Category: Creatio

Creatio (formerly bpm’online) recognized a Leader in 2019 CRM Market Leader Awards for Enterprise CRM, CRM for Midsize Companies and SFA

It was a euphoric moment for Creatio (formerly bpm’online) on being named a Leader in 2019 CRM Market Leader Awards in three categories for Enterprise CRM, CRM for Midsize Companies and SFA. AgilizTech is glad to share this exciting news and congratulates bpm’online for this achievement.

AgilizTech, a leading IT products and services company offers advanced and innovative solutions that empowers organisations to give unrivalled customer experience. Our fundamental strength are the core values, proficient expertise, innovation skills and quality building. We are proud to be partner for bpm’online in CRM implementation.

The score criteria for the Market Leader awards included revenue, company growth, market share, customer wins, reputation for customer satisfaction, depth of product functionality, and company direction.

Creatio (formerly bpm’online) emerged as leader by securing the highest scores for reputation in customer satisfaction, company direction and depth of functionality. Competing with industry stalwarts in the leader board is not easy, but bpm’online with their innovative technology and solutions has helped companies in adapting to the market changes and accelerate their business growth have emerged as a leader.

The CRM Market awards acknowledge leading vendors, influential leaders, rising stars, and elite practitioners of the CRM industry. The global cloud-based CRM market is expected to grow by more than 14 percent compounded in 2023, according to the latest market research by Technavio, and enterprise clients have high expectations when it comes to CRM.

The 18th Annual Market Leader Awards announced in September 2019 honoured leading vendors of sales and marketing technologies across nine categories rating top five companies. The Winners are selected based on the highest overall score and judged by a panel of analysts based on several judging criteria.

Kate Leggett, Vice President and Principal Analyst at Forrester Research says: Bpm’online delivers a wealth of packaged sales personas and processes as well as a community-driven library of sales force automation extensions geared toward shortening customer time-to-value.

Katherine Kostereva, CEO and Managing Partner at Creatio (formerly bpm’online) says: At the core of our values is helping businesses accelerate by empowering organizations with the right technology to align data, processes, and teams. It’s a great honor and pleasure for us to have thousands of happy customers, who inspire us to develop Creatio (formerly bpm’online) further and reach new heights together.

Ganesh Babu Vasantha Rajan, CEO and Founder of AgilizTech congratulated bpm’online for this prestigious award. It’s our pleasure to be the integrator partner for Creatio (formerly bpm’online) whose powerful solutions has helped organisations grow exponentially.

Creatio (formerly bpm’online) is a global software company leading in the space of low-code, business process automation and CRM. Bpm’online is an intelligent and unified platform that helps organisations in accelerating growth by aligning their sales, marketing, operations and services thereby driving excellent customer experience.

For the award details visit here

September 8, 2019 Creatio No comments yet

Creatio (formerly bpm’online) recognized as a Leader in 2019 Gartner Magic Quadrant for Sales Force Automation

Aligning the sales activity, accumulating customer data and accelerating growth will be a challenge for any organization. To channelize the sales effort, increase productivity and drive customer satisfaction, Sales Force Automation or SFA plays a key role for an organization.

AgilizTech with its unique combination of innovative digital solutions and agile processes focuses on enriched customer experience delivering best in class are partners for bpm’online in CRM implementation and are happy to share the news of Creatio (formerly bpm’online) being recognized the Leader in 2019 Gartner Magic Quadrant for Sales Force Automation.

According to Ganesh Babu Vasantha Rajan, MD and CEO of AgilizTech; “Hearty congratulations to Creatio (formerly bpm’online) for this recognition. We are proud to partner with bpm’online in implementing their solutions to our customers all over the world. Creatio (formerly bpm’online) enables our customers a flexible and customizable platform that helps in aligning the sales process which ultimately improves sales, enhances growth and customer experience.”

SFA software is applicable to all types of business and facilitates increased sales and productivity. Creatio (formerly bpm’online) , a global software company are leaders for business process automation and CRM. They offer innovative technology and products that help a business to accelerate growth with enriched customer experience.

Sales Creatio delivers comprehensive sales processes that manages the entire customer journey. It also offers world class technology the aligns the sales, marketing and customer service. Creatio (formerly bpm’online) services being par excellence, they have been accoladed with various awards and recognition. Adding on to this, is the recent recognition as the Leader in 2019 Gartner Magic Quadrant for Sales Force Automation.

According to Katherine Kostereva, CEO and Managing Partner bpm’online; “At Creatio (formerly bpm’online) we are laser focused on meeting the needs of today’s sales organization striving to accelerate their sales growth. We believe we’ve improved year over year and that our position in this Magic Quadrant is the result of the persistent efforts we make to empower our customers in growing their organizations through automation of their sale processes and activities.”

Gartner Magi Quadrant is a series of market research reports conducted on technology industries demonstrating market trends, such as direction, maturity and participants. In 2019, Gartner evaluated 19 vendors based upon their strength and weakness and rated the vendors according to the completeness of vision and ability to execute. The vendors are plotted in the graph in four quadrants: niche players, challengers, visionaries, and leaders.

 

Below is the figure on how the vendors are placed:

Download the complimentary copy of Gartner’s Magic Quadrant for Sales Force Automation to know more.

September 1, 2019 Creatio No comments yet

Creatio (formerly bpm’online) ACCELERATE London event 2019

AgilizTech is delighted to announce the ACCELERATE London event 2019 hosted by Creatio (formerly bpm’online). It is an insightful event attended by business and tech leaders who can discover new ways to enhance and improve their business.

ACCELERATE London event is an exclusive platform for business leaders to get insights on how to strategize and align organizational process to accelerate business growth.  In this event the key takeaways would be to get knowledgeable and inspirational cognizance on rebuilding your business with latest technology. Today digital being the buzzword for technology, explore all about BPM and CRM, the modern technology trends that help in digital transformation of organizations.

This event provides a holistic platform for business leaders not only to gain insights on innovative technology through speeches, but also a place where you can collaborate and build your network with top industry heads sharing ideas, challenges and solutions to boost your business.

The main purpose of the event is to offer expert advice on how latest technologies can help a business achieve success. You can also learn how Creatio (formerly bpm’online) has helped leading companies transform their processes in marketing, sales, service and operations in just a few months to stay competitive in an increasingly dynamic environment.

Creatio (formerly bpm’online) are global leaders for business process automation and CRM. Explore how they make use of several technologies that help organizations align their business process, one of them being the low-code no-code technology which has an approach wherein ‘everyone is a developer’, helping accelerate business with limited IT resources.

Few of the eminent speakers for the event are:

CHRIS PARRY (Guest speaker) – UK based writer, thinker and author and talk about operational strategy, future technological, geo-political, and human trends.

Andie Dovgan – Vice President of Global Sales, Creatio

Alex Donchuk – Global Channel Director, Creatio

Michael Barber – Marketing Director, Praesto Consulting

The event will be held on 10th of September 2019 at Park Plaza Victoria, London. The event is free of cost with a limited number of seats. You still stand a chance to attend the ACCELERATE event. For more details click here.

 

September 1, 2019 Creatio No comments yet

Creatio (formerly bpm’online) ACCELERATE Jakarta event 2019

AgilizTech is delighted to announce the ACCELERATE Jakarta event 2019 hosted by Creatio (formerly bpm’online). It is an insightful event attended by business and tech leaders who can discover new ways to enhance and improve their business.

ACCELERATE Jakarta event is an exclusive platform for business leaders to get insights on how to strategize and align organizational process to accelerate business growth.  In this event the key takeaways would be to get knowledgeable and inspirational cognizance on rebuilding your business with latest technology. Today digital being the buzzword for technology, explore all about BPM and CRM, the modern technology trends that help in digital transformation of organizations.

This event provides a holistic platform for business leaders not only to gain insights on innovative technology through speeches, but also a place where you can collaborate and build your network with top industry heads sharing ideas, challenges and solutions to boost your business.

The main purpose of the event is to offer expert advice on how latest technologies can help a business achieve success. You can also learn how bpm’online has helped leading companies transform their processes in marketing, sales, service and operations in just a few months to stay competitive in an increasingly dynamic environment.

Creatio (formerly bpm’online) are global leaders for business process automation and CRM. Explore how they make use of several technologies that help organizations align their business process, one of them being the low-code no-code technology which has an approach wherein ‘everyone is a developer’, helping accelerate business with limited IT resources.

Few of the eminent speakers for the event are:

Paul Greenberg (Guest speaker) – Referred to as The Godfather of CRM and is the leading CRM analyst focusing on customer facing strategic services.

Andie Dovgan – Vice President of Global Sales, Creatio

Alex Donchuk – Global Channel Director, Creatio

Harismawan Wahyuadi – VP Ancillary and Cargo6 PT Citilink Indonesia

Azalea Ayuningtyas – Co Founder and CEO of Dya’nyum

The event will be held on 5th of September 2019 at Westin Jakarta, Indonesia. The event is free of cost with a limited number of seats. You still stand a chance to attend the ACCELERATE event. For more details visit here.

 

August 31, 2019 Creatio No comments yet

Updating Access Rights in bulk for Accounts and Contacts

Problem Statement

In the Creatio (formerly bpm’online) CRM there is a need to set limitations in accessing the Contacts and Accounts section wherein the users can have access only for limited records. In the present scenario, Creatio (formerly bpm’online) customer has a huge number of Contacts and Accounts, and their users had access to the entire records. In this post we will discuss, how to update the access rights for Accounts and Contacts section in bulk and check the same for each record with the help of a flag on table through a business process.

Solution

Access rights set up wizard for bpm’online https://marketplace.bpmonline.com/app/access-rights-setup-wizard-bpmonline is an add-on available in bpm’online marketplace to grant and change access rights for existing records.

This add-on could update only 100 contacts and accounts in one go and we could not monitor the progress of updates happening. Hence, we resolved it with a simple process mentioned below to grant or deny permissions for Creatio (formerly bpm’online) records and we could update 8000 contacts and accounts in a single run.

Image for the process that we created to achieve this in Contact Section

Creatio

Description of the process:

 Set Access Process Flag as N: We used ‘Modify Data’ element to set the value of flag created in section. Based on the business condition, we set value of Flag as ‘False’ (N)

Calculate records where flag is N: We used ‘Read Data’ element to ‘Calculate the number of records’ on ‘Contacts’ section where ‘Access Processed Flag’ = ‘N’ . Other necessary condition to filter records could also be added based on business use case.

‘OR’ Gateway: We used ‘Exclusive Gateway (OR)’ element to branch the flow.

Conditional Flow Branch: To move down the flow, Condition was set to check if the count of records is greater than 0, then move forward.

Default flow: Default branch was used to end the process.

Read Contact: We used ‘Read Data’ element where ‘Access Processed Flag’ = ‘N’. Other necessary condition to filter records could also be added based on business use case.

Change Access Rights: For applying access, we used this condition and added the ‘Read’, ‘Edit’ and ‘Delete’ permission for user role same as the business requirement.

Creatio

Creatio

Modify Contact Flag: In the end, we used ‘Modify Data’ element to modify the value of ‘Access Processed Flag’ as ‘True’. This will help us to identify the record whose access is modified.

Settings of Business Process:  We increased the number of iterations to achieve this in bulk, based on the number of contacts in system. This is configurable based on the business case requirement.

Pro Tip: We could monitor the process through checking the number in quantity and refreshing it when the process was running.

We added a filter on Contacts section with the field ‘Access Processed Flag’ and values as ‘Yes’ and kept on refreshing the system to see the count going up.

 

Creatio

In the second batch, run the process (if required), we can filter records where ‘Access Processed Flag’ = ‘N’ under set access process flag element for ‘modify records that match the condition’.

We did the same for ‘Accounts’ section using similar process as above but changed the section.

Creatio

In the later requirement, to revoke ‘Delete’ permission for 2 user roles, we used similar process but changed values in ‘Change access rights’ element.

Benefits

This solution helped us grant and revoke certain permissions to specific roles based on customer requirement. We could also monitor the performance while the process is running.

AgilizTech does customization forCreatio (formerly bpm’online) based on the requirements of a business. You can check out our posts for more information on Creatio customization.

July 29, 2019 Creatio No comments yet

WordPress landing page integration with custom object in Creatio (formerly bpm’online)

Problem Statement
During a lead generation process of a sales / marketing team, they should have the ability to capture as much as information about their lead in the Creatio (formerly bpm’online) CRM. Currently Creatio supports to capture few of the standard sections like leads, cases, orders & event registration through a WordPress integration of landing pages. This blog is about how to capture additional information to be gathered via landing pages other than the standard sections available as of today.

Solution
In this blog we will learn about the steps that needs to be followed to integrate WordPress landing page with a custom object in Creatio (formerly bpm’online).

Steps for integrating a WordPress landing Page to custom section

Creatio (formerly bpm’online) configurations
Create the custom object to which landing page needs to be integrated. For example; create an object “UsrAdditionalCustomerData” (sample object name for explanation purpose)

In the [Landing pages and webforms] section, you can select one of the default webforms available as given below (Fig.1).

Fig. 1
Creatio

In order to add new registration form for the custom object:

1. Add a new type “Additional Customer Data” landing page to the “Landing types” lookup, which is connected to the custom section.

Fig. 2

Creatio

2. After adding a new web form in the “Landing types” lookup, use the Section Wizard to add a new page in the [Landing pages and web forms] section for the newly added type. To open the Section Wizard, go to the [Landing pages and web forms] section, and in the [View] menu select [Open section wizard] (Fig.3 & Fig.4).
Fig.3

Creatio

Fig.4

3. Add new additional customer data web registration form in the section wizard (Fig.5). After saving you can see the additional customer data web registration form in the new dropdown (Fig.6).
Fig.5

Creatio

Fig.6

Creating the landing page for custom object
Add new additional customer data web from and save the record. You can get the landing Id for the saved web page from the link (Fig.7). This landing Id can be used to integrate the landing page and web form in WordPress.

Fig.7

Integrating the WordPress Page to Custom Object

Install bpm’online plugin for WordPress (gravity forms, Contact form7). The steps to integrate bpm’online to a WordPress contact form is mentioned in the link below.
https://community.bpmonline.com/articles/bpmonline-plugin-wordpress-gravity-forms-contact-form-7?_ga=2.73954770.153193264.1562563622-1951839029.1560317595
In mapping of the fields (WordPress), 3rd party fields should be the column names in the UsrAdditionalCustomerData table (custom object) (Fig.8).
Fig.8

Creario

Use the Landing Id (Fig.7) as the form Id and the column names of the additional customer data table for mapping the landing page fields.

Processing the submitted data in Creatio (formerly bpm’online)

After integration, when a new set of data is submitted in the additional customer data landing page, a corresponding record will be created in UsrAdditionalCustomerData object.
You can write a process to link the newly created record with the corresponding lead automatically or, can give a page where the sales team can review the submitted data and connect with corresponding lead.

Benefits
The solution helps in acquiring additional details (like customer requirement, alternate address, alternate contact information, additional company information etc.) of potential leads from a WordPress landing page.
To learn more on how AgilizTech does customization for bpm’online visit our Creatio blog were we have explained different ways of customization for a business as per their requirements.

July 23, 2019 Creatio No comments yet

AgilizTech’s customization for Creatio (formerly bpm’online) – Look up filtration based on flag in mobile app

In this fourth post of the series we will be discussing how to list only active products in the product selection page of the Sales Creatio (formerly bpm’online) enterprise edition mobile app.

The product section in mobile app has provision to activate or inactivate the products. In the desktop version if a product is inactivated, it will not list in any product selection page. In mobile page, however by default the product will be listed.

Business use case:

To display active products only in the production selection while booking orders through bpm’online mobile app.

Product:  Sales Creatio enterprise edition

Applicable for Version: 7.13 & above

Below is the desktop version of  Sales Creatio enterprise wherein you can see that the Product Inactivated does not appear in the product selection page.

Fig 1: Product Inactivated

Creatio

Whereas in the product selection page of the Creatio (formerly bpm’online) mobile app the inactive product will be listed. This can be corrected by applying a certain code.

Fig 2: Before applying code change, product will be listed in mobile product lookup

Creatio

Fig 3: After applying the code change, product will not be listed in lookup

Creatio

Filtration of lookup columns based on the flag or a column is demonstrated below.

You should be knowing in which Workplace the changes need to be done. Select the workplace first to apply the changes.

In Custom package > MobileApplicationManifestDefaultWorkplace

For Example:

UsrMobileFilterModelConfig – If this is the business rule created for filtering the columns based on other columns, then you will have to mention this name in Model > Object’s Page Extension section.

Refer below code:

“Models”: {
“Order”: { {
“RequiredModels”: [
“Order”,
“Account”,
“OrderStatus”,
“OrderPaymentStatus”,
“OrderDeliveryStatus”,
“Currency”,
“DeliveryType”,
“PaymentType”,
“LeadType”,
“SocialMessage”,
“OrderProduct”,
“Product”,
“Unit”,
“Pricelist”,
“OrderVisa”,
“VisaStatus”
],
“ModelExtensions”: [],
“PagesExtensions”: [
” UsrMobileFilterModelConfig “, // Module Name
“UsrMobileOrderGridPageSettingsDefaultWorkplace”,
“UsrMobileOrderRecordPageSettingsDefaultWorkplace”
]
},
}

Create a module with the specified name. In this example it is UsrMobileFilterModelConfig.

In UsrMobileFilterModelConfig. module write the business event for Accessibility.

Find the code below.

Terrasoft.sdk.Model.addBusinessRule(“OrderProduct”,{
ruleType:Terrasoft.RuleTypes.Filtration,
events:[
Terrasoft.BusinessRuleEvents.Load,
Terrasoft.BusinessRuleEvents.Insert,
Terrasoft.BusinessRuleEvents.ValueChanged
],
triggeredByColumns:[“Product”],
filters:Ext.create(“Terrasoft.Filter”,{
modelName:”Product”,
property:”IsArchive”,
value:false
})
});

Here we are filtering “Product” lookup column in Order Products, based on Is Archive field in the product object. If the value is false, product will be listed; if value is correct i.e. if product is inactive, it won’t be listed. This Filtration should work while inserting new order, i.e. selecting a product for new order and while editing order product list for an existing order.

The event handling is explained below:
Find the code below.

events:[
Terrasoft.BusinessRuleEvents.Load, //On Data Load
Terrasoft.BusinessRuleEvents.Insert, //upon inserting new
Terrasoft.BusinessRuleEvents.ValueChanged //While Editing
]

Hence, if the above code is applied the inactive products will not be listed in the mobile product look up.

Click here to navigate to the main blog post which contains the complete list of Creatio (formerly bpm’online) customization use cases.

July 2, 2019 Creatio No comments yet

AgilizTech’s Customization for Creatio (formerly bpm’online) – Conditionally Enable / Disable Field in bpm’online mobile app

In this blog we will be discussing on how to conditionally enable or disable a field in Creatio (formerly bpm’online) mobile app.

In this third use case, the user can enter the product details, price and quantity needed, and can edit the total amount field in the order page of the mobile app. The total amount field should be an auto computed one based on the price and quantity given at order product level. To restrict this we have created a code which completely disables the ‘order total amount’ field.

creatio

Figure:1 By default if you add the “total order amount” in mobile page, it will be editable.

creatio

Figure:2 After applying the below code, the field will not be editable.

How to make changes in the page?

To apply these changes and set the corrections, you should be aware of the workplace in which the changes have to be done.

In the Custom package > MobileApplicationManifestDefaultWorkplace select the mobile app workplace where the changes need to be done.

As a business rule, the module UsrMobileDisableModelConfig must be created and you need to write the business event for accessibility.

Below is the code for this customization:

Terrasoft.sdk.Model.addBusinessRule(“Order”,{
ruleType : Terrasoft.RuleTypes.Activation,
events:[Terrasoft.BusinessRuleEvents.Load,Terrasoft.BusinessRuleEvents.ValueChanged],
triggeredByColumns : [“Id”],
conditionalColumns :[ {name :”Id”,value : “Disable All the time”} ],
dependentColumnNames : [“Amount”]

The above code will disable ‘amount’ field which stores the ‘total order value’only if the order ID field is having a value other than the value mentioned in the condition line (i.e. value of ‘Disable All the time’). In this code we have chosen ‘ID’ field as the conditional field, but you can choose a field of your choice as per the business need.

Once UsrMobileDisableModelConfig module is created, we need to place this in the
custom package >  MobileApplicationManifestDefaultWorkplace

For Example:
UsrMobileDisableModelConfig – if this Business rule is created for accessing the columns, then you will have to mention this name in Model > Object’s Page Extension section.

Below is the code:

“Models”: {
“Order”: {
“RequiredModels”: [
“Order”,
“Account”,
“OrderStatus”,
“OrderPaymentStatus”,
“OrderDeliveryStatus”,
“Currency”,
“DeliveryType”,
“PaymentType”,
“LeadType”,
“SocialMessage”,
“OrderProduct”,
“Product”,
“Unit”,
“Pricelist”,
“OrderVisa”,
“VisaStatus”
],
“ModelExtensions”: [],
“PagesExtensions”: [
” UsrMobileDisableModelConfig “, // Module Name
“UsrMobileOrderGridPageSettingsDefaultWorkplace”,
“UsrMobileOrderRecordPageSettingsDefaultWorkplace”
]
},
}

Once the above codes are implemented, the user cannot change the order amount because the field will be disabled.
Click here to navigate to the main blog post which contains the complete list of Creatio (formerly bpm’online) customization use cases.

June 24, 2019 Creatio No comments yet

AgilizTech’s Customizations for Creatio (formerly bpm’online) – Conditionally Hide/Show Fields in bpm’online mobile app

In the second post of this series, we will be exploring a way to achieve conditional visibility of fields in the  sales Creatio enterprise edition mobile app.

Let us take a scenario where the Sales Manager is approving an order in the mobile app. As per business rule, once the Manager has approved the order, he should not be able to reject it. Currently, for approval purpose, ‘Order approvals’ detail is added in ‘order section’ in mobile app. The app allows manager to choose appropriate status in this detail (‘Approved’ or ‘Rejected’). By default, the status will be ‘To Set’. App allows manager to choose ‘Approved’ or ‘Rejected’ status, even after the order has been approved or rejected, which is incorrect as per business rule.

Creatio                               Creatio

We can correct this workflow by hiding the ‘order approval’ status option once the order has been approved/rejected.

Here are the steps to achieve this:
1. In the System Designer, navigate to Advanced Settings and select Configuration.

Creatio
2. Here, in Custom Package, select the Mobile App Workplace, where you want the change to be in effect (here we have mentioned default workplace; if you have created a separate workplace for approvals, select the same).

For example, Custom package > MobileApplicationManifestDefaultWorkplace

Creatio
3. Mention the visibility Module name in the object’s Page Extensions Section.

For Example:
UsrOrderMobileBusinessRules – If this is the business rule created for hiding the columns, then mention this name in Model > Object’s Page Extension section.

Here’s the code:

“Models”: {
“Order”: { {
“RequiredModels”: [
“Order”,
“Account”,
“OrderStatus”,
“OrderPaymentStatus”,
“OrderDeliveryStatus”,
“Currency”,
“DeliveryType”,
“PaymentType”,
“LeadType”,
“SocialMessage”,
“OrderProduct”,
“Product”,
“Unit”,
“Pricelist”,
“OrderVisa”,
“VisaStatus”
],
“ModelExtensions”: [],
“PagesExtensions”: [
” UsrOrderMobileBusinessRules “, // Module Name
“UsrMobileOrderGridPageSettingsDefaultWorkplace”,
“UsrMobileOrderRecordPageSettingsDefaultWorkplace”
]
},
//As we are hiding the ‘OrderVisa’ Status Field in the order screen, the OrderVisa Object is             //also required. In the Model Extension, we have also given VisaStatus Object as this is a              //lookup table for OrderVisa table’s Status field.
“OrderVisa”:{
“ModelExtensions”: [
“VisaStatus”
],
“PagesExtensions”: []
},
}

 

In the UsrOrderMobileBusinessRules module, write the business event for visibility.

Creatio

The code is as given:

Terrasoft.sdk.Model.addBusinessRule(“OrderVisa”,{
ruleType: Terrasoft.RuleTypes.Visibility,
events:[Terrasoft.BusinessRuleEvents.Load],
conditionalColumns: [
{name: “Status” , value: “3462594d-77a7-4b0a-874a-6d8b54b293bc”}
],
triggeredByColumns: [ “Status” ] ,
dependentColumnNames: [ “Status” ]
});

 

Here we are displaying Status field, if the status is ‘To Set’. In case of the other two statuses, (i.e. ‘Approved’ & ‘Rejected’) the ‘Order Approval’ detail, with ‘Status’ field will be hidden, which will stop the manager from changing the status of an approved order to rejected or vice-versa.
The ID value of ‘status’ is hard coded in the above code. The ID value may be different in different instances; hence the value should be cross verified while using this code snippet.

Click here to navigate to the main blog post which contains the complete list of Creatio (formerly bpm’online) customization use cases.

June 11, 2019 Creatio No comments yet

AgilizTech customization for Creatio (formerly bpm’online) – Using Custom Section Filters to view records

This post is in the first of a series that discusses customization of Creatio (formerly bpm’online) for increased efficiency and productivity. In this post, we explore creation of custom section filters to view records.

As per the operational process, sales persons log orders coming from customers in Creatio (formerly bpm’online). These orders must be ‘Approved’ by the sales manager, only after which they will be processed further. By default, a ‘Status’ filter does not exist in the system. The custom filter is required to help the managers to quickly filter out the ‘Pending Approval’ orders from their order list.

Default Filters in a section:

CreatioAfter applying custom filters (order section – status field):

Creatio

Creatio

Steps to create section filters in bpm’online – Quick filter

Let’s now look at how we can create a custom filter in Sales Creatio Enterprise edition, v 7.13.0.284. Here are the steps:

  1. In the Orders page, select open Section Wizard and save the wizard to create a new section page in ‘custom’ package for ‘orders’
      • i)Open ‘orders’ section wizard
      • Creatio
      • ii)Save wizard once

    Creatio

      • iii) New section will be created in custom package; edit this as mentioned in further steps

  2. In OrderSectionV2 Page (Configuration), place the below code snippet in the method block.
initFixedFiltersConfig: function() {
var fixedFilterConfig = {
entitySchema: this.entitySchema,
filters: [
{
name: “PeriodFilter”,
caption: this.get(“Resources.Strings.PeriodFilterCaption”),
dataValueType: this.Terrasoft.DataValueType.DATE,
startDate: {
columnName: “StartDate”,
defValue: this.Terrasoft.startOfWeek(new Date())
},
dueDate: {
columnName: “StartDate”,
defValue: this.Terrasoft.endOfWeek(new Date())
}
},
{
name: “Owner”,
caption: this.get(“Resources.Strings.OwnerFilterCaption”),
columnName: “Owner”,
defValue: this.Terrasoft.SysValue.CURRENT_USER_CONTACT,
dataValueType: this.Terrasoft.DataValueType.LOOKUP,
},
{
name: “Status”,
columnName: “Status”,
caption: this.get(“Resources.Strings.StatusFilterCaption”),
appendCurrentContactMenuItem: false,
dataValueType: this.Terrasoft.DataValueType.LOOKUP,
defValue : “1”,
addNewFilterCaption: this.get(“Resources.Strings.SelectStatusCaption”),
hint: this.get(“Resources.Strings.SelectStatusCaption”),
buttonImageConfig: this.get(“Resources.Images.StatusFilterImage”),
},
]
};
this.set(“FixedFilterConfig”, fixedFilterConfig);
}
  1. A default filter for Period, Owner & status is added. If you need to list the current user name in the filter (as in ‘owner’ filter), set “appendCurrentContactMenuItem” to true.

Creatio

Click here to navigate to the main blog post which contains the complete list of bpm’online customization use cases.

March 25, 2019 Creatio No comments yet
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