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8.0

Hello Everyone,

I want to integrate Creatio with a hardware device (such as a signature pad or scanner). The hardware vendor provides a browser-based SDK for integration.

I would like guidance on the following:

  1. What is the recommended approach to integrate a browser-based hardware SDK with Creatio?
  2. Can the SDK be directly integrated using client-side JavaScript in Creatio (Freedom UI)?
  3. Are there any limitations or security considerations when working with browser-based hardware SDKs in Creatio ?
  4. Has anyone implemented a similar hardware integration in Creatio? If yes, what approach worked best?

Any best practices, documentation references, or real-world examples would be greatly appreciated.

Thank you.

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Hi,

It would be extremely valuable to allow manual axis limits on charts (Y-axis and/or X-axis), instead of only dynamic scaling.

For example, if a company has a monthly revenue target of 100K, users should be able to:

  • Set a fixed Y-axis range (e.g., 0 → 200K),
  • Define visual milestones (e.g., 50K, 100K, 150K),
  • Add a target line representing the goal.

This becomes critical when comparing performance across periods or segments.

Today, charts automatically rescale based on the data. While convenient, this makes visual comparison unreliable.
For instance:

  • Year A: 20K per month
  • Year B: 400K per month

Both graphs appear visually similar because each uses dynamic scaling, which defeats the purpose of comparison.

Fixed scaling ensures that:

  • Year-over-year comparisons are meaningful
  • Multiple product lines or segments can be evaluated consistently
  • Performance gaps are immediately visible
  • Targets and progress are easier to communicate to stakeholders

Additionally, the ability to add a static target/goal line would significantly improve usability for sales and management dashboards. This is already a standard feature in many tools (e.g., Pipedrive and others for years).

In short, fixed axis controls + target lines would materially improve analytical accuracy and decision-making.

Thank you for considering this enhancement.

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Boomi
8.0

Hello,

Has anyone used Boomi for integrations in Creatio?  I'm looking for some guidance on how best to approach this.

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Can you include basic calculations in Creatio dashboards, like adding or dividing existing displayed data? For example can you have a metric showing applications, another one showing sales and a third one showing the percentage of sales v applications? 

 

Thanks,

Matt

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Not currently, but the roadmap shows that is coming sometime Q1 2026 - no specific target version for it, but hopefully soon!

For now, I typically use database views to do the calculations and then use that instead. Only option I can think of currently for Freedom UI - If you're using classic dashboards that is a different story, there is a marketplace add-on available for that.

Does this still work as far as you know, or if it does what I am looking for? The features shown come standard with Creatio and it hasn't been updated in 3 years, so I am skeptical but just asking. https://marketplace.creatio.com/app/calculated-metrics-creatio

Matt Tilghman,

That does still work, but only with classic dashboards. It does not work with Freedom UI dashboards. 

Matt Tilghman writes:

Does this still work as far as you know, or if it does what I am looking for? The features shown come standard with Creatio and it hasn't been updated in 3 years, so I am skeptical but just asking. https://marketplace.creatio.com/app/calculated-metrics-creatio

Hi Matt, it works for classic UI, which basically has not changed much since 2021. The editor has not updated their app to Freedom UI because Creatio will embed it natively in their platform. But it has been a long wait for a very sought after feature, as ratios allow for data to "speak". 

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Sales_Creatio_enterprise_edition
8.0

I think I know the answer to this but is it still not possible to go to an added record (form page) automatically at the end of a process? At the moment you have to use the open edit page, which requires the user to save (complete step) and then takes them back to where the process started.

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Not without something custom. I typically will add something that listens for a message sent from processes with the Id of the record to navigate to. This way it opens normally like any page and doesn't leave a process task leftover if the user doesn't save.

Hi,

You are correct. At the moment, there is no out-of-the-box functionality that allows automatic navigation to the form page of a record created in a process at the very end of the process execution. The standard behavior when using Open Edit Page still requires the user to complete the page step, after which the process finishes and returns the user to the original context where the process was started.

If such navigation is required, it can only be implemented via customization. There is currently no built-in or declarative way to achieve this behavior using process elements alone.

thanks both. Is there any examples of code/set up required for this customization?

The typical approach is to configure the process so that it stores the Id of the created record in a process parameter. Then, a client-side customization (for example, page handler) starts the process and, once the record is created, uses that Id to open the corresponding edit page.

In short, this requires:
– a process parameter to hold the created record Id,
– logic in the process to assign that Id,
– and a client-side customization to perform the navigation.

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