Whenever you start working in a new Creatio system, whether it’s a local install or a trial system, there are some useful changes to make to help you have a better experience. These may or may not be useful to do in a production system as well but I’m focusing on a system that’s used […]
In the Notification Center in Creatio (located in the right sidebar), you’ll see notifications for tasks you have been assigned. One of the options there is to postpone the task for a period of time, however, the choices might not suit the way your company works. Luckily, you can easily add more options to this […]
This information is current as of May 13, 2020. Your Guide to Adding Contextual Apps to Infor Ming.le Adding a contextual application widget to Infor Ming.le: In order for the contextual Opportunity Status widget to display in the Infor Ming.le sidebar pane within Infor CloudSuite CRM you must publish and enable the contextual application. […]
Like any data in Creatio, a detail list is based on an EntitySchemaQuery. Like any EntitySchemaQuery, you can add filters to limit the data. We can apply filters to the ESQ for a detail list as well so we can filter the results via code. For example, let’s say we have a detail that has […]
Things are going to be a little different this year (but I think we’re getting used to that). Infor just announced that this year for Inforum 2020 some changes will be made, namely that Inforum is going digital. Given the current situation with COVID-19 I don’t think the switch from an in-person event to […]
In Creatio, or any system, a dependent lookup is a lookup that the choices are dependent on what’s selected in another lookup. Sometimes they are referred to as cascading lookups. The basic idea is one lookup filters the choices available based on what you pick in another lookup. This is common with things like type […]
I wrote an article previously outlining how to modify a lookup’s filter via code. See Filtering Lookups in Creatio. In that article I show how to add an attribute that merges with the lookup, modifying the lookupListConfig for the lookup to add a filter. You can use that same approach to modify other things about the […]
In my previous two articles, I covered how to insert and update data from client-side code in Creatio. This last article in this series will cover how to do deletes from client-side code as well. Similar to how UpdateQuery worked, we’ll provide a filter (just like with EntitySchemaQuery) that indicates the record, or records, to […]
If you have a local installation of Creatio that you use for development and would like to use HTTPS to access this local install, this article will outline the steps needed to set this up. If You’re Accessing the Local Install on the Same Server via Localhost If you’re working on the same server where […]
The new skin applied to the Infor CRM 8.4.03 web client is a bit, shall we say, garish. I have come up with a more subdued color scheme to avoid your eyes from bleeding too much while you work in the client. This is what the standard client looks like: And this is the updated […]
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