For parameters in processes, you can easily set and get values in code ScriptTasks for simple parameter types. However, it might not be as obvious how to work with a collection parameter. For simple parameter types, such as text, you can get and set values using the following: This article will outline how to get […]
It’s easy to make a table of multiple records in a process for your emails. In this article I will show you how to make a table with a process by looping and using HTML. You can check out my other article about looping for a reference here. This article’s example we will be creating […]
There are times you want the user to fill out certain fields based on things that have changed on a record. You can always use business rules to make fields required based on conditions. But sometimes its easier to prompt the user for the fields you want to collect without seeing everything on the page. […]
In my last article I showed how to work with a collection in a process. In this article I’ll be doing something similar but this time the collection will be coming from a web service. I’ll be using the web service element in the process so I’ll be covering how to use that. I’ll also […]
When creating a process that needs to start on a specific date or time in Creatio, you’ll use the Timer start element. This timer start includes some predefined start options for starting the process on a specific day, week, month, day of month, day of year, etc. However, what if you need things more specific […]
Awhile ago I made an article on how to loop through a process. The purpose of looping is to do something with multiple records, there is another way of doing that but instead of looping through records you use a collection. The idea is that you can read a collection of records by using a […]
There are user action tasks in processes in Creatio. These user action task are things you want to show to the user for them to take some action on. A common problem is that sometimes these user actions will show up in the communication panel instead of displaying to the user. This can be confusing […]
Delete signals can be pretty useful sometimes but can be confusing to use. In this article I’ll show you how to use a delete signal in a process. Usually when you use a signal of any kind you’d want to read what is causing the signal (in this case, the record being deleted). The problem […]
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 […]
Sometimes in a process in Creatio you need two things to happen before you continue with the process. When the order of the things don’t matter as long as they all get done before the process continues. It’s a good case for using a parallel gateway to perform the tasks at the same time. A […]
Awhile back I wrote an article about how to notify activity participants with a looping process but I thought that it would be a good idea to make the loop process it’s own topic. In that article, the process looped through the activity participants In this article, I will simplify that and just show how […]
In this article I will tell you how to refresh a page from a process in Creatio. It’s pretty common for a process to run on a signal from a record being saved. That process might update fields that you want the user to see right away. To do that you’ll need to refresh the […]
A lot of calendar apps, like Google Calendar for example, allow you to notify participants with an email. This functionality doesn’t exist in Creatio but it’s easy to add. In this article I will show you how to make a process that allows you to send emails to participants of an activity. For the first […]
Creatio does have a lot of options for working with objects/data with an Entity object model, EntitySchemaQuery, Select/Update/Insert objects (I’ll get around to writing articles on these topics as well). You can also execute a SQL statement directly when needed as well. Before we get into the code, it’s worth mentioning, executing a SQL statement […]
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 […]
Lookup columns in bpm’online store an ID value, not the actual text. For example, the City lookup doesn’t store the City name itself, it stores the ID value for the selected City from the City lookup table. If you’re working with ESQ queries, this isn’t exactly apparent, since you’ll reference the “City” column and get […]
There are a lot of ways that a process can get started, or triggered in bpm’online. Signals on entity events, messages, timers, and manually starting a process. You can also start a process from code. You can even provide values for parameters in the process to set context if needed. This article will look at […]
Script Tasks in bpm’online processes allows you to go beyond what is available in the standard process tasks. There’s really nothing you can’t accomplish, as long as you know what code to write. The following code will run a Word printable and attach the resulting document to a record. In the code below, we will […]
The System Settings area in bpm’online is an extremely useful place to store your settings or things you’d like to give the user the ability to change in bpm’online. For example, in my last post I outlined how to make opportunity list rows green if the amount was greater than $3000, you could have that […]
There are many cases when you need to know who the current user is in bpm’online. Whether this is in client-side code on a form, or in server-side code in a process or a configuration service. Getting the Current User in Client-Side Code The current user is stored in Terrasoft.SysValue as CURRENT_USER. This is a […]
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