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Recommendations for developing compatible Marketplace apps

Level: beginner

Upcoming Creatio releases change the way apps are installed into the environment and app compatibility requirements. Configure the Marketplace app to ensure the app is compatible with Creatio.

Recommendations for developing a reversibly installable Marketplace app​

In version Creatio version 8.0, we changed the rollback mechanism that the users can initiate if the package installation ends with an error. The key changes to the rollback mechanism are as follows:

  • You can roll back changes executed by data bindings.
  • You can flag custom SQL scripts as backward compatible. Learn more: Backward compatible SQL scripts.
  • You can use install scripts to execute CRUD operations with data as part of package installation. Learn more: Customize delivery process.

These changes ensure the restoring the configuration without using database backup as long as the functionality of the installed package executes reversible database changes. To develop a reversibly installable Marketplace app, follow our recommendations and requirements when implementing the functionality.

To make the recovery process easier, the upcoming releases will include an automatic app analyzer that detects irreversible changes. Before and while installing the package, the analyzer will check the package functionality for irreversible changes and notify the user on detected irreversible changes. The WorkspaceConsole utility already includes partial functionality of the analyzer. Upcoming Creatio releases will add the analyzer to the mechanism that installs packages via UI.

To ensure the functionality of the Marketplace app is installable reversibly, follow these recommendations:

  • Use package install scripts instead of SQL scripts to execute CRUD operations with data as part of the package installation process.

    If the installation of a package that contains Marketplace app functionality ends with an error, you can roll the configuration back completely as long as configuration elements make reversible changes to the database as part of the package installation. However, you cannot roll the configuration back completely if the configuration elements of the SQL script type make irreversible changes to the database as part of the package installation.

    Install scripts execute operations with data using the Entity class. Creatio saves changes made by install scripts as part of the package installation to the package backup. You can roll back to the previous configuration state completely in case of an error. Learn more: Customize delivery process.

  • Use backward compatible SQL scripts to create database objects. Learn more: Backward compatible SQL scripts.

Recommendations for developing a Marketplace app compatible with Creatio in multi-tenant mode​

Multi-tenant mode is a Creatio deployment mode that enables multiple organizations to work independently on a single Creatio instance. Multi-tenant mode in Creatio grants the organization users access to the organization sections, apps, and functionality. Users, data, and functionality of different organizations do not overlap. As such, Creatio in multi-tenant mode requires organization data to be isolated.

To ensure the Marketplace app is compatible with Creatio in multi-tenant mode, use package install scripts instead of SQL scripts to execute CRUD operations with data as part of package installation. Creatio forbids executing SQL scripts on Creatio instances in multi-tenant mode to isolate organizations and ensure data security. Learn more: Customize delivery process.

Recommendations for developing a Marketplace app compatible with Creatio that has external file storage connected​

Users can set up integration with S3 and Azure Blob external file storages. Learn more: File storage (user documentation).

Users of Creatio in the cloud can store files in the S3 file storage on demand. We will configure integration with the Azure Blob file storage for users of Creatio in the cloud in the upcoming Creatio releases. As such, Marketplace apps that use direct SQL queries to access files will be incompatible with Creatio that has S3 or Azure Blob file storages connected.

To ensure the Marketplace app is compatible with Creatio that has external file storage connected, use file management API in your Marketplace app instead of direct SQL queries. The API lets you access files stored in the database and external storage. Learn more about the API: API for file management.

See also​

Backward compatible SQL scripts

Customize delivery process

API for file management

File storage (user documentation)