When you add a text field in the Creatio mobile client using the mobile wizard, by default, the field will be a single line of text. If you want to make the text field show multiple lines, you’ll need to add some code to make it display as a multiline text field. To do this, […]
When you configure a list for the Creatio mobile client using the mobile wizard, by default the list shows in database order which isn’t too helpful. However, you can specify a sort for the list in code. The first thing you’ll need to do is add a module for the entity in the Mobile application […]
Creatio’s mobile client is a hybrid mobile application using the Cordova framework to run a Javascript application inside a native application shell. Creatio provides a mobile application wizard that allows you to easily configure what shows in the mobile application. Just like the Section wizard, the mobile application wizard also generates javascript files. These javascript […]
The page to add a new record for a section in Creatio can have two different modes. One is to use the full page to create a new record, and another is to use the add mini page to present a simpler add screen in a dialog. The out of the box behavior when adding […]
Printables are a very useful add on to have in your Creatio system and are very easy to create to make easy Word-based documents with merge fields. In order to create printables, you need to install the Word plug-in from Creatio. This will add functionality in Word that will let you open a printable template […]
Creatio has three different portals. The self-service portal is for cases and knowledge base only. If you’re using the Customer portal or Partner portal you can add a custom section. In this article I will be showing you how to add a custom section to your portal in just a few steps. First thing you’re […]
The column layout for a detail list in Creatio is meant to be something that a user can change. However, an administrator can set this for all users by selecting the “Save for all users” option when saving the column layout. This “default” layout for all users can also be included in a package and […]
The Change Log for Creatio addon in the Creatio Marketplace allows you to set up logging for columns of any object in Creatio and view the change log on the record it was for. This works a little differently than the out of the box logging since it will display on a tab on the […]
With landing pages in Creatio you can add a form to your website that will add data to Creatio. All you need to know is how to create a HTML form for your website it does all of the work to add the data to Creatio for you. In this article I will show you […]
Most sections in Creatio have an Attachment and Notes tab. On this tab you’ll see a rich text editor that allows for HTML content with fonts, text size, colors, tables, and even embedded images. You can create custom rich text editors, just like this one, with just a few simple steps. Your end result will […]
If you need to retrieve the details for a Creatio object/entity, you can easily access this information via the REST API. The DataService has an endpoint that will provide all the details for an object such as the caption, the primary display column, what sort of access rights is defined for the object, as well […]
If you’ve added the Actions Dashboard to a custom section (See previous article Adding the Actions Dashboard to a Custom Section) you might be wondering why the “To” recipient for emails isn’t populating in the Actions Dashboard. This is because the out of the box behavior only populates that if the current section is the Contact […]
After a year of rapid growth Creatio has closed a $68 million round of funding. Despite the fact that we were (and still are) in a pandemic, last year had the highest growth rate in the company’s history. They had a net customer retention of 122%, which is pretty impressive. The combination of the […]
Making a field enabled or disabled can be a very easy process and can be done in different ways. One way you can do it is with business rules but sometimes what you’re trying to do can be too complex for a business rule. For example if you need to disable a field based on […]
When using an Integer column in Creatio, formatting will be automatically applied, adding a thousands separator comma to any integer values. However, this might not be the desired behavior. For example, for values that represent a year. To remove this formatting from an integer field on an edit page, we can simply add the following […]
Many of the out of the box sections in Creatio have something at the top that is called the Actions Dashboard. This is what that looks like: This component allows you to quickly create a call activity, a task, an email, etc, as well as view the next steps, or activities for the record. You […]
For a detail in Creatio, there’s an option to filter the detail that is buried in the three-dot menu button. Many users might not know that is there. Additionally, if the detail needs to be filtered often, it might be a pain for users to continually look for the filter option in that menu. For […]
In Creatio you’ll notice a plus button on the top left side you can click and you’ll get a menu of things you can add. This is called the Quick Add menu. If you want to add a custom section to the quick add menu there are a few steps that you’ll need to do […]
At times you might want to display read-only data on a page in Creatio. For example, you might want to display some calculation or data from some other object in a read-only label on the page. To do this, you’ll follow these steps: Add a text attribute on the page. This is what we’ll bind […]
It’s easy to make a table of multiple records in a process for your emails. In this article I will show you how to make a table with a process by looping and using HTML. You can check out my other article about looping for a reference here. This article’s example we will be creating […]
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