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8.2.3 Energy changelog

Release date:

This document details the technical changes and enhancements introduced in Creatio 8.2.3 Energy. It is intended for developers, system administrators, and DevOps engineers responsible for maintaining and extending Creatio customizations.

For a comprehensive overview of the new features, refer to the 8.2.3 Energy release notes.

The update guide for the on-site applications is available in a separate article.

Creatio platform

Category

Feature

Status

Description

Creatio.ai

AI Skills

Added

Validation of AI Skill parameter code was added to prevent conflict of overlapping codes between input and output AI Skill parameters.

Creatio.ai

AI Skills

Changed

Efficiency of fetching access permissions to multiple AI Skills was improved. Only permitted AI Skill codes are now returned while querying available AI Skills using API. This reduces processing overhead and enhances performance.

Creatio.ai

AI Skills

Changed

Creatio.ai skills page was extended using information about access permissions binding. Configure access permissions to AI Skills and bind them to the package to ensure access permissions are applied correctly during export. Otherwise, the AI Skill is inaccessible after package installation to another environment.

Creatio.ai

AI Skills

Changed

Ability to manage access permissions to AI Skills for users and user groups in both "Chat" and "API" usage modes was added to control access to AI Skills and enhance system security.

More details

Changed the default value of the GenAIFeatures.UseSkillSchemaOperationRights additional feature to enabled. Previously, the feature was under beta testing.

Creatio.ai

AI Skills

Removed

The "Lookup" data type was removed from both Input parameters and Output parameters blocks in the Creatio.ai skills section and is no longer available to select for new parameters or modify existing parameters of the "Lookup" data type. Existing AI Skills that have parameters of the "Lookup" data type will remain unaffected.

Creatio.ai

Creatio.ai chat

Added

The limit of characters that can be included in a single message to Creatio.ai was added. The functionality is managed by the new "CreatioAIMaxUserQueryLength" (CreatioAIMaxUserQueryLength code) system setting. Out of the box, "8000." When you attempt to send a message longer than the limit, Creatio blocks the request and displays the localized message that notifies the user about the exceeded limit. This provides administrators with control over resource usage and prevents processing oversized requests.

Application Hub

App installation

Added

A new RequiredPlatformVersion property was added to the app-descriptor.json file. The property includes the earliest version of Creatio with which the app is compatible. If an app to install is incompatible with the Creatio version, the app cannot be installed.

Application Hub

App installation,
App update

Changed

Creatio now displays the Application update and Application installation windows even if you install an app from a file. The Application installation window includes the name of the app to add to Application Hub and list of packages to install when you try to install app or package without the app-descriptor.json file. If the app to install is published on Creatio Marketplace, the Application update and Application installation windows include the following information:

  • Link to the app page on Creatio Marketplace
  • Pricing model of the Marketplace app
  • Version of the Marketplace app
  • Brief notes on the Marketplace app updates (for single installation)
More details
  • Deleted the Modification date field from the Application update and Application installation windows.
  • Added the Version field to the Application update and Application installation windows.

Application Hub

App installation,
App update

Changed

The text in the Application update and Application installation window was changed to confirm that you accept the relevant T&C.

Application Hub

App deployment

Security

The code security during app deployment was improved. Creatio now prevents using vulnerable code paths when deploying an app.

More details
  • Added the ProcessFeatures.IgnoreJsonTypeHandlingAll additional feature. Out of the box, enabled for builds, apps deployed in the cloud and on-site.
  • Added the CommonFeatures.UseJsonHandleTypeNaming additional feature. Out of the box, disabled for new apps and enabled for existing apps.

Application Hub

App templates

Removed

Dashboards template in the Select the app window of Application Hub was hidden.

Application Hub

Packages

Fixed

The error with the wrong hierarchy for automatically added package dependencies when converting a virtual package to a simple package was fixed.

Freedom UI Designer

Designer initialization

Changed

Initial state of the Freedom UI Designer was improved to provide more transparency when creating new pages and dashboards.

More details

Previously, when users opened a new page or widget, the Designer was loaded without additional announcement that it was ready to use, leading to proper page initialization questions. Now the Designer explicitly displays a blank canvas, indicating that you can proceed with the design. This improves the user experience.

Freedom UI Designer

Feature toggling list and form pages

Changed

Validation of code for Feature toggling list and form pages in Freedom UI Designer was added to comply with Creatio-wide code formatting rules. This prevents users from entering invalid or unsupported characters in the "Code" field ensuring consistency and avoiding potential issues caused by incorrect page codes.

Freedom UI Designer

Label component

Changed

The "Heading level" field was added to the Freedom UI Designer setup area of the Label component to improve page structuring and accessibility. Out of the box, the field value is <label>. Available values: <h1>, <h2>, <h3>, <h4>, <label>.

Freedom UI Designer

Search component

Changed

The Search component now supports filtering by direct links from related objects in widgets.

Freedom UI Designer

Button component

Changed

You can now turn on the record save indicator and customize the save message text in the Freedom UI Designer setup area of the Button component whose Action parameter is set to "Save data."

More details

Added the following properties that manage settings in the Freedom UI Designer setup area of the Button component whose "Action" field is set to "Save data":

  • The showSuccessMessage property that manages the status of the Show success message after completion checkbox.
  • The messageTextAfterCompletion property that populates the "Message text" field.

Freedom UI Designer

Button component

Fixed

The Refresh data button action now refreshes data while saving the page whose Save button has the Stay on page after record is created checkbox selected. This is useful for custom business logic that updates page fields while saving a page, such as a custom business process, and the new field values need to be displayed immediately after saving the page.

More details

Added a mode switch upon page saving. After saving the page, the mode switches from "Create/Copy" to "Update."

Freedom UI Designer

Toggle panel component

Changed

You can now set the spacing between tabs added to the TabContainer container of the Toggle panel component using low-code tools. This improves layout customization, design flexibility and enhances the visual page structure without affecting other page elements.

More details

Added the following spacing values: small, medium, large or none. You can set right, left, top and bottom spacing for tabs. The spacing between new tabs is aligned to the previous tab by default if the spacing is not changed.

Freedom UI Designer

Toggle panel component

Changed

A new "Dropdown" toggle view mode for Toggle panel component was added. This minimizes used page space.

Freedom UI Designer

Multi-select lookup component

Changed

A new read-only mode for the Multi-select lookup component was added. The functionality is managed by the Read only checkbox in the Freedom UI Designer setup area of the Multi-select lookup component. Out of the box, cleared. Additionally, business rules can activate the read-only mode.

More details

UI of the Multi-select lookup component was changed as follows for read-only mode:

  • The Remove button for Multi-select lookup component value was hidden.
  • The Expand dropdown icon in the "Dropdown" lookup view is replaced by a lock icon.
  • The Open modal window icon in the "Selection window" lookup view is replaced by a lock icon.
  • Tooltip is displayed with the lock icon.

Freedom UI Designer

Folders component

Changed

A new read-only mode for the Folders component was added. The functionality is managed by the "readonly": true value in the values property in the source code of the Freedom UI page.

More details

UI of the Folders component for read-only mode was changed as follows:

  • The Add button for the Folders component was hidden.
  • Add to favorites, Setup filter, Show actions buttons for a separate folder were hidden.

Freedom UI Designer

"Dropdown" type field

Fixed

The error of updating Freedom UI Designer setup area of a "Dropdown" type field after filling out the Data source parameter was fixed.

Freedom UI Designer

Object code

Changed

You can now customize object code when you create a data source or a list based on a new object in the Freedom UI Designer. Creatio can also generate a new object code automatically based on its title.

Freedom UI Designer

Object code

Fixed

The error of validating object code in Freedom UI Designer setup area when saving a page was fixed. This prevents creating objects that have incorrect codes.

More details
  • Added the validator that restricts usage of invalid characters.
  • Added validator that prevents usage of already existing code for another object.

Freedom UI Designer

Element recreation

Changed

The recreation of elements in the DOM when you interact with it on the Freedom UI Designer canvas was optimized.

Freedom UI Designer

Cyclic dependency check

Added

Check for cyclic dependencies in the lookup type columns between new objects when saving a page in Freedom UI Designer was added. Additionally, the order of saving dependent objects was fixed.

Freedom UI Designer

Performance

Changed

Memory usage in Freedom UI Designer was optimized during page design. Extra animations were disabled to improve performance and stability.

More details

Previously, some animations in Freedom UI Designer contributed to increased memory consumption, leading to potential performance issues during extended design sessions. Disabling these animations reduces unnecessary memory overhead and improves overall responsiveness to edit pages in the Freedom UI Designer smoother.

Freedom UI Designer

Page saving

Fixed

The error of saving pages in Freedom UI Designer when duplicate localizable strings were present was fixed. Creatio now automatically removes duplicates during the page saving to avoid cleaning duplicates manually. The functionality is managed by the InterfaceDesigner.DisableLocalizableStringDeduplication additional feature. Out of the box, enabled. If the error of saving pages occurs again and you have to change the status of the InterfaceDesigner.DisableLocalizableStringDeduplication additional feature, contact Creatio support to implement changes in the platform.

Freedom UI Designer

Data model attribute

Fixed

The error of updating data model attribute captions in Freedom UI Designer if the caption was changed before the GetSchemaDesignItem request is completes was fixed.

Integrations

Identity Service

Changed

The Identity Service now supports handling JSON Web Tokens encrypted using the Elliptic Curve Digital Signature Algorithm when active as an identity provider for Creatio over OAuth. This enables secure authentication and compatibility with modern OAuth implementations, increasing flexibility and integration options.

More details

The following combinations of ECDSA-encrypted JWT tokens are supported:

  • P-256 with SHA-256
  • P-384 with SHA-384
  • P-521 with SHA-512

Integrations

OAuth authentication,
OpenID authentication

Changed

Creatio now supports handling JSON Web Tokens encrypted using the Elliptic Curve Digital Signature Algorithm when active OAuth or OpenID. This enables secure authentication and compatibility with modern OAuth implementations, increasing flexibility and integration options.

More details

The following combinations of ECDSA-encrypted JWT tokens are supported:

  • P-256 with SHA-256
  • P-384 with SHA-384
  • P-521 with SHA-512

Integrations

Webhooks

Changed

Creatio now only parses webhooks explicitly specified in the Webhook entities lookup into objects. Out of the box, Creatio parses webhooks of "Contact," "Lead," "Order," and "Submitted form" objects. Webhooks that reference object codes not included in the lookup are blocked and logged for future reference. To retrieve blocked webhooks, contact Creatio support. This enhances system security.

Business processes

Call Creatio.ai element

Changed

Support for "Collection of records" type of input parameter in the Call Creatio.ai business process element was added. The "Collection of records" type can be used if the type of input AI Skill parameter is set to "Serializable list of composite values."

More details

"Collection of records" type is applicable for parent collection only and available as serializable list of composite values. Selecting a set of nested collection elements is impossible.

Business processes

Call Creatio.ai element

Fixed

The error of handling direction of nested parameters was fixed. Business processes that have the Call Creatio.ai element now ignore parameter direction while processing nested parameters in composite objects, and Creatio perceives parameters as bidirectional to ensure consistent behavior and avoid configuration errors.

Business processes

User task element

Changed

The execution logic of the ChangeAdminRightsUserTask user task was optimized to improve performance and efficiency of system resource usage when assigning access permissions.

More details

Previously, if the Apply access rights to all records that match conditions checkbox was selected, the task received the values of all columns. Now the task receives only the necessary columns.

Business processes

Page navigation

Fixed

The error with a blank text parameter of a business process that receives a GUID value instead of remaining empty was fixed. This occurred when navigating between auto-generated pages without data entry. The functionality is managed by the ProcessFeatures.UseDefaultEmptyStringForTextParameters additional feature. Out of the box, enabled. This ensures that text parameters receive an empty string value if they are not filled out explicitly.

Business processes

Process parameters

Fixed

The "Value" field on the Parameters tab of the Process Designer is now filled out correctly. Previously, when the "Data type" field was set to "Collection of records" and the "Direction" field was set to "Output," the "Value" field remained blank. Additionally, the error with clearing the "Value" field when closing the setup panel of the Process Designer was fixed. This ensures correct data mapping when configuring the collection of records parameters in business processes.

Business processes

DCM case execution

Fixed

Fixed the error where corrupted data in the DCM database tables could have impacted the runtime due to recent optimization changes. This update introduces measures to prevent such data from disrupting DCM processing logic.

Business rules

Trigger

Added

Trigger text in the Business Rule Designer is now dynamic and describes when the actions will trigger the business rule.

Business rules

Trigger

Fixed

The error with generating triggers for the same attribute codes in different data sources was fixed.

Business rules

Business rule deletion

Fixed

The error of accidentally deleting business rules when saving pages in Freedom UI Designer was fixed. The functionality is managed by the FixDeletingAddonsWhenParallelPackages additional feature. Out of the box, enabled. Business rules for all packages are now clearly identified and saved when saving changes. This prevents unintentional data loss and improves the reliability of business rule management in the Freedom UI Designer.

More details

Previously, when business rules were stored in packages at the same hierarchy level, Freedom UI Designer did not display all existing business rules. If you modified the business rules, the non-displayed business rules could be deleted when saving pages in Freedom UI Designer.

End user experience

Screen reader support

Added

The screen reader now announces the following:

  • when chart type is changed
  • status of hidden chart series without additional information

End user experience

Screen reader support

Added

When you click the Export to Excel action in sections, the screen reader now announces when the file is being prepared for export.

End user experience

Screen reader support

Added

The screen reader now announces the current sorting order in the timeline when keyboard focus indicator is moved to the Date button or sorting order is changed using the Date button.

End user experience

Screen reader support

Added

The screen reader now announces the following:

  • when the column in the list is added or hidden
  • when the column in the list is frozen or unfrozen
  • when the list settings are reset to default
  • when the list settings for folder are cleared

End user experience

Screen reader support

Added

The screen reader now announces that the user profile button in the top panel has menu to comply with WCAG.

More details

Previously, the screen reader did not announce that the user profile button had a menu, causing accessibility issues. Unlike standard buttons that have menus, the user profile button had custom elements that interfered with proper announcement. The improvement makes the user profile button accessible, ensuring that users are informed of the menu's presence and can navigate it effectively.

End user experience

Screen reader support

Added

The screen reader now announces the following:

  • when communication option is added
  • when communication option is deleted
  • when communication option is set as primary
  • when communication option is marked as valid or invalid

End user experience

Screen reader support

Added

The screen reader now announces when file is uploaded to or deleted from the Attachments component.

End user experience

Screen reader support

Added

The screen reader now announces when image is uploaded to or deleted from the "Image" type field.

End user experience

Screen reader support

Changed

The screen reader no longer announces user initials when a user is mentioned in the Feed component.

End user experience

Keyboard navigation

Added

Keyboard navigation for button that controls the visibility of the expansion panel's content was added. The screen reader now announces expanded and collapsed button status, i. e., the button is expanded or collapsed. Additionally, the focus order for elements in the expansion panel header was changed.

End user experience

Keyboard navigation

Changed

Styles of keyboard focus indicator for Contact compact profile and Account compact profile components were improved.

End user experience

Keyboard navigation

Changed

When you exit from full screen mode of the Gauge and Metric widgets, keyboard focus indicator is returned to them.

End user experience

Keyboard navigation

Changed

Styles of keyboard focus indicator for "Phone" type field were improved.

End user experience

Keyboard navigation

Changed

Styles of keyboard focus indicator for "Image" type field were improved. Additionally, the focus frame was added for uploaded images.

End user experience

Keyboard navigation

Changed

Keyboard focus indicator for widget buttons was changed to focus frame instead of background.

End user experience

Keyboard navigation

Changed

Styles of keyboard focus indicator for Tabs component was improved.

End user experience

Keyboard navigation

Fixed

The Read more link in the Feed component no longer overlaps the content.

End user experience

Contact compact profile component,
Account compact profile component

Added

The screen reader now announces the title of the window for editing the Contact compact profile and Account compact profile components to enhance seamless navigation and comply with WCAG.

End user experience

Contact compact profile component,
Account compact profile component

Fixed

The error with displaying the window for editing the Contact compact profile and Account compact profile components on a screen whose width is fewer than 600 px was fixed. The window is now displayed at the bottom of the screen.

End user experience

Folders component

Added

You can now move folders among parent folders to improve folder structure management.

More details

Added the Move item to the folder actions menu of the Folders component. To move folder:

  1. Click the Move item. This opens a window that displays folder hierarchy.
  2. Select a new parent folder.

End user experience

Button component

Added

When you execute the Refresh data button action, the message about updating data is displayed and the screen reader now announces when data is updated. The functionality is managed by a new showSuccessMessage property of the crt.LoadDataRequest request handler. If the showSuccessMessage property is set to true, the message about updating data is displayed.

End user experience

List component

Added

A new item Overwrite current list settings for all users was added to the list menu. The action deletes all changes made by users from the SysProfileData database table and then updates existing default list settings in the SysProfileData database table for "All employees" and "All external users" groups. The functionality is managed by the "List setup for all users" (CanCreateDefaultGridSettings code) system operation.

More details
  • Changed business logic of storing page changes. Previously, all page changes together with lists were stored in one record. Now list settings are stored separately: one record in the SysProfileData database table for each list. Loading lists does not affect page performance because all the list settings on the page are selected using a single query.

  • Supported backward compatibility with previous versions of list setting metadata. Additionally, old metadata will be automatically deleted from database and new list settings will be saved as soon as you make any changes in a list.

  • Added a new "sysAdminUnitIds": string[] parameter to the UserSchemaProfile endpoint that saves list settings to a user profile. The sysAdminUnitIds parameter replaces the sysAdminUnitId parameter that is now deprecated.

  • Added a new QuerySchemaProfiles endpoint that reads profile settings. Resulting profile data for a list of keys corresponds to the most recent saved data within the current role hierarchy.

    For example, the role hierarchy is as follows: All employees → Sales Department → Andrew Baker.

    The resulting profile data is handled as follows: if Andrew Baker has saved profile data, profile data is returned. Otherwise, the data for the "Sales Department" role is returned. If data for the "Sales Department" role is omitted, data for the "All employees" role is returned.

End user experience

List component

Fixed

The error of calculating values in list views when filtering nested objects was fixed. This enhances system stability and improves the reliability of calculated fields that use filters.

More details

In version 8.2.1, attempts to display calculated fields, for example, via EventLeadOpportunityOpportunity Amount, that had a filter applied, for example, "Stage," caused the section view to crash.

Adjusted the mechanism that builds sub-filters. Now filters that use the [Schema:SchemaColumn:Column].SomeColumn.Id + Subfilter template are executed correctly without causing section crashes.

End user experience

List component

Fixed

The error of removing filter condition when disabling the root filter group for aggregative column in the List component was fixed. Previously, even after disabling the root filter group, the filter condition was applied and led to incorrect results. When the root filter group is disabled and changes are saved, the filter condition is now correctly excluded from the request execution.

End user experience

List component

Fixed

The error of copying text in the List component was fixed. The text is now copied even if the "selection": false value is in the cells property in the source code of the Freedom UI page.

End user experience

List component

Fixed

The error with broken styles in the List component was fixed. The styles no longer break when the "visible": false value is in the header property.

End user experience

List component

Fixed

The column caption is now displayed when you drag the column in the List component.

End user experience

2FA

Added

The configuration of the translation service used for 2FA and password recovery pages was extended by a full list of supported languages. Previously, these pages only displayed a limited set of localized languages, which caused missing localizations for some users. All languages supported by the platform are now available on these pages.

End user experience

"Dropdown" type field

Changed

Title of the Open section button that opens selection window of the "Dropdown" type field was added to comply with WCAG.

End user experience

"Dropdown" type field

Fixed

The error of UI overlap in the "Dropdown" type field was fixed. Previously, an icon of the "Dropdown" type field was displayed over the placeholder text when a long placeholder and tooltip were used. The icon of the "Dropdown" type field is now correctly positioned next to the placeholder to ensure proper alignment and visual clarity.

End user experience

Desktop selection

Changed

  • Keyboard support for desktop selection button was added. You can also press Ctrl+Shift+E to open the Freedom UI Designer for selected desktop if you have permissions to do so.
  • The desktop selection button no longer overlaps the content.
  • Background and border were added for better visibility on light backgrounds.

End user experience

User profile button

Changed

Size of the user profile button in the top panel was adjusted from 32 px to 25 px including the outline border to better align with the app design.

End user experience

Action dashboard component,
Progress bar component

Changed

The color palette in the Action dashboard and Progress bar components was changed to comply with Web Accessibility Guidelines. The changes improve visual accessibility by aligning the color palette with accessibility standards, enhancing clarity and readability for users that have visual impairments.

End user experience

Tabs component,
Toggle panel component

Changed

The selectors of the Tabs and Toggle panel components were changed. Previous styling of the Tabs and Toggle panel components using mat- selectors could potentially break the component styles.

End user experience

Notification marks

Changed

Color of notification marks in the top panel and nested panels was changed to comply with WCAG.

End user experience

Communication options

Changed

title and aria-label properties in the DOM were added for action menu items of communication options to comply with WCAG.

End user experience

Communication options

Fixed

The error that prevented pages from loading when using communication options that have specific input types in a newly created apps was fixed.

More details

The communication-options.module now explicitly includes the necessary modules such as CrtInputModule, CrtPhoneInputModule, CrtEmailInputModule, and CrtWebInputModule in the includes property to ensure that the corresponding field types work as expected when added to the page.

Previously, after you created a new app and added a component whose type is crt.Input as a communication option, the page failed to load due to omitted module declarations. All required input modules are now directly included in the module configuration. Out of the box, the "DisableFreedomUiLazyLoading" (DisableFreedomUiLazyLoading code) system setting temporarily resolves the issue to ensure reliable initialization and use of communication options in custom apps, improving stability and developer experience.

End user experience

Attachments component

Changed

The target-area property in the DOM of the Actions button in the Attachments component was changed. Additionally, contrast for date and file size in the "Gallery" view of the Attachments component was added and styles of keyboard focus indicator for the Attachments component were improved.

More details
  • For the "Gallery" view of the Attachments component whose "Gallery item size" field is set to "XL," Creatio displays the file upload date and time out of the box and on mouse hover.
  • For other sizes of the "Gallery item size" field, Creatio displays only the file upload date out of the box. The file upload date and time is displayed on mouse hover.

End user experience

Classic UI dashboards

Changed

Loading of Classic UI dashboards on the page that has folders, tags, or filters applied was optimized. The functionality is managed by the DisableDashboardFolderFilterOptimization additional feature. Out of the box, enabled.

End user experience

Filter setup

Changed

The UX of the Setup filters window to set up filters of the aggregation column was improved to comply with WCAG and improve its usability on screens that have small width.

More details

Added a new Setup filter button that opens the initial filter settings. Once the filter is set up, the button name changes to Edit filter.

End user experience

Record adding

Fixed

The loading mask is now displayed when adding a new record after a page refresh.

End user experience

Timeline component

Fixed

Records in the Timeline component are now displayed for external users who have Classic UI enabled.

End user experience

Progress bar component

Fixed

The error of losing color highlight for progress bar stages when pointing the mouse after changing a stage and clicking the "Cancel" button was fixed. It was caused by losing mouse event subscriptions while loading the view model. The progress bar re-rendering hook to correctly handle handleFinishLoadViewModelAttributes() is updated and event subscriptions and color highlight of progress bar stages are no longer lost.

End user experience

List settings

Fixed

Maximum width of the frozen column is now 70% of the list width for regular lists and 30% for narrow lists.

End user experience

List settings

Fixed

The loading mask is now displayed when managing list settings.

End user experience

Classic UI selection window

Fixed

When you switch among tabs in the Classic UI selection window that has an arbitrary value in the "Search" field, the "Search" field is now cleared.

End user experience

Emails

Fixed

The error of inserting a link into the signature tag while editing the email body on the email page or in the Message composer component was fixed.

End user experience

Access permissions

Fixed

The error with user access permissions caching for details in Classic UI was fixed. User access permissions no longer affect system administrators' access to detail settings.

End user experience

Customer Classic UI container

Fixed

The error of duplicate values in the Customer container when enabling Opportunities Classic UI section was fixed.

More details

Previously, when Classic UI was enabled, the Customer container displayed duplicate values and led to visual inconsistencies and potential confusion. The Customer container now correctly displays unique values, improving data clarity and user experience in the Classic UI.

End user experience

Technical users

Removed

The "New" badge in the Technical users section within the System Designer was removed.

Advanced customization

Warning messages

Added

Additional warning messages were added in the Object Designer, Source Code Designer, and User Task Designer to alert users about actions that can cause performance degradation. Those messages were enabled only for environments whose EnvironmentType system setting is set to "Production."

Advanced customization

System setting

Added

A new EnvironmentType system setting that determines environment type was added. Available values: "Production," "Pre-production," "Development." The system setting value is populated while creating a new environment and is used only to display additional warning messages that could potentially degrade environment performance. This message is enabled only for production environments.

Advanced customization

Business process running

Added

The mechanism that runs business processes using ProcessEngineService service of the @creatio-devkit/common library was added.

More details

Previously, running a business process did not automatically include the execution context, which could potentially lead to unexpected behavior. Business processes are now initiated using the ProcessEngineService service of the @creatio-devkit/common library that transfers execution context accurately, enabling stable and predictable business logic execution while automation and development.

Advanced customization

"Rich text" type field

Changed

You can add the Video formatting option to the toolbar of the "Rich text" type field using low-code tools. Out of the box, enabled for knowledge base articles. This functionality requires external domains to be added as trusted sources in the Content Security Policy section. YouTube and Vimeo domains were added out of the box.

Advanced customization

Freedom UI component loading

Fixed

The logic of loading Freedom UI component on the page in runtime mode was optimized. The functionality is managed by the LoadLazyModuleEvenIfItemIsNonLazy additional feature. Out of the box, enabled. If a new error occurs and you have to change the status of the LoadLazyModuleEvenIfItemIsNonLazy additional feature, contact Creatio support to implement changes in the platform.

More details

Previously, redundant component code could be loaded on the page even if the component itself was not added to the page and the component was loaded only when needed, i. e., the lazy loading approach was supported.

Advanced customization

Filters

Fixed

The error of incorrect filter inheritance between parent and child pages when replacing a page and using the new API was fixed. Child pages now use their own filters and no longer inherit parent page filters after updating the base page. The change affects the Search, Quick filter, Folders components.

More details

Added validation of bindings for the _filterOptions and filterAttributes properties.

Advanced customization

Angular version update

Changed

The unused intersection-observer package was removed from the package.json file. This cleanup is part of the preparations for the Angular version update and helps to reduce unnecessary dependencies in the project.

More details

Previously, this package was included to support the ng-in-viewport library. Following the migration to the native browser IntersectionObserver API, the external dependency is no longer necessary.

Advanced customization

Creatio version update

Security

Migration of crt- components from the outdated version of the Angular Material library to the latest version was started. The migration is performed in multiple stages and upcoming releases will already include migrated components. Learn more about crt- components that got migrated to the latest version of the Angular Material library in upcoming changelogs. Component migration only affects users who violated our recommendation and overrode the default component styles.

More details

Previously styled components that use internal Angular Material classes or selectors, such as mat-, can change, remove or break the component styles after update to the Creatio version that includes the already migrated components.

Advanced customization

Process execution security

Security

The security and maintainability of process deserialization mechanisms were improved by addressing unsafe deserialization practices in Terrasoft.Common.Json.JsonDataReader. This improves platform security, simplifies code maintenance, and supports long-term stability.

More details
  • Removed the JsonDataReader.GetSerializableObjectValue method. A warning was added to the compiler to prevent method usage. Previously, process deserialization mechanisms used the deprecated JsonDataReader.GetSerializableObjectValue deserialization method that could potentially expose the platform to unsafe deserialization attacks, and alternative safe methods were not implemented. A list of alternative methods was added to the compiler warning.
  • Added the CommonFeatures.ReturnNullWithoutTypeHandling additional feature that restricts deserialization behavior, reducing attack vectors and mitigating potential security vulnerabilities to align with the best practices for handling untrusted input data.

Administration

Cache performance

Changed

Cache performance on .NET 8 and .NET Framework was optimized. Unnecessary requests to the server that revalidate the configuration content were reduced.

Administration

Cache performance

Changed

Cache performance was optimized and memory consumption was reduced in Redis for the LicHelper mechanism.

Administration

Data binding

Added

The previously omitted data binding for the CanManageSchemaRights system operation that manages schema access permissions was added. The CanManageSchemaRights system operation is enabled out of the box for system administrators, but does not affect access permissions to AI Skills.

Administration

Logging

Added

Ability to log SQLite database re-generation events was added to track, investigate and prevent database corruption and automatic re-generation events and improve system transparency.

More details

Added a new "Log operations with runtime metadata of entity schema" (UseRuntimeMetadataOfEntitySchemaLog code) system setting that logs runtime metadata re-generation events. Out of the box, enabled.

Previously, SQLite databcan now turn on the record save indicator and customize the sase corruption and automatic re-generation occurred without any notification. Now every re-generation event is logged in the audit log.

Administration

Translations

Added

A new "Validate translations" business process that validates translations in Creatio was added. The business process identifies inconsistencies, ensuring that the translations displayed to users are correct, saves time and reduces human error.

More details

Previously, system administrators checked translations in the UI manually and it was time-consuming to ensure that translations were applied correctly. The business process now automatically compares the translated values from the Translation section with the values displayed in the app UI. When the process execution is complete, the system displays a notification in the communication panel. Click the link within the notification to display the detailed report.

Administration

Translations

Changed

The logic that manages the number of parallel threads allocated for the "Apply translations" and "Actualize translations" business processes execution was improved. Now the number of parallel threads does not exceed the number of CPU cores, regardless of the "Apply translation concurrency limit" (ApplyTranslationConcurrencyLimit code) and "Translation update task concurrency limit" (TranslationUpdateTaskConcurrencyLimit code) system settings, improving stability and performance during translation updates and application tasks.

More details

Changed the default value for the "Translation update task concurrency limit" (TranslationUpdateTaskConcurrencyLimit code) system setting to "0" that triggers an improved auto-calculation of the threads based on available CPU cores. Previously, specifying a large number of parallel threads could result in excessive CPU usage and performance degradation if the number of threads exceeded the available cores. This ensures efficient resource usage and prevents performance issues related to thread over-usage.

Administration

Translations

Changed

Database queries used in the translation update process were optimized to use database indexes effectively, reducing performance of database server CPU up to 40% and speeding up the process up to 11 times.

More details

Previously, inefficient database queries resulted in high CPU utilization and performance degradation when updating translations. By optimizing these queries for proper index usage, Creatio now handles the translation update process more efficiently.

Administration

Translations

Changed

Translation application action now checks whether translations in the UI and Translation section are consistent before deciding which records to apply. If you execute the application action for a single culture, Creatio limits translation checking to that culture only.

More details

Previously, discrepancies could arise when translations were applied as Creatio applied translations only if isChanged=true. Translation updates are now based on the actual differences between the translated values from the Translation section and the values displayed in the app UI. Validation of translations is skipped if you use the Force apply all translations checkbox.

Administration

Translations

Fixed

The error with omitting or incorrectly displaying translations of page resources due to incorrect initialization of the resource manager was fixed. Now the resource manager is initialized without errors to apply translations consistently, improving localization accuracy and user experience.

Administration

Chats

Changed

Access to chat queues from the form page is now managed by the CanManageChats system operation.

Administration

Statistics

Changed

Security of the MessageBusManagementService.svc service was improved. To access the GetStatistics service endpoint, users require permission to the "Can manage configuration elements" (CanManageSolution code) system operation.

Administration

Identity Service

Changed

PFX certificate generation for Windows Server 2016 was improved to increase system compatibility and reduce manual configuration.

More details

Previously, the out-of-the-box script that generated PFX certificates did not guarantee Windows Server 2016 compatibility, which could potentially cause problems when using certificates.

For Windows Server versions above 2016, the script behavior remains unchanged, ensuring consistent functionality.

Administration

Identity Service

Changed

The PFX sample certificate was removed from the IdentityService.zip archive, which ensures generation and usage of a unique certificate and reduces the risk of certificate duplication.

More details

Previously, the IdentityService.zip archive included a sample PFX certificate that could potentially lead to unintended usage of a non-unique certificate in production environments.

Administration

Classic UI timeline,
Classic UI feed

Changed

The link preview functionality that manages link preview in the Classic UI timeline and feed was removed.

Administration

Organizational roles

Fixed

The error with non-working filtering in the Users expanded list of the Users tab in the Organizational roles section was fixed.

Administration

2FA

Fixed

The error of bypassing 2FA when usernames match names of organizational roles in the Organizational roles section was fixed. This ensures that the common 2FA requirements are applied for all users.

Administration

Feature toggling

Fixed

The error with incorrect display of date and time in the "Created on" and "Modified on" columns on the Feature toggling page was fixed.

More details

Previously, the "Created on" and "Modified on" columns displayed the current date and time for additional features. Now the columns display the date and time retrieved from the database. If the additional feature is unregistered in the database and it is impossible to retrieve its date and time, the fields of the "Created on" and "Modified on" columns display "-."

Administration

Backward compatibility

Fixed

The response structure for .NET 8 was standardized to correspond to the response structure for .NET Framework, ensuring backward compatibility.

More details

Previously, the resultParameterValues property for .NET 8 was an array of key-value objects, while for .NET Framework it was a key-value pair object. This caused issues with interoperability and execution of automated API tests that assume consistency in response structure.

Creatio products and apps

Category

Feature

Status

Description

Customer 360

Screen reader support

Added

The screen reader now announces when the user subscribes or unsubscribes from bulk marketing emails.

Knowledge Management

Knowledge base article

Changed

Support for video in the "Rich text" type field was added. Out of the box, enabled for knowledge base articles. The functionality lets you add videos to and play them directly from the article content.

More details

Added the Video formatting option to the toolbar of the "Rich text" type field. This functionality requires external domains to be added as trusted sources in the Content Security Policy section. YouTube and Vimeo domains were added out of the box.

Productivity

App installation

Fixed

Now when you install the Productivity app from the Creatio Marketplace, the "Productivity" workplace is added automatically.

Marketing Creatio

Workplace setup

Added

A new Landing pages section was added to the "Marketing" workplace for new environments to improve the structure and grouping of related marketing tools. The Landing pages section is now at the top of the list. The changes are applied only for new environments and existing environments remain unchanged.

Marketing Creatio

Web analytics,
Facebook forms

Changed

Default color palette of charts and metrics in the Web analytics and Facebook forms sections was changed to comply with WCAG. The changes improve visual accessibility by aligning the default color palette with accessibility standards, enhancing clarity and readability for users that have visual impairments.

Marketing Creatio

Facebook forms

Changed

Facebook form deletion now stops data synchronization. This improves system stability and data integrity and simplifies form lifecycle management.

More details

Added a new listener that automatically deactivates the Facebook subscription in the GeneratedWebForms database table when deleting a Facebook form in Creatio. This ensures that no data is sent from Facebook to the deleted form.

Lead Generation

Workplace setup

Changed

The sorting of sections in the "Lead generation" workplace for new environments was changed to improve usability and streamline access to key tools. The Landing pages section is now at the top of the list. The changes are applied only for new environments and existing environments remain unchanged.

Lead Generation

Landing pages

Fixed

The error of filtering landing pages by status in the Landing pages section was fixed.

Email marketing

Logging

Changed

The BulkEmailEventLog logger that tracks test email sending now includes an additional confirmation that the email was sent along with the email address of the recipient. This provides better transparency and simplifies monitoring.

Email marketing

Bulk emails

Fixed

The error with opening the Bulk emails section page in Freedom UI Designer was fixed.

Email marketing

Bulk emails

Fixed

The error with rendering of bulk email templates created in Content Designer (Classic UI) in classic Outlook desktop app was fixed.

In versions 8.2.1 and 8.2.2, some template elements were rendered incorrectly in classic Outlook desktop app, resulting in layout distortion. Adjusted HTML generation in templates to ensure compatibility with the rendering mechanism of classic Outlook desktop app. Templates are now rendered as expected, improving visual consistency and usability. We recommend re-saving incorrectly rendered email templates using Content Designer before you send them.

Email marketing

Bulk emails

Fixed

The error of incorrect link processing in URLs inside a bulk email was fixed. Now the "?" character that comes immediately after the "#" character does not affect link processing.

Sales Creatio

Translations

Removed

Duplicate localization strings were removed from form pages to improve system optimization and decrease potential localization-related errors.

More details

Removed duplicate localization strings from Accounts_FormPage, Contacts_FormPage, Leads_FormPage, Orders_FormPage, Documents_FormPage.

Lead and Opportunity Management

Sales homepage

Changed

The column referenced by the Sales pipeline widget on the Sales homepage was changed.

More details

Previously, the widget was referencing the "Amount" column instead of "Budget," resulting in a quantity mismatch on the Sales homepage and Lead and Opportunity homepage.

Lead and Opportunity Management

Leads

Changed

Performance of the Similar leads expanded list was optimized on PostgreSQL for "Lead" objects that have multiple custom columns.

Lead and Opportunity Management

Lead pipeline

Fixed

The error with simultaneous display of current and outdated "Qualification," "Sales qualified lead" and "Marketing qualified lead" stages on the Lead pipeline in the analytics view was fixed.

More details

Out of the box, "Sales qualified lead" and "Marketing qualified lead" stages in BuildEngine are disabled for Classic UI. UpdateScenarios manages the display of current stages, including "Sales qualified lead" and "Marketing qualified lead," and forbids displaying outdated stages, including "Qualification," in new environments.

Case Management

Cases

Changed

The value of the "Filter column" field for Tags component on the Cases list page in Freedom UI Designer was changed from Tag to [CaseInTag:Entity].Tag. The tag list is now available to use in the Cases section.

Case Management

Services

Changed

The "Calendar" field was added to the service page. Now you can change the calendar to calculate SLA directly on the service page.

Case Management

Support mailbox

Changed

The error with selecting out-of-the-box support mailbox when creating an email was fixed.

More details
  • If two support mailboxes are assigned to the same case category, but the mailbox category specified in the "Customer service email" (SupportServiceEmail code) system setting is different, Creatio sends the email using any available mailbox for the current case category, unless additional filters can uniquely identify one mailbox.
  • If the mailbox category specified in the "Customer service email" (SupportServiceEmail code) system setting matches the case category, Creatio sends the email using the mailbox specified in the system setting.

Case Management

Calls

Fixed

The calls can be now searched based on any column in the Calls object.

Financial Services Creatio

Classic UI product selection page

Added

Classic UI product selection page was returned instead of Freedom UI page that covers not all use cases.

Financial Services Creatio

Next Best Offer component

Added

Business rules now hide the Next Best Offer component automatically if it includes no data.

More details

Added the base HideComponentWithNoItemsConverter converter that checks whether the specified collection attribute includes records. If the collection is empty, the converter returns display=none. The HideComponentWithNoItemsConverter converter adds the styles property to the parent container of the Next Best Offer component on the contact and account pages. This ensures that business rules hide the Next Best Offer component if the component includes no data.

Financial Services Creatio

Contact page

Changed

The functionality of the Contacts_FormPage (CrtFinservSalesAndServiceApp package) was divided among multiple packages.

More details
  • The CrtBaseFinserv package includes the functionality of the left panel and the Contact info tab.
  • The CrtFinservApplication package includes the functionality of the Applications expanded list from the Portfolio and Timeline tab enhancements
  • The CrtFinservAccountAndCard package includes functionality for the Accounts and Cards expanded lists from the Portfolio tab.

Financial Services Creatio

Contact page,
Legal entity page

Fixed

The error with the contact and legal entity page style was fixed. Now the primary contact and legal entity information is displayed under the Next Best Offer component if it exists.

Financial Services Creatio

Translations

Fixed

The error with incorrect language indexes in Financial Services Creatio was fixed, restoring full functionality of the Translations section. Incorrect language indexes prevented users from interacting with the Translations section, which disrupted localization management.

Financial Services Creatio

Currencies

Fixed

The error of filling out the Connect with lookup field for the "Currency" parameter was fixed.

Mobile Creatio

Category

Feature

Status

Description

End user experience

IFrame component

Added

Loading mask for the IFrame component was added.

End user experience

IFrame component

Fixed

Bottom offset in Mobile Creatio no longer overlaps the IFrame component.

End user experience

Passwords

Changed

You can now view your password on the password reset page and login page. The functionality is managed by the EnableMobilePasswordUnmasking additional feature. Out of the box, disabled.

End user experience

Calendar component

Fixed

The error of incorrectly calculated days in the Calendar component was fixed.

End user experience

App UX

Added

Button that calls the QR scanner to populate the Creatio server address field on the login page was added to simplify authorization.

End user experience

App UX

Changed

Styles on the password reset page have been improved.

End user experience

App UX

Fixed

The error when dragging the bottom sheet by the header and strip was fixed.

Advanced customization

jQuery library

Security

jQuery library will be deprecated in the upcoming Mobile Creatio releases. Learn more about the library vulnerabilities: jquery vulnerabilities (Snyk Vulnerability Database).

More details
  • jQuery library will be removed from the core of the Mobile Creatio.
  • Users dependent on jQuery will be able to install it as a separate package for continued compatibility. This change strengthens app security without affecting compatibility.

Beta testing of new features

Category

Feature

Status

Description

Application Hub

Dashboards page template

Added

The Records and business processes page template now includes list pages that contain a new Dashboards component. To display the component in the Freedom UI Designer element library, add and enable the FreedomUIDashboardsEnabled additional feature.

More details

All necessary page connections are configured automatically to ensure the page uses the same data source as the Dashboards component. This enables no-code creators to design more informative and interactive pages without additional setup, streamlining the app development process.

Application Hub

App installation,
App update

Added

Application Hub, Cloud is now automatically opened after successful or unsuccessful app installation if environment is connected to the Application Hub, Cloud.

Freedom UI Designer

Dashboards component

Added

The new Dashboards component was added. To display the component in the Freedom UI Designer element library, add and enable the FreedomUIDashboardsEnabled additional feature.

More details

Design-time mode:

  • Drag the Dashboards component from the Freedom UI Designer element library to the canvas. We recommend using Toggle panel component as a parent component for the Dashboards component.
  • Set up data source, configure data connections by applying page filters, and manage dashboards on the Freedom UI Designer setup area.
  • Select needed dashboard from the list.
  • Click the Add a dashboard button to open the dashboard using the Freedom UI Designer.

Runtime mode:

  • Creatio displays the Dashboards component as a list of dashboards. To open the dashboard, select it from the list.
  • Creatio displays blank page if no dashboard is configured in the Dashboards component.
  • Creatio applies filters configured at design-time in runtime mode.

End user experience

Progress bar

Changed

Progress bar now displays the previously selected stage correctly if you select from multiple grouped stages and move the case to the next stage. The functionality is managed by the EnableHistoryDCM additional feature. Out of the box, disabled.

More details

Previously, if the progress bar included multiple grouped stages and the user moved the case to the next stage, the progress bar displayed the default stage value, even if a previous grouped stage had a different option selected.

Advanced customization

Page data source

Added

Ability to specify data source loading parameters in the Freedom UI page schema was added. You can now specify filtering, sorting, and pagination of the data source. The functionality is managed by the AllowMultipleDataSources additional feature. Out of the box, enabled. Additionally, you can control whether to create records if optional data source fields of an additional page data source have no data.

More details
  • Added the loadParameters configuration object to the modelConfigDiff schema section → config configuration object. The loadParameters configuration object includes the options that have nested pagingConfig and sortingConfig, and the parameters array of filters.
  • Added the isForceUpdateUnchangedData property to the modelConfigDiff schema section → config configuration object. If the isForceUpdateUnchangedData property is set to true, records are created even if the fields of an additional data source have no data.
  • Added the allowCopyingRecords property to the modelConfigDiff schema section → config configuration object. If the allowCopyingRecords property is set to true, related data source records are copied on the page using one-to-many relationship.
  • The sorting configuration is merged with the sorting configuration from the view model, where the view model elements overload loadParameters if the columns match by name.
  • Filters are merged with filters from the view model.
  • The paging configuration from loadParameters is only used if the view model has no paging configuration.