Whenever you start working in a new Creatio system, whether it’s a local install or a trial system, there are some useful changes to make to help you have a better experience. These may or may not be useful to do in a production system as well but I’m focusing on a system that’s used […]
In the Notification Center in Creatio (located in the right sidebar), you’ll see notifications for tasks you have been assigned. One of the options there is to postpone the task for a period of time, however, the choices might not suit the way your company works. Luckily, you can easily add more options to this […]
Like any data in Creatio, a detail list is based on an EntitySchemaQuery. Like any EntitySchemaQuery, you can add filters to limit the data. We can apply filters to the ESQ for a detail list as well so we can filter the results via code. For example, let’s say we have a detail that has […]
In Creatio, or any system, a dependent lookup is a lookup that the choices are dependent on what’s selected in another lookup. Sometimes they are referred to as cascading lookups. The basic idea is one lookup filters the choices available based on what you pick in another lookup. This is common with things like type […]
I wrote an article previously outlining how to modify a lookup’s filter via code. See Filtering Lookups in Creatio. In that article I show how to add an attribute that merges with the lookup, modifying the lookupListConfig for the lookup to add a filter. You can use that same approach to modify other things about the […]
In my previous two articles, I covered how to insert and update data from client-side code in Creatio. This last article in this series will cover how to do deletes from client-side code as well. Similar to how UpdateQuery worked, we’ll provide a filter (just like with EntitySchemaQuery) that indicates the record, or records, to […]
If you have a local installation of Creatio that you use for development and would like to use HTTPS to access this local install, this article will outline the steps needed to set this up. If You’re Accessing the Local Install on the Same Server via Localhost If you’re working on the same server where […]
In my previous article, I covered how to insert a record from client-side code using InsertQuery. In this article we’ll cover how to update data from client-side code using the UpdateQuery object. The UpdateQuery looks pretty much the same as the code for the InsertQuery, we’ll create the object and specify the rootSchemaName (the object […]
There might be times when you need to insert a record from client-side code on a page in Creatio. While it is easy to add records in a process, you can also do the same from the form code itself using an InsertQuery object. Let’s take a look. For this scenario, we’ll say we have […]
There are times when you might not want a user to be able to edit content on a page. While Creatio does allow you to easily modify access permissions on the fly from a process, that might not provide the flexibility you need to do it conditionally, without modifying the record access permissions. You can […]
Find Out How Implementing Sales Creatio Can Benefit Your Organization Sales Creatio is an award winning, cloud-based CRM that has a proven track record for helping organizations increase sales efficiency, improve sales outcomes, and strengthen customer relationships. Sound like something you’d be interested in learning more about? Join us on Wednesday, April 29th at 2pm CDT as […]
From the recent Creatio Webinars, Customer FX Apps in the Creatio Marketplace make up 3 of the current top 8 most popular marketplace apps. If you’re a Creatio user, do yourself a favor and give one of these a try: Recently Viewed Records for Creatio: This app will keep track of any record you visit […]
In my previous article, I wrote about how to filter a lookup using an attribute that allowed you to set the lookup filters in code, rather than with a business rule. In this article we’ll look at a specific example of filtering a contact lookup to only display contacts that are users in a certain […]
When you add a lookup to an object or page, the default behavior is not filtered, meaning the lookup will search through all records in the lookup object’s table. Often, this isn’t ideal. You can very easily use business rules on a page to set up a simple filter for a lookup, but this might […]
The QTI Group strengthened customer relationships after implementing Sales Creatio. When The QTI Group, an organization focused on helping businesses address HR needs, started looking for a way to deepen their customer relationships and unite their 4 lines of business they soon realized that there was no central place to access all of their customer […]
Now’s your chance to see how Sales Creatio can positively impact your sales strategy. Why would you want to implement Sales Creatio (formerly bpm’online), an end-to-end sales cycle management software? For starters, it was named a leader in Gartners 2019 Magic Quadrant for Sales Force Automation. Hailed by Gartner as “…a UI that is […]
Sales Creatio is part of the CRM Creatio (formerly bpm’online) suite, and whether you purchase it as a standalone product or implement it along with Marketing Creatio and Service Creatio, it is sure to have a positive impact on your bottom line and your customer’s overall satisfaction. Health e(fx) is a great example of how […]
Creatio just gets better and better. Something we here at Customer FX love about Creatio (formerly bpm’online) is their commitment to regularly scheduled product improvements. This month Creatio announced the release of version 7.15.4 which brought with it many enhancements and updates that touch every area of the product. Enhancements […]
These are crazy times and Creatio is here to help. Creatio (formerly bpm’online) is doing their part to help healthcare, charity, volunteering, governmental, and similar organizations that are working to fight against the COVID-19 pandemic by offering Service Creatio for no cost between now and October 1, 2020. Service Creatio enables organizations to […]
One of the things I love about Creatio is how it is so simple for a non-developer to customize while still allowing developers to take it further, all at the same time. In this article, we’ll completely change how a detail grid is displayed by taking it further with some CSS. In short, we’ll modify […]
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