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8.3.1 Twin changelog

Release date:

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, count, sum, average, min, max aggregation functions, and forward/backward references to related database tables. This simplifies dashboard creation, reduces manual setup, and makes analytics more accessible. Agent-created widgets are adapted to screen resolution.

More details

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.

More details
  • Updated the skill description and matching logic to support multilingual input and free-text patterns.
  • Improved the output format by removing rigid structural constraints and increasing the level of detail. The new output provides clearer context on technical issues, ownership, blockers, and resolution paths, while adapting tone and content based on the reader role.

Creatio.ai

AI Skills

Fixed

Fixed the population of the Apollo account Id parameter for working of the "Enrich account data" AI Skill to ensure correct data population.

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,
AI Skills

Changed

Added the GenAIFeatures.MultiLlmSupport additional feature that controls availability of functionality for managing multiple AI models. Out of the box, "true," which provides access to the new "LLM Model" (LlmModel code), "LLM Model Category" (LlmModelCategory code), "LLM Provider" (LlmProvider code) objects, as well as the new Model field on agent and skill pages. This change provides more flexibility and prepares the platform for supporting multiple Creatio-hosted AI models. Previously, the platform used a single AI model without the ability to switch.

More details
  • Added the "LLM Model" (LlmModel code) object that stores information about available AI models.
  • Added the "LLM Model Category" (LlmModelCategory code) and "LLM Provider" (LlmProvider code) objects that organize and group AI models.
  • Added the Model field that selects a model to agent and skill pages. The field is linked to the "LLM Model" (LlmModel code) object.

Creatio.ai

AI Agents,
AI Skills

Changed

Changed the default value of the "Max function calling count per Creatio.ai request" (MaxFunctionCallingCountPerCopilotRequest code) system setting from "15" to "25." This setting defines the limit of function-calling orchestrator calls per single LLM request for agents and skills that rely on function calling. This change improves stability and enables successful execution of more complex multi-step agents and skills without reaching the system setting limit.

Creatio.ai

AI Agents,
AI Skills

Security

Restricted DataService and OData access to the "Schema operation right" (SysSchemaOperationRight code) and "Default schema operation right" (SysSchemaDefOperationRight code) objects. You can now manage access rights for skills and agents only in the UI, preventing unauthorized direct changes. This change improves security and ensures safe configuration of access rights for skills and agents.

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.

More details
  • Added the CrtGeminiApiIntegration package for Google Search API integration.
  • Added the "Gemini API key" (GeminiApiKey code) system setting to store the API key.
  • Added the "Account news and insights" AI Skill to retrieve insights for the current account from Google Search (available via the "Sales agent").
  • Added the "Account profiling" AI Skill to analyze the current account using Google Search (available via the "Sales agent").

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.

More details
  • Chat questions about the data model. Users can ask where specific data is stored, what a field means, or how tables connect.
  • Rich metadata awareness. The AI understands database tables and column titles as well as descriptions.
  • Relationship reasoning. Follows direct table relationships (column-to-column links) to explain how objects connect.
  • Lookup value search. Finds lookup values and returns both the display value and the internal ID for precise filters and automations.
  • Vector-powered understanding. A semantic index boosts natural-language queries across titles and descriptions.

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.

More details

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.

More details

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.

More details
  • For the last message sent today, Creatio.ai chat panel displays the time only.
  • For earlier chats, Creatio.ai chat panel displays the full date.

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.

More details

In the chat list, the last message now displays contextual prefixes:

  • "Draft: " if the message is a draft
  • "You: " if it is an outgoing message

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.

More details

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.

More details

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.

More details

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 Version property to the DependsOn section in the "app-descriptor.json" file. The property value is now validated before app installation to ensure compatibility.

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.

More details
  • If the "app-descriptor.json" file does not include the DependsOn section, only the compatible version is validated.
  • If the "app-descriptor.json" file does not include both the DependsOn section and the RequiredPlatformVersion property, the installation proceeds without validation, and app information is displayed as is.
  • If both the compatible version and dependencies are invalid, only the compatibility issue is displayed.

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 InstallApp and InstallZipPackage operation of the WorkspaceConsole utility as for app installation via the Application Hub.

More details

Added the following validation rules:

  • Creatio version compatibility
  • Missing dependencies
  • Minimum required version of dependent apps

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 Version property in the DependsOn section of the "app-descriptor.json" file. During installation, the specified version is compared with the version of already installed apps. If the installed version does not meet the requirement, the installation is blocked.

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 /hub and /apps URL slugs to open the Application Hub directly from the browser address bar.

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.

More details

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,
List widget 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.

More details

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,
List widget 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 TabContainer container of the Toggle panel component using the Default tab parameter in the Freedom UI Designer. This change provides greater control over the initial display behavior.

More details
  • If the Toggle view mode parameter is set to "Button," the Default tab parameter is set to the first container tab.
  • If the Toggle view mode parameter is set to "Dropdown," the Default tab parameter is marked as required and the parameter value is cleared.

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 TabContainer container of the Toggle panel component on Freedom UI pages using business rules. The tabs are classified as layout elements. This change enables more dynamic and personalized UI behavior.

Freedom UI Designer

Tabs component,
Toggle panel 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 TabContainer of the Toggle panel component directly inside a tab content area without other elements. Previously, this caused the container to remain hidden at runtime.

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,
Dashboard 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" (UseNewShell code) system setting was set to "false." Previously, after login, users were redirected to an empty page with the Creatio logo only.

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.

More details

For all users who have Creatio on-site using Avaya or Cisco Enterprise phone connectors:

  1. Contact Creatio support to receive the latest version of CMS installer.
  2. Update CMS to the latest version when upgrading the Creatio instance to version 8.3.1.

Integrations

Caching

Fixed

Fixed an issue in the chat agent cache logic that could cause loss of DirectedChats in customizations. The GetOperator() method now ignores empty operatorId values, preventing unnecessary cache resets.

More details

Previously, the GetOperator(Guid operatorId) method that is used by RemoveDirectedChat, UpdateActiveChatsCount, and AddDirectedChat refreshed the entire cache from the database if the agent was not found. For the ForEveryoneOperatorRoutingRule strategy, the DirectedOperatorId value in the database could be empty, which caused all agents in the cache to lose their DirectedChats until Distribute was called.

Integrations

Quartz task scheduler

Changed

Added the ability to run Microsoft Exchange and Microsoft 365 calendar synchronization processes in a dedicated CalendarSyncScheduler Quartz thread. This change significantly improves calendar synchronization stability for high-load websites.

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.

More details
  • Added a new "whitelist.yaml" file to store the list of allowed domains, managed by the Security.WhiteListSecret configuration option.

  • Added a new /api/whitelist/get endpoint to check the current whitelist state. The endpoint access requires authorization. If the response is empty, the whitelist is disabled.

  • Added logging of the whitelist state at the start of each Pod:

    • "Loaded SomeNumber allowed domains from whitelist.yaml" indicates that the whitelist is enabled and domains are loaded.
    • "SomeURL does not exist, outgoing requests whitelist disabled" indicates that whitelist rules are not found and all requests are allowed.

Integrations

Email Listener

Fixed

Fixed an issue with synchronizing emails that include attachments.

More details

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" (Contact code) object due to timing conflicts with another process that specified the ContactId parameter. Previously, when a "FormSubmit" type webhook was received, contact page fields such as Registration method, Customer need, Source, and Channel remained unfilled because the ContactId parameter was assigned later by another process. Now, the process also tracks changes to the ContactId parameter in the "Submission" (FormSubmit code) object along with reacting to its creation. This change ensures correct and consistent population of contact page fields from web form submissions.

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 ProcessSchemaParameter class by skipping initialization of the ItemProperties property when it includes no elements. This change reduces the memory footprint for process schema parameters. The functionality is managed by the ProcessFeatures.DoNotInitializeEmptyItemProperties additional feature. Out of the box, "true."

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 OpenEditPageUserTask.CompleteOnlyBySaveButton additional feature. Out of the box, "true."

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,
Process file 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 ViewModel attributes selected in the Attribute parameter on the Business rules setup page. Previously, these rules waited for the data source to load before triggering. Now, they are executed immediately on page load if their conditions reference only ViewModel attributes, ensuring consistent UI behavior and faster response during form initialization.

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 lottie-player.js library from loading on the Creatio login page to optimize network traffic consumption.

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" (ShowUnsupportedBrowser code) system setting. Out of the box, "true."

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" (SysMsgLib code) system setting to improve platform performance, since this setting is read each time the Calls tab of the communication panel is opened.

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 role attribute was removed to ensure consistent and correct announcement.

End user experience

List component

Changed

Added clickable links in the List component views to improve navigation and usability.

More details

The improvement affects the following schemas:

  • "Add event audience page" (AddEventAudiencePage code)
  • "Add bulk email audience page" (AddBulkEmailAudiencePage code)
  • "Select ad accounts page" (SelectAdAccountsLookupPage code)
  • "Email templates lookup page" (EmailTemplatesLookupPage code)
  • "OAuth client app allowed users selection page" (OAuthClientUsersSelectionPage code)
  • "Select roles" (AddRolesSelectionPage code)
  • "Select existing process" (CopilotSelectExistingProcessForActionPage code)
  • "Lookup page" (CopilotSelectExistingSkillForAgentPage code)

End user experience

List component,
List widget component,
Gallery 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."

More details
  • For "Email" channel, padding was increased for the Select attachments, Insert template, and Formatting options buttons.
  • For "Feed" channel, padding was increased for the Select attachments and Formatting options buttons.

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,
Message composer 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 "visible": false property in the source code of the Freedom UI page. Previously, the panel displayed the content of the next visible toggle instead of the selected toggle. The rendering logic was updated to ensure that content always corresponds to the selected toggle, regardless of other toggle visibility. The toggle panel now consistently displays the correct content, improving UI accuracy in dynamic configurations.

End user experience

Toggle panel component

Fixed

Fixed an issue where the List component inside the TabContainer container of the Toggle panel component sometimes disappeared after quickly adding multiple Summaries components linked to it, most often on section pages.

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 DataSource-DisableTransactions additional feature. Out of the box, "false."

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.

More details

The functionality is managed by the WorkerTimers additional feature. Out of the box, "false." If the issue of page loading occurs again and you have to change the status of the WorkerTimers additional feature, contact Creatio support to implement changes in the platform.

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 numeral 2.0.6 to numbro 2.5.0.

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" (UseExportToExcelLog code) system setting. Out of the box, "false."

More details

When "true," the audit log captures:

  • who performed the export
  • when the export occurred
  • which object was exported
  • total number of records
  • exact list of exported columns

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 UseOmnichannelOptimizedOperatorsCache additional feature that applies optimized caching mechanisms for agent distribution. Out of the box, "true." These improvements enhance scalability and ensure smoother platform performance under high data volumes.

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 AllowSkipBusyCheckOnDetail additional feature. Out of the box, "true." This change prevents users from closing the browser with unfinished uploads, which could otherwise result in corrupt or incomplete files.

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 FileApiFeatures.IgnoreAdminRightsOnChunkUpload additional feature. Out of the box, "true."

End user experience

Web services

Fixed

Fixed an issue in rest/VisaDataService/GetVisaEntities that caused duplicate approval records when multiple records existed in the SysModuleEntity database table for the same schema. For example, the "Account" (Account code) object with both Freedom UI and Classic UI pages. Previously, duplicate records remained visible in Mobile Creatio. The logic now ensures unique approval records across both Freedom UI and Classic UI, including Mobile Creatio.

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 mat-card component to Angular Material library version 16.

More details

Replaced CSS classes as follows:

  • mat-card with mat-mdc-card
  • mat-card-title with mat-mdc-card-title

Advanced customization

Creatio version update

Security

Migrated the mat-progress-bar component to Angular Material library version 16.

More details

Replaced CSS classes as follows:

  • mat-progress-bar with mat-mdc-progress-bar
  • mat-progress-bar-element with mdc-linear-progress__bar
  • mat-progress-bar-buffer with mdc-linear-progress__buffer
  • mat-progress-bar-background with mat-mdc-progress-bar and mdc-linear-progress__buffer

Advanced customization

Creatio version update

Security

Migrated the mat-progress-spinner component to Angular Material library version 16.

More details

Replaced the mat-spinner CSS class with mat-mdc-progress-spinner.

Advanced customization

Creatio version update

Security

Migrated the mat-tooltip component to Angular Material library version 16.

More details

Replaced CSS classes as follows:

  • mat-tooltip with mat-mdc-tooltip
  • mat-tooltip-hide with mat-mdc-tooltip
  • mat-tooltip-trigger with mat-mdc-tooltip-trigger
  • mat-tooltip-panel-left with mat-mdc-tooltip-panel-left
  • mat-tooltip-panel-right with mat-mdc-tooltip-panel-right
  • mat-tooltip-panel-above with mat-mdc-tooltip-panel-above
  • mat-tooltip-panel-below with mat-mdc-tooltip-panel-below

Advanced customization

Creatio version update

Security

Migrated the mat-list component to Angular Material library version 16.

More details

Replaced CSS classes as follows:

  • mat-list with mat-mdc-list
  • mat-list-base with mat-mdc-list-base
  • mat-list-item with mat-mdc-list-item

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.

More details

The new window now includes a descriptive title and a structured table that lists all issues with the following columns:

  • "Type" is the type of configuration element
  • "Name" is the name of the configuration element causing the error
  • "Description" is context related to the configuration element
  • "Package" is the package where the configuration element is stored

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.

More details

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 CrtProductCatalogueInInvoice package caused by an inaccessible dependency on the VwInvoiceProductPostgreSql SQL script from the Invoice package. The SQL script is now correctly accessible during validation to prevent SQL script errors.

Advanced customization

Schema management

Fixed

Fixed invalid column references in the "Installment plan state" (SupplyPaymentState code) object schema. Previously, multiple column IDs pointed to non-existent columns, which could cause runtime errors and schema compilation issues. All invalid references were removed to ensure schema consistency and prevent potential deployment problems.

Advanced customization

App building

Changed

Deprecated the CrtDesignerCommand decorator. The deprecated decorator was replaced with the CrtInterfaceDesignerModule decorator to support removing unused code during app build. Previously, commands were registered via the side-effect.ts file, which prevented removing unused code. Now, commands are registered using an enhanced decorator that leverages metadata and separate registries for internal and external use. This change enables removing unused code to exclude unused commands, improves build efficiency, and simplifies adding new commands without breaking backward compatibility.

More details
  • Introduced logic to differentiate internal and public command implementations using a static flag.
  • Created separate metadata keys and registries for internal commands.
  • Adapted interface-designer-module.ts, DesignerCommandFactoryService, and related infrastructure to use the internal command registry.
  • Updated base commands to use the CrtInterfaceDesignerModule decorator and removed side-effect imports.
  • Added the CrtInterfaceDesignerModule in modules that previously relied on side effects.

Advanced customization

Package dependencies

Changed

Changed the package hierarchy by moving the Timeline dependency from the Document package to the CrtDocument package.

Advanced customization

Package dependencies

Changed

Converted the Custom package into a regular package to simplify platform architecture, remove unnecessary dependencies, and eliminate cyclic dependency risks. The Custom package no longer automatically depends on newly created packages. Existing dependencies of the Custom package in existing environments remain unchanged for backward compatibility.

Advanced customization

Package dependencies

Changed

Deprecated the "Custom Package Id" (CustomPackageUId code) system setting. Functionality that previously relied on it, such as forecasts, campaigns, object permissions, and change log, was adapted to work with the "Current package" (CurrentPackageId code) system setting.

Advanced customization

Package dependencies

Fixed

Fixed the incorrect package dependency for CrtOrderVisaProvider package that caused access issues to the "Notification provider" (NotificationProvider code) object schema in the CrtNUI package. The package properties now explicitly declare dependencies on the CrtOrder package, ensuring proper resolution and availability of related schemas.

Advanced customization

Feed component

Changed

Added support for the new isReadOnly property in the Feed component. The property defines whether to lock new posts and comments, leaving only the Like button available. To ensure feed records are displayed correctly, bind the appropriate attribute to the isReadOnly property. When the bound attribute value changes, the component fields are shown or hidden automatically.

Advanced customization

Timeline component

Changed

Added support for the new isTileReadOnly property in the "Feed" channel of the Timeline component. The property defines whether to lock new posts and comments, leaving only the Like button available. To ensure feed records display correctly in the timeline, bind the appropriate attribute to the isTileReadOnly property. When the bound attribute value changes, the component fields are shown or hidden automatically.

Advanced customization

Data model attribute

Changed

Added logic to mark attributes as changed during update() calls in the @creatio-devkit/common library, excluding the primaryAttributeName property. This change ensures that updates work correctly without requiring manual attribute change tracking.

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 FeatureService service in the @creatio-devkit/common library.

More details

Added the following features to the whitelist:

  • CommonFeatures.UseCustomCoreLocalizations
  • UseRoleBasedLicenseDistribution

Advanced customization

EntitySchemaQuery class

Fixed

Fixed an issue where the EntitySchemaQuery class with UseAdminRights = false returned "NULL" for some columns if the current user lacked read permissions. This caused certain filters and subqueries to fail or behave inconsistently compared to supervisor queries. The issue was identified in CopilotSessionEnt-related queries and resolved to ensure columns are properly returned under restricted user permissions when UseAdminRights is set to false.

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 items property of a Data grid component used as a template, bindings like $ParentCollection.NestedCollection.Id for the cellView and editingCellView properties of the Data grid component now work correctly.

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 SysTranslation table. Once the process is completed, a notification is displayed on the notification panel. This change improves performance, speeds up page load, gives administrators full control over the update process and lets them choose the appropriate moment to run it.

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 SysTranslation database table occurred only during the execution of "Apply translations" business process. Now, outdated records are automatically removed during the execution of "Actualize translations" business process, ensuring the Translation section stays consistent without requiring a separate cleanup step.

Advanced customization

Translations

Changed

Improved the translation process for schema names by automatically synchronizing the translation of "Schema" (SysSchema code) object data with the caption translation of the corresponding configuration key. Previously, users had to translate the schema caption once for the configuration key and again for the data record with the key Data:SysSchema.SomeId, which could result in inconsistent translations across different parts of the app. Now, once the configuration key caption is translated, the same translation is automatically applied to the related "Schema" (SysSchema code) object data. This change reduces the risk of errors, enhances translation accuracy, and simplifies localization maintenance. To clean up outdated Data:SysSchema.SomeId records, run the "Actualize translations" business process from scratch after upgrading the Creatio instance to version 8.3.1.

Advanced customization

Translations

Changed

Improved the logic for generating records in the SysEntitySchemaReference database table to produce consistent identifiers for the same object-field pair across different environments. Previously, records in this table could receive different IDs for the same object-field combination depending on the environment. Since IDs remain consistent, this enables accurate and reliable transfer of translations linked to SysEntitySchemaReference records between environments using Excel import, without mapping errors or conflicts. This change simplifies localization workflows and enhances cross-environment consistency.

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 ShowOldSectionWizardLinks additional feature. Out of the box, "false."

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 SysLicUser database table.

More details

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.

More details
  • Added a new User sessions non-editable list to the Monitoring tab of the OAuth integration page that displays all sessions initiated by external applications integrated with authorization code grant. The list includes the following columns: "User," "Session start," "Session end," "IP address," "Client name."
  • Added a new "External application" column to the Sessions expanded list to the Access rules tab on the user page in the Users section. The column is populated only when the session was started by an external application.

Administration

Identity Service

Changed

Added the ForceHttpsSchemeInRequests setting to the "appsettings.json" file in the Identity Service root directory. Out of the box, true, which forces the Identity Service to use the HTTPS schema in its responses regardless of the incoming request schema. This change ensures the Identity Service returns the HTTPS schema in the /.well-known/openid-configuration endpoint response, even when deployed behind a proxy where HTTPS is terminated before reaching the app. Previously, when the Identity Service was hosted in IIS and HTTPS was handled at the proxy level, the endpoint returned URLs with the HTTP schema. This could disrupt OAuth grants by causing integrity or redirection issues.

Administration

Identity Service

Fixed

Fixed an issue that caused platform unavailability when the "Identity server Url" (IdentityServerUrl code) system setting included an invalid address. Previously, an incorrectly configured value, for example, with a backslash, caused the platform to become inaccessible. Now, the platform continues to operate while excluding Identity Service functionality and logs a clear message about the connection issue. This change improves platform resilience and troubleshooting clarity, helping administrators identify and resolve misconfiguration issues quickly.

More details
  • Adjusted the system setting handling logic to avoid unavailability.
  • Implemented clear logging to inform administrators about connection failures to the specified Identity Service path.

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 AllowDisablingOfUserProvisionDuringOpenIdLogin additional feature. Out of the box, "false" for environments that use both SAML and OpenID-based SSO simultaneously.

Administration

Audit log

Changed

Changed the out-of-the-box behavior of column creation in audit log tables (Sys<SchemaName>Log) to mark new columns as nullable. This change prevents the database from setting default values for all existing records during package installation, which could previously lead to timeouts when modifying large tables. The functionality is managed by the UseNullableColumnsInTrackChangesSchema additional feature. Out of the box, "true." This change improves installation stability and performance when applying schema changes to high-volume data 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" (PrimaryCulture code) system setting, limiting flexibility and making localization changes impractical without major data operations. The new "Global Search localization for indexing" (GlobalSearchIndexationLocalization code) system setting defines the language culture used to index global search data. If the system setting value is empty, the primary language culture is used. This change simplifies localization management for global search without affecting platform performance and requires no user interaction.

Administration

Object Designer

Fixed

Fixed an issue where the "Contact" (Contact code) object was incorrectly listed as not administrated in warning messages when configuring pages for external users in Object Designer. The object is now correctly recognized as administrated, preventing misleading warnings during external page setup.

Administration

Package blocking,
Package deactivating

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" (CurrentPackageId code) system setting. This change prevents errors in Freedom UI Designer and other elements.

More details

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 DisableCurrentPackageValidationOnDelete additional feature. Out of the box, "false."

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" (CanManageSolution code) system operation from read-only endpoints of the EntitySchemaDesignerService. The service is now available to all users, enabling its use in Dashboard Designer.

More details

Updated the following endpoints:

  • GetSchemaDesignItems
  • GetAllAvailableSchemas
  • GetAvailableReferenceSchemas
  • GetAvailableParentSchemas
  • GetAvailableParentSchemaByName

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" (CanManageLookups code) system operation. Users outside the "System administrators" role received an issue when saving a template even if they had sufficient access rights. Template editing is now regulated only by operation and record permissions, without requiring the additional system operation permission.

Administration

Self-service portal

Fixed

Fixed an issue where the custom logo configured via the "Logo on login page for external users" (SSPLogoImage code) system setting was not displayed on the self-service portal login page. The fix also applies to the registration and password recovery pages.

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" (SysImage code) object. The standard record permissions now apply correctly to images.

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" (TranslationsConcurrencyLimitPercentage code) system setting that lets administrators control the percentage of CPU threads allocated for translation operations, such as update and application. Out of the box, "50," in percents. Administrators can increase this value for faster processing or decrease it to reduce resource usage. The previously available "Apply translation concurrency limit" (ApplyTranslationConcurrencyLimit code) and "Translation update task concurrency limit" (TranslationUpdateTaskConcurrencyLimit code) system settings remain supported and take precedence if set. This change provides greater flexibility in managing system performance, especially in resource-constrained or high-load environments.

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 ($NameAttribute), triggering the save prompt unnecessarily. Now, the contact page title updates correctly without redundant changes or unnecessary save prompts when navigating between records. The fix is applied in Creatio versions 8.3–8.3.1.

Customer 360

Account page,
Contact 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" (KnowledgeBase code) object, their values were not copied to the new version of an article. Now, custom column values are preserved.

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.

More details
  • Added the Web form field deny list (WebFormFieldDenyListEntity code) lookup that defines object columns excluded from form configuration. Although the out-of-the-box list includes only "Lookup" type fields, administrators can restrict any column type, including "Text" and "Boolean." The object listed in the deny list must also be allowed in the Webhook entities (WebhookEntity code) lookup to be available for selection. When a previously allowed field is added to the deny list, it is excluded from the form upon the next save.
  • Added the "Web form field records limit" (WebFormFieldRecordsLimit code) system setting that limits the number of records per "Lookup" type field in landing page form settings. Out of the box, "1,000." Creatio loads up to 1000 options for each lookup and ignores any excess records to maintain stable performance and predictable load times. For fields such as "Dropdown" type fields and single-choice lists, options can be added, edited, reordered, or removed through the field settings.

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.

More details

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 BulkEmailReply record. This change improves the stability and robustness of email activity handling, eliminating errors from missing bulk email references and ensuring reliable activity creation.

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 QueueConsumerWorker() method to re-add webhooks to the processing queue when lead details are not immediately available at the time of Facebook webhook receipt. The retry schedule is set at 15, 60, 120, and 180 minutes after the initial attempt. Previously, leads with incomplete or unavailable data caused processing issues and were not stored in Creatio. Now, delayed lead data is processed as soon as it becomes available from Facebook, reducing the risk of missing leads due to temporary unavailability.

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" (BulkEmailLanguagesMaxCount code) system setting that limits the number of languages in a single bulk email. Out of the box, "4." If the defined limit is exceeded, Creatio displays a window that includes the link to relevant Academy article. This change improves overall platform stability and helps maintain optimal performance when managing multilingual and condition-based content in bulk emails.

Email marketing

Email Designer,
Landing Page 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 CampaignExecutionLogger logger that assigns the user identity responsible for these operations. Behavior in Classic UI campaigns remains unchanged.

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" (Contact code) object. The fix ensures consistent object referencing during queue handling, preserving correct LinkedEntityId values for all campaign participants. Now, campaigns triggered by objects other than "Contact," e.g., custom objects linked to contacts, generate bulk email objects accurately for each triggering record. This change ensures templates are built using the correct object.

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 (OrderProduct code) lookup. Previously, the deletion succeeded but OrderAmountHelper.GetOrderFinanceInfo() assumed an associated order and raised an error. Now, the method handles a missing OrderId, and the record is deleted without incorrect notifications.

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.

More details

Additionally, the Copy action executes the following:

  • Duplicates "Customer parameters," "Product features," "Opportunity conditions," and "Documents package" columns.
  • Allows users to edit the copied record before saving.
  • Preserves relational integrity by linking all duplicated data to the new product record.
  • Displays an exception message if the copy service returns an error.
  • Displays a confirmation when the copy operation is complete.

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.

More details

Added the "Start consultation business process" (StartConsultationProcess code) system setting. Out of the box, empty and the button opens the contact page. If populated, the button launches the selected business process and passes the CaseId parameter into it.

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,
Mobile page customization

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 UseMobilePageDesigner additional feature. Out of the box, "false." The Freedom UI Mobile Designer in Creatio 8.3.1 Twin delivers limited functionality and provides an early opportunity to try it out.

More details

When the UseMobilePageDesigner additional feature is enabled:

  • The Select template window in the No-code Designer includes the following tabs:

    • Web pages: templates for Creatio web pages
    • Mobile app pages: templates for Creatio mobile pages. Available templates: "Blank page mobile," "List page mobile," "Record page mobile."
  • The element library of the Freedom UI Mobile Designer includes the following elements:

    • Label component
    • Flex row and Flex column layout elements
    • "Dropdown," "Text," "Number," "Date/Time," "Rich text," "Phone," "Email," "Web link" type inputs

    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 UseMobileDesignerBusinessRules additional feature. Out of the box, "false." When "true," the btn_open_business_rules_designer.png button in the top right is displayed.

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.

More details

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:

  • DisableSetupMobileWorkplaces. Out of the box, "false."
  • UseMobilePageDesigner. Out of the box, "true."

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 AppsFeatures.UseAutoInstallDependencies additional feature. Out of the box, "false."

More details
  • If missing dependencies are detected and they exist in the Creatio Marketplace catalog, the microservice enriches the initial file by adding the required apps automatically.
  • If compatibility issues or conflicting dependencies are found, the installation is blocked, and the platform provides detailed validation results to the user.

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" (SysTranslationRepository code) object to store translations of core platform resources. This storage supports the generation of final localization artifacts used during deployment or export. Previously, the platform did not have a dedicated place to keep translated core resource files. Now, translated files can be stored systematically and reused or processed further to produce final localization artifacts. This change simplifies the translation workflow, improves organization.