Tag: Roles
Showing or Hiding a Field if the Current User is a Member of a Role in a Creatio Freedom UI Page
Creatio has been expanding the capabilities of business rules on Freedom UI pages with each release. However, as of 8.0.10, you cannot add a rule to show or hide a field on a Freedom UI page based on whether the current user is a member of a specific role or not. However, it is possible to do this with...
Determining if a User has a Specific Role in Creatio (formerly bpm’online)
In bpm'online roles are used to determine what a user is allowed to do. There are organizational roles and functional roles. Functional roles are specific things a user can do, and an organizational role is a grouping of those functional roles for a specific type of user in the organization. If you've come to bpm'online from Infor CRM, think...
Programmatically Using Security Roles and Secured Actions in Infor CRM (Saleslogix)
In most places in the Infor CRM (Saleslogix) web client, it's pretty easy to use security roles. You simply add the role string to an "Applied Security" property and the rest is magic. But what if you need to get more granular than that? What if you need to access the roles at runtime and apply security to something that doesn't have an Applied Security property? What if you need to apply role security to individual controls on a form, such as enabling or disabling a checkbox? Luckily, it is just as easy to use security roles programmatically as it is to apply them to properties of things in Application Architect.
Hiding tabs in the web client using Roles
If you had a tab you wanted to hide in the LAN client, all you have to do is remove the current release. Once that was done, the Admin user will continue to see the tab, but no other users will have access to it. This is something that you can do in the Web client fairly easily as well, although you have to go about it slightly differently. In this post, I'll do a quick walk-through of hiding the Products tab in the Opportunities area of the Web Client.
SalesLogix Administrative Roles
I was working with a client recently and asked him to install a bundle logged in as the administrator. As I followed along I saw he had successfully installed and released the bundle to all users. In addition to the bundle there was some script changes we needed to implement.
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.



