A client recently had an Excel file that was imported into their Creatio system. The Excel file had a text column of tags that were comma-delimited text values. This article looks how to use built-in Postgresql functions to transform this comma-delimited text into one-to-many tags for the contacts.
In a previous article I showed how to prevent navigating back, or closing a Classic UI page when it is saved in Creatio. The previous method would pass a config object to the save method with an isSilent property (if isSilent is true it would prevent the form from closing). For a Freedom UI page, […]
There are many cases where you need to get a localizable resource string in code on a Freedom UI page. For example, displaying prompts to the user. This is a simple thing, however, this article should clear uo any doubts of how to retrieve them in page requests. In this scenario, I have a resource […]
There are some scenarios where you want to prevent a user from proceeding to a page and instead force them to go back to where they started. It could be scenarios where they need to complete other things first, or maybe they don’t have a specified permission to proceed to a given page. You can […]
When a user cancels a Freedom UI Modal dialog (mini page), they receive the following prompt: However, you can suppress this prompt by handling the crt.CanDiscardUnsavedDataRequest request and simply returning the value true (and not use normal logic of using return next?.handle(request)). For example: Note, this request is only available in 8.1.1 and higher.
Querying Data Using Filter Conditions via the Model Class (Equivalent to EnitySchemaQuery) in a Creatio Freedom UI Page
In previous articles I discussed using the Model class for reading a single record, as well as inserting, updating, and deleting data. I have been holding off on writing an article on the topic of using the model class to retrieve data using filter conditions until the filter classes in the SDK were fixed and […]
Reverting the Behavior for Saving Pages in the Creatio Freedom UI Designer to use Current Package Setting
You might have noticed that the Freedom UI page editor doesn’t always save pages where you want. Sometimes it saves into an existing package, which may or may not be the package you want the page saved in, and sometimes it will create a new package. The editor does some “guessing” where a page needs […]
Creatio 8.1 and higher supports multi-selected records in lists. You can add an action for the list, which get’s added to the list’s bulk actions bar at the bottom. You can pretty easily get the selected records in your own request handler code. The first step is to add your own button to the list’s […]
The Recently Viewed Records for Creatio add-on has had some customizations options for a while now that I’ve not yet documented or mentioned. However, there are a few options you have for customizing things for the Recently Viewed Records menu items. View Recently Viewed Records for Creatio in the Marketplace The customization options include the […]
AI isn’t going anywhere, and organizations are finding more and more ways to implement AI to make a positive impact on their business. If you’re looking for ways to use AI to make improvements, your CRM is a great place to start! On March 12th, 2024 at 9a CST Creatio will host a Generative AI […]
Creatio 8.1.1: New Order and Contract Management App, Improved Calendar UX, New User Licenses, and More!
Chances are you’ve received communication from Creatio that your system will be updated to Creatio 8.1.1 in the coming days, and if you haven’t, you will soon. What can you expect from the newest release? Keep reading… There’s now a composable app for Contract and Order Management. Manage your product catalog, orders, invoices, contracts, and […]
A Creatio configuration service is a WCF service that is typically used to create web services that consume and provide JSON. However, it is possible to also change the content type of the data returned to other types. This article will look at creating a configuration service that returns a HTML page that can be […]
The 4th annual Top 100 Software Companies has been announced by The Software Report and Creatio has made the list! The Top 100 Software Companies are chosen after an indepth evaluation, involving a thorough analysis of feedback from nominations and extensive research into a company’s history. This includes scrutiny of publicly available information and […]
In a previous article I outlined how to open a page via code in a Freedom UI page. I also outlined how to open a record’s edit page via code in a Freedom UI page. However, it’s possible you have many different pages for the same entity. What if you want to open a record […]
In my previous article I outlined how to invoke a lookup dialog on a Freedom UI page. In this article, we’ll expand on that idea to allow adding to a list from a lookup. For this sample, we have a list on the account page of products owned by the account. We’ll add a button […]
Creatio 8.1 introduces two new features when it comes to lookups and lists. First, is the addition of a Lookup dialog (instead of the drop-down type lookup that has been the only option for lookups previously for Freedom UI). Second, is the ability to multi-select from lists, which includes the list on the new Lookup […]
I really like the G2 review website because these are reviews from actual users and not paid analysts. Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom, has been recognized as a Leader in the G2 Fall 2023 Grid® Reports for CRM Software. Creatio CRM […]
One of the nice new UI features for Creatio Freedom UI pages is the Toggle Panel layout component. You’ve likely seen this already, most Freedom UI pages for sections use this for the Attachment’s and Feed areas. It’s those pop out panels on the right side that can toggle open and closed. It can be […]
If you’re using Marketing Creatio to send bulk emails, there are a lot of things you can do to use the results of marketing campaigns and emails to fine tune future marketing audiences. One possible use is to create a list of contacts that clicked a specific link in a bulk email. In order to […]