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Tag: Modules

Organizing Code for Creatio Freedom UI Pages with Modules and Classes

On Freedom UI pages all page code is added as request handlers. This new way that code is added to Freedom UI pages has some benefits, however, it does tend to make the code for the page unorganized, difficult to read, and not reusable. Rather than adding all logic to request handlers on a Freedom UI page, it's a...

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 Client Module" and selecting...

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 benefits of using modules...

Loading Custom Javascript and Style Files in Infor CRM (Saleslogix) Web Without Modifying Master Pages

Usually when you create custom Javascript or CSS stylesheet files for Infor CRM, you have to modify the master pages to load your scripts or stylesheets. The problem with this is that you've now touched one more thing that you need to worry about in an upgrade. There's a lot of stuff going on in those master pages and...

Heads up on using custom Modules in the SalesLogix web client

Preventing errors from using Modules in the SalesLogix web client as it relates to the SalesLogix Web Reporting Server.

Hiding Context Menus at Runtime in the SalesLogix web client using modules

Ryan, wrote a great article on how to use a module to hide a toolbar item at runtime here. I wanted to expand his article slightly to show how a similar technique could be used to hide a context menu. The main difference is what workspace the context menu exists in. In Ryan’s example he uses the ToolbarWorkspace, where the Context menus reside in the NavWorkspace.

Account Hierarchy for SalesLogix Web Source Code Has a New Home

The Account Hierarchy for SalesLogix Web module has a new home. I have moved the source to Github to make a public repository for the code and make it easier for others to get the latest source as I make changes to it. I released a public download of the Account Hierarchy module almost a year and a half ago for SalesLogix 7.2. Since that time it has had hundreds of downloads. I have make some tweaks over time and decided there needed to be a better way to share those tweaks. The Github repository will be the permanent location for this module going forward.

Creating Modules for SalesLogix Web and Hiding Toolbar Items at Runtime

Creating modules for SalesLogix Web is something that is likely something that is often overlooked or not used because they are assumed to be too complex or are just not understood. A module is an assembly that you've added to a page or the portal that adds functionality to the page. The great thing about a module is that you can change things about the page without needing to resort to doing something like modifying the deployed pages or SmartParts. This article will look at how to create a module to conditionally hide a menu item at runtime.

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.