Creatio Field Hints

Improving Usability: Adding Field Hints in Creatio

Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio. 

Take for example a field like "Alternative Name" on the Account screen in Creatio. It is a generic field that lets you type alternative names for a company. Depending on your business, it might be necessary to clearly indicate what that field was meant to contain. You might want users to type a meaningful value like the official (Doing Business As) name in that field so you have it for legal purposes.

Creatio field Also Known As

The Creatio field configuration has some settings that can help with this. To place a hint in the field, use "placeholder" text which will make it show up as a light gray hint to clearly indicate what that field was meant to contain. Use the following code snippet to add the necessary configuration to the field.

Creatio code snippet

Once you do this, refresh your page and a helpful hint should show up in the field with the text you specify.

Creatio field hint in grey

Now put your cursor in this field and the hint will automatically disappear and let you type in whatever you need. This handy tip should help Creatio users better understand the purpose of a field, and hopefully enhance the quality of data entered into it.

Creatio field hints

Allen D'Souza's picture
Allen D'Souza
Senior CRM Consultant

Allen is a senior CRM consultant at Technology Advisors Inc. He spends most of his time designing solutions using InforCRM, StarfishETL, and SQLServer. He also specializes in data migrations from-and-to Microsoft Dynamics CRM and Allen has been involved in large implementations for prominent players in the real estate, telecom, manufacturing, and publishing industries. Prior to working at Technology Advisors, Allen worked as a Microsoft application developer in the Accounting space. Outside of work, he likes to meditate, play his guitar, and eat chocolate.

Related Articles

March 16, 2020

Welcome to part two of our series on CRM selection. If you missed part one, we discussed sales features worth considering when searching for a CRM. You can read that post here. In part two, we’ll discuss the marketing features. I’ll begin by repeating my redundant (but important!) point about CRM selection: You should never choose a CRM based on features alone. Thoughtful strategic planning is essential for any successful CRM implementation. We’ll discuss strategic planning in another post, but if you’re unsure where to begin, reach out to a CRM consultant (like us!). A CRM consultant knows the questions to ask and the tasks to prioritize to help you select the best fitting CRM solution.

February 3, 2020

That said, integrating technology and running a successful digital transformation is not an easy task, and can be a tall order for many growth-oriented businesses due to the size of the financial investment needed to kick-start these changes. Add to that, the onboarding process for the employees often requires time and effort, which can further hinder productivity for a certain amount of time. With that in mind, let’s take a look at the essential technological changes you should bring to your business in order to boost your long-term business strategy without breaking the bank.