Query Creatio Data: Difference between revisions

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Example walk through


A. Add Creatio as a server


For Creatio: eg.addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"
For Creatio: eg.addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"


Example walk through
Syntax:
 
>addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"


A.
EG


>addserver creatio "creatio2215" "<nowiki>https://server2215.creatio.com</nowiki>" "Supervisor" "******"
>addserver creatio "live2026" "https://live2026.creatio.com" "Supervisor" "********"


This sets up creatio as a connection in the App
This sets up creatio as a connection in the App
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>describe Account
>describe Account


D.  
----
 
Filter strings and comparison commands
 
eq - equals/=
 
ne - not equals/!=/<>
 
ge - greater than or equals/=
 
le - less than or equals/=
 
contains - a string contains a value
 
* Strings only
 
contains(Name,'a')
----
 
Dates
 
Date values must be in ISO format
 
filter=StartDate ge ${from} and StartDate le ${to}
 
Example ISO format
 
          2025-05-08T10:24:01.564Z
 
using the Javascript engine you can get this as follows:
 
  var date = new Date();
  date.setDate(date.getDate() - 1); //yesterday
  var from = date.toISOString();
 
----
 
Id fields (typically defined as GUID types) expect the "Id" value of the lookup table if used in a comparison
 
EG
 
$filter=Owner/Id eq 410006e1-ca4e-4502-a9ec-e54d922d2c00 and
stage/id ne a9aafdfe-2242-4f42-8cd5-2ae3b9556d79
 
So if you have only the string (EG Qualification) you need to get the Id value. You can use "querydb" or a method designed for this called "getGuid"
----


Query some data
Query some data

Revision as of 06:36, 9 May 2025

Example walk through

A. Add Creatio as a server

For Creatio: eg.addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"

Syntax:

>addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"

EG

>addserver creatio "live2026" "https://live2026.creatio.com" "Supervisor" "********"

This sets up creatio as a connection in the App

B.

List the tables(collections) in the system

>dbtables

C.

See the columns in a table (collection)

>describe Account


Filter strings and comparison commands

eq - equals/=

ne - not equals/!=/<>

ge - greater than or equals/=

le - less than or equals/=

contains - a string contains a value

  • Strings only

contains(Name,'a')


Dates

Date values must be in ISO format

filter=StartDate ge ${from} and StartDate le ${to}

Example ISO format

         2025-05-08T10:24:01.564Z

using the Javascript engine you can get this as follows:

 var date = new Date();
 date.setDate(date.getDate() - 1); //yesterday
 var from = date.toISOString();

Id fields (typically defined as GUID types) expect the "Id" value of the lookup table if used in a comparison

EG

$filter=Owner/Id eq 410006e1-ca4e-4502-a9ec-e54d922d2c00 and stage/id ne a9aafdfe-2242-4f42-8cd5-2ae3b9556d79

So if you have only the string (EG Qualification) you need to get the Id value. You can use "querydb" or a method designed for this called "getGuid"


Query some data

querydb <ENTITY> "<FILTER>" "<COMMALISTOFFIELDS>" "<ORDERBY>" "<CUSTOMPARAMS>" <ENTER>

Example

>querydb Account "contains(Name,'a')" "Id,Name" "NAME ASC"




---

So of course this is a fairly basic example. What about GUID fields. Lets say the requirement is to get the data into a Data mart of warehouse and really we dont want or need the GUID but we do need the translation or lookup code so people can write simpler queries in SQL.

To do this you use

   getLookup
   Params are
   * Collection to lookup for the value 
   * Field to use
   * Column name in island dataset

EG

>querydb Opportunity "" "Id,Title,{getLookup('OpportunityStage','StageId','StageCode')}" "Title DESC"

and when we push this to the Data Islands cloud you can see the data

So this is the equivailent of a join in SQL to get the data a user can see in a report for example.

Its ideal if you need the data to upload to a reporting tool like PowerBI for example. Or import the island into a local database to use with a reporting tool of choice or import to a CSV and use in Excel.