Making a field enabled or disabled can be a very easy process and can be done in different ways. One way you can do it is with business rules but sometimes what you’re trying to do can be too complex for a business rule. For example if you need to disable a field based on […]
When using an Integer column in Creatio, formatting will be automatically applied, adding a thousands separator comma to any integer values. However, this might not be the desired behavior. For example, for values that represent a year. To remove this formatting from an integer field on an edit page, we can simply add the following […]
Many of the out of the box sections in Creatio have something at the top that is called the Actions Dashboard. This is what that looks like: This component allows you to quickly create a call activity, a task, an email, etc, as well as view the next steps, or activities for the record. You […]
For a detail in Creatio, there’s an option to filter the detail that is buried in the three-dot menu button. Many users might not know that is there. Additionally, if the detail needs to be filtered often, it might be a pain for users to continually look for the filter option in that menu. For […]
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 […]
At times you might want to display read-only data on a page in Creatio. For example, you might want to display some calculation or data from some other object in a read-only label on the page. To do this, you’ll follow these steps: Add a text attribute on the page. This is what we’ll bind […]
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 […]
In Creatio some records have support for an image. For example, in the Contact section you can add a contact’s photo and in the Account section you can add a company logo. This article will outline the code needed to programmatically add an image to a contact or account from a URL. The code can […]
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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 […]
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