatio (formerly bpm’online)
In my previous two articles, I covered how to insert and update data from client-side code in Creatio. This last article in this series will cover how to do deletes from client-side code as well. Similar to how UpdateQuery worked, we’ll provide a filter (just like with EntitySchemaQuery) that indicates the record, or records, to […]
Updating a Record from Client-Side Code using UpdateQuery in Creatio (formerly bpm’online)
In my previous article, I covered how to insert a record from client-side code using InsertQuery. In this article we’ll cover how to update data from client-side code using the UpdateQuery object. The UpdateQuery looks pretty much the same as the code for the InsertQuery, we’ll create the object and specify the rootSchemaName (the object […]
Inserting a Record from Client-Side Code using InsertQuery in Creatio (formerly bpm’online)
There might be times when you need to insert a record from client-side code on a page in Creatio. While it is easy to add records in a process, you can also do the same from the form code itself using an InsertQuery object. Let’s take a look. For this scenario, we’ll say we have […]
Creating Reusable Client-Side Code With Mixins in Creatio (formerly bpm’online)
In my last article I covered how to create reusable code in Creatio using modules. In this article I will cover a similar concept of creating reusable code using mixins. A mixin is a way to create reusable code where the code in the mixin becomes a part of the code you’re adding it to. […]
Creating Reusable Client-Side Code With Modules in Creatio (formerly bpm’online)
With any development, even when customizing Creatio, good code organization is crucial to get the job done right. Good code organization will make your customizations more easily maintainable, easier to read, and easier to create in the first place. One of the ways you can organize your code is using modules. One of the biggest […]
An Introduction to Performing Client-Side Queries Using EntitySchemaQuery in Creatio (formerly bpm’online)
Something that is pretty necessary to know how to use when developing in Creatio is how to perform queries. When doing a query from client-side code on a page in Creatio you’ll use the EntitySchemaQuery. This article will cover some EntitySchemaQuery basics and some samples for performing a query for a single object, given it’s […]
Validating That a User Entered Value is Unique in Creatio (formerly bpm’online)
There might be times where a value entered by a user needs to be unique. For example account numbers, each account will have it’s own unique number. To do this you will need to do a query to make sure no other account has the same account number. Let’s take a look how to set […]
Iterating Through All Properties Bound to a Page in Creatio (formerly bpm’online)
There might be times when you need to iterate through all properties bound to a page in Creatio. I recently needed to implement a reset/clear button for a form where all entered values would be cleared. I didn’t want to hard-code all the properties since there were many, also, that would mean I’d have to […]
Using Client-Side Calculations on Pages in Creatio (formerly bpm’online)
There are times in Creatio you’ll need to do calculations on a page. To do this it is pretty simple but it does involve a little bit of JavaScript. In this article I will cover a scenario where a page has a total amount that a customer owes. The user will enter a percentage amount […]
Debugging Client Side Code in Creatio (formerly bpm’online)
When you’ve started writing code for Creatio, without question you’ll need to know how to debug your code. To do this, you’ll use something like Chrome’s dev tools (or something similar) just as you would any Javascript code. However, there’s a few things you need to set up to be able to debug the code. […]
Creating a Web Service and Consuming it From Client-Side Javascript in Creatio (formerly bpm’online)
One of my favorite features of bpm’online is how you can create your own custom web services that you can consume from the client-side code in the UI. This allows you to offload heavy operations to the server that you can easily call from your code in the UI. These web services are referred to […]
Sending a Message from Server-Side C# to Client-Side Javascript in Creatio (formerly bpm’online)
Bpm’online has a powerful backend due to the ability to create processes. You can do just about anything at all in these processes. However, there are times that you’ll want to let the front-end javascript know that something happened on the backend, so it can respond as needed, for example to refresh the screen and […]
Phone Formatting in Editable SData Grids in Infor CRM
In the 8.4 Infor CRM web client, if you add a phone number column to an SData grid it does not handle formatting phones that contain extensions. Phones that are just 10 digits format fine as (nnn) nnn-nnnn but if you add a phone value like “6515554444×123” that value does not show formatted but instead […]
Setting a Default Search Field and Search Operator for Lookups in Infor CRM
In the Infor CRM (Saleslogix) web client, the Lookup dialogs will default the search field to the first field in the lookup results layout. The operator will default to a default for the data type of the search field. However, this behavior can be changed with some Javascript on a lookup-by-lookup basis. Let’s say we […]
How to Add a Call Button to the Phone Control in Infor CRM Web
The phone control in the Infor CRM (Saleslogix) Web Client format’s a phone number, when possible, and that’s really about all it does. What if you wanted to also make it so you could click the number to dial it. Other similar controls, such as the web address control, provides a button that you can […]
Adding a Confirmation Prompt to a Checkbox Control in Infor CRM
There are times that you might want to prompt a user in Infor CRM (Saleslogix) to make sure a click was intentional. I recently built an integration for a customer that allowed them to add or remove products from their WordPress/WooCommerce website by simply checking or unchecking a box in Infor CRM. I didn’t want […]
Excluding Reports from the Reports List in Infor CRM
In the Infor CRM (Saleslogix) Web client, users can go to the Reports section to see the full list of reports that are available. However, some reports, you might not want to have available there. For example, at times, you might build reports that serve a certain purpose, that you run via code from somewhere […]
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