When adding columns to an entity/object in Creatio, there are a few column names you need to avoid. The object editor won’t stop you from using these column names, but you’ll see a build error when publishing the object if you don’t avoid these. Scenario You’re adding columns to an object, which can be a […]
If you’re using Creatio for marketing the amount you pay to send bulk emails is based on the number of “active contacts”. An active contact is someone you’ve sent a bulk email to within your licensed year. It’s helpful to see how many active contacts you have because that affects ho much you pay to […]
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 […]
In Creatio 7.17.1 they have added a new way to create and add details to a page. I’ve made an article before on how to create and add a detail the original way where you can view here. That way is still completely valid, however, this new way will save some time and steps. In […]
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 – […]
If you have a text field that contains a URL, by default in Creatio it will just show as text. Meaning, it will not be a clickable link. You can change this so it works like a text field that also has a clickable link like the out of the box web address field in […]
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 […]
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 […]
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 […]
Customer FX has a new release in the Creatio Marketplace that is now available. This is a developer toolkit for adding a multi-select text control to any page in Creatio. Although it’s a developer toolkit and does require some development to use, the dev skills needed is really pretty minimal. It’s actually pretty easy. Download […]
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 […]
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. […]
There are times you want the user to fill out certain fields based on things that have changed on a record. You can always use business rules to make fields required based on conditions. But sometimes its easier to prompt the user for the fields you want to collect without seeing everything on the page. […]
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 […]
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 […]
We at Creatio are constantly working to deliver advanced capabilities to accelerate your sales, service, and marketing processes. Here are the new features included in Creatio version 7.17.0.
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 […]
When you have a Date/Time column, or just a Time column in Creatio, you’ll get a time picker control that includes a drop down of every 15 minute interval. For example, you’ll see 9:00 AM, 9:15 AM, 9:30 AM, 9:45 AM, 10:00 AM, etc. However, there’s a quick CSS hack that we can use to […]
When viewing a list in Creatio, whether a section list or a detail list, there are two views you can chose from: List view or Tile view. List view is more of a typical datagrid like display with single rows of data and tile view is where you can have multiple rows of fields for […]
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, […]
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