If you have a text field that contains a URL, by default in Creatio it will just show as text. Meaning, it will not be a clickable link. You can change this so it works like a text field that also has a clickable link like the out of the box web address field in […]
If Xbar refuses to install on a new computer, it may be possible to install Xbar by copying the entire folder and registering the slxotl32.dll file.
Marketing Creatio: Easy to Use, Powerful Capabilities. A powerful e-mail marketing solution is the backbone of every company’s marketing strategy. Not only does it need to have advanced capabilities so you can build sophisticated email campaigns and track results, but it also needs to be easy to use. Enter Marketing Creatio. This marketing automation […]
In the event of a failed install, it may be possible to add Xbar to Outlook manually.
If you need to determine the objects that are related to another object in Creatio, there’s a few ways to do this. For example, let’s say you want to find all of the objects that have a relationship to the account object – meaning, find all the objects that have an account lookup. We’ll take […]
Customer FX has a new release in the Creatio Marketplace that is now available. This is a developer toolkit for adding a multi-select text control to any page in Creatio. Although it’s a developer toolkit and does require some development to use, the dev skills needed is really pretty minimal. It’s actually pretty easy. Download […]
An integral part in building business logic in Creatio is being able to respond to entity events, such as when a record is added, modified, deleted, etc. Creatio does provide many ways to handle these events. You can add signal starts in processes or handle these events in entity subprocesses. This article will cover another […]
In Creatio having addons in your system really helps out a bunch and can be used for so many different tasks. The marketplace is full of helpful addons, weather it’s something to just help you organize your system or something to help you with your work, there’s a huge variety on what you can find. […]
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. […]