The column layout for a detail list in Creatio is meant to be something that a user can change. However, an administrator can set this for all users by selecting the “Save for all users” option when saving the column layout. This “default” layout for all users can also be included in a package and […]
The Change Log for Creatio addon in the Creatio Marketplace allows you to set up logging for columns of any object in Creatio and view the change log on the record it was for. This works a little differently than the out of the box logging since it will display on a tab on the […]
The Infor CRM web client is an HTML site published through IIS web server, and can be accessed through any current web browser.
With landing pages in Creatio you can add a form to your website that will add data to Creatio. All you need to know is how to create a HTML form for your website it does all of the work to add the data to Creatio for you. In this article I will show you […]
Most sections in Creatio have an Attachment and Notes tab. On this tab you’ll see a rich text editor that allows for HTML content with fonts, text size, colors, tables, and even embedded images. You can create custom rich text editors, just like this one, with just a few simple steps. Your end result will […]
If you need to retrieve the details for a Creatio object/entity, you can easily access this information via the REST API. The DataService has an endpoint that will provide all the details for an object such as the caption, the primary display column, what sort of access rights is defined for the object, as well […]
A welcome feature that has been added to the Infor CRM LAN/Windows client is the ability to associate an activity record to any entity just like you can in the web client.
If you’ve added the Actions Dashboard to a custom section (See previous article Adding the Actions Dashboard to a Custom Section) you might be wondering why the “To” recipient for emails isn’t populating in the Actions Dashboard. This is because the out of the box behavior only populates that if the current section is the Contact […]
After a year of rapid growth Creatio has closed a $68 million round of funding. Despite the fact that we were (and still are) in a pandemic, last year had the highest growth rate in the company’s history. They had a net customer retention of 122%, which is pretty impressive. The combination of the […]
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 […]