Tag: Processes
Executing a Process and Passing a Collection of Records via Javascript Code in Creatio
This article will look at how to execute a process via client-side Javascript code and pass multiple records. Refer to the previous articles on executing a process via code below:
Starting a Process from Client-Side Code on a Creatio Freedom UI Page
Programmatically Starting a Process from Client Code on a Classic Creatio Page
In order to pass a collection...
Creating a Comma-Delimited List of Values from a Read Data Element in a Creatio Process
This article will look at how to use the results of a Read Data element in a Creatio process to create a comma-delimited list of the values in a single string. For this article, I'll be reading contact records, then creating a comma-delimited list of their email addresses (with the idea that I can then use that to send...
Dynamically Setting the Printable Template for the Process File Element in a Creatio Process
The Process File process element allows you to do things such as generate a printable in a Creatio process. The printable to use for the Process File is something that you must select at the time when you're designing the process. This property does not allow you to select a process parameter to use for the template.
I had a...
Starting a Process from Client-Side Code on a Creatio Freedom UI Page and Getting Back Outgoing Process Parameters
I outlined in a previous article how to start a process via client-side code on a Creatio Freedom UI page. This article will take that a bit further to also retrieve output parameters from the process and use in the page code.
For this example, I will be executing a process on the Account page. The process will retrieve the...
Launching a Process for Multiple Records in a Creatio List
In this article I'll be showing you how to pass a collection of records from a list to a process. For my example we'll be passing a list of contacts from the contact section to a process that will add all of the selected contacts to an activity.
The functionality described in this article is new as of Creatio 8.1.3....
Automatically Canceling User Tasks After a Period of Time in a Creatio Process
Processes in Creatio are a huge part of the platform being used almost all the time. But sometimes processes can be left running in the background forever if a user task is left unfinished, not only flooding the users task bar also on the records the task is for. User task process elements sit and wait for the user...
Prompting a User For Information Using a Mini Page From a Creatio Process
The mini page is a new way to prompt for information when using a pre-configured page in a process. This is a new feature that was added in Creatio version 8.0.10 and it can be very helpful and be used in many ways. In this article I will be showing an example of one way you could use this...
Automatically Refreshing a Creatio Freedom UI Page or List After Updating a Record in a Process (With No Code)
Typically, when you launch a process from a page in Creatio, you want to refresh the page after the process completes so you see any data that was changed by the process. This has always been done by sending a message from a script task in the process to the UI to tell it to refresh. Starting in Creatio...
Starting a Process from Client-Side Code on a Creatio Freedom UI Page
In a previous article I outlined how to start or execute a process from client-side code on a classic Creatio page. This article will show you how to start a process from code on a Freedom UI page. Like most things in a Freedom UI page, we'll start the process by using the HandlerChainService to initiate a crt.RunBusinessProcessRequest request. The...
Working With Collection Parameters in a Process Script Task in Creatio
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:
// get text parameter value
var val = Get<string>("MyParam");
// set text parameter value
Set("MyParam",...
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.



