8.3.1 Twin changelog
This document details the technical changes and enhancements introduced in Creatio 8.3.1 Twin. It is intended for developers, system administrators, and DevOps engineers responsible for maintaining and extending Creatio customizations.
The update guide for the on-site applications is available in a separate article.
Creatio platform
Category | Feature | Status | Description |
---|---|---|---|
Creatio.ai | AI Agents | Changed | Added a new Analytics Agent AI Agent that generates dashboard widgets based on natural-language prompts, reducing the need to know where data is stored, how objects are related, or which widget parameters to configure. The created widget is displayed directly in the Creatio.ai chat panel. The agent supports fully configured metric, doughnut, bar, column, area, spline, line, scatter widgets, filters, Added a new Create dashboard item to the Actions menu for the agent-created widget. The menu item opens the Dashboard Designer that includes the widget. |
Creatio.ai | AI Agents | Changed | Added the Permissions to execute expanded list to manage access rights for agents. Previously, users could interact with agents without grained restrictions. Now, administrators can control who can view, invoke, and use specific agents in the Creatio.ai chat panel. If a user has agent access but lacks rights to one of the agent's skills, that skill remains unavailable. Revoking agent access removes access to the agent and its Skills. Out of the box, access to newly created and existing agents is granted for "All employees" role preserving continuity until permissions are reconfigured. Automatic transfer of AI actions occurs only between agents available to the current user. |
Creatio.ai | AI Skills | Changed | Added the Available in agents tab to the skill page. The tab displays a list of agents to which the skill is linked and is available to users who can edit skills. This change enables linking a skill with one or more agents directly from the skill page during its creation or editing, simplifying configuration without extra navigation. |
Creatio.ai | AI Skills | Changed | Improved API skills to always return structured JSON output. This change gives consistent control over responses and prevents unexpected changes to parameter names by the LLM. |
Creatio.ai | AI Skills | Changed | Added support for source code actions in AI Skill workflows, enabling execution of custom C# code within the Creatio.ai pipeline. Additionally, introduced feature toggle functionality that lets individual source code actions be enabled or disabled via metadata. Disabled actions are safely skipped during execution and logged for traceability, providing flexibility in managing unstable or experimental actions. |
Creatio.ai | AI Skills | Changed | Added the ability to reference JSON schemas in API skills. The output can now be defined either by output parameters or a referenced JSON schema, ensuring consistent and structured responses. Setup is available through metadata adjustments only. |
Creatio.ai | AI Skills | Changed | Improved the "Summarize case" AI Skill to enhance recognition and relevance of free-text user requests. This change ensures that summaries are actionable, concise, and tailored for support agents, CSMs, and managers. |
Creatio.ai | AI Skills | Fixed | Fixed the population of the |
Creatio.ai | AI Skills | Fixed | Fixed an issue where input parameters for API skills were not saved in the Process Designer. Parameters now persist correctly after saving and reloading the page. |
Creatio.ai | AI Skills | Fixed | Fixed an issue where the Cancel button on the new skill creation page did not close the page. The button now closes the page correctly, and navigation behavior is restored without a persistent loading mask. |
Creatio.ai | AI Agents, | Changed | Added the |
Creatio.ai | AI Agents, | Changed | Changed the default value of the "Max function calling count per Creatio.ai request" ( |
Creatio.ai | AI Agents, | Security | Restricted DataService and OData access to the "Schema operation right" ( |
Creatio.ai | AI Skill processes | Changed | Changed the Maximum execution time, in seconds parameter for the "Gemini search" business process from 60 to 120 seconds. The process is required for the "Enrich account data" AI Skill. The update improves stability during lengthy news searches by addressing delays caused by extended response times. |
Creatio.ai | Google Search API | Added | Added integration with the Google Search API to replace Bing-based enrichment and search features. The update ensures continuity of data enrichment and insights in Customer 360 app, including account enrichment, contact search, news, and account profiling. |
Creatio.ai | Creatio.ai chat panel | Changed | Added AI-powered data model understanding in the Creatio.ai chat panel, enabling natural-language questions about the platform data structure. Both end-users and skills/agents can access this knowledge to explain the model and automate tasks. |
Creatio.ai | Creatio.ai chat panel | Changed | Added automatic start of a new Creatio.ai chat session after login. This change enables immediate interaction while preserving access to previous chats in the chat list. |
Creatio.ai | Creatio.ai chat panel | Changed | Improved RTL language support in the Creatio.ai chat panel. Previously, when using RTL languages such as Arabic, several visual elements in the chat list were displayed incorrectly. These elements are now fully adapted for RTL layouts, ensuring consistent and properly aligned user experience. |
Creatio.ai | Creatio.ai chat panel | Changed | Added search functionality to the Creatio.ai chat panel. Added a search field above the chat list, allowing users to filter chats by name and by the first 500 characters of message content. To search, enter a phrase and press Enter. Matching chats are displayed with highlighted terms in both the chat name and the message preview. Previews are trimmed with ellipses to ensure the matched text is always visible. When opening a chat from the search results, the chat scrolls to the relevant message directly. This change enables faster navigation and easier retrieval of relevant chats. |
Creatio.ai | Creatio.ai chat panel | Changed | Added chat renaming functionality in the Creatio.ai chat panel. This change helps manage and revisit chats over time. You can now rename a chat from the chat list or from within an open chat via the Actions menu, available on pointing or keyboard focus for saved chats. The rename dialog window sanitizes current chat name automatically and enforces a minimum of one non-space character for new chat name. Upon confirmation, the new name appears in both the chat list and the chat header immediately. The rename option is hidden for unsaved "New chat" sessions. |
Creatio.ai | Creatio.ai chat panel | Changed | Added the display of dates to the Creatio.ai chat panel for chats that occurred before the current day, helping users better track the timing of past interactions. The date and time format is adjusted based on the user settings automatically, ensuring clarity and consistency. |
Creatio.ai | Creatio.ai chat panel | Changed | Improved error handling in chats when users lack access rights to an agent. The platform now displays a user-friendly error message instead of a technical error. |
Creatio.ai | Creatio.ai chat panel | Changed | Improved message preview logic of the chat list in the Creatio.ai chat panel. This change enhances usability by providing users with a quick overview of recent chat activity directly from the chat list. In the chat list, the last message now displays contextual prefixes: |
Creatio.ai | Creatio.ai chat panel | Changed | Improved behavior of the Creatio.ai chat panel. Now, when opening a chat that has a draft message, the cursor is placed at the end of the draft text automatically. This change helps users to continue typing immediately without extra clicks or actions. |
Creatio.ai | Creatio.ai chat panel | Changed | Implemented scroll position persistence in chats on the Creatio.ai chat panel. The scroll state is now retained when reopening the panel or switching between chats, improving usability in long or active conversations. |
Creatio.ai | Creatio.ai chat panel | Changed | Improved the typing indicator in the Creatio.ai chat panel to support multiple chat sessions. The animation now appears only in active chat where Creatio.ai is generating a response, ensuring accurate visual feedback when switching between chats and improving clarity in multi-chat scenarios. |
Creatio.ai | Creatio.ai chat panel | Changed | Improved accessibility of the chats in the Creatio.ai chat panel to comply with WCAG 4.1.2. All interactive elements, including chat list, chat tiles, input fields, and buttons, now expose correct names, roles, and values for assistive technologies. The screen reader now announces chat list, messages, input fields, and action buttons, ensuring seamless interaction with chats for users that have visual impairments. |
Creatio.ai | Creatio.ai chat panel | Changed | Improved accessibility of message status in the Creatio.ai chat panel to comply with WCAG 4.1.3. The screen reader now announces key chat updates, including new incoming messages, typing indicators, sent confirmations, chat renames, and newly created chats. This change ensures that users who use assistive technologies are kept informed of important status changes without shifting focus, providing a more inclusive and accessible chat experience. |
Creatio.ai | Creatio.ai chat panel | Changed | Added a skeleton loader for chats in the Creatio.ai chat panel. The loader appears when switching between chats in combined view or when opening a chat from the list, providing a clear visual indicator while messages are loading. This change improves the user experience by signaling loading progress during chat transitions. |
Creatio.ai | Creatio.ai chat panel | Changed | Implemented pagination in the chat view on the Creatio.ai chat panel to enable efficient navigation through long message histories. When the number of messages exceeds the set limit, previous or next batches of messages are loaded automatically while scrolling the conversation. Message order is preserved, ensuring continuity, a smooth user experience, and efficient performance without impact on system speed. |
Creatio.ai | Creatio.ai chat panel | Fixed | Fixed the incorrect behavior of the scroll button in the Creatio.ai chat panel. Previously, the unread message counter included outgoing messages incorrectly, and the scroll button always scrolled to the top of the last message, regardless of its read status. Now, the counter displays incoming unread messages only. If the Creatio.ai chat panel has unread messages, the scroll button scrolls to the first unread message. Otherwise, the scroll button scrolls to the bottom of the chat. The scroll button remains visible until the user reaches the bottom. |
Creatio.ai | Creatio.ai chat panel | Fixed | Removed redundant service requests in the Creatio.ai chat panel left over from the earlier single-session chat implementation. This change improves performance and reduces platform load. |
Creatio.ai | Creatio.ai chat panel | Fixed | Fixed an issue that caused an endless loading mask when opening a Creatio.ai chat session that has an invalid or missing session ID. Implemented a fallback mechanism to automatically start a new chat session if the requested session cannot be opened. Previously, attempting to open a deleted or invalid chat session resulted in an endless loading mask, preventing users from continuing. Now, Creatio detects invalid session IDs and seamlessly opens a new chat instead, improving error handling, preventing UI freezes, and ensuring uninterrupted access to chat functionality. |
Creatio.ai | Creatio.ai chat panel | Fixed | Fixed an issue that caused long chat names in the Creatio.ai chat panel to wrap to a new line incorrectly. Now, chat names are displayed in a single line next to the Back button and are truncated with an ellipsis if they exceed the available space. |
Creatio.ai | Creatio.ai chat panel | Fixed | Fixed the issue where draft messages in new chat were lost when switching the Creatio.ai chat panel between default and expanded modes. Previously, switching views reset the message composer, clearing any unsent text. Now, the draft message is preserved during panel resizing, ensuring message continuity and preventing accidental text loss. |
Creatio.ai | File processing | Changed | Added support for handling files in the Creatio.ai chat panel through prompt-based references. You can now reference files by name, related record, or business context, with automatic inclusion into the chat session. File constraints and prompts are validated automatically for clarification if multiple matches are found. |
Creatio.ai | File processing | Changed | Added support for handling files in business processes required for AI Skills. You can now pass files between process elements, enabling advanced file processing in automation scenarios. The process log records handled files and reports errors if file operations fail. |
Creatio.ai | File processing | Changed | Added support for handling files from the opened page context in the Creatio.ai chat panel. When a chat starts with referencing a record, the agent can access and work with files already attached to that record. You can reference these files by name for analysis or actions without re-uploading them. File type, size, and content are validated automatically. |
Creatio.ai | File processing | Changed | Added business logic that restores documents linked to skills or agents when a session is reloaded from the database. Linked documents are now preserved and reattached after session recovery, ensuring consistent access even after cache resets or a Creatio restart. |
Creatio.ai | File processing | Fixed | Fixed an issue where uploaded files in the Creatio.ai chat panel disappeared after going away and returning to the chat. Files now remain visible and accessible when reopening existing chat sessions. |
Application Hub | App creation | Changed | Added extra validation before starting app creation in Application Hub. Now, a new app cannot be created until the OData library from a previous app creation is built. If the build is still in progress, Creatio notifies the user and asks to wait until it completes. |
Application Hub | App binding | Changed | Added the |
Application Hub | App installation | Changed | Added validation of Marketplace app properties before installation. Creatio now reads the "app-descriptor.json" file from the Marketplace endpoint before installation and validates required app dependencies and the compatible platform version. For single app installations, validation results are displayed in fields. For bundle installations, validation results are displayed in a grid. |
Application Hub | App installation | Changed | Applied the same validation rules for the Added the following validation rules: |
Application Hub | App installation | Changed | Added the ability to specify the minimum required version of a dependent app in the app properties before exporting the app. This value is stored in the new |
Application Hub | App installation | Fixed | Fixed an issue where an empty value in the Required Creatio version field on the Dependencies tab of the App properties window in the No-Code Designer blocked app installation. |
Application Hub | Package installation | Changed | Improved the data installation process to ensure that data bindings are installed correctly even when they reference language cultures that are not present in the Creatio instance. Such data is skipped during installation. |
Application Hub | Package installation | Changed | Added validation for package installation. Creatio now checks whether all required packages are present in the environment before installation. If dependencies are missing, the Missing required dependencies window is displayed, and installation cannot start until the required packages are installed. |
Application Hub | Page opening | Fixed | Fixed an issue where the Run app button in the No-Code Designer opened an incorrect URL for form pages that have DCM configured. |
Application Hub | UX | Changed | Added new |
Application Hub | UX | Changed | Added a combined validation message for platform and dependency issues. If an app is invalid due to both an unsupported platform version and missing or incompatible app/package dependencies, a single message that includes both types of issues is displayed. |
Application Hub | UX | Changed | Modified the message displayed when missing dependencies are detected during package or app installation to improve clarity. |
Application Hub | UX | Changed | Changed the default value of the Show inherited elements checkbox for all tabs in the No-Code Designer. Out of the box, cleared. |
Application Hub | UX | Changed | Renamed the Version field to Application version and moved it from the General tab to the new Version tab in the App properties window of the No-Code Designer. |
Application Hub | UX | Fixed | Fixed the issue where the header in the Application Hub, Cloud was duplicated after clicking the Cancel button in the app installation window that was opened via the Update button. |
Freedom UI Designer | Setup area | Fixed | Fixed an issue where the Data source parameter was not cleared in the Freedom UI Designer when when binding input to data source. Previously, when adding multiple inputs of the same type subsequently, newly added inputs inherited the value of the Data source parameter from the previously added input, leading to incorrect data mapping. Now, each newly added input starts with a clean data source state, preventing unintended data propagation. |
Freedom UI Designer | Widgets | Changed | Added a new Title parameter for widgets in the Freedom UI Designer. This change lets you modify widget titles directly from the setup area without opening the Chart setup window. |
Freedom UI Designer | Button component | Changed | Added a new "Merge data" action to the Action parameter of the Button component in the Freedom UI Designer. This action lets you merge records manually directly from the UI in section lists, list widgets, and galleries. The feature ensures parity with Classic UI functionality while supporting Freedom UI design-time configuration and runtime execution. |
Freedom UI Designer | Button component | Changed | Added a new "Follow/Unfollow Feed" action to the Action parameter of the Button component in the Freedom UI Designer. The action lets you bind a button to a Feed component to manage subscriptions. At runtime, if the user is already subscribed, the button changes to Unfollow Feed, reflecting the status. |
Freedom UI Designer | Button component | Changed | Added a new Reload saved record checkbox for the Button component when the Action parameter in the Freedom UI Designer is set to "Save data" and the Stay on page after record is created checkbox is selected. This checkbox reloads the saved record from the server to immediately reflect server-side changes incompatible with the new Freedom UI approaches, e.g., legacy autonumbering mechanisms. It is not required when using the Autonumber field. Previously, when adding a record on the page whose button configuration has Stay on page after record is created checkbox selected, and the process of this saving was handled by some server (embedded process) logic, its result was not displayed after the record is saved. Use the Reload saved record checkbox only when necessary, as it increases the number of server requests after saving. |
Freedom UI Designer | List widget component | Added | Added a new List widget component to the Freedom UI Designer and Dashboard Designer element libraries. This component combines a fully functional List component with a customizable colored frame, ensuring visual consistency when placed alongside other analytics widgets. The Style parameter supports the following values: "Fully colored," "Plain white," "Partially colored." Default value: "Plain white." By default, the list inside the widget is non-editable and the Multiselect checkbox is cleared. You can change these settings if needed. |
Freedom UI Designer | List component, | Changed | Improved the configuration experience for List and List widget components by redesigning the Appearance block on the Freedom UI Designer. The new layout provides clearer visual hierarchy and grouped settings for better usability. Added the List header checkbox to the Appearance block on the Freedom UI Designer for List and List widget components. Out of the box, selected. When selected, Creatio displays additional checkboxes: Draggable columns, Resizable columns, Sorting. Out of the box, all selected. |
Freedom UI Designer | List component, | Changed | Added a new Limit number of rows parameter to the Appearance block in the Freedom UI Designer for List and List widget components. This parameter lets you set the maximum number of records to display, e.g., Top 5. When a limit is set, the Select all option is disabled. |
Freedom UI Designer | Folder management menu component | Changed | Removed the unsupported "Extra small" value from the Border radius parameter of the Folder management menu component in the Freedom UI Designer. |
Freedom UI Designer | Multiselect lookup component | Changed | Added the Apply filter by page data parameter to the Freedom UI Designer for the Multiselect lookup component. This change enables configuration of static filters that let you define item selection constraints directly in the component. |
Freedom UI Designer | Calendar component | Fixed | Fixed an issue that prevented changing the static filter for the Calendar component. |
Freedom UI Designer | Toggle panel component | Changed | Added the ability to set a default tab in the When the Freedom UI Designer is opened, the container uses the default tab to determine whether the container body must be visible or collapsed. If no default tab is set, the container appears closed. |
Freedom UI Designer | Toggle panel component | Changed | Added support for showing and hiding dedicated tabs in the |
Freedom UI Designer | Tabs component, | Changed | Added Move up and Move down options to the action menu of each tab in the Tabs and Toggle panel components in the Freedom UI Designer to streamline reordering. Users can now change the tab order without deleting and re-adding tabs. |
Freedom UI Designer | Toggle panel component | Fixed | Fixed the console error "Uncaught TypeError: component.items?.map is not a function" that occurred when placing the |
Freedom UI Designer | "Dropdown" type field | Changed | Added the Sort by column parameter for the "Dropdown" type field in the Freedom UI Designer. This parameter lets you select a lookup column to sort values in ascending or descending order. |
Freedom UI Designer | "Encrypted string" type field | Changed | Added the Read-only checkbox for the "Encrypted string" type field in the Freedom UI Designer. The parameter determines whether the field is editable on the page, aligning its behavior with other fields. |
Freedom UI Designer | "Encrypted string" type field | Changed | Added support for forward object references in the "Encrypted string" type fields, ensuring they function correctly across relational structures. |
Freedom UI Designer, | Metric widget | Changed | Added the Hide title checkbox for the Metric widget in the Freedom UI Designer and Dashboard Designer. |
Integrations | OAuth authorization | Fixed | Fixed an issue affecting redirect behavior during the registration of integrations with authorization code grant in Classic UI. Previously, after entering and saving basic integration parameters in the window, the platform failed to redirect the user to the full-screen configuration page. This change restores the expected user experience in Classic UI, ensuring consistent navigation during OAuth integration setup. It eliminates the need for manual intervention and improves the reliability of the integration configuration process. |
Integrations | Single Sign-On | Fixed | Fixed an issue with SSO login when the "Use Freedom UI interface" ( |
Integrations | Creatio Messaging Service | Changed | Improved the encryption algorithm in the Creatio Messaging Service for all users who have Creatio on-site using Avaya or Cisco Enterprise phone connectors. For all users who have Creatio on-site using Avaya or Cisco Enterprise phone connectors: |
Integrations | Caching | Fixed | Fixed an issue in the chat agent cache logic that could cause loss of Previously, the |
Integrations | Quartz task scheduler | Changed | Added the ability to run Microsoft Exchange and Microsoft 365 calendar synchronization processes in a dedicated |
Integrations | SVN integration | Fixed | Fixed an issue where schema resources were incorrectly marked as modified after discarding changes to an object and committing to SVN through the UI. Previously, after discarding object changes and committing the package, schema resources were still marked as modified due to improper checksum recalculation, causing false positives in the list of modified elements. Now, the platform accurately reflects the discarded state, improving consistency between the UI and SVN status. This change eliminates unnecessary commitments and ensures cleaner package states. |
Integrations | Email Listener | Changed | Added domain whitelist configuration in Email Listener for outgoing requests. All integration operations, for example, getting mailbox folders, creating subscriptions, and updating OAuth tokens, are now checked against a list of allowed domains. If the domain does not match, the request is blocked and logged with the "SomeURL address not allowed for outgoing requests" error. Added a new "whitelist.yaml" file to store the list of allowed domains, managed by the Added a new Added logging of the whitelist state at the start of each Pod: |
Integrations | Email Listener | Fixed | Fixed an issue with synchronizing emails that include attachments. Previously, if automatic virus scanning was enabled for attachments in Office365, the attachment was sometimes unavailable during synchronization with Creatio because the scan was still in progress. Now, Email Listener returns such emails to the synchronization queue and retries synchronization later. |
Integrations | Webhooks | Changed | Added a warning when the "Creatio Webhook Service" technical user lacks access rights to process incoming webhooks or when webhook integration is misconfigured. This change helps detect and resolve integration issues more quickly. |
Integrations | Webhooks | Fixed | Fixed an issue where the "Populate Contact with Submission Data" business process failed to transfer submission details to the "Contact" ( |
Integrations | OData | Fixed | Fixed an issue in the OData API where date values could be stored incorrectly due to improper time zone calculations. In some cases, the date saved in Creatio did not match the value originally passed in the OData request. Now, Creatio stores date values exactly as provided, ensuring accuracy and consistency in data handling across integrations. This change improves data integrity, especially for time-sensitive business processes. |
Business processes | Business process execution | Changed | Optimized memory usage in the |
Business processes | Business process completion | Fixed | Fixed an issue where a business process that opened a record page did not complete after saving the page changes the first time. The process now finishes correctly upon saving when initiated through a process-triggered page open. The functionality is managed by the |
Business processes | Process Designer | Fixed | Fixed the console error "Cannot read properties of undefined (reading 'caption') at i.getLabelConfig" that could occur after arbitrary changes in a process, causing the Process Designer to fail to display the process diagram. |
Business processes | Call Creatio.ai element | Changed | Improved error messages for the Call Creatio.ai element by returning detailed parsing issues when API skills fail to execute. This change helps diagnose and resolve parameter-related issues more effectively. |
Business processes | Call Creatio.ai element | Fixed | Fixed an issue where the Add files parameter in the Process Designer for the Call Creatio.ai element disappeared after navigating to and updating the selected skill. The attachment UI now remains visible and functional. |
Business processes | Call Creatio.ai element, | Fixed | Fixed missing tooltip messages in the Process Designer for the Call Creatio.ai and Process file elements. Tooltips now provide clear configuration guidance and include links to relevant Academy articles. |
Business processes | Emails sending | Changed | Prevented business processes from sending emails if sending is disabled in the mailbox configuration. |
Business processes | Open edit page element | Changed | Improved the content of the Which page to open? parameter for the Open edit page element. The parameter now displays unique and descriptive names for page schemas, resolving confusion caused by duplicate records and helping users identify the desired schema correctly. |
Business rules | Business rule execution | Fixed | Fixed the execution timing of business rules that use only |
Business rules | Business rule conditions | Changed | Added the ability to compare "Date/Time" type attributes and numeric type attributes with constants and other attributes of the same type in business rule conditions in Freedom UI. |
Business rules | Business rule conditions | Changed | Added the ability to compare the "Current user contact" and "Current user account" system variables with "GUID" type columns in business rule conditions. |
Business rules | UX | Fixed | Fixed an issue where searching for a specific role was not possible when building a business rule based on the current user's role if the instance contained many roles. This change ensures that filtering is correctly applied to the list of available roles. |
Business rules | UX | Fixed | Fixed an issue where the list of "Lookup" type columns appeared empty in business rule conditions when opening a rule from the Object Designer. Now, all applicable "Lookup" type columns are displayed correctly, ensuring that users can configure conditions without missing fields. |
End user experience | Classic UI | Deprecated | Announced official discontinuation of Classic UI shell since version 8.3.2. All environments still using the Classic UI shell will be automatically switched to the Freedom UI shell during the upgrade to version 8.3.2. Administrators can enable the Freedom UI shell in advance for selected users, roles, or the entire organization to prepare for the transition. If you encounter any issues, contact Creatio support. |
End user experience | Creatio login page | Changed | Excluded the |
End user experience | Creatio login page | Changed | Changed the text and UI of the warning message on the Creatio login page that appears when a user accesses Creatio with an unsupported or outdated browser version. The functionality is managed by the "Displaying on the login page notification about browsers that are not supported" ( |
End user experience | 2FA | Changed | Improved 2FA login performance by removing blocking logic execution from the login flow, which previously triggered system-wide user checks and caused delays. |
End user experience | Translations | Changed | Changed the Apply translations button in the Translation section to trigger a background "Apply translations" business process instead of a direct action that blocked the UI with a loading mask. Previously, administrators launched the business process manually. The process is now integrated directly into section UI and runs asynchronously without interrupting the workflow. Administrators can monitor progress using standard process monitoring tools. |
End user experience | Translations | Fixed | Fixed an issue where homepage titles were sometimes displayed in the primary language culture for users that have different language cultures. Previously, the issue could be resolved manually by applying translations in the Translation section or by changing and re-saving the homepage title. |
End user experience | Translations | Fixed | Fixed an issue where translation update could incorrectly display values from the middle of the schema hierarchy in the Translation section. Previously, this occurred in cases when a schema was modified in the middle of the hierarchy, and a full update was not performed afterward. Now, Creatio consistently displays the correct translation values based on the full schema hierarchy, eliminating inconsistencies caused by partial updates and ensuring reliable localization even in complex configuration scenarios. |
End user experience | Caching | Changed | Added caching for the "Default messages exchange library" ( |
End user experience | Screen reader support | Changed | Added screen reader support for task completion actions in the Next steps component to comply with WCAG. |
End user experience | Screen reader support | Changed | Added screen reader support for adding, modifying, and moving meetings in the Calendar component to comply with WCAG. |
End user experience | Screen reader support | Changed | Added screen reader support for successfully sent messages in chats to comply with WCAG. |
End user experience | Keyboard navigation | Changed | Improved the keyboard focus indicator for the "Web link" and "Email" type fields to align with the visual style of other UI elements, ensuring consistent UX, enhancing visual coherence, and improving usability. |
End user experience | Keyboard navigation | Changed | Improved the keyboard focus indicator for links in the Feed component to align with other UI elements and ensure consistent UX. |
End user experience | Keyboard navigation | Fixed | Fixed the keyboard focus indicator for user list records when mentioning someone with "@" in the Feed component. |
End user experience | Next steps component | Changed | Changed the Complete button in the Next steps component to support dynamic width and display longer labels in different languages, such as Spanish or German. |
End user experience | Button component | Fixed | Fixed the accessibility issue where the screen reader announced the Back button incorrectly on filter pages that use the Hierarchy component with additional filters, such as the Product selection page opened from the Products expanded list on the order page. The redundant |
End user experience | List component | Changed | Added clickable links in the List component views to improve navigation and usability. The improvement affects the following schemas: |
End user experience | List component, | Changed | Added a new Merge action as the default bulk action for List, List widget, and Gallery components in runtime. This action lets you merge records manually directly from the UI in section lists, list widgets, and galleries. |
End user experience | Multiselect lookup component | Changed | Added the Required parameter for the Multiselect lookup component in the Freedom UI Designer. Out of the box, set to "No." When set to "Yes," users must select at least one related record before saving changes. |
End user experience | Message composer component | Changed | Improved the notification styles in the Message composer component for "Feed" and "Email" channels to align with other UI elements and ensure consistent UX. |
End user experience | Message composer component | Changed | Changed icon padding in the Message composer component to prevent text overlapping with characters like "y," "p," "g," and "j." |
End user experience | Message composer component | Fixed | Changed the behavior of the Reply all button in the Message composer component. Now, when replying from the email page or timeline, the user's own email address is excluded from the recipient list to prevent receiving a copy of their reply. |
End user experience | Feed component, | Changed | Added a new Enable accessibility-optimized mode for page components checkbox on the Accessibility settings tab of the user profile page. Out of the box, cleared. When selected, extra animations in the Feed and Message composer components are disabled to simplify keyboard navigation and improve screen reader performance. |
End user experience | Timeline component | Fixed | Fixed the issue where the timeline component could display duplicate email tiles when multiple tabs were open. The timeline now correctly displays a single record for each email. |
End user experience | Timeline component | Fixed | Fixed the issue where the timeline tile header overlapped the second line of text when the header did not fit within a single line. |
End user experience | Timeline component | Fixed | Fixed an issue where the email body displayed in the timeline could differ from the original content if the draft of a large email was modified but its preview was not updated. This change ensures consistency between the displayed and actual email content. |
End user experience | Timer component | Changed | Changed the default color for negative values in the Timer component to comply with WCAG. |
End user experience | Playbook component | Changed | Improved article filtering in the Playbook component for objects with multiple dynamic cases. Previously, all articles assigned to the same stage were displayed, even if they belonged to different dynamic cases. Now, articles are filtered by the specific dynamic case, showing only those relevant to the current case and stage. |
End user experience | Calendar component | Fixed | Fixed an issue in the Calendar component where component data was not displayed when switching between tabs. The issue occurred when one tab contained a List component, and another tab contained a Calendar component. Data is now displayed correctly in this configuration. |
End user experience | Tabs component | Fixed | Fixed an issue where the incorrect tab header was displayed as active after toggling tab panel visibility. The tab panel behavior was adjusted to ensure the active tab header matches the rendered tab content when tabs are shown or hidden dynamically. |
End user experience | Tabs component | Fixed | Fixed the UI rendering issue where fully colored tabs sometimes inherited the default background color due to CSS load order. This occurred when navigating away from a page that contains tabs and returning to it, causing incorrect tab coloring and reducing header content visibility. The tab styling logic was updated to ensure consistent appearance regardless of CSS evaluation sequence. |
End user experience | Toggle panel component | Fixed | Fixed an issue where the toggle panel displayed incorrect content when certain toggles were hidden using the |
End user experience | Toggle panel component | Fixed | Fixed an issue where the List component inside the |
End user experience | Action dashboard component (Classic UI) | Fixed | Fixed an issue with the Action dashboard component when Freedom UI was enabled. Previously, clicking the Add task button opened the Activities Classic UI section page. Now, it opens the Tasks Freedom UI section page. |
End user experience | Fields | Changed | Improved the user experience when working with fields that have long labels. If a field label is visually truncated due to limited space, a tooltip now appears on pointing to display the full label text. |
End user experience | Fields | Fixed | Fixed an issue where a required field that had validators configured lost those validators after changing the value of another page field. All validations now remain active when related fields are updated. |
End user experience | "Rich text" type field | Fixed | Fixed an issue where pressing Ctrl+Z in a "Rich text" type field could incorrectly restore content from the same field of a different record. Undo operations now affect only the content of the current record. |
End user experience | "Rich text" type field | Fixed | Fixed the performance issue that caused the browser tab to freeze when reopening the same record page that contains a "Rich text" type field. The issue occurred on pages with many fields that were opened multiple times and was caused by duplicated DOM attributes during repeated rendering. The fix removes redundant attribute assignments, ensuring stable performance across repeated loads of the same content. |
End user experience | "Phone" type field | Fixed | Fixed an issue where a "Phone" type field whose Display input mask checkbox in the Freedom UI Designer was selected prevented saving records until the field was clicked. Now, such unchanged fields no longer block record saving. |
End user experience | "Phone" type field | Fixed | Fixed an issue with "Phone" type field whose Display input mask checkbox in the Freedom UI Designer was selected when their values were set via a request handler. If a value was copied from one "Phone" type field to another, the target field remained in an invalid state even though the displayed value was correct. Now, "Phone" type fields update their validation state properly when values are set programmatically. |
End user experience | "Email" type field | Changed | Increased the contrast ratio of the email icon in the "Email" type field to comply with WCAG. |
End user experience | "Encrypted string" type field | Changed | Added switching between masked and unmasked views for "Encrypted string" type fields using the Eye button. Users who have appropriate permissions can reveal sensitive values when needed and hide them as required, with consistent behavior during edit, save, and cancel operations. |
End user experience | "Encrypted string" type field | Changed | Added the ability to view masked values in "Encrypted string" type fields whose Read-only checkbox in the Freedom UI Designer is selected. Users can click the Eye button to reveal the value without gaining the ability to modify it. |
End user experience | "Dropdown" type field | Fixed | Fixed copying of values in the "Dropdown" type field displayed as hyperlinks when the Read-only checkbox in the Freedom UI Designer is selected. Users can now select and copy the value as easily as plain text. |
End user experience | Multiple page data sources | Changed | Improved performance when opening pages that contain multiple page data sources. Secondary (dependent) data sources begin loading as soon as their primary data source, or any other source they depend on, start loading, allowing them to load in parallel. |
End user experience | Multiple page data sources | Changed | Improved the data saving logic for pages with multiple dependent data sources by updating backend-level validation. Previously, only frontend validation prevented inconsistent saves. If a backend validation failed in one dependent data source, the platform could still save data to the others, resulting in partial and inconsistent updates. The platform now evaluates backend validation rules, such as required fields configured at the object level but not displayed on the page, before saving data. If validation fails in any dependent data source, the platform blocks the entire save, excluding collections and independent data sources, and prevents partial updates, ensuring data consistency and record integrity. The functionality is managed by the |
End user experience | Business process execution | Changed | Improved the behavior of record selection after business process execution in Freedom UI pages to prevent accidental repeated execution. Previously, the last active record stayed selected after a process was triggered, which could cause unintended repeat runs and workspace clutter. Now, all involved records are automatically deselected after execution, preventing repeated actions and keeping the workspace clear. The update supports multiple buttons and lists on the same page for consistent behavior. Behavior in Classic UI pages remains unchanged. |
End user experience | Business rule applying | Fixed | Fixed an issue where object-level filtering business rules did not work in the "Dropdown" type field whose Lookup view parameter in the Freedom UI Designer was set to "Selection window." Previously, the issue occurred in editable lists. |
End user experience | Page opening | Fixed | Fixed the console error "TypeError: Cannot read properties of null (reading 'instance') at yn._createOrUpdateView" that occurred when opening a record page first as a process page and then reopening it as a standard record page in the same browser tab. The view is now correctly initialized when switching contexts, preventing the null reference error. |
End user experience | Page loading | Changed | Optimized runtime loading of Freedom UI pages opened in background browser tabs. This change reduces delays caused by browser tab throttling mechanisms. The improvement affects timer execution mechanism in background tabs. Actual performance gains might vary depending on the browser's background tab behavior. The functionality is managed by the |
End user experience | Page performance | Fixed | Fixed an issue that impacted performance by triggering unnecessary data source reloads after record deletion. |
End user experience | UX | Fixed | Fixed an issue where 8-digit numbers could occasionally display incorrectly or appear as "0" on pages. The number formatting library was updated from |
End user experience | Excel export | Changed | Added the ability to track "Export to Excel" operations in the audit log. The functionality is managed by the "Log export to Excel events" ( When "true," the audit log captures: This change applies to exports performed from both Freedom UI and Classic UI pages. |
End user experience | Excel import | Fixed | Fixed the access rights mechanism for Excel import. Previously, an issue with insufficient permission for lookups connected to the main imported object could occur. |
End user experience | Emails | Changed | Implemented preservation of connection fields on the email page when replying to an email. All connections remain the same in the reply, and the email reply is displayed properly in the timeline records. |
End user experience | Chats | Changed | Optimized performance for environments that contain many support agents, queues, and chats. Multiple platform components were optimized to reduce web server CPU load and database utilization, with the greatest effect in scenarios involving 100+ active agents working under the "To an available agent" chat distribution strategy. The functionality is managed by the |
End user experience | Chats | Fixed | Fixed the "There is no conversation with this contact." error that prevented starting a new chat in Creatio when the previous conversation with the contact was closed and the last 20+ messages were sent by an agent. Chat history is now handled correctly, allowing new sessions to start regardless of message direction in past conversations. |
End user experience | File processing | Changed | Added a new warning message when file uploads are in progress. Creatio now displays a warning if the user attempts to close the browser window or tab while a file is still uploading. The functionality is managed by the |
End user experience | File storages | Changed | Added support for a new authorization method for Azure Blob file storage that uses Client ID, Client secret, and Tenant ID instead of Account name and keys. This approach aligns with Microsoft's best practices, enhances security and permission control, and helps administrators manage permissions more precisely while ensuring compliance with security standards. |
End user experience | File storages | Fixed | Fixed an issue that prevented users, including external users, from uploading files larger than 500 KB to S3 file storage. Previously, the upload process triggered a permission issue due to missing update rights on the Size field, which is updated during chunked uploads. Now, only create permission is required for successful uploads, regardless of file size. The functionality is managed by the |
End user experience | Web services | Fixed | Fixed an issue in |
End user experience | Chats (Classic UI) | Fixed | Fixed the display issue in omnichannel messaging where the chat start date was not converted to the user's time zone in Classic UI. This change caused a one-day discrepancy in the date divider and system messages on the Classic UI chat page. |
Advanced customization | Creatio version update | Security | Migrated the Replaced CSS classes as follows: |
Advanced customization | Creatio version update | Security | Migrated the Replaced CSS classes as follows: |
Advanced customization | Creatio version update | Security | Migrated the Replaced the |
Advanced customization | Creatio version update | Security | Migrated the Replaced CSS classes as follows: |
Advanced customization | Creatio version update | Security | Migrated the Replaced CSS classes as follows: |
Advanced customization | Configuration section | Changed | Improved the UI of the validation window in the Configuration section that appears when changing package dependencies and validation fails. The update provides a clearer presentation of validation results when issues are detected. The new window now includes a descriptive title and a structured table that lists all issues with the following columns: |
Advanced customization | Schema management | Fixed | Fixed the logic for handling view deletions during schema updates involving simultaneous changes to column types and schema or column names. Previously, such changes could cause errors due to the view recreation process relying on outdated schema or column references. Now, the platform prevents the deletion of views belonging to the current schema (both built-in and custom) when a column type is changed along with a rename. This change avoids failures during view recreation when source references no longer match. If a view in the same schema depends on the modified column, an error is raised to prevent invalid operations. Views in external schemas (such as masking views) continue to be deleted and recreated correctly under these conditions. This change ensures safer and more predictable schema updates. |
Advanced customization | Schema management | Fixed | Fixed the validation issue in the |
Advanced customization | Schema management | Fixed | Fixed invalid column references in the "Installment plan state" ( |
Advanced customization | App building | Changed | Deprecated the |
Advanced customization | Package dependencies | Changed | Changed the package hierarchy by moving the |
Advanced customization | Package dependencies | Changed | Converted the |
Advanced customization | Package dependencies | Changed | Deprecated the "Custom Package Id" ( |
Advanced customization | Package dependencies | Fixed | Fixed the incorrect package dependency for |
Advanced customization | Feed component | Changed | Added support for the new |
Advanced customization | Timeline component | Changed | Added support for the new |
Advanced customization | Data model attribute | Changed | Added logic to mark attributes as changed during |
Advanced customization | Web services | Changed | Added a web service that provides anonymous access to additional features from a predefined whitelist. The web service returns feature values for unauthorized users using the same DTOs as the Added the following features to the whitelist: |
Advanced customization | EntitySchemaQuery class | Fixed | Fixed an issue where the |
Advanced customization | Template list component | Changed | Added support for bindings to attributes inside nested collections in the Template list component. For example, if a collection rendered in the Template list includes a nested collection that is passed to the |
Advanced customization | Data binding | Changed | Replaced encryption algorithm for data bindings that contain the secure text data type (not recommended). Now, bindings to encrypted system settings created in version 8.3 and earlier are no longer installed into instances running version 8.3.1 and later. If bindings are still needed, recreate them on version 8.3.1 and later. |
Advanced customization | Translations | Changed | Added the ability to run the "Update translations" business process directly from the Translation section. Previously, administrators could launch the process manually, and the platform updated translations automatically when opening the section that blocked the UI. Now, platform no longer updates translations automatically, and clicking the new Update translations button runs the process in the background. This opens the Translation update settings window that informs users about the upcoming background execution and provides the option to run the update from scratch, clearing the relevant system setting and the |
Advanced customization | Translations | Changed | Changed the "Actualize translations" business process to remove outdated records in addition to updating and adding records. Previously, deletion of outdated translation records in the |
Advanced customization | Translations | Changed | Improved the translation process for schema names by automatically synchronizing the translation of "Schema" ( |
Advanced customization | Translations | Changed | Improved the logic for generating records in the |
Administration | System Designer | Changed | Hidden Section wizard and Detail wizard from the System setup block in the System Designer to streamline the transition to Freedom UI. The functionality is managed by the |
Administration | Licensing | Fixed | Fixed an issue where users added to an external organization could receive duplicate licenses. If the same license set for automatic distribution was assigned both to the role and to the external organization, the user was given two license records. In this case, licenses were not visible to the administrator, but duplicate records were still recorded in the Updated the license distribution logic to correctly handle overlapping assignments, ensuring each license is issued only once per user. This change prevents over-allocation, improves license management accuracy, and ensures transparency for administrators. |
Administration | OAuth authorization | Changed | Implemented restrictions to prevent manual editing of historical OAuth shared access data to ensure integrity and consistency of authorization records. Previously, editing this data was blocked on the OAuth integrated applications page, but administrators could still modify it via alternative sources such as the Lookups section. This data is used to track user consent for external applications and must remain unaltered outside of system-managed operations. Now, attempts to edit it generate a descriptive error message. This change reinforces data protection and audit reliability in integration scenarios. |
Administration | OAuth authorization | Changed | Added the ability to share access to external applications integrated with authorization code grant by roles in addition to individual users. When a new user is added to a role, the appropriate integration access is applied automatically without manual configuration. This change simplifies management of integration permissions in large or dynamic user groups. |
Administration | OAuth authorization | Changed | Added session tracking for external applications to enhance visibility into OAuth integrations. Administrators can now differentiate between user sessions and those initiated by external applications on behalf of a user, improving auditability and control. |
Administration | Identity Service | Changed | Added the |
Administration | Identity Service | Fixed | Fixed an issue that caused platform unavailability when the "Identity server Url" ( |
Administration | Identity Service | Fixed | Fixed the silent failure issue in Identity Service that occurred when the required PFX certificate was not configured. Previously, the service stopped shortly after launch without providing any error messages or useful logs. Now, when the Identity Service is started without a PFX certificate, it displays an explicit error message in the console and writes a corresponding record to the log. This change improves troubleshooting and helps users quickly identify and fix misconfiguration issues related to certificate setup. |
Administration | OpenID authentication | Changed | Changed static error message texts for OpenID authentication on the Creatio login page that contains localizable strings. Previously, OpenID-related errors were displayed in English only, regardless of the user's language culture. Now, these messages support localization, improving the experience for non-English-speaking users, ensuring consistency across multilingual deployments, and enhancing accessibility for international teams. |
Administration | Single Sign-On | Changed | Added the ability to disable JIT provisioning when using OpenID-based SSO. Previously, JIT provisioning was always enabled, which automatically synchronized user details from the identity provider every time a user logged in. Now, administrators can choose to disable this synchronization using the same checkbox available for SAML in the SSO settings. The functionality is managed by the |
Administration | Audit log | Changed | Changed the out-of-the-box behavior of column creation in audit log tables ( |
Administration | Global search | Changed | Added support for localization-aware indexing in global search. Previously, the indexing process relied on the primary language culture defined in the "Primary culture" ( |
Administration | Object Designer | Fixed | Fixed an issue where the "Contact" ( |
Administration | Package blocking, | Changed | Blocked the ability to deactivate or delete a package if it or any of its dependencies is set as the value of the "Current package" ( Previously, deactivating such a package cleared the system setting value, which caused errors in Freedom UI Designer and other elements. Now, if a user tries to deactivate or delete such a package, a descriptive error message is displayed. The functionality is managed by the |
Administration | Page opening | Changed | Optimized repeated page opening by caching object metadata in persistent browser storage using IndexedDB. |
Administration | Dashboards | Changed | Removed the permission check for the "Can manage configuration elements" ( Updated the following endpoints: |
Administration | Email Listener | Changed | Added installation instructions and configuration options to the Helm package of the Email Listener. |
Administration | Message templates | Fixed | Fixed an issue where editing a template in the Message templates section required access rights to the "Access to "Lookups" section" ( |
Administration | Self-service portal | Fixed | Fixed an issue where the custom logo configured via the "Logo on login page for external users" ( |
Administration | File processing | Changed | Changed application-level "Web.config" file settings to prevent unintended Creatio restarts caused by IIS behavior during bulk updates to static content files. This change improves reliability and control during maintenance or deployment tasks, ensuring better uptime and smoother user experience. |
Administration | File processing | Changed | Changed the mechanism for writing static content files from a blocking to a non-blocking approach. Previously, if a thread had not released a file, another thread attempting to write could cause the static content generation process to fail due to file lock conflicts. With the new non-blocking approach, static content generation is more robust and error-resistant in multi-threaded scenarios, reducing interruptions from file access conflicts and improving overall platform stability. |
Administration | File processing | Fixed | Fixed the access rights mechanism for the "Image" ( |
Administration | Translations | Changed | Added the ability to skip translation validation when applying changes from the Translation section. This is useful in scenarios where only a small number of records are applied, and the user prefers to validate the results manually. Skipping validation significantly accelerates the platform process, especially in large environments where full validation of all records might be time-consuming. |
Administration | Translations | Changed | Added a new "Percentage limit for concurrent translation processing" ( |
Administration | Translations | Fixed | Fixed an issue where untranslated records were not shown in the validation results if their values matched those of the primary language culture. This led to incomplete visibility of not applied translations. Now, Creatio reliably displays all untranslated records during validation, even when their content matches the primary language culture. This change improves transparency and ensures that administrators are fully informed about the status of all translation records. |
Administration | Translations | Fixed | Fixed an issue where obsolete records in the Translation section were not fully removed during the first run of the "Apply translations" or "Actualize translations" business processes. This could require repeated operations to clean up obsolete records. Now, all outdated records are deleted reliably on the first attempt, improving data consistency and streamlining translation management. |
Administration | Database management | Fixed | Fixed an issue where a failed package installation could leave database tables without primary keys if the failure occurred before constraint creation. Previously, republishing or updating the database structure did not restore the missing primary keys. Now, missing primary key constraints are correctly recreated during structure updates, preventing issues caused by incomplete table definitions. |
Administration | User management | Fixed | Fixed an issue that allowed creating duplicate user records. The system now prevents adding case-insensitive or identical duplicates. |
Creatio products and apps
Category | Feature | Status | Description |
---|---|---|---|
Customer 360 | Account page | Changed | Added the News & insights tab to the account page to display relevant news and insights associated with the account. Users can interact with the tab using out-of-the-box filtering. This change supports better customer engagement and more efficient workflows by integrating contextual information into daily operations. Previously, account-related insights were not directly accessible from the account page, requiring users to navigate through separate modules or external tools. |
Customer 360 | Account page | Changed | Added the Products offered and How they make money fields, as well as a Competitors expanded list, on the Sales tab of the account page. These fields can be automatically populated by the "Account profiling" AI Skill that uses the Google Search API to provide strategic business context. The enhancement centralizes critical information, improves data completeness, and supports informed sales strategy decisions. |
Customer 360 | Account page | Fixed | Fixed an issue that prevented generating the Full address field when the displayed value in the City, Country, or State/province fields was changed from the default column. |
Customer 360 | Contact page | Fixed | Fixed an issue where the Save button appeared incorrectly when switching between contact records. Previously, opening a second contact record whose contact has an additional middle name caused unintended double changes to the card title ( |
Customer 360 | Account page, | Fixed | Fixed an issue where Communication options on contact and account pages triggered multiple redundant loads and refreshes when multiple records were added before saving. Previously, each communication option caused a separate update, leading to performance inefficiencies and repeated UI refreshes. Now, the page refreshes only once upon saving, regardless of the number of records added. This change reduces unnecessary data processing and improves overall form page responsiveness. |
Knowledge Management | Knowledge base | Fixed | Fixed an issue where filtering by the parent article in the Knowledge base section list did not work as expected. The static filter was designed to exclude articles whose "Parent article" column is populated, but due to missing read permissions on this column for the "All employees" and "All external users" roles, the platform could not apply the filter, and all versions were displayed. The fix grants read access to the "Parent article" column, enabling correct filtering and ensuring users see only the latest version. |
Knowledge Management | Knowledge base article | Changed | Improved the behavior of creating and publishing knowledge base article drafts. Previously, when custom columns were added to the "Knowledge base article" ( |
Marketing Creatio | Bulk emails | Changed | Added the ability to delete bulk emails directly from the Bulk emails section when the Status column is set to "Draft" or "Planned." This change enables cleaning up outdated or unnecessary emails efficiently without having to remove them one by one. |
Marketing Creatio | Landing Page Designer | Fixed | Fixed an issue in Landing Page Designer where "Lookup" type fields in the Form element did not respect the defined primary and display value attributes. Instead, they incorrectly used only the Id and Name fields, which resulted in empty values when custom display columns were configured. Now, lookup fields correctly reflect the designated display value from the object configuration, ensuring consistent behavior and accurate data representation in forms. |
Marketing Creatio | Landing pages | Changed | Improved the logic for displaying the Publish and Update buttons in the Landing Page Designer to clearly reflect the publishing state based on page content and script changes. Creatio now determines button visibility using a hash comparison of the current and published content, including HTML structure, analytics stream ID, and URL slug. The Publish button appears for new pages that have valid content, while the Update button becomes visible only after changes are made to a previously published page. Pages without valid content do not display either button. |
Marketing Creatio | Landing pages | Changed | Implemented restrictions on sensitive or large-data fields in landing page form settings. Previously, administrators and marketers could configure forms with fields containing sensitive data or large datasets, which could cause performance issues or expose confidential information to external parties. Now, form settings display only permitted fields. Existing forms that already include restricted fields continue functioning normally, but the restricted fields will only be removed once the landing page is edited and saved again. This change helps prevent exposing internal data to external parties and reduces performance risks when working with large datasets. |
Marketing Creatio | Landing pages | Fixed | Fixed an issue that prevented downloading landing page zip archives containing HTML files with linked images when users lacked shared permissions for those images. Previously, the download failed entirely. Now, the download process is completed successfully. |
Marketing Creatio | Landing pages | Fixed | Fixed an issue where users could submit landing page forms multiple times by repeatedly pressing the Submit button, which triggered multiple webhook calls for the same submission. This change improves platform reliability and prevents duplicated data handling. Added a mechanism to disable the Submit button immediately after the first click, preventing repeated triggers. |
Marketing Creatio | Landing pages | Fixed | Fixed an issue where fields with multiple selectable values in Landing Page Designer were sent with extra square brackets in their names, causing inconsistencies in submitted data. Now, field names are correctly formatted, ensuring clean and consistent data submission. |
Marketing Creatio | Landing pages and web forms | Fixed | Fixed an issue in the Landing pages and web forms section where cases submitted through web-to-object forms had an incorrect registration date format when the user's language culture differed from the primary language culture. The issue was caused by outdated logic that interfered with the default mechanism for setting registration dates. This legacy logic was removed, allowing the base date handling to function correctly. The fix ensures accurate date values are saved regardless of the user's language culture and prevents format-related inconsistencies during case registration. |
Marketing Creatio | Activities | Fixed | Fixed an issue that caused an error when creating an activity whose Category field in a New record window in the Calendar section was set to "Email" and that used a template referencing a non-existent bulk email. Previously, if the referenced bulk email record had been removed, the system attempted to generate a reply record without validating its existence, which caused an error. The fix adds a condition to verify the bulk email before creating a |
Lead Generation | Business process execution | Fixed | Fixed an issue where the "Lead consistency check" business process triggered LinkedIn-related validations even when LinkedIn integration was not enabled. This caused errors to be logged and displayed in the notification panel during nightly data checks. The process logic was adjusted to skip LinkedIn-specific checks for environments without the integration configured, preventing false error reports and improving clarity in system diagnostics. |
Lead Generation | Facebook forms | Changed | Improved the lead retrieval process by using the base |
Digital Ads | Account management | Changed | Added the ability for different users to link the same advertising account in the Ad campaigns section. This change allows multiple users to connect and manage identical accounts independently, improving flexibility in collaborative campaign management and reporting. |
Email marketing | Bulk emails | Changed | Added a new Preview text field to the bulk email page. The field lets marketers enter pre-header text that is displayed in the recipient mailbox next to the email subject. |
Email marketing | Bulk emails | Changed | Added the "Maximum count of languages for a bulk email" ( |
Email marketing | Email Designer, | Changed | Changed the preview functionality in Email Designer and Landing Page Designer to align with accessibility standards and modern UI practices. This change improves usability and delivers consistent UI across marketing design tools. |
Marketing campaigns | Campaigns | Changed | Improved the campaign logging mechanism in Freedom UI by recording the user who initiated or stopped a campaign. Previously, the campaign progress check did not register the user responsible for these actions, which hindered audit and traceability. The platform now populates the "Created by" column in the campaign log when a campaign is started or stopped, handled through an update in the |
Marketing campaigns | Campaigns | Fixed | Fixed an issue where the campaign page UI allowed multiple clicks on the Start button during slow response scenarios, potentially triggering duplicate campaign runs. Now, the button displays a loading animation and disables further interaction until the process finishes. This change prevents duplicate campaign starts and improves platform stability. |
Marketing campaigns | Campaigns | Fixed | Fixed incorrect behavior in campaign execution triggered by record addition when the starting signal and bulk email objects referred to the same object other than "Contact" ( |
Service Creatio | UX | Fixed | Fixed an issue on the case Classic UI page where links in the case calculation deadline details window opened in a new tab but failed to load. The linked Freedom UI pages now open and load correctly. |
Case Management | Cases | Fixed | Fixed an issue on the Cases section page where a warning about unsaved changes appeared even when no modifications were made. The message was incorrectly triggered after reloading the page, leading to confusion. |
Sales Creatio | Forecasts | Fixed | Fixed the incorrect online help link in the Forecasts section. Previously, the help button redirected users to the Academy homepage. Now, it opens the "Set up a forecast" article as intended. |
Sales Creatio | Attachments (Classic UI) | Fixed | Fixed the error that prevented changing the title of the Attachments detail on the lead Classic UI page. The issue was caused by missing properties in the page configuration. The detail setup now supports title customization as expected. |
Order and Contract Management | Product management | Fixed | Fixed the misleading error shown when deleting a product not linked to any order from the Product in order ( |
Financial Services Creatio | Product management | Changed | Added the Copy action in the Product detail expanded list of the Products section. The action copies a product record together with its related data to speed up the creation of similar configurations. This change reduces manual input, improves consistency across product configurations, and provides clear feedback through successful confirmations and error messages when issues occur. Previously, users had to re-enter multiple related datasets to create similar products, which increased time and risk of data mismatches. Additionally, the Copy action executes the following: |
Financial Services Creatio | Consultation center | Changed | Added flexibility to the Start consultation button in the Consultation center panel. Administrators can now configure whether the button opens the contact page or launches a predefined business process. Added the "Start consultation business process" ( |
Mobile Creatio
Category | Feature | Status | Description |
---|---|---|---|
End user experience | Progress bar component | Fixed | Fixed the display of the Progress bar component in the Mobile Creatio view for specific scenarios. |
End user experience | UX | Fixed | Fixed an issue in the Mobile Creatio view related to the fixed height of the top panel. |
Advanced customization | Slider component | Added | Added support for the Slider component that displays an integer within a range and enables users to slide the value up and down with a preset step value. |
Beta testing of new features
Category | Feature | Status | Description |
---|---|---|---|
Freedom UI Mobile Designer | Mobile page creation, | Added | Added a new Freedom UI Mobile Designer that lets you customize mobile pages using elements from the element library or the extended list of elements in the source code of the Freedom UI mobile page. The functionality is managed by the When the The Select template window in the No-code Designer includes the following tabs: The element library of the Freedom UI Mobile Designer includes the following elements: The list of elements added to the canvas depends on the page template. |
Business rules | Business rules for mobile pages | Added | Enabled the Business Rule Designer to work with mobile pages created in the new Freedom UI Mobile Designer. The functionality is managed by the |
Administration | Workplace setup | Changed | Added the ability to select "Web" or "Mobile" usage type for each workplace. This change ensures that only sections of the matching type can be added to the workplace. Use "Web" for general purpose and "Mobile" to set up workspaces for Mobile Creatio only. The functionality is managed by combination of the following additional features: |
Application Hub | App installation | Changed | Connected the Application installer microservice to Creatio. The microservice validates apps and packages for missing dependencies and compatibility issues before installation. The functionality is managed by the |
Advanced customization | Translations | Changed | Added the ability to override translations of core platform resources in Creatio. This change applies to static UI elements that were previously non-configurable through Creatio translation tools, such as the Your profile and Exit labels in the user profile menu, as well as back-end error messages such as incorrect login or password on the Creatio login page. To enable the functionality, contact Creatio support after upgrading the instance to version 8.3.1. This change enhances flexibility and supports more tailored localization. The functionality is available for Creatio in the cloud only. |
Advanced customization | Translations | Changed | Added the "History of source files for core translations" ( |