Creatio

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

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Creating an Edit Page for a Lookup in Creatio

You’ve likely noticed that some lookups in Creatio have an edit page where there are additional details for a lookup item. Other lookups, like the lookups you create, do not have an edit page. Additionally, the lookups with an edit page allow for items to be added to the lookup on the fly, by users. […]

How to Manually Create a New Lookup in Creatio

In this article I will be showing you how to create your own lookup from scratch. If you’re using the wizard to create a page it’s easy to let it just create the lookup for you but sometimes you need to just create a lookup on it’s own. I will show you the steps on […]

Creating or Updating Records Using the Entity Class in Creatio

If you need to create a record in C# code in Creatio, the best option to take is using the Entity class. You’re likely already using the Entity class, when you perform a query using EntitySchemaQuery in server-side code, you’re getting back either an Entity object, or an EntityCollection (a collection of Entity objects). The […]

Conditionally Making a Detail Read-Only in Creatio

I wrote an article before about how to make a detail read-only. The method in the article stubbed out the functions to add the edit, copy, and delete menu items. What if you want to use a detail in several different sections but only allow add, edit, delete from one of these sections? We can […]

How to Add Activities to a Custom Section in Creatio

Out of the box in Creatio, you can connect an Activity to several different types of entities/sections. You can also add support for a custom section to have activities as well with a few manual steps. I’ll outline those steps in this article with code that supports both MSSQL and Postgresql implementations. STEP 1 – […]

Open a Link in a New Browser Tab Without Being Blocked in Creatio

If you need to open a link in a new browser tab in Creatio, the most common way to do that might be using standard javascript window.open code like the following: The problem with this approach is that code will often get blocked by the browser’s popup blocker and won’t open unless the user notices […]

[Webinar] Advanced Marketing Capabilities AND Ease of Use

  Marketing Creatio: Easy to Use, Powerful Capabilities. A powerful e-mail marketing solution is the backbone of every company’s marketing strategy. Not only does it need to have advanced capabilities so you can build sophisticated email campaigns and track results, but it also needs to be easy to use. Enter Marketing Creatio. This marketing automation […]

Query To Find Objects Related To Another Object in Creatio

If you need to determine the objects that are related to another object in Creatio, there’s a few ways to do this. For example, let’s say you want to find all of the objects that have a relationship to the account object – meaning, find all the objects that have an account lookup. We’ll take […]

Adding Code to Listen for Entity Events in Creatio

An integral part in building business logic in Creatio is being able to respond to entity events, such as when a record is added, modified, deleted, etc. Creatio does provide many ways to handle these events. You can add signal starts in processes or handle these events in entity subprocesses. This article will cover another […]

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