How to start the development
Glossary Item Box
Keep the following sequence of action.
1. Set up the development process.
Organization of development process depends on the volume and complexity of planned custom modifications of Creatio. To add small and simple modifications to the Creatio functions you do not need to set up specific processes. Implement these modifications in the application used for development and transfer them to the working version of Creatio after preliminary testing.
To add complex and extensive custom functionality you need to set up three working environments (development, pre-production and production environments). Developed functionality can be transferred between these working environments only if it fits specific criteria. For more information on development of complex functionality, see "Development process organization" article.
The sequence of development and transfer of the developed solution to the working application depends on the organization of the development process. For more information about development sequence, see the “Recommended development sequence” article.
To develop complex project solutions, use the recommendations provided in the "Project Life Cycle Methodology” documentation.
2. Select and configure development environment
To develop simple functionality that requires small modifications, you can use free trial version of Creatio deployed on cloud. For more information on Creatio deployment on cloud, please see the "Deploying the Creatio cloud application" article.
To use specific development tools (for example, Visual Studio), you will need to deploy application on-site. Please refer to “Deploying the Creatio on-site application” for any details.
To add complex custom functionality that requires work of a group of developers, you will need to use specifically configured development environment. For more information refer to the “Organizing a development environment” article.
The development in the Creatio production environment is forbidden. In most cases the development is connected with errors and their tracking, debugging and compiling the application, etc. Usually this has a negative impact on Creatio performance or can make the work of other users difficult or impossible.
3. Configure SVN storage (optional)
Version control system (SVN) is an optional component for development. If an active development of the application is expected, the version control system will facilitate the management of the development process.
More information about the version control system can b e found in the “Create repository in SVN server" and "Working with SVN in the file system" articles.
4. Create a custom package for developing new functionality
The Creatio functionality is implemented in configuration elements – schemas. A set of schemas that implement some functionality is combined in a package. More information about purpose and structure of Creatio packages can be found in the “Package structure and contents”, “Package dependencies” and “Package [Custom]” articles.
Create a new custom package to develop new functionality. Please refer to the “Creating a package for development” article for any details.
To use the version control system, the package must be connected to the SVN storage at the time of creation. Working with packages in SVN described in the "Creating a package for development", "Committing a package to repository", "Installing packages from repository" and "Updating package from repository” articles.
For more information about creating a package in the development in file system mode, refer to the “Creating a package in the file system development mode” article.
5. Create schemas that implement the functionality
To implement the functionality, it is required to create various types of schemas in user packages. Creating of schemas is described in the “Creating a custom client module schema”,”Creating the entity schema” and “Creating the [Source code] schema” articles.
Templates of development of new functionality are described in the “Creatio development cases” article.
6. Transfer modifications to test and production environments
After the development is completed, the modifications must be transferred to the pre-production environment for the testing. If the testing was successful, transfer the modifications to the production environment. For more information refer to the “Transferring changes between the working environments” article.
See also
- Development process organization
- Organizing a development environment
- Recommended development sequence
- Development rules
- Deploying the Creatio on-site application
- Deploying the Creatio cloud application
- Create repository in SVN server
- Working with packages
- Transferring changes between the working environments
- Creating a custom client module schema
- Creating the entity schema
- Creating the [Source code] schema
