8.3.2 Twin changelog
This document details the technical changes and enhancements introduced in Creatio 8.3.2 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 |
|---|---|---|---|
AI and automation | AI Agents | Changed | Improved the AI Agent selection logic by sending contextual metadata, such as the current page location and visible fields, along with the user's initial message. This additional context helps the model to interpret user intent more accurately and select the most appropriate AI agent. Previously, Creatio selected AI Agents based only on the message text, which could result in misrouting in ambiguous cases. The enhanced approach improves selection precision, reduces routing errors, and increases the relevance and effectiveness of AI responses. |
AI and automation | AI Agents | Changed | Renamed service agents to improve clarity and consistency of their display names. This change ensures AI Agent names are displayed in a clear and uniform format across the system. Renamed: |
AI and automation | AI Agents | Changed | Added support for generating interactive list widgets in the Creatio.ai chat panel. Users can request lists of specific records, such as top opportunities, key accounts, open cases, or new leads, and the AI Agent displays them as an interactive List widget component directly in the chat. This change enables quick access to business-critical data and improves the ability to review and interpret information without switching context. These changes provide more effective data exploration without leaving the Creatio.ai chat. |
AI and automation | AI Agents | Changed | Added support for displaying widgets directly in the Creatio.ai chat panel, including pipeline, sales pipeline, and full pipeline widgets. Users can describe the desired widget in natural language, and the AI Agent generates the corresponding widget interactively within the chat. This change provides fast, conversational access to visual analytics and improves data exploration without switching context. |
AI and automation | AI Skills | Changed | Added support for referencing JSON schemas in AI API Skills through a full UI-based configuration. Users can now define, edit, and manage structured outputs directly on the skill page. The JSON schema is stored as a file within the file structure. JSON output generated by an AI API Skill must be parsed in a business process using a Script task element. |
AI and automation | AI Skills | Changed | Changed the validation logic for links returned in Creatio.ai answers to ensure referenced records belong to objects that have an available and accessible record page. Creatio.ai now verifies each record reference before including it in answers. If no page is configured for the target object, the platform omits the link from the answer. This change prevents unusable links and ensures AI-generated answers include only valid, accessible links. |
AI and automation | AI Skills | Changed | Improved the AI Skills that are used by the Case Resolution Agent and rely on the "Get Case External Messages" AI Action to handle cases that have large email volumes more efficiently. The logic now trims email content before sending it to the model, processing only the most recent and relevant text while excluding quoted content and excessive symbols. This change reduces the amount of data processed by the AI model, improves summarization stability, and ensures consistent summaries regardless of case conversation size. |
AI and automation | AI Skills | Changed | Changed the out-of-the-box values of the Model fields in the AI Skills used by the Case Resolution Agent. This change standardizes model selection across these skills, ensuring consistent behavior, predictable output quality, and improved AI Action performance. Set the following values: |
AI and automation | AI Skills | Changed | Improved the "Case performance" AI Skill to recognize and include escalation events when generating reports. The skill now recognizes escalations between assignees, assignee groups, and support lines, and explicitly includes the escalation path in the summary. This change provides a more accurate and complete view of case handling and escalation history. |
AI and automation | AI Skills | Changed | Improved the performance of the "Suggest case resolution" AI Skill by merging several article search steps into a single step. The skill now retrieves both case-linked and keyword-matched knowledge base articles simultaneously. This change reduces redundant prompt steps, improves stability, and provides more relevant article suggestions for case resolution. |
AI and automation | AI Skills | Changed | Changed the out-of-the-box values of the Model fields in the AI Skills used by the Knowledge Agent. This change standardizes model selection across these skills, ensuring consistent behavior, predictable output quality, and improved AI Action performance. Set the value to "GPT-4.1" for the "Create article" AI Skill. |
AI and automation | AI Skills | Fixed | Fixed the issue where articles generated by the "Create article" AI Skill used by the Knowledge Agent bypassed the "Draft" stage when users did not manually set a status. The "Create open article draft" AI Action now explicitly assigns the "Draft" status if none is specified, ensuring that generated articles follow the correct review and approval workflow before publication. |
AI and automation | AI Skills | Changed | Changed the out-of-the-box values of the Model fields in the AI Skills used by the Productivity Agent. This change standardizes model selection across these skills, ensuring consistent behavior, predictable output quality, and improved AI Action performance. Set the following values: |
AI and automation | AI Skills | Changed | Changed the out-of-the-box values of the Model fields in the AI Skills used by the Creatio.ai Agent. This change standardizes model selection across these skills, ensuring consistent behavior, predictable output quality, and improved AI Action performance. Set the value to "GPT-4.1 mini" for the "Extend text," "Formal text rewrite," "Friendly text rewrite," "Rephrase text," "Shorten text," "Translate text" AI Skills. |
AI and automation | AI Skills | Changed | Added the ability to enforce explicit and deterministic confirmation before running AI Action from the Creatio.ai chat panel. When the Require confirmation before start checkbox on the Settings toggle panel of the AI Action page is selected, users receive a confirmation question in chat asking for permission to launch the AI Action. Out of the box, the checkbox is selected only for the new default way of creating records in sections or lookups. For all other new and existing AI Actions, the checkbox is cleared. This change provides transparent control over AI Action execution and reduces the need for scripted confirmation steps inside skills or agent prompts. The platform now uses the LLM to generate confirmation messages that include confirmation text, a confirm button, and a cancel button. The LLM forms the confirmation text based on the description and parameters of AI Action. Users can confirm by pressing buttons or by entering a free-form response. Free-form confirmation requires an additional LLM call and therefore consumes a licensed AI Action, while button-based confirmation consumes fewer AI Actions and is executed faster. Generating the confirmation message itself also consumes an AI Action but replaces scripted prompt sequences that previously increased AI Action usage without providing a unified confirmation flow. Free-form confirmation was tested across thousands of message variations, although unusual mixed phrases or lengthy explanations might still complicate interpretation. |
AI and automation | AI Agents, | Changed | Added support for connecting custom LLMs to the platform. Previously, the "LLM Model" ( |
AI and automation | AI Agents, | Changed | Added a service listener to the "LLM Model" ( |
AI and automation | AI Agents, | Changed | Changed the default value of the "Max function calling count per Creatio.ai request" ( |
AI and automation | AI Actions | Changed | Added a new "Parse date/time" AI Action that interprets natural-language expressions related to dates and times. The AI Action accepts informal or conversational scheduling phrases and returns a normalized ISO-8601 result containing both UTC and local time zone values. When users provide inputs such as "tomorrow after lunch," Creatio.ai uses the new AI Action to resolve the expression into a specific date for the next day and a local time of 13:00. This change improves natural-language understanding in automation scenarios and makes Creatio.ai more effective at processing conversational scheduling requests. |
AI and automation | AI Actions | Changed | Added a universal default flow for creating records from the chat in the Creatio.ai chat panel. When a specialized AI Skill or Agent is not available to process a record creation request, the platform now falls back to a generic creation mechanism automatically. The platform determines the target object, retrieves metadata, validates user input against required fields and object-level business rules, and prompts the user for confirmation before performing the AI Action. This change ensures reliable and consistent data entry even when specialized skills are unavailable. Added the following AI Actions: For both AI Actions, certain technical limitations apply, including lack of support for "File," "Image," and "BLOB" type columns and a dependency on a deployed DataForge service. |
AI and automation | AI Actions | Fixed | Fixed an issue where the "SearchEntities" AI Action used by AI Skills failed during execution. The failure occurred at the User task element because the global search service was not initialized correctly. A new constructor was added to the "GlobalSearchService" ( |
AI and automation | Creatio.ai chat panel | Changed | Improved the behavior of the Creatio.ai chat panel to ensure messages are always sent to the correct chat context when a button that triggers an AI Action is used. This change ensures consistent and intuitive interaction with Creatio.ai and displays Creatio.ai responses in the correct chat context. |
AI and automation | Creatio.ai chat panel | Changed | Changed the visual styling of messages in Creatio.ai chat panel by removing the message bubbles to reduce visual clutter. This change makes AI responses more compact and easier to read, improving clarity and conserving space while clearly distinguishing AI messages from human interactions. |
AI and automation | Creatio.ai chat panel | Changed | Added a timeout for displaying loading placeholders in the chat list and conversations of the Creatio.ai chat panel. Loading placeholders now appear only if loading takes longer than one second, reducing visual flicker during fast loads and improving the overall user experience. |
AI and automation | Creatio.ai chat panel | Changed | Improved the layout of the rename mini page in Creatio.ai chat panel to improve usability on narrow screens and in embedded mode. The mini page now fits the chat panel width, keeps both action buttons visible, and supports multiline text in the Title field, enhancing accessibility and overall user experience. |
AI and automation | Creatio.ai chat panel | Fixed | Fixed the issue where chat conversations in the Creatio.ai chat panel appeared empty when opened from search results if they contained messages with embedded dashboards, while opening the same chats from the chat list worked correctly. The updated loading logic now properly processes these messages, ensuring consistent and accurate rendering regardless of how the conversation is accessed. |
AI and automation | Creatio.ai chat panel | Fixed | Fixed the internal link behavior in the Creatio.ai chat panel. Previously, all links, including internal links to Creatio sections, opened in a new browser tab. Internal links now correctly open in the current tab, while external links continue to open in a new tab. This change improves navigation consistency and overall usability within the Creatio UI. |
AI and automation | Creatio.ai chat panel | Fixed | Fixed an issue that caused Freedom UI components in the Creatio.ai chat panel to render twice when reopening chats in expanded mode. Components such as metrics are now rendered only once, preventing duplicate backend requests and improving performance. |
AI and automation | Creatio.ai chat panel | Fixed | Fixed an issue that caused message timestamps in Creatio.ai chat panel to ignore the user's time zone settings. The chat list and message threads now display timestamps consistently based on the time zone defined in the user profile, improving accuracy and usability. |
AI and automation | DataForge | Changed | Changed the synchronization and lookup ingestion logic of the DataForge microservice to reduce load, accelerate data synchronization, and improve lookup data relevance. Previously, synchronization processed all records, even unchanged records, which degraded performance. The platform now detects and skips unchanged data, significantly reducing processing time and system load. Lookup synchronization also supports configurable inclusion/exclusion lists and batch ingestion with adjustable limits, improving scalability and data accuracy. This change delivers faster data availability, better startup and update performance, and more control over lookup handling, while maintaining full compatibility with existing integrations. |
AI and automation | Creatio.ai add-ins | Changed | Added chat renaming functionality in the Creatio.ai chat panel for the Creatio.ai add-in for Microsoft Outlook and Teams. This change helps manage and revisit chats more effectively over time. You can now rename a chat from the chat list or from within an open chat via the Actions menu, available on pointer or keyboard focus for saved chats. The rename mini page sanitizes the current chat name automatically and requires at least one non-space character for the new name. After confirmation, the updated name appears in both the chat list and the chat header immediately. The rename option is hidden for unsaved "New chat" sessions. |
AI and automation | Creatio.ai add-ins | Changed | Added support for Microsoft Teams theme alignment in the Creatio.ai add-in for Microsoft Outlook and Teams, enabling full visual consistency with the active Teams environment. The functionality is managed by the |
AI and automation | Creatio.ai add-ins | Changed | Fixed the issue where opening uploaded attachments in the Creatio.ai add-in for Microsoft Outlook and Teams returned a "401 Unauthorized" error. The |
No-code customization | Freedom UI Designer | Changed | Added support for real-time user presence indicators when working with a Freedom UI page and its related elements. Creatio now shows who is editing the page, its data sources, source code, or related object, displaying the user's name and avatar (if available). It also notifies users when others save changes to the same Freedom UI page. This change reduces conflicting edits and improves collaborative efficiency. |
No-code customization | Freedom UI Designer | Changed | Added the ability to remove page data sources directly from the Freedom UI Designer. No-code creators can now delete unnecessary or unused data sources created within the same page schema, improving flexibility and reducing clutter in complex page configurations. The platform displays context-based confirmation messages: it notifies users when deleting linked objects that have unsaved changes, explains permanent deletion for unsaved objects, and blocks removal if the data source is still referenced elsewhere on the page. Previously, data sources added to a page could not be removed, which led to clutter and confusion during design. Now, users can manage page content more effectively by removing unnecessary data sources. This change enhances usability, ensures data integrity, and simplifies configuration management. |
No-code customization | Translations | Changed | Added support for resilient translation mechanism with fallback logic. Previously, translations could fail to apply if embedded processes inside the object produced an error during save, which sometimes left localized content incomplete. The platform now separates the translation step from object-level business logic so translations are still applied even when object processes fail. This change ensures consistent localized content across environments and improves overall system resilience. |
No-code customization | Translations | Fixed | Fixed an issue where the UI displayed mixed-language content in file system development mode after users changed the UI language on the Basic settings tab of the user profile page. The updated localization logic now correctly filters and displays resources only in the selected language, ensuring consistent multilingual behavior in development scenarios. |
No-code customization | Data binding | Changed | Added consistent alphabetical sorting for data binding definitions by column names and localized resource keys to ensure predictable order regardless of the package import sequence. This change prevents irrelevant diffs in version control systems and enables reliable merging of binding and localization files. |
No-code customization, | No-code Designer, | Changed | Added support for filtering configuration schemas by the "Creatio.ai skill" type in the Package settings tab of the No-Code Designer and in the Configuration section. The type now has its own dedicated icon that is used in the Type drop-down list and in the section list. |
No-code customization, | No-code Designer, | Fixed | Fixed an issue where the Modified by field displayed "Supervisor" in the Properties window of the No-code Designer and Configuration section instead of the actual user after saving a schema. The field now correctly displays the user who made the change. |
Apps and packages | App management | Changed | Added validation that detects unresolved compilation errors before app installation. Creatio now displays a warning in the Application installation window when the most recent configuration compilation finishes with errors, informing users that such issues might affect installation. Users can still proceed with installation if all mandatory validations pass. The warning also includes a link to the Configuration section to help users navigate and resolve compilation errors quickly. |
Apps and packages | App management | Changed | Added content validation before installing apps and packages. Out of the box, validation is enabled only for environments whose "Environment type" ( After uploading the installation file and clicking the Install button in the Application installation window, validation runs during the "Checking app requirements before installation" stage. Creatio checks configuration schemas of the "Creatio.ai skill," "Source code," "Freedom UI page" of the "Client module," "Add-on," and "Object" types for references to parent schemas. For the "Data" type, Creatio validates that the corresponding object exists in the environment. If a required parent schema or the corresponding object for a "Data" type schema is missing or unavailable in the environment, Creatio blocks the installation and displays the Content validation error window that lists the problematic elements to help identify and resolve the issues before proceeding. |
Apps and packages | App management | Changed | Added file integrity validation as the initial step of the app installation process across all entry points, including the UI, WorkspaceConsole, and Clio utilities. Creatio now verifies the integrity of the installation file, for example, by using checksums, before executing any subsequent validations. If the file fails validation, Creatio displays an error message and stops the installation process. |
Apps and packages | App management | Changed | Added validation of missing dependencies, incompatibilities, and conflicts to the |
Apps and packages | App management | Changed | Added the "Go to Creatio Marketplace" tooltip to the hyperlink displayed in the list of apps in the Application installation window. This change clarifies the purpose of the link and enhances the user experience during app installation. |
Apps and packages | App management | Changed | Changed stage descriptions displayed during app installation to improve clarity. Renamed: |
Apps and packages | App management | Changed | Added Google Analytics tracking to the Application update and Application installation windows as well as validation messages to improve visibility into user interactions during the installation process. |
Apps and packages | App management | Changed | Added enhanced error handling and user feedback for issues that occur during app preparation by the Application installer microservice. Creatio now displays a dedicated App preparation error page when preparation fails due to package unavailability, missing session files, timeouts, or other internal errors. Detailed error information is written to the log file and can be downloaded directly from the error page. Creatio continues to wait for the preparation stage to complete according to the timeout settings defined in the "Web.config" configuration file before displaying the error page. This change improves transparency and simplifies troubleshooting of failed installations. |
Apps and packages | App management | Changed | Removed the unused |
Apps and packages | App management | Fixed | Fixed the issue where uploading a *.zip app archive whose name contains special characters caused a "500 Internal Server Error" from the Marketplace endpoint and returned the user to the upload page. Creatio now continues the app installation process and correctly displays the Application installation window even if the Marketplace endpoint fails. |
Apps and packages | App management | Fixed | Fixed localization of the cancel button in the Властивості застосунку window in Ukrainian when renaming an app. Renamed "Скасувати пошук" to "Скасувати." |
Apps and packages | App performance | Changed | Implemented automatic cancellation of long-running data queries to prevent potential performance degradation. Creatio now automatically stops queries that exceed the acceptable execution time, maintaining system responsiveness and stability. The acceptable query duration is managed by the "Data service client query timeout (milliseconds)" ( |
Apps and packages | Package management | Changed | Added deterministic alphabetical ordering for generated data in *.csproj files to eliminate random or parasitic changes in version control systems. The "Core References," "Package References," and "Entity Files" sections are now sorted alphabetically to ensure consistent file generation and prevent unnecessary diffs. |
Apps and packages | Package management | Fixed | Fixed a race condition in the |
Apps and packages | Package management | Fixed | Fixed an issue in the event sourcing mechanism that prevented package installation on environments where the database connection string is stored in a vault. Previously, the |
Apps and packages | Package dependencies | Changed | Updated the Error while saving package dependencies and Cyclic dependencies detected windows to help users better understand and troubleshoot cyclic dependency chains. |
Apps and packages | Package dependencies | Changed | Converted the |
Apps and packages | Package dependencies | Changed | Deprecated the "Custom Package Id" ( |
Apps and packages | Package dependencies | Fixed | Fixed the issue where package dependency validation was skipped if the installed app had no declared dependencies in its "app-descriptor.json" file. Creatio now validates internal package dependencies correctly regardless of whether app-level dependencies are specified. |
Freedom UI components | Button component | Changed | Added a new Show notification for process start checkbox to the Action parameter for the "Run process" action of the Button component in the Freedom UI Designer to comply with WCAG. The checkbox becomes available after you fill out the Which process to run? parameter. Out of the box, selected. It enables broadcasting of a LiveAnnouncer message whose text is specified in the new Notification text parameter, displayed when the process starts. The Notification text parameter appears after you select the Show notification for process start checkbox and has the "Process started" default value. |
Freedom UI components | List component | Changed | Added support for managing folder-specific list settings with the same capabilities available for general list settings. Creatio now stores both folder-specific and general list settings in the Renamed list actions: Added new list actions: Folder-specific list settings can be configured for all the folders where the user has read access. In this case, the settings apply to the user's personal view only. Overwriting or sharing settings with other users requires edit permissions for the folder. When custom list settings for a folder are created for the first time, they are saved as personal settings for the current user. To apply them for all users, select Save as new default settings for [FolderName] list action. |
Freedom UI components | List component | Fixed | Fixed an issue in the List component where data was not displayed in forward reference columns when the path matched the code of an existing column. For example, if an object contained a column whose code was |
Freedom UI components | List component | Fixed | Fixed an issue in the Freedom UI Designer that occurred when creating a new object in the setup area of the List component. Previously, the entered object code was ignored, and an auto-generated code was used instead. The object is now created using the specified code, ensuring consistency and control during configuration. |
Freedom UI components | List component | Fixed | Fixed an issue where related list filters that used the Apply filter by page data parameter value from the Freedom UI Designer setup area displayed incorrect records when relation criteria columns had undefined values. Previously, records from the related database table were shown even if the relation column in the main database table or filter criteria were undefined or inactive. The platform now correctly excludes unrelated records in such cases, ensuring data accuracy in related lists. |
Freedom UI components | Attachments component, | Changed | Added file preview support in the Attachments and Feed components to open files directly without downloading them. Files now open in a mini page that enables interacting with the document content. Users can zoom in and out, navigate between pages with visual indicators, and perform key actions such as downloading the file in PDF format, printing it, or switching to full-screen mode. A navigation pane can be opened from the top-left corner to display all document pages at once, and a search tool in the top-right corner allows quick in-document search. The preview supports the following file types: *.pdf, *.xlsx, *.docx, *.pptx, *.jpeg, *.png, *.gif. Additionally, added a dedicated download button on file tiles in the Attachments and Feed components to simplify file management and make download actions more accessible. This change eliminates the need to download files to view them, improving efficiency and user experience by enabling faster access to file content directly within the UI. |
Freedom UI components | Feed component | Fixed | Fixed incorrect image rendering in the Feed component on .NET 8 instances. Previously, images appeared broken after upload due to an extra leading slash that produced an invalid URL. The updated logic now generates valid image paths, ensuring uploaded images are displayed correctly and restoring proper visual communication in feed messages. |
Freedom UI components | Progress bar component | Fixed | Fixed an issue where a save modal window appeared unnecessarily in the Freedom UI Designer when configuring cases for the Progress bar component. The modal window is now displayed only when actual changes require confirmation, improving the overall UX. |
Freedom UI components | Next steps component | Changed | Added support for the Default value property configured in the General property block of Object Designer for the "Category" ( |
Freedom UI components | Search component | Changed | Added a tooltip to the Search component to clarify how the current search logic evaluates user input. The tooltip appears you point to or focus on the search field and explains whether the search matches values that start with or contain the entered text. The functionality is managed by the "String columns filter" ( |
Freedom UI components | Summaries component | Fixed | Fixed an issue in the Summaries component that occurred when a summary was created in one language culture at design time and modified in another language culture at runtime. |
Freedom UI components | Message composer component | Fixed | Fixed the issue where global styles were stripped from email templates when selected in the Message composer component, causing unintended formatting changes before sending. The issue occurred due to sanitization applied during template selection. The updated logic now inlines global and external CSS during template selection, ensuring styles are preserved and email templates keep their intended appearance. The functionality is managed by the |
Freedom UI components | Message composer component | Changed | Changed the email recipient search logic in the To field of the Message composer component to improve reliability when using global search. This change ensures more accurate and consistent recipient selection. |
Freedom UI components | Timeline component | Changed | Changed the logic of the Enable live data update checkbox in the Behavior property block of Object Designer for the objects that store feed messages or files displayed in the timeline. The functionality is managed by the |
Freedom UI components | Timeline component | Fixed | Fixed an issue in the Timeline component where "Rich text" type fields displayed without the expected spacing. The timeline layout engine now correctly applies |
Freedom UI components | Timeline component | Fixed | Fixed incorrect contact image rendering in the Timeline component for feed messages. Previously, contact photos were displayed inconsistently compared to the Feed component, resulting in distorted or improperly styled images. The updated rendering logic aligns timeline image behavior with the Feed component to ensure consistent styling, resolution, and visual clarity across the interface. |
Freedom UI components | Timer component | Fixed | Fixed an issue with incorrect timer value calculation in the Timer component for long durations exceeding one year. This change ensures accurate computation and correct visual behavior for extended timer periods. |
Freedom UI components, | List component, | Changed | Changed the column code generation format for widgets and Freedom UI components that implement different list types. This change can affect custom components in lists if the configuration was registered in the Column codes are still generated based on the column path and data source name, but now special characters in forward and backward references are handled differently. Instead of removing dots from the column path, the platform now replaces them with underscores. For example, if the data source is |
Freedom UI layout elements | Tabs layout element, | Changed | Added Move up and Move down options to the action menu of each tab in the Tabs and Toggle panel layout elements in the Freedom UI Designer to streamline reordering. Users can now change the tab order without deleting and re-adding tabs. |
Freedom UI layout elements | Action dashboard layout element (Classic UI) | Fixed | Fixed an issue where email macros were not populated correctly when emails were sent from the Action dashboard layout element in Classic UI. This change ensures that macros are resolved properly during email composition. |
Fields and inputs | "Image type" field | Changed | Improved accessibility of the "Image" type field to comply with WCAG 2.2. Creatio now populates the |
Fields and inputs | "Rich text" type field | Fixed | Fixed an issue where "Rich text" type fields intermittently appeared empty despite containing saved content. This change addresses a client-side rendering failure caused by transient caching or initialization issues, which previously required a page reload or cache clearing to resolve. "Rich text" type fields now render their content consistently on first load, improving data visibility and user confidence. |
Fields and inputs | "Dropdown" type field | Fixed | Fixed an issue where copying a configured "Dropdown" type field on a record page did not update dependent properties correctly. Previously, after changing the Lookup parameter value in the setup area of the copied field, the Field value details, Supplementary display value, and Sort by column parameters were not refreshed. These parameters are now reset automatically when the lookup source is changed, ensuring configuration consistency. |
Analytics | Dashboards | Changed | Added the new Dashboards section in Freedom UI. The section provides a centralized view of dashboards similar to the Classic UI while being adapted to the modern layout and user experience of Freedom UI. The section was added to the "Sales," "Service," and "Contact center" workplaces. |
Analytics | Dashboards | Changed | Changed the billing display logic in the Creatio.ai dashboards section to show actions instead of tokens. The section now displays "Actions available" widget instead of "Tokens available." One action corresponds to a single request sent to an LLM, providing a clearer and more intuitive understanding of AI resource consumption. The functionality is managed by the |
Analytics | Dashboards | Changed | Optimized the filter-building mechanism for dependent data sources used in complex widgets, reducing execution time for complex filters and accelerating data loading. This change enhances overall widget performance and provides a smoother, more responsive experience in Freedom UI dashboards. |
Analytics | Widgets | Changed | Added support for manually configuring the order of chart series in widgets. Previously, users could not change the display order of series, and the order was applied automatically. Users can now reorder series directly in the Freedom UI Designer and Dashboard Designer using Move up and Move down options in the action menu for doughnut, bar, column, area, spline, line, scatter, and pipeline widgets. This change provides full control over chart presentation, enables aligning the series order with business logic or visual priorities, and improves overall clarity of data visualization without requiring additional permissions changes. |
Business rules | Business rule management | Changed | Added the new "Value from another field" option for the "Set values" action in the Business Rule Designer. This change enables no-code creators to set a field value based on the value of another field within the same object or from related objects through forward references. The selection UX enables users to browse and select fields across multiple relationship levels. This simplifies dynamic field population and enhances rule configuration flexibility. |
Business process setup | Formula element | Fixed | Fixed the issue where the Formula element in a business process failed to be executed correctly in localized environments due to incomplete translations of function names. Previously, this caused parsing errors, silent failures, or incorrect data type handling, for example, returning integers instead of decimals. This change ensures consistent formula execution and accurate error reporting across all supported languages. |
Business process setup | Change access rights element | Fixed | Fixed the issue in the setup area for the Change access rights element that caused runtime errors when users duplicated configured access-rights elements within a business process. Previously, copying an element configured for one user to another resulted in incorrect internal reference handling in the duplicated element. The updated logic now handles internal references correctly, ensuring stable behavior when duplicating access-rights elements. |
Business process setup | Call web service element | Fixed | Added support for custom error handling in the Call web service business process element. Previously, connectivity and system-level errors, such as timeouts, unreachable endpoints, or authentication failures, caused the business process to stop. Now, the element setup area includes a new Continue execution on web service errors checkbox. Out of the box, cleared. When selected, the business process continues to be executed even if the web service call fails or returns an error, and the element populates the existing Success and Response body output parameters with the relevant status and error details, enabling error-handling logic to be implemented directly within the process flow. The option applies only to newly created elements, preserving the behavior of existing processes and not overriding web service response errors that are already handled in the process logic. This change increases flexibility and fault tolerance in business process design. |
Business process administration | Business process execution | Changed | Enhanced process execution logs. Logs now include detailed information about executed signals, gateways, and conditional flows, and support both compiled and interpreted processes. If a process element has no title, its code is displayed in the log instead. |
Business process administration | Business process execution | Fixed | Fixed an issue where the platform ignored the maximum number of repetitions in business processes that included an intermediate timer event. Previously, processes with repetition limits continued looping indefinitely instead of terminating with an error as expected. |
Integrations and APIs | OAuth authorization | Changed | Added support for OAuth 2.0 authorization on the .NET 8 platform, bringing it to functional parity with the .NET Framework version. The change enables both client credentials and authorization code grants in .NET 8 deployments, ensuring secure server-to-server and user-based integrations aligned with modern authentication standards. |
Integrations and APIs | OAuth authorization | Fixed | Fixed the issue preventing the OAuth integrated applications section from loading when the |
Integrations and APIs | OAuth authorization | Fixed | Fixed the issue where the OAuth returned incorrect HTTP status codes in certain error scenarios. The platform now returns "403 Forbidden" instead of "401 Unauthorized" when authentication succeeds but access is denied due to missing scopes, resources, or client definitions. This change is applied after upgrading the instance to version 8.3.2, ensuring accurate OAuth-compliant error handling and improving diagnostics and integration stability. |
Integrations and APIs | OAuth authorization | Fixed | Fixed the issue that prevented multiple simultaneous OAuth client sessions for the same user. Previously, the OAuth authorization code grant blocked additional client connections when the same external app attempted to connect on behalf of the same user from another browser or device. The platform now supports parallel client sessions under the same user. The functionality is managed by the |
Integrations and APIs | Identity Service | Changed | Changed the ASP.NET Core version used in the Identity Service to 8.0.22 to ensure compatibility with the latest platform components and to incorporate recent security and performance improvements. This change keeps Identity Service aligned with the .NET 8 ecosystem and leverages the latest fixes and optimizations provided by the ASP.NET Core framework. |
Integrations and APIs | Web services | Security | Improved the security of configuration and core web services by preventing exposure of technical details in error responses. Previously, these services could reveal stack traces when exceptions occurred. Creatio now replaces such responses with standardized generic messages to minimize technical information disclosure and ensure consistent, secure error handling. |
Integrations and APIs | WebSockets | Fixed | Fixed the issue that caused multiple WebSocket reconnection attempts and unnecessary server load when the user session had already expired, and the WebSocket connection was lost. The platform now performs a single reconnection attempt for unauthenticated users. |
Integrations and APIs | OData | Changed | Added support for working with files via OData 4 using FileAPI. This enables read, write, and delete operations for files stored in external file storages, such as AWS S3, through OData 4 in the same way as for files stored internally. |
Integrations and APIs | OData | Fixed | Fixed the issue where OData compilation was executed twice after configuration compilation, which could result in compilation errors during package or app installation. These errors disappeared only after full application recompilation. The OData compilation logic was corrected to ensure a single compilation pass, improving stability and preventing unnecessary installation errors. |
Integrations and APIs | OData | Fixed | Fixed incorrect UTC date formatting in OData responses. Previously, OData returned date values converted to the user's local timezone but still appended the "Z" suffix, which incorrectly indicates UTC time. OData now returns all date values strictly in UTC and includes the "Z" suffix in compliance with the OData specification. The functionality is managed by the |
Integrations and APIs | Calendars | Fixed | Fixed an issue with recording invitation responses for meetings synchronized using Office 365 calendars when the meeting organizer was an external contact without calendar synchronization enabled in Creatio. This change ensures consistent and reliable processing of attendee responses regardless of organizer configuration. |
Integrations and APIs | File processing (Classic UI) | Changed | Implemented file download validation in Classic UI to prevent incomplete or corrupted file retrieval. The backend now verifies whether the declared file size matches the actual uploaded size and returns a "422 Unprocessable Entity" error when the values differ. After upgrading the instance to version 8.3.2, Classic UI intercepts this response and displays a dedicated error message, preventing users from downloading incomplete files. The functionality is managed by the |
Integrations and APIs | Emails | Changed | Changed the error message displayed in the Emails sidebar on the communication panel when the email server is unreachable. The updated message "The email server is unreachable. This may be caused by network configuration issues, DNS problems, or temporary mail server unavailability. Please contact your network administrator to resolve the issue." provides clearer diagnostics and helps users better understand the root cause of the issue. |
Integrations and APIs | Emails | Fixed | Fixed an issue where users without administrative permissions were unable to add an image to the email signature on the mailbox settings page. This change ensures that access rights are applied correctly, allowing non-administrative users to insert images into their signatures. |
Integrations and APIs | Emails sending | Fixed | Fixed an issue where the email page could freeze after a user sent a long email. This change ensures that the UI responds correctly after sending lengthy messages and prevents the page from becoming unresponsive. |
Integrations and APIs | Event processing | Changed | Added a public API to handle granular change events in view model collections ( |
Code-based customization | Object Designer | Changed | Added the ability to configure a list of objects for which record deletion must be logged. You can retrieve this list through a dedicated API. The deletion log works independently of the object change log configuration, and logging can be enabled without restarting the instance or triggering compilation. |
Code-based customization | Data types | Changed | Extended the collection of available data types with the "Decimal(0)," "Currency(0)," "Currency(1)," and "Currency(3)" types. This change improves flexibility when modeling numeric and currency values and provides better support for currencies such as Japanese yen, which require zero decimal places. |
Code-based customization | Quartz task scheduler | Fixed | Fixed an issue where ThreadPool configuration settings were not consistently applied to the WebApp component. Previously, the minimum ThreadPool worker threads ( |
Code-based customization | Database operations | Fixed | Fixed incorrect generation of |
Schema management | Configuration section | Changed | Extended logging for database schema actions, providing detailed visibility into operations that were previously logged only on failure. The platform now records descriptive information about generated and executed database actions, including all generated schema captions and SQL scripts with execution time during execution. This change helps support teams analyze schema-related issues without involving the development team. Extended logging applies to actions such as app and package installation, Object Designer usage, and database structure updates, regardless of where these actions are performed. The functionality is managed by the following additional features: |
Schema management | Configuration section | Changed | Improved array structure for schema metadata. Each array item is now stored on a separate line instead of the previous single-line format. This change enables convenient and accurate metadata merging using standard version control tools and maintains backward compatibility with the previous format. |
Schema management | Configuration section | Changed | Changed the |
Schema management | Schema inheritance | Changed | Improved the mechanism for generating metadata differences when saving replaced schemas. Previously, the platform compared replacements of the same schema across parallel package hierarchies, which could produce unrelated or excessive changes in the metadata diff. The diff is now generated strictly by comparing the current schema with its direct parent, ensuring that only relevant modifications are included. |
Schema management | Schema inheritance | Fixed | Fixed an issue where the generated source code for the "Folder – Administration object (view)" ( |
Schema management | Environment schemas | Changed | Added support for managing replaced environment schemas of the "Object" type directly from the Configuration section. Users that have the "System administrators" role can now view these schemas, open their metadata and properties, and delete them, while restricted schema operations are explicitly blocked to preserve platform integrity and prevent unintended modifications. |
Data models | Database management | Fixed | Fixed the default sorting behavior by the |
Data models | Database management | Changed | Replaced the custom PostgreSQL instance used by the database enrichment service with the official PostgreSQL Helm Chart. This change addresses identified security vulnerabilities and standardizes deployment using a supported PostgreSQL distribution. |
Data models | Data model attribute | Changed | Added support for schema-defined custom value converters in calculated attributes. This change enables developers to apply reusable and modular transformation logic directly in attribute definitions, improving consistency and maintainability of data processing. |
Data models | Data model attribute | Fixed | Fixed attribute update handling by creating an isolated deep copy of the previous attribute value before comparison, ensuring that the |
Security settings | Platform cookies | Changed | Renamed platform cookies to remove legacy "BPM" identifiers and align with the new Creatio naming convention. Additionally, added a backward compatibility mechanism that supports both legacy and new cookie names during the transition period. The backward compatibility mode will be deprecated and disabled in upcoming releases. We will provide a prior notification at least one release before disabling backward compatibility. After deprecation, only the new cookie names will be used. Update custom integrations that rely on legacy cookie names to use the new naming convention to prevent potential issues after the transition period. Renamed the following platform cookies: Implemented the following: |
Logging tools | Change log | Changed | Improved the logic for configuring the object change log through the Change log section. The platform now ensures that administrator-defined change log settings have the highest priority, even if the same object is replaced in other packages. |
Logging tools | Change log | Changed | Prohibited enabling the change log for the "User session" ( |
User and access management | Licensing | Changed | Added license control for integrating custom AI models. Previously, users could integrate custom models without licensing restrictions. Now a corresponding product license is required to enable external and custom model integration. This change aligns the platform with the updated pricing model and gives administrators better control over how AI models are used within the environment. Added the |
User and access management | Licensing | Fixed | Fixed the issue where automatic license redistribution was not triggered for regular users logging in through OAuth, for example, in external access scenarios. |
User and access management | User management | Fixed | Fixed the issue where newly invited users from the "All external users" roles could access Freedom UI pages before setting their password. Previously, the registration link from the invitation email opened a password change page embedded in the Creatio, unintentionally exposing the navigation panel and available sections. The registration link for external users now opens as a standalone page, consistent with the password recovery process. The functionality is managed by the |
User and access management | Technical users | Changed | Added the new "Creatio ResKit utility" technical user for use by the ResKit CLI utility during core resource generation operations, simplifying access management and improving auditability of CLI interactions with the platform. The technical user enables secure and consistent generation of custom core resources and supports saving the source Excel file to Creatio for use during subsequent re-generation cycles. This change ensures stable, predictable, and repeatable resource generation and contributes to a more maintainable and transparent development workflow. |
User and access management | Technical users | Fixed | Fixed the issue where the UI incorrectly displayed full access to system objects when creating a technical user. Previously, the interface displayed full object access during user creation and corrected the permissions only after the user was saved, which might have misled administrators or caused configuration errors. The updated logic now displays the correct empty permission list immediately during user creation, ensuring transparency and accurate access configuration. |
User and access management | Access rights | Changed | Added additional access check in the |
User and access management | Access rights | Changed | Restricted edit permissions for the "Edit pages in UIs by object" ( |
User and access management | Access rights | Changed | Improved the logic that overrides permission attributes for objects through the Object permissions section. Administrator-defined permission settings now always take precedence, even when the same object is replaced in other packages. When the Use column permissions, Use record permissions, or Use operation permissions setting is changed on the Permissions tab of the object page in the Object permissions section, Creatio adds a replaced environment schema that is placed last in the hierarchy automatically. This schema overrides only the modified setting while preserving all other properties from higher-level packages. If such a replaced environment schema already exists, its permission settings continue to take priority. If it is removed, the standard package hierarchy rules apply again. |
Administration | Access permissions | Changed | Restricted the ability to create and delete records in the "Installed application" ( |
Authentication | 2FA | Fixed | Fixed the issue that prevented users that have the "All external users" role from disconnecting the authenticator app on the user profile page. |
Authentication | OpenID authentication | Fixed | Fixed the issue where user switching on the OAuth consent page behaved incorrectly in environments that use OpenID authentication. The updated logout and redirection logic now performs a proper sign-out and returns users to the login page instead of redirecting them to the runtime. This ensures consistent and secure behavior across trial instances and other SSO-connected environments. |
Authentication | Passwords | Fixed | Fixed the inconsistency in username handling during the password reset process. Previously, the Username field was case-sensitive only during password reset, while regular login treated usernames as case-insensitive. Usernames are now processed in a case-insensitive manner in both scenarios. |
Creatio maintenance | Creatio version update | Changed | Changed the Creatio platform to use Angular 18, ensuring compatibility with the latest Angular framework standards and avoiding reliance on removed or unsupported APIs. This change improves long-term platform stability and aligns the product with modern front-end development practices. |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the Replaced CSS classes as follows: |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the Replaced CSS classes as follows: |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the Replaced CSS classes as follows: |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the Replaced CSS classes as follows: Refactored internal DOM structure to align with the Material Design Components (MDC) specification. Updated custom styles targeting deprecated Material CSS classes. Updated ripple and floating label behaviors to use full MDC-compliant implementation. |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the Replaced CSS classes as follows: Refactored internal DOM structure to align with the MDC Web specification. Updated custom styles targeting deprecated Material CSS classes. Updated ripple and floating label behaviors to use MDC-based implementation. |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the Replaced CSS classes as follows: Refactored internal DOM structure to align with the MDC Web specification. Updated custom styles targeting deprecated Material CSS classes. Updated ripple and floating label behaviors to use MDC-based implementation. |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the Replaced CSS classes as follows: Refactored internal DOM structure to align with the MDC Web specification. Updated custom styles targeting deprecated Material CSS classes. Updated ripple and floating label behaviors to use MDC-based implementation. |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the Replaced CSS classes as follows: |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the Replaced CSS classes as follows: |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the |
Creatio maintenance | Creatio version update | Changed | Updated Creatio to use Angular Material library version 18. During the upgrade, several internal Material CSS classes used in the Replaced CSS classes as follows: Added: |
Creatio maintenance | Cache clearance | Changed | Added a new "Cache management" action group to the Actions drop-down list in the Configuration section. The action group includes the Clear IndexedDB cache for all users item that lets administrators clear browser cache storage for all users. This change helps resolve issues caused by outdated or corrupted cached data across user sessions and ensures consistent platform performance. |
Administration | Caching | Changed | Added support for client-side caching using IndexedDB for system settings, additional features, and access rights to improve page load performance. Previously, the client repeatedly requested these values from the server, increasing load times. The new caching mechanism reduces redundant requests and improves responsiveness. The functionality is managed by the |
Administration | Caching | Fixed | Fixed the caching logic for API requests executed on behalf of technical users, eliminating performance degradation when accessing objects that do not use operation-based administrative checks. This change corrects inefficient server-side caching behavior that previously caused unnecessary permission-evaluation overhead for such objects. With the optimized caching mechanism, API operations, such as OData and DataService requests, are executed faster and more consistently across all scenarios that involve technical users. |
Administration | Data synchronization | Changed | Added support for referral chasing in LDAP synchronization to improve compatibility with multi-server LDAP environments. Previously, referral chasing was disabled out of the box and could not be modified, limiting synchronization to a single LDAP server. The functionality is managed by the new "LDAP referral chasing mode" ( |
Administration | Timezones | Changed | Changed the Kazakhstan timezone from GMT+06:00 to GMT+05:00 to ensure correct time calculations and alignment with the updated regional standard. |
UX | Page performance | Fixed | Fixed an issue where pages opened from the notification panel were not displayed as modal windows. Previously, such pages opened in full-page view instead of the expected modal format. |
UX | Page performance | Changed | Improved page opening and reopening performance by optimizing the execution of the |
UX | Page performance | Fixed | Fixed the issue where a console crash occurred when users navigated back from a record page to the section before the page finished loading. Previously, the platform continued executing |
Accessibility | Screen reader support | Changed | Added screen reader announcements for loading masks during navigation, record saving, and business process execution to comply with WCAG. This change provides real-time feedback to users that have visual impairments and enhances accessibility during UI transitions. Integrated the Added the following announcements: |
Communication | Chats | Changed | Added support for translating incoming messages in omnichannel chats using Creatio.ai-powered translation. When a client starts a chat, the platform automatically detects the client language, displays it in the Chats sidebar of the communication panel, and allows chat agents to translate messages into the language specified on the Basic settings tab of the user profile page or another target language selected in the chat header. After the agent clicks the Translate button, all subsequent messages in the conversation are translated automatically. This change eliminates the need for external translation tools, speeds up agent response times, and improves the quality of multilingual communication between agents and customers. Chat translations rely on the following AI API Skills: |
Communication | Chats | Changed | Added functionality that manages chat translation for chat agents to the Chats sidebar of the communication panel. The functionality is managed by the new "Enable chat translation" ( When set to "true," the platform activates all translation-related UI components as well as the logic for automatic language detection, enabling chat agents to translate incoming messages into their preferred language using Creatio.ai-powered capabilities. |
Communication | Chats | Changed | Added support for preserving and retranslating messages in transferred chats on the Chats sidebar of the communication panel. This change ensures continuity and clarity in multilingual conversations across chat transfers. |
Communication | Chats | Changed | Added support for managing the visibility of the translation panel in the chat header on the Chats sidebar of the communication panel. Out of the box, the panel is shown when a new chat starts. Chat agents can control its visibility using the Hide translation panel / Show translation panel toggle button. The button name changes depending on the current state of the translation panel. This change provides better control over the chat layout and lets agents simplify the interface when translation features are not needed. |
Communication | Chats | Changed | Added support for translating messages from previous chats directly in the Chats sidebar of the communication panel. Agents can translate historical messages using the Translate button, view them in the target language selected in the chat header, and toggle back to the original content using Show original button. This change improves clarity and support quality in multilingual multi-session and transferred chats. |
Communication | Chats | Changed | Added support for translating outgoing chat messages to improve multilingual communication between chat agents and customers. Agents can now translate their responses manually or automatically before sending, depending on platform configuration. Translation behavior is managed by the "Automatically translate outgoing messages" ( When set to "true," outgoing messages are translated automatically upon sending, and the Translate toggle appears active out of the box. Agents can still override automatic translation for individual responses using the "Send without translation" option, ensuring full control over translation behavior. |
Communication | Chats | Fixed | Improved the issue handling logic for "Telegram" chat channels in the |
Communication | Chats | Fixed | Fixed incorrect links in the Chats sidebar of the communication panel when no chat channels were configured. Previously, clicking the link opened the Chat settings page in Classic UI. Creatio now opens the Chat settings page in Freedom UI instead. Updated links to Academy articles to point to the latest documentation version. |
Communication | Chats | Fixed | Fixed the incorrect handling of chat agent statuses across multiple devices. Previously, agents logged in to both Creatio Mobile and Creatio web were marked as "Inactive" when logging out from the mobile app, even if they remained active on another platform. The updated business logic now tracks statuses independently for each active session to ensure chat availability accurately reflects the actual activity of the agent and prevents unintended status changes in multi-device workflows. |
Communication | Chats | Fixed | Fixed the issue on the chat page where images opened in full size from conversations were not displayed completely. Images are now displayed in full size without cropping or truncation. |
Communication | Chats | Fixed | Fixed the issue where users in the "All employees" role could retrieve chat messages without sufficient access rights through the |
Communication | Chats | Fixed | Removed unused code in the |
Communication | Message templates | Changed | Added support for applying localized message templates based on the language of the current chat. |
Creatio products and apps
Category | Feature | Status | Description |
|---|---|---|---|
Creatio Sales | Territory Management | Added | Added a new Territory management composable app supporting territory structuring and related operations within Sales Enterprise Creatio products. The app was added to a new "Territory management" workplace, built as part of composable app strategy and registered within the internal ecosystem to support automated CI/CD processes. The section page includes the following tabs: The section page supports list and dashboard views. The out-of-the-box "Territory management analytics" dashboard provides a visual summary of key KPIs using widgets and charts, enabling users to quickly assess territory coverage, account distribution, and pipeline metrics. The section page refreshes the territory hierarchy automatically after CRUD operations, eliminating the need for manual refreshes. The territory page includes the following tabs: |
Customer 360 | Accounts section | Changed | Added a new "Assign territory" bulk action to the Accounts section as part of the newly released Territory management app. It lets you assign accounts without a territory and reassign accounts from multiple territories to a single destination territory through a unified multi-step flow. The action availability is managed by the "Can assign territory" ( |
Customer 360 | Account page | Changed | Added support for scheduled insight delivery for target accounts. The functionality automates retrieval of external news and insights for owned accounts and delivers updates directly to the News & insights tab on the account page. Users can activate the scheduling flow from the Creatio.ai chat panel using a prompt such as "Send me news for my accounts." If scheduling is already active, the platform displays the active delivery frequency and allows the user to continue or cancel. Scheduler is limited to 50 active accounts to prevent overload. After confirmation, the user selects a delivery frequency (weekly or monthly), and the platform schedules recurring insight delivery, stores insights on the tab, and immediately provides an initial batch of 3–5 insights. The delivery process includes audit logging and retry logic in case of failure. Users can cancel the scheduled delivery at any time in the Creatio.ai chat panel. This change transforms manual insight search into an automated workflow, helping sales teams stay informed about important developments for their accounts with minimal effort. The scheduler limit ensures platform stability, and audit logging improves transparency and traceability. |
Creatio Marketing | Campaign Designer | Changed | Fixed the issue that occurred when saving a campaign that contained an "Add audience" element with a complex folder filter based on related objects, for example, |
Email marketing | Bulk emails section | Changed | Enabled domain verification without requiring a value in the Default ESP email field on the Email settings page. This change simplifies email infrastructure configuration by allowing domain verification to function without a mandatory default sender. The update provides more flexible management of email sending domains and streamlines setup for email marketers. |
Email marketing | Bulk emails section | Changed | Enabled multilingual support for the Preview text field on the bulk email page. This change allows email designers to define localized pre-header text so recipients see preview content in their preferred language. The update improves personalization, enhances engagement, and ensures a consistent multilingual email experience. |
Email marketing | Email Designer | Changed | Added the Table content block to Email Designer, allowing insertion and configuration of tables directly within bulk email templates. This change expands layout flexibility in the Email Marketing app and enables richer, more structured email content without requiring external HTML editing. |
Lead Generation | Landing pages section | Fixed | Fixed the issue where checkbox values submitted through landing pages were incorrectly processed by webhooks. Previously, values such as "on" and "off" were not recognized as "true" and "false", which could result in incorrect data saving or processing. The platform now interprets these values correctly, ensuring accurate data saving and automation logic. |
Creatio Service | Object Designer | Changed | Added concise object- and column-level descriptions for database tables frequently used in Creatio Service, including the "Case" ( |
Creatio Service | Case page (Classic UI) | Fixed | Fixed an issue where portal messages in Classic UI could be submitted twice when users clicked Publish multiple times during delayed responses. The button now stays inactive until the message is successfully published or an error occurs, preventing duplicate submissions and ensuring correct case history. |
Case Management | Dashboards | Changed | Added new service dashboards to the new Dashboards section. These dashboards are delivered as part of the Case Management app and consolidate key service metrics and provide role-specific views into workloads, trends, and performance to support informed decision-making and proactive service management. Added the following dashboards: |
Creatio Mobile
Category | Feature | Status | Description |
|---|---|---|---|
No-code customization | Freedom UI Mobile Designer | Changed | Added the new Freedom UI Mobile Designer that lets you customize mobile pages using elements from the element library or extended element list in source code. The functionality is managed by the |
No-code customization | Freedom UI Mobile Designer | Changed | Added automatic page title generation for pages in Freedom UI Mobile Designer. This change ensures consistent, meaningful, and maintainable page titles without requiring manual setup. |
No-code customization | Freedom UI Mobile Designer | Fixed | Fixed the issue that occurred during synchronization in Creatio Mobile when users customized mobile pages using Freedom UI Mobile Designer. This change improves synchronization stability and ensures that page extensions are processed correctly in Creatio Mobile. |
No-code customization | Business Rule Designer | Changed | Enabled the Business Rule Designer to work with mobile pages created in the Freedom UI Mobile Designer. The functionality is managed by the |
Freedom UI Mobile components | Button component | Changed | Added support for refreshing multiple page data sources for the Button component whose Action parameter in the setup area of Freedom UI Mobile Designer is set to "Refresh data." Out of the box, the Data refresh mode parameter on the setup area is set to "Refresh all" and the button refreshes all page data sources, including data sources added after this action was configured. You can exclude some data sources from refreshing if needed. To do this, fill out the Which data sources to exclude? parameter. Since dependent data sources and sources created in runtime are always refreshed, they are not displayed in the exclusion list. You can also change the refreshing mode to refresh only specific data sources. To do this, set the Data refresh mode parameter to "Refresh specific data sources" and fill out the Which data sources to refresh? parameter. This change affects existing environments. After Creatio is updated, the Button component whose Action parameter in the setup area is set to "Refresh data" refreshes only the specified data sources to ensure backward compatibility. The Added an optional Added a new Added a new |
Freedom UI Mobile components | Button component | Changed | Applied |
Freedom UI Mobile components | Attachments component | Added | Added support for the Attachments component in the Creatio Mobile to enable uploading and downloading files on Additionally, added support for the |
Freedom UI Mobile components | Sort component | Changed | Added support for binding the Sort component directly to a specified data source. This change ensures that sorting operations are applied accurately even when multiple data sources are present within the same page layout, improving sorting consistency and reducing configuration ambiguity. |
Freedom UI Mobile layout elements | Flex container element | Changed | Added support for the |
Freedom UI Mobile layout elements | Tabs element | Changed | Added support for managing tab visibility through the |
Freedom UI Mobile layout elements | Tabs element | Fixed | Fixed an issue in Creatio Mobile where components and elements placed after a Tabs element on a record page were not displayed due to a rendering pipeline interruption. This change ensures that all page items are rendered correctly in mobile layouts. |
Freedom UI Mobile components, | Components, | Changed | Added a mechanism that detects when a Freedom UI Mobile component is placed inside a parent Freedom UI Mobile layout element with infinite (flexible) height and adapts component behavior dynamically. Components now determine whether the parent layout element has bound or unbound height and switch between inline and scrollable behavior. This change includes support for all flex directions and ensures stable layout behavior without regressions. |
Data models | Data model attribute | Changed | Implemented automatic generation of the primary value and primary display value attributes. Developers no longer need to add these attributes manually to the page in Freedom UI Mobile Designer. This change simplifies page configuration and reduces the risk of issues when working with object bindings. |
Administration | Data synchronization | Changed | Improved the metadata synchronization mechanism in Creatio Mobile. Creatio Mobile now synchronizes metadata for all records automatically, removing the need to specify them manually in the mobile app manifest. The functionality is managed by the |
Administration | Data synchronization | Fixed | Fixed an issue where the Settings page in Creatio Mobile initially displayed synchronization settings from a non-active workspace. The issue occurred consistently on the first opening of the page, while subsequent openings typically showed the correct configuration. This change ensures that the page always loads synchronization settings for the correct workspace on the initial load. |
Administration | Data synchronization | Changed | Changed the |
Administration | Data synchronization | Fixed | Fixed the issue where the metadata cache was not cleared during the first synchronization. This change ensures that configuration changes are applied correctly after the initial synchronization and prevents the use of outdated metadata. |
button in the top right is displayed. Previously, the feature was under beta testing.
button in the setup area of the Tabs element. When the visibility parameter is set to "Visible," Creatio Mobile displays the tab immediately. Otherwise, the tab is hidden. This change enables adaptive mobile interfaces aligned with business rules or user roles without additional development effort.Beta testing of new features
Category | Feature | Status | Description |
|---|---|---|---|
No-code customization | Freedom UI Designer, | Changed | Added a hierarchical structure view for page elements in the Freedom UI Designer and Freedom UI Mobile Designer. A new Structure tab displays page elements as a nested tree using element names or codes. The structure view is synchronized with the canvas and supports search, selection, editing, deletion, copying, and moving elements. Movement is allowed only into valid containers. Non-movable elements enforce layout rules. The tree updates automatically when users select elements on the canvas. The functionality is managed by the |
Fields and inputs | "Date/Time" type field | Changed | Added a new Show seconds checkbox to the "Date/Time" type field in Freedom UI Designer. The checkbox becomes available when the Format parameter is set to either "Date" or "Date/Time." When selected, "Date/Time" type fields accept and display values in the HH:MM:SS format, allowing users to enter seconds manually. The UI continues to display only hours and minutes, and second-level precision is handled through direct input. When the checkbox is cleared, "Date/Time" type fields continue to show only hours and minutes in the HH:MM format, while stored seconds are preserved and displayed again once the checkbox is re-selected, ensuring no loss of stored precision. The functionality is managed by the |
Authentication | OpenID authentication | Changed | Added support for email-based fallback user provisioning for OpenID authentication. The functionality is managed by the |