Allen D'Souza
Recent Contributions
How to Summarize Data in Creatio Charts by Calendar Quarter
Creatio has some great reporting capabilities that allow for list, chart and various pipeline reporting formats. When building a chart to display totals based on an opportunity, currently there are options to summarize data by Year, Month, Week, Day, Hour, and a few combinations of these options…
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How to do ESQ Subquery Filtering in Creatio Based on a Child Object
Sometimes however there is a need to build a complex filter in Creatio that is effectively a subquery that depends on other related object information. In this case the specification of the filter object is a little more involved and needs to be configured correctly so that data from the related…
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How to Add a Primary Contact Module to a Custom Account Page in Creatio
Usually, the Creatio account page has the necessary layout to cover most of the information that should be recorded at the account level for different types of accounts. In some situations however, it might be necessary to create separate account pages based on a condition like the account type.
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Importing Users to Creatio & Solving an Interesting Password Issue
If you’re launching a new Creatio instance, you will most likely need to set up or load a fairly large list of users. Since most of the basic data of a user is usually available in some sort of spreadsheet, it makes sense to export the list from one of your existing systems and then bulk import…
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Triggering a Creatio Business Process via Messaging to Refresh Key Data
Creatio has an awesome low code/no-code business process framework that makes data updates very easy to build. Business processes work in the background, which means that after all the data updates are done, it finishes its work and then notifies the UI so the UI can then decide to update itself…
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How to Build an Activity Validation Rule in Creatio Using an ESQ Query Involving a Parent Object
When building complex validations in Creatio, it can sometimes be better to optimize the validation rules using code. As an example, we recently needed a validation that would check for certain data conditions in a related object when an Activity was saved. Specifically, we needed the Activity…
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How To Centralize and Lower your Overall Codebase via Creatio Server Side Processing
A CRM system is an independent application and works like a central hub to combine data from different sources into one system. For this to happen effectively, there must be external data feeds and integrations that bring in data to your CRM, in addition to all the user input data.
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Tip: A Better Way to Export Creatio Data via the SQL Executor
If you are using the SQL Executor marketplace add-on for Creatio, you will likely have a need not to just run queries, but also to export data to your spreadsheets or other systems for analysis.
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How to Loop Through Records in Creatio and Combine Values Without Writing a Single Line of Code
We had an interesting Creatio use case recently. We needed to maintain a single value that was a combined list of all email addresses associated with each contact. Because email addresses are stored in separate records for each contact, it is not straightforward to extract this information as a…
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Why Your Creatio Business Process Log Fills Up & How to Prevent It
Building a business process in Creatio is a quick and easy way to implement logic that would require coding and testing without low code tools. While powerful, it can have undesired effects on the system logs if careful attention isn’t paid to the flow of the process.
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How To Auto-Refresh Your Creatio Dashboard
CRM dashboards are meant to present a big picture that combines different data points as a quick and easy-to-understand visual summary. In Creatio, dashboards are built into each section with a rich feature set that lets you design and build them to suit any reporting needs.
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How to Remove the Feed Tab in Creatio
In most cases, the feed tab in Creatio can be modified or removed from the layout by using the appropriate toolbar items in the tab area.
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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.
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How to Display Top N Rows in Creatio Using Detail Area
Creatio has a quick and easy way to build a detail area (a.k.a. one-to-many relationship). You've probably already tried using the detail wizard and Creatio auto-magically generated the functionality for you behind the scenes. So easy! Let's take that one step further.
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How to Build Cascading/Dependent Lookups in Creatio
If you have a situation where you must have one lookup offer only a limited set of values based on what is selected in another lookup, then you must setup lookups with dependencies on one another. This article explains how to do that.
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2018 Holiday Updates: New BPM Schema Tools Features
We're excited to announce new updates to BPM Schema tools! Now you don’t have to search all the bpm'online packages for field type information.
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Introducing Schema Tools for Creatio
Pulling Creatio's most current data structure from the API to present it in an easy-to-read format is best. We built the Schema Tools app to enable this.
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Managing Read-Only Access to Creatio
Setting up security for temporary workers is a common need. A common question is about providing read-only access so they can view information.
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Infor CRM Tip: How to Find Specific Attachments
I recently helped a client who was looking for a solution that would enable him to find specific attachments quickly based on their intended use. For example, an Account might have several attachments associated with it, but the user may want to know which of those various attachments is being used…
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Territory Realignment with Ad-Hoc conditions in Infor CRM
If you've reassigned accounts to a new sales person, then you've probably dealt with the Territory Realignment tool in the Administrator of Infor CRM.
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