If you need to refresh a section list in Creatio at any point there are a few methods you can use. Any section that inherits from BaseSectionV2, which is really any section with a list, will have a built in method to refresh the data displayed in the section. All you need to use is […]
If the Infor CRM client site will not display on a cloned web server, it may be necessary to set the IIS application pool identity to a local account, and then set it back to WebDLL.
Along the same lines as what I covered in a previous article on adding new rows in an editable detail to the bottom of the list, if your detail represents some sort of ordered or sequential items, you might want to also remove the ability to sort the detail as well. There are some details […]
I recently discovered an issue with a client who was on the 8.3.09 version of the Infor CRM web client. They were unable to see new picklist items that had been added to various picklists. The way that picklists operate in the web client is that initially a query is made to the database to […]
When working with an editable detail in Creatio, when the user adds a new row to the detail, a new row is added to the list, the user then can enter values, and then click the save button in the row action buttons. However, if you’d like, you can also force newly added rows to […]
Infor announced today that they will have a fix for the Sales Funnel which is currently using Adobe Flash which will be unsupported and stop working at the end of 2020. A bundle will soon be available to all customers on a current maintenance plan which will replace the funnel chart widget with a non-flash […]
When using an editable detail in Creatio, the default behavior when the user is tabbing through the editable columns and reaches the end of a row is to move to the next row. However, if the user tabs past the end of the last row in the detail, by default a new row will get […]
When working with an editable detail in Creatio, when the add button is clicked, the default behavior is that the new row is added to the top of the detail list. This might not be the behavior you want, especially if the detail rows represent some “sequential” things, and the new row will represent the […]
If you use Creatio landing pages, be aware of an issue that affects website visitors using Chrome 85 or Safari 14. In the recent update of Chrome 85 and Safari 14, the default referrer policy changed to strict-origin-when-cross-origin. You can see more about this change from the Chrome team here. The issue that this causes for […]
Sometimes with an editable detail in Creatio you might want some fields to be editable in the list, but other fields available on an edit page. There are only so many fields that can reasonably fit in the detail list, so it often will make sense to add others to a separate page. The problem […]
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