A tip to make lookups in Creatio more interesting, which can help engage users more. Using emoticons in Lookups. I recently had a request to create a “rating” lookup with choices like 1-5. Sounds boring and seeing a “2” on a page doesn’t give a quick visual of what that really means. So, instead, I […]
In Creatio you’ll notice a plus button on the top left side you can click and you’ll get a menu of things you can add. This is called the Quick Add menu. If you want to add a custom section to the quick add menu there are a few steps that you’ll need to do […]
When creating lookups in Creatio sometimes the user might need to select more than one option but with normal lookups that is impossible. In this article I will show you how you can create a multi-select lookup in Creatio. To do this we’ll be using a marketplace add-on which saves the values as text. This […]
You’ve likely noticed that some lookups in Creatio have an edit page where there are additional details for a lookup item. Other lookups, like the lookups you create, do not have an edit page. Additionally, the lookups with an edit page allow for items to be added to the lookup on the fly, by users. […]
In this article I will be showing you how to create your own lookup from scratch. If you’re using the wizard to create a page it’s easy to let it just create the lookup for you but sometimes you need to just create a lookup on it’s own. I will show you the steps on […]
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 migrating an Infor CRM system to Creatio, which is something Customer FX specializes in, one particularly difficult thing to deal with is what to do with multi-select picklists in Infor CRM. There’s no real reasonable equivalent in Creatio. What we often do is move these to their own detail in Creatio, but this […]
If you’re adding a Contact lookup where you want the user to chose from user contacts only, instead of all users in the system, you’ll add a normal Contact lookup that gets filtered to show only contacts that are users. I’ve shown before how to filter a lookup, but for filtering for user contacts, there’s […]
In Creatio, or any system, a dependent lookup is a lookup that the choices are dependent on what’s selected in another lookup. Sometimes they are referred to as cascading lookups. The basic idea is one lookup filters the choices available based on what you pick in another lookup. This is common with things like type […]
I wrote an article previously outlining how to modify a lookup’s filter via code. See Filtering Lookups in Creatio. In that article I show how to add an attribute that merges with the lookup, modifying the lookupListConfig for the lookup to add a filter. You can use that same approach to modify other things about the […]
In my previous article, I wrote about how to filter a lookup using an attribute that allowed you to set the lookup filters in code, rather than with a business rule. In this article we’ll look at a specific example of filtering a contact lookup to only display contacts that are users in a certain […]
When you add a lookup to an object or page, the default behavior is not filtered, meaning the lookup will search through all records in the lookup object’s table. Often, this isn’t ideal. You can very easily use business rules on a page to set up a simple filter for a lookup, but this might […]
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 long time ago I wrote about how to add a pre condition to a lookup control in the Infor CRM web client. I realized that I had not really specified the options when creating a new LookupPreFilter, specifically what options you have in the OperatorCode. When you add a lookup pre-condition at design time […]
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 […]
I recently had a request to customize the Lookup dialog in Infor CRM (Saleslogix) to add a hyperlink column that would launch a dialog to show related data to the row in the lookup search results. For this particular request, the customer wanted to add this custom column to any product lookup that would show […]
By default, the columns in the grid on the lookup dialog are not resizable. You get static width columns and the user cannot drag to increase the width of columns. This behavior can be changed with some simple Javascript. The following code will allow the columns in all lookup dialogs to be resizable. This code […]
An annoyance I’ve always had when using the Infor CRM (Saleslogix) Web client is that in lookup dialogs the textbox where you type in a search value is not focused. You can’t just open a lookup and start typing. You have to first click into the textbox, then type in your search value. In my […]
In the Infor CRM web client the lookup control’s popup dialog defaults to being something like 750px wide. Sometimes this may not be wide enough to incorporate a lookup whose grid contains a lot of columns. You can modify this behavior by extending the base SDataLookup widget. In a previous post I talked about how […]
When associating a related asset to a ticket in the Infor CRM Web Client (Saleslogix), the out of the box behavior will show all assets in the system in the lookup to select an asset. This doesn’t make a whole lot of sense for most people since they usually want to relate an asset that […]
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