Creatio

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

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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 […]

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, […]

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