Creatio

Creatio (formerly bpm’online) Articles, Product News, and Information

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Must Have Marketplace Addons for Every Creatio System

In Creatio having addons in your system really helps out a bunch and can be used for so many different tasks. The marketplace is full of helpful addons, weather it’s something to just help you organize your system or something to help you with your work, there’s a huge variety on what you can find. […]

Failure to Upload Template for Excel Report in Creatio (and a Solution)

When using the Creatio marketplace addon for Excel Reports (which is a fantastic add-on that every system should have installed), you might have discovered that in recent versions of Creatio you’re no longer able to upload a template for the Excel report. You click the button to upload the template and then nothing happens and […]

Detecting if a Page Needs to be Saved in Creatio

If you need to be able to determine in code on a page in Creatio if the current record has been modified and needs to be saved, the easiest way to determine this is by checking to see if the Save button is visible or not. In Creatio, when a record has been modified, the […]

Creatio Marketing emails can have Dynamic Content

Dynamic Content is a marketing email feature usually reserved for very high end platforms however, it is included in Creatio Marketing.  Adding to the power of this feature is the fact that any and all Creatio data can be the used as the condition that selects your dynamic content. Dynamic content enables changing the email […]

Applying Global CSS Styles in Creatio

There are times you might want to add CSS styles to the entire Creatio application. I wrote an article previously about how to add CSS styles to Creatio where I outlined how to add CSS to a specific page. In that article I mentioned, towards the end, that if you want to add CSS globally, […]

Tips for Working with the New Code Editor in Creatio 7.17

I wrote an article previously about getting the most out of the code editor in Creatio. In Creatio version 7.17 the editor has changed and that information no longer applies. The previous editor was based on the Ace editor, however the new code editor is based on the Code Mirror javascript editor. Knowing what the Creatio […]

Looking up Records in Creatio

Looking up records in Creatio sounds like a very easy task, but there many different ways you can do this.  Because you have options I have made a video to help determine the best and fastest ways to look up records. Take a look. It only takes a couple of minutes and you will be […]

Refreshing a Section List in Creatio

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 […]

Disable Sorting on a Detail List in Creatio

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 […]

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