This year was The 18th Annual American Business Awards and Creatio walked away with the People’s Choice Stevie Award in the Digital Process Automation Solution category. Katherine Kostereva, CEO and Managing Partner at Creatio, had this to say: “It’s a pleasure for us to receive this prestigious business award for our Digital Process Automation solution. To […]
When developing in Creatio you might need to persist some information or data between pages, or share something between different parts of the application. There are many ways to do this sort of thing in Javascript, but Creatio does provide a simple way to persist data in the client-side session so you can share data […]
There are many occasions where you might need to know when a row has been added, edited, or deleted in a detail in Creatio from the page where the detail has been added. An example of this is in the Order area, where you can add/edit/delete rows in the products detail and the total of […]
DestinationCRM.com and CRM Magazine recently released their 2nd annual “CRM Top 100” issue in which they highlight the leading companies that are paving the way in, “the hottest trends and technologies in customer service, marketing, and sales—the three pillars of CRM.” Creatio (formerly bpm’online.com) was recognized on the list for all 3 categories. COVID-19 has […]
We are thrilled to introduce the latest update package for Creatio (formerly bpm’online) products. Please, make sure your Mobile Creatio application is updated to the latest version for the best performance. New features and improvements included in 7.16.2: ► Email marketing. We continue to improve the Creatio CRM functionality. In the newest release, we’ve added […]
When you have a detail that has some value that you want to total and display on the main page it’s pretty easy to do. This article will show you the steps. In the scenario for this article I have a detail called tickets that has a dollar amount, and I want to display a […]
Sometimes in a process in Creatio you need two things to happen before you continue with the process. When the order of the things don’t matter as long as they all get done before the process continues. It’s a good case for using a parallel gateway to perform the tasks at the same time. A […]
And Creatio (formerly bpm’online) is recognized for the 6th consecutive year! Every year Gartner, a leading research and advisory company, puts out a report that evaluates CRM vendors and their completeness of vision, and ability to execute that vision, with regards to their customer engagement center offerings. Creatio made that list again for 2020. According […]
If you’re adding a Contact lookup where you want the user to chose from user contacts only, instead of all users in the system, you’ll add a normal Contact lookup that gets filtered to show only contacts that are users. I’ve shown before how to filter a lookup, but for filtering for user contacts, there’s […]
When you’re setting up a new Creatio system one of the first things you do is create new users. A great way to do that is to import them all at once by using an Excel file. This lets you get the user list just right in Excel first then you can just dump them […]
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 […]
Subscribe To Our Newsletter
Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!
You have Successfully Subscribed!