A Creatio configuration service is a WCF service that is typically used to create web services that consume and provide JSON. However, it is possible to also change the content type of the data returned to other types. This article will look at creating a configuration service that returns a HTML page that can be […]
The 4th annual Top 100 Software Companies has been announced by The Software Report and Creatio has made the list! The Top 100 Software Companies are chosen after an indepth evaluation, involving a thorough analysis of feedback from nominations and extensive research into a company’s history. This includes scrutiny of publicly available information and […]
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 […]
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 […]
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 […]
Something I have really grown to love with Freedom UI lists is the ability to add row actions that can be performed for the selected row in a list. These quick actions make a nice way to allow users to perform quick actions without opening the full record page. Here’s a sample of a list […]
On a Freedom UI page, you can execute requests to perform various actions, such as to display a message dialog, a toast message, open a page, reloading a list or page, etc. One of the available types of requests you can execute is to copy a value to the clipboard. This request is called a […]
Showing Message Dialogs and Confirmation Prompts from a Freedom UI page work by executing a request to show a dialog. You can pass an array of buttons plus a message. This asynchronous request will provide you with the result selected by the user. The request to execute is a crt.ShowDialogRequest. The end result is a […]
The mini page is a new way to prompt for information when using a pre-configured page in a process. This is a new feature that was added in Creatio version 8.0.10 and it can be very helpful and be used in many ways. In this article I will be showing an example of one way […]
Mark your calendars for September 20th and get ready for a major platform update – Creatio 8.1 Quantum Release: The Era of Composable No-code. Quantum is a next-generation release of Creatio’s no-code platform, which empowers users to assemble applications with no-code components. This unique composable approach will enable organizations to experience a maximum degree of […]
On Freedom UI pages all page code is added as request handlers. This new way that code is added to Freedom UI pages has some benefits, however, it does tend to make the code for the page unorganized, difficult to read, and not reusable. Rather than adding all logic to request handlers on a Freedom […]
Filtering lookups on a Freedom UI page is something new in 8.0.10. However, even in 8.0.10 there are still some issues with filtering lookups. I do expect lookup filtering to improve for Freedom UI in versions to come, however, there is still a need to be able to dynamically filter a lookup with complex conditions […]
In a Creatio Freedom UI page you might want to apply custom CSS styles to controls based on conditions to draw the user’s attention to something. This article will outline how to do this for any control type on a Freedom UI page. In this article, I’ll be using the scenario styling a checkbox as […]
In Creatio 8.0 Atlas and higher a new layer for development was added called applications. The application is a layer above the package, meaning a parent layer for the package and can hold additional metadata about what your development is for or contains. Additionally, an application can contain multiple packages as well. You’ll see the […]
Creatio has been expanding the capabilities of business rules on Freedom UI pages with each release. However, as of 8.0.10, you cannot add a rule to show or hide a field on a Freedom UI page based on whether the current user is a member of a specific role or not. However, it is possible […]
A toast popup is an unobtrusive way to display a message to a user. It displays at the bottom of the page, out of the way from what the user is doing and goes away on it’s own after a short period. Creatio includes the ability to display a toast message to a user from […]
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