In a previous article I outlined how to open a page via code in a Freedom UI page. I also outlined how to open a record’s edit page via code in a Freedom UI page. However, it’s possible you have many different pages for the same entity. What if you want to open a record […]
In my previous article I outlined how to invoke a lookup dialog on a Freedom UI page. In this article, we’ll expand on that idea to allow adding to a list from a lookup. For this sample, we have a list on the account page of products owned by the account. We’ll add a button […]
Creatio 8.1 introduces two new features when it comes to lookups and lists. First, is the addition of a Lookup dialog (instead of the drop-down type lookup that has been the only option for lookups previously for Freedom UI). Second, is the ability to multi-select from lists, which includes the list on the new Lookup […]
In recent versions of Infor CRM SLX, in order to interact with core files in the virtual file system, it is necessary to use SQL queries to the VIRTUALFILESYSTEM table.
Infor has released a new version of Xbar for Outlook, which can be downloaded from the downloads area on the Infor Support Portal. Xbar 1.4.2 contains numerous bug fixes as well as several new features. For a complete list of what’s new and fixed, click the link below. Infor_CRM_SLX_Xbar_1.4.2_Release_Report 1 Add a text notification when […]
I really like the G2 review website because these are reviews from actual users and not paid analysts. Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom, has been recognized as a Leader in the G2 Fall 2023 Grid® Reports for CRM Software. Creatio CRM […]
One of the nice new UI features for Creatio Freedom UI pages is the Toggle Panel layout component. You’ve likely seen this already, most Freedom UI pages for sections use this for the Attachment’s and Feed areas. It’s those pop out panels on the right side that can toggle open and closed. It can be […]
If you’re using Marketing Creatio to send bulk emails, there are a lot of things you can do to use the results of marketing campaigns and emails to fine tune future marketing audiences. One possible use is to create a list of contacts that clicked a specific link in a bulk email. In order to […]
Download the linked document below to see some of the new features and capabilities Infor added to the new 9.1 release. Infor 9.1 Enablement – CRM – 2023July
The Freedom UI RichText Editor defaults to a single line/row. It does grow as the user enters more and more text. However, this single row gives the appearance that it’s just a normal text field, not one that can support multiple lines of text and can cause some confusion for end users. I prefer to […]
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