8.2.3 Energy release notes
At Creatio, we are committed to empowering our customers with industry-leading product innovations for workflow automation, no-code development, and modern CRM. Today we are advancing new forms of innovation with Creatio version 8.2.3 "Energy," featuring the following new capabilities and enhancements.
The update guide for the on-site applications is available in a separate article.
Creatio products and apps
Email Marketing
Multilingual emails. You can now communicate with your global audience from a single email more effectively by using multilingual emails. Create multilingual email templates by adding subject lines and content in multiple languages within a single template. Creatio will send emails in the preferred language of each contact automatically. If a contact does not have a preferred language, the email will be delivered in the default language of the campaign.
Lead Generation
Publish landing pages. You can now publish pages created in the Landing Page Designer to a URL automatically generated by Creatio. Any design changes can be pushed to the published page without limitations. If you no longer need the landing page, you can unpublish it.
Import webhooks into any entity. You can now connect a web form available in the Landing Page Designer to any entity, including custom entities. To do this, add an object to the Webhook entities lookup and select it as a source for the web form in the Landing Page Designer.
Save rows. You can now reuse content and boost creation efficiency by saving specific row layouts in the Landing Page Designer. Organize the saved rows using custom categories, easily filter and search them, and access them from the Rows panel.
Improved lead tracking. You can now improve lead quality and streamline reporting by using new tracking capabilities within Submitted form and Lead records that provide clear insights into lead origins up to the exact landing page designed using the new Creatio Landing Page Designer. It is possible to do the following:
- View the landing page, its URL, and referrer URL directly in the Submitted form or Lead records.
- Filter submitted forms or leads by landing page to measure performance and refine strategies.
- Capture landing page, its url, and referrer URL data automatically when a new lead or submitted form is created from the landing page.
Knowledge Management
Embedded videos. You can now add videos to and play them directly from knowledge base articles. Add a video by linking to external sources, inserting embedded code, or uploading videos from a local machine. This functionality requires external domains to be added as trusted sources in the Content Security Policy section. YouTube and Vimeo domains are added out of the box. You can also enable this functionality for base rich text fields using low-code tools.
Marketing Creatio
Warnings about license limit. Creatio now warns you if the number of potential campaign participants exceeds the remaining active contact licenses when you save or start the campaign. This helps you to manage your license usage proactively.
End user experience
UX enhancements
Chats in Freedom UI. You can now manage historical chats in Freedom UI and take full advantage of no-code tools in the new Freedom UI Chats section. The section replaces the Classic UI Chats section for new Creatio instances. It is possible to view previous chat conversations from the same contact if they have any. You can also view related cases in the section if you have Case Management app installed.
Paste email addresses. You can now manage emails that have a large number of recipients easier by pasting email addresses separated by commas or semicolons into the To, CC, or BCC fields of the message composer.
Overwrite list settings. You can now overwrite settings of a specific list for all users. The action updates existing default list settings and deletes all changes made by users. All users will see new settings after page refresh or relogin. The action is administrated using the "List setup for all users" system operation.
Show password. You can now view your password on the password change page and credentials page.
Dashboard performance. Classic UI dashboards now load faster when folders, tags, or filters are applied.
WCAG compliance
Desktop selection button. You can now control which desktop to select using the keyboard. Press Ctrl+Shift+E to open the Freedom UI Designer for selected desktop if you have permissions to do so. The button itself can no longer overlap the content, and it is better visible on light backgrounds.
Maximum column width. Maximum width of the frozen column is now 70% of the list width for regular lists and 30% for narrow lists.
Task complete mini page. You can now select the activity result on the Task complete mini page using the keyboard.
Keyboard focus improvements.
- When you exit from Gauge or Metric widget in full screen mode, Creatio returns the focus to the widget.
- Focus order is now preserved correctly when you delete a feed message or post.
- The focus indicator for the phone field was improved.
- The keyboard focus indicator for widget buttons is now better visible.
Screen readers.
- When the chart series is hidden, the screen reader announces only its status without additional information.
- Screen readers now announce the following:
- current sorting order in timelines
- changes of chart type
- restoration of default list settings
- cleared list settings for a folder
- added/hidden and frozen/unfrozen list columns
- preparation of file export to Excel
- menu of the user profile button
- data save
- results of the “Refresh data” button action
No-code tools
Creatio AI
Access permissions for AI Skills. You can now control access to AI Skills and enhance security by using execution permissions for different Creatio users and user groups.
Application Hub
Creatio version compatibility. Creatio now validates whether an app is compatible with Creatio version. You can change the required version in the app properties. An app cannot be installed into the environment if it is incompatible.
Detailed info for Marketplace apps. Creatio now displays a link to the Marketplace app and specifies its version on the app installation window. If you install a bundle, Creatio specifies which Marketplace applications will be installed into an environment on the app installation window.
Freedom UI Designer
Dropdown for toggle panel component. You can now minimize used space by using dropdown view for buttons in the toggle panel.
Record save notification. You can now turn on the record save notification and customize its text using no-code tools.
Heading properties for labels. You can now structure content on the page better and improve accessibility by assigning a heading level property to the Label components. The level is set to <label> out of the box. Available values: <h1>, <h2>, <h3>, <h4>, <label>.
Object code. You can now customize object code when you create an object in the Freedom UI Designer. Creatio can also generate a new object code automatically based on its title.
Performance. You can now edit pages in the Freedom UI Designer smoother.
Business rules
Trigger text. Trigger text in the Business Rule Designer is now dynamic and describes when the business rule will be triggered.
Business processes
Collection of records in Creatio AI. You can now work with a collection of records in the Call Creatio.ai business process element.
Integrations
JWT encrypted over ECDSA for identity service. The identity service now supports handling JSON Web Tokens encrypted using the Elliptic Curve Digital Signature Algorithm when active as an identity provider over OAuth. The following combinations are supported:
- P-256 with SHA-256
- P-384 with SHA-384
- P-521 with SHA-512
JWT encrypted over ECDSA for OAuth and OpenID. You can now authenticate and exchange data seamlessly with systems that utilize ECDSA-encrypted JWTs, enhancing compatibility and security in OAuth and OpenID scenarios.
Multiple Google workspace OAuth email providers. You can now set up multiple Google workspace OAuth email providers on a single Creatio instance. It is also possible to manage the Google calendar synchronization settings on the mailbox page. The functionality is available out of the box for new instances. To enable the functionality on existing instances, contact Creatio support.
SSO stability. SSO is now more stable on highly loaded websites and web farms.
Mobile Creatio
Reduced errors and improved stability. Mobile Creatio reduces errors and improves connection stability by trimming the server URL to the correct format automatically.
AI Skill placement. Mobile Creatio now only displays AI Skills on pages where context is available.
Quick actions in Creatio AI. You can now use quick actions for Creatio AI Skills in Mobile Creatio.
Bottom offset. You can now specify page bottom offset in Mobile Creatio, for example, to display IFrames correctly.
Field focus. Mobile Creatio now focuses on selected fields.
Advanced customization
Process execution security. The security and maintainability of the process execution framework was increased by addressing unsafe deserialization practices in Terrasoft.Common.JsonDataReader. This update also includes the deprecation of legacy methods and the introduction of safer defaults across all customer environments.
Warning messages. Creatio now displays additional warning messages on production environments for actions in the Object Designer, Source Code Designer, and User Actions Designer that can cause performance degradation.
Mobile app customization
QR and bar code scanner. It is now possible to embed a QR and bar code scanner into Mobile Creatio pages.
Server URL. It is now possible to set server URL by scanning a QR code.
Administration
Validate translations. You can now use a business process that validates translations. The process compares data from the Translations section and the UI. Once the validation is complete, Creatio provides a high-level summary via a notification in the communication panel. Click the link in the notification to view a detailed report.
Check on translation application. Translation application action now checks whether translations in the UI and Translation section are consistent before deciding which records to apply. After the process is finished, you receive a notification about whether the translation was applied successfully or any records were not applied. Validation is skipped if you use the "Force apply all translations" option. If you execute the application action for a single culture, Creatio limits the validation process to that culture only.
Translation update performance. The translation application process now uses up to 40% less database server CPU performance and the overall speed is up to 11 times faster.
PFX generation for Windows Server 2016. The script that generates PFX certificates is now fully compatible with Windows Server 2016.
Log object runtime metadata re-generation events. You can now enable or disable logging of metadata re-generation events in the UI. Logging is enabled out of the box. Manage logging in the "Log operations with runtime metadata of entity schema" (UseRuntimeMetadataOfEntitySchemaLog code) system setting.
Cache performance for .NET 8 and .NET Framework. Cache performance on .NET 8 and .NET Framework was optimized.
Beta testing of new features
The features below are available for beta testing in Creatio version 8.2.3 Energy. If you have any feedback, contact us at: beta@creatio.com. All feedback is appreciated.
Multiple page data sources. You can now add multiple data sources to a single page and use their data in editable page fields. Additional data sources must be related to the primary data source. You can also use attributes from multiple page data sources in page-level business rules.
This enables no-code creators to design pages that have a complex data structure and end users to work with data from different objects on the page as if this data was stored in a single object.
To activate the functionality, add and turn on the "AllowMultipleDataSources" feature. Learn more: Manage an existing additional feature.
Dashboards. You can now group analytics widgets easier as well as connect them to data source and apply filter by page data using the new Dashboards component. To activate the functionality, add and turn on the "FreedomUIDashboardsEnabled" feature. Learn more: Manage an existing additional feature.
Dashboard page templates. Records and business processes app template now includes list pages that contain dashboards. To activate the functionality, turn on the "FreedomUIDashboardsEnabled" feature. Learn more: Manage an existing additional feature.
Progress bar stage. Progress bar now displays the previously selected stage correctly if you select from multiple grouped stages and move the case to the next stage. To activate the functionality, add and turn on the "EnableHistoryDCM" feature. Learn more: Manage an existing additional feature.