Creatio

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

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Creatio Wins the 2020 People’s Choice Stevie Award

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 […]

DestinationCRM.com’s Top 100 CRM Companies in 2020

  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 […]

Creatio version 7.16.2 has been released to all customers

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 […]

The Gartner Magic Quadrant for CRM Customer Engagement Center Now Available

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 […]

Importing Users into Creatio (formerly bpm’online)

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 […]

Filtering a Detail List in Creatio (formerly bpm’online)

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 […]

How to Make Dependent Lookups in Creatio (formerly bpm’online)

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 […]

How to Run a Local Development Creatio Installation using HTTPS

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 […]

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