The default behavior for adding a record to an editable detail in Creatio is for a new row to be added to the list that the user can then edit inline. However, what if you still want to use an edit page for adding records, but still keep the detail editable to edit values inline […]
Looking up records in Creatio sounds like a very easy task, but there many different ways you can do this. Because you have options I have made a video to help determine the best and fastest ways to look up records. Take a look. It only takes a couple of minutes and you will be […]
Along the lines of my last article on refreshing a section list, if you want to refresh only a specific row in a section list in Creatio, you can do so as long as you have the record primary Id value. For example, if I have a process that updates some row or rows, I […]
If you need to refresh a section list in Creatio at any point there are a few methods you can use. Any section that inherits from BaseSectionV2, which is really any section with a list, will have a built in method to refresh the data displayed in the section. All you need to use is […]
Along the same lines as what I covered in a previous article on adding new rows in an editable detail to the bottom of the list, if your detail represents some sort of ordered or sequential items, you might want to also remove the ability to sort the detail as well. There are some details […]
When working with an editable detail in Creatio, when the user adds a new row to the detail, a new row is added to the list, the user then can enter values, and then click the save button in the row action buttons. However, if you’d like, you can also force newly added rows to […]
When using an editable detail in Creatio, the default behavior when the user is tabbing through the editable columns and reaches the end of a row is to move to the next row. However, if the user tabs past the end of the last row in the detail, by default a new row will get […]
When working with an editable detail in Creatio, when the add button is clicked, the default behavior is that the new row is added to the top of the detail list. This might not be the behavior you want, especially if the detail rows represent some “sequential” things, and the new row will represent the […]
If you use Creatio landing pages, be aware of an issue that affects website visitors using Chrome 85 or Safari 14. In the recent update of Chrome 85 and Safari 14, the default referrer policy changed to strict-origin-when-cross-origin. You can see more about this change from the Chrome team here. The issue that this causes for […]
Sometimes with an editable detail in Creatio you might want some fields to be editable in the list, but other fields available on an edit page. There are only so many fields that can reasonably fit in the detail list, so it often will make sense to add others to a separate page. The problem […]
If you have a page with a detail and you need to pass values to the detail page when creating new records, you have two main choices. First, you could use an EntitySchemaQuery on the onEntityInitialized of the detail page to read the values from the record for the page. A second, better route, is […]
If you have a section that is populated from some external or automated source and you want to remove the ability for users to add, copy, or delete records, you can easily remove these actions from a section by adding some remove elements to the section diff. The add button at the top of the […]
In my last article I showed how to work with a collection in a process. In this article I’ll be doing something similar but this time the collection will be coming from a web service. I’ll be using the web service element in the process so I’ll be covering how to use that. I’ll also […]
I wrote an article previously that covered adding static HTML to labels in Creatio. This article showed some uses of adding static HTML to a page using a label to demonstrate different things you can do with the label control in Creatio. As I mentioned in that article, if you’re wanting to add HTML to […]
Creatio allows you to create a summary of the data in a column when you are in the list view. Summaries are used to calculate: The total number of records (available for all columns). For example, you can calculate the number of the registered customers in the CONTACTS section. The minimum or maximum value in a column […]
When creating a process that needs to start on a specific date or time in Creatio, you’ll use the Timer start element. This timer start includes some predefined start options for starting the process on a specific day, week, month, day of month, day of year, etc. However, what if you need things more specific […]
Awhile ago I made an article on how to loop through a process. The purpose of looping is to do something with multiple records, there is another way of doing that but instead of looping through records you use a collection. The idea is that you can read a collection of records by using a […]
In Creatio, you may have noticed a vertical bar in the upper left corner of the Accounts, Contacts and Opportunities screen. It’s called the Percentage of Profile Completion Indicator and it is color coded to indicate how complete a record is or is not. If you click on the bar, it will pop up a […]
Creatio’s Accelerate Global conference is known for being a great event. Tons of useful information, interesting presenters, networking, and lots of fun. This year the event is moving online (like all of 2020’s events), but you can expect access to the same high quality topics and speakers that Creatio is known for. Some topics you […]
If you’re migrating an Infor CRM system to Creatio, which is something Customer FX specializes in, one particularly difficult thing to deal with is what to do with multi-select picklists in Infor CRM. There’s no real reasonable equivalent in Creatio. What we often do is move these to their own detail in Creatio, but this […]
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