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 […]
The Freedom UI RichText Editor defaults to a single line/row. It does grow as the user enters more and more text. However, this single row gives the appearance that it’s just a normal text field, not one that can support multiple lines of text and can cause some confusion for end users. I prefer to […]
Something I have really grown to love with Freedom UI lists is the ability to add row actions that can be performed for the selected row in a list. These quick actions make a nice way to allow users to perform quick actions without opening the full record page. Here’s a sample of a list […]
On a Freedom UI page, you can execute requests to perform various actions, such as to display a message dialog, a toast message, open a page, reloading a list or page, etc. One of the available types of requests you can execute is to copy a value to the clipboard. This request is called a […]
Showing Message Dialogs and Confirmation Prompts from a Freedom UI page work by executing a request to show a dialog. You can pass an array of buttons plus a message. This asynchronous request will provide you with the result selected by the user. The request to execute is a crt.ShowDialogRequest. The end result is a […]
The mini page is a new way to prompt for information when using a pre-configured page in a process. This is a new feature that was added in Creatio version 8.0.10 and it can be very helpful and be used in many ways. In this article I will be showing an example of one way […]
Mark your calendars for September 20th and get ready for a major platform update – Creatio 8.1 Quantum Release: The Era of Composable No-code. Quantum is a next-generation release of Creatio’s no-code platform, which empowers users to assemble applications with no-code components. This unique composable approach will enable organizations to experience a maximum degree of […]
On Freedom UI pages all page code is added as request handlers. This new way that code is added to Freedom UI pages has some benefits, however, it does tend to make the code for the page unorganized, difficult to read, and not reusable. Rather than adding all logic to request handlers on a Freedom […]
Filtering lookups on a Freedom UI page is something new in 8.0.10. However, even in 8.0.10 there are still some issues with filtering lookups. I do expect lookup filtering to improve for Freedom UI in versions to come, however, there is still a need to be able to dynamically filter a lookup with complex conditions […]
In a Creatio Freedom UI page you might want to apply custom CSS styles to controls based on conditions to draw the user’s attention to something. This article will outline how to do this for any control type on a Freedom UI page. In this article, I’ll be using the scenario styling a checkbox as […]
In Creatio 8.0 Atlas and higher a new layer for development was added called applications. The application is a layer above the package, meaning a parent layer for the package and can hold additional metadata about what your development is for or contains. Additionally, an application can contain multiple packages as well. You’ll see the […]
Creatio has been expanding the capabilities of business rules on Freedom UI pages with each release. However, as of 8.0.10, you cannot add a rule to show or hide a field on a Freedom UI page based on whether the current user is a member of a specific role or not. However, it is possible […]
A toast popup is an unobtrusive way to display a message to a user. It displays at the bottom of the page, out of the way from what the user is doing and goes away on it’s own after a short period. Creatio includes the ability to display a toast message to a user from […]
With Freedom UI pages, all client code executes as a request. There can be one, or multiple handlers of a request, but essentially, to do anything, you need a request to be executed for it to happen. This is the case saving the page as well. I’ve shown before how to handle (or respond to) […]
Creatio will be updating customer systems to 8.0.9 in the coming weeks, and there are many new capabilities to look forward to, and upgrades to enhance your productivity. Below are some of the features you’ll be able to take advantage of in the newest release. You can find the complete list of features here. Business […]
Get ready to experience a whole new level of efficiency and automation with Creatio’s Freedom UI enrichment feature. While profile enrichment has been a staple of Creatio for a while now, Freedom UI takes it many steps further. By enriching your profiles with information from Facebook, LinkedIn, Zoominfo, and Clearbit, you’ll be able to elevate […]
Typically, when you launch a process from a page in Creatio, you want to refresh the page after the process completes so you see any data that was changed by the process. This has always been done by sending a message from a script task in the process to the UI to tell it to […]
In Freedom UI list pages there is now no-code support for adding color to column values. Previously, you could do this with code and add CSS to the list rows or use our Section Case Colors add-on (which still works for classic sections & details). However, now in Freedom UI lists, this has built in […]
Creatio is a low-code CRM platform that sets itself apart from other CRM systems in several ways: Low-code platform: Creatio’s low-code platform enables businesses to quickly build custom applications and automate business processes without the need for extensive coding or IT resources. This means that businesses can deploy and customize the platform more quickly, making […]
In a previous article I showed how to asynchronously validate a result when saving a page in Creatio. This is needed when validating something when a page is saved and the validation requires an asynchronous function, such as an EntitySchemaQuery. At the end of that article, I mentioned how you would go about doing this […]
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