In my previous article, I covered how to insert a record from client-side code using InsertQuery. In this article we’ll cover how to update data from client-side code using the UpdateQuery object. The UpdateQuery looks pretty much the same as the code for the InsertQuery, we’ll create the object and specify the rootSchemaName (the object […]
There might be times when you need to insert a record from client-side code on a page in Creatio. While it is easy to add records in a process, you can also do the same from the form code itself using an InsertQuery object. Let’s take a look. For this scenario, we’ll say we have […]
There are times when you might not want a user to be able to edit content on a page. While Creatio does allow you to easily modify access permissions on the fly from a process, that might not provide the flexibility you need to do it conditionally, without modifying the record access permissions. You can […]
Find Out How Implementing Sales Creatio Can Benefit Your Organization Sales Creatio is an award winning, cloud-based CRM that has a proven track record for helping organizations increase sales efficiency, improve sales outcomes, and strengthen customer relationships. Sound like something you’d be interested in learning more about? Join us on Wednesday, April 29th at 2pm CDT as […]
From the recent Creatio Webinars, Customer FX Apps in the Creatio Marketplace make up 3 of the current top 8 most popular marketplace apps. If you’re a Creatio user, do yourself a favor and give one of these a try: Recently Viewed Records for Creatio: This app will keep track of any record you visit […]
In my previous article, I wrote about how to filter a lookup using an attribute that allowed you to set the lookup filters in code, rather than with a business rule. In this article we’ll look at a specific example of filtering a contact lookup to only display contacts that are users in a certain […]
When you add a lookup to an object or page, the default behavior is not filtered, meaning the lookup will search through all records in the lookup object’s table. Often, this isn’t ideal. You can very easily use business rules on a page to set up a simple filter for a lookup, but this might […]
The QTI Group strengthened customer relationships after implementing Sales Creatio. When The QTI Group, an organization focused on helping businesses address HR needs, started looking for a way to deepen their customer relationships and unite their 4 lines of business they soon realized that there was no central place to access all of their customer […]
There are many cases where you’d want to throw a ValidationException in an entity event or business rule in Infor CRM. This is a common practice where you’ll throw the exception and the message is displayed to the user when using the full web client. However, in the mobile client, the user will never see […]
Alerts and automation have been extended to 1,000s of web apps. The newest version of KnowledgeSync, an alerts and workflow solution that’s a perfect compliment to CRM, is now available. KnowledgeSync v10 comes with a number of improvements meant to ensure vital information your organization needs never falls through the cracks, resulting […]
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