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Version: 8.2

Creatio IDE overview

Level: beginner

The Creatio platform includes an integrated development environment (Creatio IDE). Creatio IDE is located in the Configuration section. The Configuration section lets you execute operations with the structural items.

Set up permissions to the Configuration section​

You can set up permissions to the Configuration section on the system operation level. If a user lacks the permission to access the Configuration section, they receive a standard notification about the lack of permissions to execute an operation when trying to load the section. Out of the box, only Creatio administrators have access to key system operations. Creatio lets you configure access permissions to system operations for users or user groups. Learn more: System operation permissions (user documentation).

To set up permissions to the Configuration section:

  1. Open the Operation permissions section. To do this, click in the top right → Users and administration → Operation permissions.
  2. Select the Can manage configuration elements (CanManageSolution code) system operation.
  3. Set up the access to the Configuration section. To do this, click and specify the user/role in the Operation permission detail.

As a result:

  • The record will appear on the Operation permission detail.
  • The Access level column of the record will be set to Yes.
  • Users that have the specified role will have access to the Configuration section.

Open the Configuration section​

You can open the Configuration section in Creatio .NET Framework in several ways:

  • Using System Designer. To do this, click in the top right → Admin area → Advanced settings.

  • Using the browser URL.

    Alias

    URL example

    .NET Framework

    .NET Core or .NET 6

    /ClientApp/#/WorkspaceExplorer

    http://mycreatio.com/0/ClientApp/#/WorkspaceExplorer

    http://mycreatio.com/ClientApp/#/WorkspaceExplorer

    /we

    http://mycreatio.com/0/we

    http://mycreatio.com/we

    /conf

    http://mycreatio.com/0/conf

    http://mycreatio.com/conf

    /dev

    http://mycreatio.com/0/dev

    http://mycreatio.com/dev

As a result, Creatio opens the Configuration section in a new tab.

  • Toolbar (1)
  • Package workspace (2)
  • Main workspace (3)

Manage packages​

Configuration section lets you manage packages using the following tools:

  • Packages action group. To do this, click Actions on the section toolbar → Packages.

  • Package workspace

  • Package menu in the package workspace

UI element

Action

Packages action group

Package dependencies diagram

Open the package dependencies diagram. Learn more: Package dependencies and hierarchy.

Package workspace

Search by package

Search for a package by its name

Create a package. The button opens the package creation box that lets you fill out the package properties. Instructions: Create a user-made package.

All packages

View the list of Creatio packages. The packages are displayed in alphabetical order. The modified packages and modifiable packages are displayed at the top. If you select the All packages group, Creatio displays the configuration elements of all packages in the Configuration section list alphabetically. If you select a different package, Creatio displays the configuration elements of that package alphabetically. Creatio displays the modified packages at the top of the All packages group index and marks them with .

Package menu

Compile

Compile the package to an assembly package. The item is inactive for packages that have the Compile into a separate assembly checkbox cleared in the package properties. The checkbox specifies that the package is an assembly package. Learn more: Assembly package.

Export

Export a package as a *.zip archive. You can install the exported package into a different environment. Instructions: Transfer packages.

Move all elements

Move the package configuration elements to a different package. The item opens a box that lets you select the destination package. When you move the configuration elements, Creatio IDE can set dependencies automatically.

Delete

Delete a package. Not available for preinstalled packages. Configuration section lets you delete empty packages and packages that contain non-parent configuration elements. Attempting to delete a package with parent configuration elements will result in Creatio displaying a list of dependent packages and dependent elements that block deletion. You can delete a package that is a part of app. You need to confirm the deletion. Note that package removal can make app lose functionality or become inoperative.

Lock package in SVN

Lock the package from changes in the connected SVN repository. The item is available only for packages installed from the SVN repository.

Unlock package in SVN

Unlock the package for changes in the connected SVN repository. The item is active only for locked packages installed from the SVN repository.

Update from repository

Update the package from the repository. Instructions: Update a package from the SVN repository.

Commit to repository

Commit a package to the repository. Instructions: Commit a package to the SVN repository.

Properties

View the package properties. To open the package properties, double-click the package name. This opens the Properties tab. The tab lets you set up the package dependencies for modifiable packages and contains system information: the package author and editor, the creation and modification dates, the unique ID, and the primary package key in the database table.

Manage configuration elements​

To manage configuration elements, use the following actions:

Add a configuration element​

To select the type of configuration element to add:

  1. Select a package to add a configuration element. You cannot add configuration elements to preinstalled packages.

  2. Select the configuration element to add. To do this, click Add → select the configuration element.

Creatio lets you import a schema (*.md) or a reference assembly (*.dll) into the user-made package. To do this, click Add on the toolbar of the main workspace → Import → select the file that implements configuration element to add.

Creatio displays added and existing configuration elements in the section list.

Column

Column description

Name

Custom element name starts with the prefix specified in the Prefix for object name (SchemaNamePrefix code) system setting, Usr by default. When a configuration element schema is created, the prefix specified in the system setting is added to the current field automatically. Creatio checks for the prefix and whether it matches the system setting value when saving the schema properties. If the prefix is missing or does not match, the user receives a corresponding notification.
The configuration elements are sorted in alphabetical order. The column lets you view a list of modified configuration elements (marked with next to the name). Creatio places the modified elements at the top of the record list.

Title

The title of the configuration element

Object

The object to which the bound package data is connected. The column value is available only for the configuration element of the Data type.

Modified on

The modification date of the configuration element

Package

The name of the package that contains the configuration element

Select the type of configuration elements to display​

To select the type of configuration elements to display in the section list, click Type on the toolbar of the main workspace → select the type of the configuration element.

Creatio displays the selected type in the Type column of the section list.

Type

Configuration element

Client module

Freedom UI page
Module
Page view model
Section view model
Detail (list) view model
Detail (fields) view model
Replacing view model

Object

Object
Replacing object

Web service

REST service
SOAP service

Select the status of configuration elements to display​

To select the status of configuration elements to display in the section list, click Filters on the toolbar of the main workspace → select the status.

Creatio displays configuration elements that have selected status in the Status column of the section list. Creatio saves the settings of the Filters drop-down list to the user profile and applies them when you open the Configuration section.

View configuration element statuses that are available in the Filters drop-down list and Status in the table below.

Status icon

Status description

The configuration element is locked and you cannot change it

The configuration element must be updated

The configuration element contains an error

Search for a configuration element​

To search for a configuration element in the section list by the element name:

  1. Select the search option in the package workspace.

    • Select the package to search for a configuration element in the current package.
    • Select the All packages folder to search for a configuration element in all packages.

  2. Enter the value in the Search search bar of the main workspace toolbar.

  3. Set up additional search parameters.

    1. Click in the Search search bar of the main workspace toolbar.

    2. Fill out the search parameters.

      Parameter

      Parameter description

      Search by column "Title"

      Search by title. Selected by default.

      Search by column "UID"

      Search by a unique ID

      Starts with

      Search mode. The configuration element name starts with the text you type in the Search search bar. Selected by default.

      Contains

      Search mode. The configuration element name contains the text you type in the Search search bar.

      Equals

      Search mode. The configuration element name is the same as the text you type in the Search search bar.

  4. Apply the changes.

Creatio saves the search settings to the user profile and applies them when you open the Configuration section.

Sort the configuration elements​

Creatio lets you sort the configuration elements in the list ascending or descending. To sort the configuration elements:

  1. Select the sort option.

    • Sort the configuration elements in the current package. To do this, select a package in the package workspace.
    • Sort the configuration elements in all packages. To do this, select the All packages directory in the package workspace.

  2. Click the column name.

Execute configuration element actions​

Configuration section lets you execute configuration element actions using the following tools:

  • Configuration element menu in the main workspace. Use to execute a single configuration element action. To do this, click in the configuration element row of the section list → select the action in the configuration element menu. The item index of the configuration element menu depends on the configuration element type. Learn more: Select the type of configuration elements to display.

  • Multi actions drop-down list in the main workspace toolbar. Use to execute bulk configuration element actions.

  • Actualize items action group. Use to execute a limited list of bulk configuration element actions. To do this, click Actions on the section toolbar → Actualize items.

To execute bulk configuration element actions using the Multi actions drop-down list:

  1. Select configuration elements in the section list of the main workspace to activate the items of the Multi actions drop-down list.
  2. Click Multi actions → select the action. The index of displayed items in the Multi actions drop-down list depends on the type of configuration elements selected in the section list. Learn more: Select the type of configuration elements to display.

UI element for single action (configuration element menu)

UI element for bulk actions

Action

Configuration element type that supports UI element

Multi actions drop-down list

Actualize items action group

Edit process

Not available

Not available

Edit an object. If the object was created by a third party, Creatio displays the corresponding notification.

Object

Export

Export

Not available

Download single or multiple configuration elements. Creatio saves data of a single configuration element as an *.md file. Creatio saves data of several configuration elements as an *.zip archive. You can install the exported configuration elements into a different environment. Instructions: Transfer configuration elements, Transfer packages.

Object
Source code
Client module
Business-process
Web service
Case
User task
Marketing campaign

Move to another package

Move to another package

Not available

Move single or multiple configuration elements to another package. The item opens a box that lets you select the destination package. When you move the configuration elements, Creatio IDE can set dependencies automatically.

All types

Delete

Delete

Not available

Delete single or multiple configuration elements. Inactive for configuration elements in preinstalled packages.

If needed, use to delete a single configuration element in the section list. The button is available for configuration elements of user-made packages. Hover over the record in the Configuration section list to bring up the button.

All types

Install

Install SQL script
Install data

Install SQL scripts where it is needed
Install data where it is needed

Install single or multiple configuration elements into the database. The Status column in the section list includes the Needs to be installed in database tooltip for configuration elements to be installed. Creatio also displays the error description in the configuration element properties. Creatio displays the corresponding notification after installing the configuration elements.

SQL script
Data

Update database structure

Update objects DB structure

Update DB structure where it is needed

Update the database structure for single or multiple objects. The Status column in the section list includes the Needs to be updated in database tooltip for configuration elements to be updated. Creatio displays the corresponding notification after updating the configuration elements.

Object

Generate source code

Generate source code

Not available

Generate the source code of single or multiple configuration elements. Creatio runs the process if the process includes compliable elements. The Status column in the section list includes the Needs generate source code tooltip for configuration elements that have source code to be generated.

Object
Business-process
User task

Open metadata

Not available

Not available

Open the metadata tab of the current configuration element

Object
Source code
Client module
Business-process
Web service
Case
User task
Marketing campaign

Open source code

Not available

Not available

Open the source code tab of the current configuration element

Object
Business-process
User task

Lock element in SVN

Not available

Not available

Lock the current configuration element from changes in the connected SVN repository. The item is available only for configuration elements installed from the SVN repository.

All types

Unlock element in SVN

Not available

Not available

Unlock the current configuration element for changes in the connected SVN repository. The item is available only for configuration elements installed from the SVN repository.

All types

Discard changes

Not available

Not available

Discard the changes from the version control system repository. The item is available if the configuration element’s package is connected to a version control system repository.

All types

Properties

Not available

Not available

Open the properties box of the current configuration element

All types

Manage the source code​

Configuration section lets you manage the source code using the Source code action group. To do this, click Actions on the section toolbar → Source code.

UI element

Action

Source code action group

Generate for modified schemas

Generate the source code for modified schemas

Generate the source code for schemas that require it

Generate the source code for schemas that require it

Generate for all schemas

Generate the source code for every schema. This operation might take more than 10 minutes.

Creatio generates the source code for schemas in the background. Learn more: Execute operations in the background.

The major features of background generation are as follows:

  • Background generation does not affect the core user workflows.
  • Starting compilation or a new source code generation is not possible while the running operation is not complete. If you attempt to start these actions, Creatio warns you that the source code generation is still in progress.
  • We do not recommend working on functionality that requires compilation until the source code generation is done. That includes installing applications and extensions, configuring the UI and business logic.

As a result, Creatio will display the corresponding notification in the communication panel.

Manage the file system​

Configuration section lets you manage the file system using the File system development mode action group. To do this, click Actions on the section toolbar → File system development mode. To access the items in the File system development mode action group, enable the file system development mode. Instructions: Set up Creatio to work with the file system. Hover over an item in the action group to display a hint to enable the mode.

UI element

Action

File system development mode action group

Download packages to file system

Download packages from the Creatio database to the ...\Terrasoft.WebApp\Terrasoft.Configuration\Pkg directory

Update packages from file system

Upload packages from the ...\Terrasoft.WebApp\Terrasoft.Configuration\Pkg directory to the Creatio database

Manage SVN repositories​

Configuration section lets you manage SVN repositories using the SVN repositories action group. To do this, click Actions on the section toolbar → SVN repositories. The SVN version control is only available for Creatio .NET Framework. Learn more: Version control using the Configuration section.

UI element

Action

SVN repositories action group

Install package from repository

Install a package from the SVN repository

Open list of repositories

Open the List of repositories tab that lets you add, set up, and delete links to the SVN repositories available in Creatio.

Restore from repository

Update the configuration from the latest version in the SVN repository. The changes not yet committed to the SVN repository will be lost.

Manage the configuration​

Creatio lets you execute the following configuration management actions:

Validate the configuration​

Configuration section lets you validate the configuration using the Configuration action group. To do this, click Actions on the section toolbar → Configuration.

UI element

Action

Configuration action group

Validate configuration

Check for dependency conflicts that might appear after you transfer elements between packages

Compile the configuration​

Configuration section lets you compile the configuration using buttons on the section toolbar.

UI element

Action

Section toolbar

Compile

Compile only the configuration changes

Compile all

Compile all configuration

As a result:

  • The executable files will be updated.
  • The static content will be downloaded to the ...\Terrasoft.WebApp\conf directory.
  • A corresponding notification will be displayed once the compilation finishes.
  • The changes will be taking effect for users working in the relevant configuration.

If errors or warnings occur as part of the compilation, Creatio displays:

  • The list of compilation errors present in your configuration in the Compilation results dialog box.

  • The Compilation errors button in the Configuration section.

    The button is visible only if your configuration has compilation errors. The error list takes into account both full configuration compilation and compilation of separate assembly packages.

    Click the Compilation errors button to check the list of compilation errors. This opens the Compilation results dialog box that includes the list of compilation errors present in your configuration.

  • The Compilation error indicator on the app page.

    The indicator is visible only for system administrators. Click the indicator to view the error list in the Configuration section.

The compilation errors have the following properties:

  • The error type icon (error or warning ).
  • The name of the relevant file.
  • The error description.
  • The error code.
  • The number of the line with an error.

Creatio also saves history compilation that was run manually or automatically to the CompilationHistory object. The CompilationHistory object includes errors and warnings that occur as part of configuration, OData, or assembly package compilation.

To view the compilation results:

  1. Open the Lookups section. To do this, click in the top right → System setup → Lookups.

  2. Create a lookup.

    1. Click New lookup.

    2. Fill out the lookup properties.

      Property

      Property value

      Name

      Compilation history

      Object

      Compilation History

    3. Save the changes.

  3. Open the Communication history lookup.

As a result:

  • The compilation results will be displayed in the Result column.
  • If errors or warnings occur during the compilation, i. e., the No value in the Result column, any compilation errors will be displayed in the Errors/Warnings column.
  • User who ran the compilation will be displayed in the Started by column.
  • Compilation duration will be displayed in the Duration column.

Close the Configuration section​

To close the Configuration section, click the Close button on the section toolbar.

See also​

System operation permissions (user documentation)

Packages overview

Create a user-made package

Assembly package

Transfer packages

Transfer configuration elements

Version control using the Configuration section

Execute operations in the background

External IDEs basics

Resources​

Back-end development

Front-end development

E-learning courses​

Development on Creatio platform