8.3.3 Twin changelog
This document details the technical changes and enhancements introduced in Creatio 8.3.3 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 | Added a new Landing Page Generation Agent that generates responsive landing pages automatically based on a text description. Users can specify the page goal, target audience, and color palette preferences directly in the Creatio.ai chat panel. Based on this input, the agent selects an appropriate landing page template, generates page content, applies the configured color palette, and produces a ready-to-use landing page. The agent is available in the Lead Generation app and supports "Generic," "Comparison," "Pricing," "Click-through," "Event," "Product," "Lead capture," "Webinar," "Trust and proof," "Informational," "Use case - solution" landing page types. Image selection and generation are not supported. This change reduces manual layout and copywriting efforts, improves brand consistency across campaigns, and accelerates the landing page creation process. Added the following AI workflow Skills: |
AI and automation | AI Skills | Changed | Renamed the Usage mode field to Where to use, the "Chat" option to "Prompt agents," and the "API" option to "Workflows" on the AI Skill page to better reflect actual usage scenarios and reduce configuration ambiguity. The tooltip text for the Where to use field was also updated. This change improves clarity and helps users better understand where each skill can be used. |
AI and automation | AI Skills | Changed | Changed the out-of-the-box value of the Status field for the "Summarize activity" AI Skill from "Active" to "Deactivated." Previously, users manually triggered this skill to generate a meeting summary as a separate action. Now, the skill is no longer available and Creatio generates an AI meeting summary automatically after synchronizing the meeting transcript and displays it in the Meeting summary tab on the meeting page. The functionality relies on Creatio.ai and uses AI Actions. For example, generating a summary for a one-hour meeting consumes approximately three AI Actions. The update affects only the out-of-the-box "Summarize activity" AI Skill. Customized AI Skills remain unchanged after upgrading to version 8.3.3. The functionality is managed by the Create AI meeting summaries from MS Teams transcriptions checkbox in the Calendar settings mini page. Out of the box, the checkbox is cleared. This change simplifies user workflows and ensures meeting summaries are generated automatically without manual actions. |
AI and automation | AI Skills | Changed | Configured Creatio.ai to use the "Create action" system action for contact creation instead of "Create contact record from email" AI Action. The "Create contact record from email" AI Action was removed from the Action list expanded list on the General information tab for the "Identify contacts" AI Skill. The "Create contact record from email" business process is still available in the Process library section. This change unifies contact creation logic, aligns it with the platform action model, reduces duplication of business logic, and simplifies maintenance of AI-driven contact identification scenarios. |
AI and automation | AI Skills | Fixed | Fixed an issue where the "Identify contacts" AI Skill was not selected correctly due to insufficient keywords in its Description field. Previously, the description did not contain the required keywords for proper prompt matching, which caused Creatio.ai to skip the skill when identifying email recipients. This change ensures accurate AI Skill selection when processing email-related prompts. |
AI and automation | AI Skills | Fixed | Fixed an issue where system actions that have related AI Actions were not included in the request context when a user directly addressed an AI Agent by tagging it. Previously, responses could be generated without required system-level instructions and configured actions could be skipped. The invocation logic was corrected to ensure that system actions are added both when the agent is selected from the list and when it is directly mentioned in a message. This change ensures consistent execution of configured AI Actions and predictable agent behavior across different invocation scenarios. |
AI and automation | AI Agents, | Changed | Changed the default value of the "Character limit for creatio.ai user query" ( |
AI and automation | AI Agents, | Changed | Added support for using the LLM-mini model category for chat title generation in the Creatio.ai chat panel. Previously, the model code was statically configured. The platform now retrieves model codes dynamically from the LLM Model Categories lookup, supporting both default and LLM-mini model categories. Model codes are cached at the application level with automatic invalidation when lookup values change, ensuring up-to-date configuration. This change replaces static configuration with a flexible lookup-based approach, enables the use of lightweight models for specific tasks such as title generation, and improves the configurability and efficiency of model selection. |
AI and automation | AI Agents, | Changed | Changed the behavior of AI Agents and Skills to use the model explicitly specified in the Model field on agent and skill pages instead of relying on the default LLM. The configuration now assigns the GPT-4.1 model to the Productivity Agent and the "Identify contacts," "Reply to email," "Check open cases," and "Summarize email" AI Skills. The update is applied automatically to existing data bindings after upgrading to version 8.3.3. This change ensures stable and predictable responses regardless of which model is set as the default LLM and improves consistency of AI-driven functionality across environments. |
AI and automation | AI Agents, | Changed | Changed the behavior of the Email Generation Agent to use a template-based generation approach for bulk emails. The agent now selects from predefined email templates covering common marketing scenarios such as promotions, events, confirmations, and re-engagement, and applies skills for text and color generation in a fixed sequence. Additionally, enhanced the "Email designer" AI Skill to support configuration of the email color palette during generation. This change improves the stability and predictability of bulk email generation, ensures consistent branding, reduces the need for manual corrections, and enables marketing users to create high-quality, responsive bulk emails faster and with greater reliability. |
AI and automation | Creatio.ai chat panel | Changed | Added support for a strict orchestrated session mode for AI Agent interactions in the Creatio.ai chat panel. The mode binds the chat session to a single explicitly selected agent and disables automatic routing and agent switching while the session is active. All user messages are processed strictly within the context of the active agent without fallback or semantic redirection. The session persists after page reload and ends only after explicit user action. The capability applies to prompt AI Agents. Workflow AI Agents are supported only for safe termination on exit. The functionality is managed by the When the feature is enabled, Creatio: |
AI and automation | Creatio.ai chat panel | Fixed | Fixed an issue in Creatio.ai chat panel where outgoing messages were displayed without preserved line breaks in chat conversations. This change ensures correct rendering of multi-line messages and improves readability. |
AI and automation | Creatio.ai chat panel | Fixed | Fixed an issue where a system message was inserted between an AI Agent invocation and its corresponding tool message in the Creatio.ai chat panel. In some scenarios, a file-related system message was added between the assistant |
AI and automation | Creatio.ai add-ins | Changed | Added support for running the Creatio.ai chat panel as a personal app in Microsoft Teams. The add-in can now be accessed through a dedicated Creatio.ai tab in the Teams app bar, enabling users to use the Creatio.ai interface outside the meeting context. This change improves accessibility of Creatio.ai and supports continuous workflow directly within Microsoft Teams. After installation from the Microsoft Teams store, the add-in appears in the Teams app bar and loads the Creatio.ai chat panel in a dedicated personal tab without requiring an active meeting session. |
AI and automation | Machine learning | Changed | Changed the data retrieval logic for batch collaborative filtering predictions to remove the 80,000 record limitation caused by |
AI and automation | Machine learning | Fixed | Fixed a cloud compilation warning caused by an incorrect strong name reference to |
No-code customization | Application Designer | Changed | Added a new Creatio.ai tab to the Application Designer to enable management of AI agents and Skills as app elements. Previously, AI Agents and Skills could be managed only through dedicated sections, where elements were displayed globally and not associated with specific composable apps. The new tab provides search and sort capabilities and displays agents and skills in a gallery view. It also allows users to create prompt agents and AI Skills directly from the tab, open agent or skill pages in a new browser tab, and include these elements in app packages. If an app contains both an AI Agent and its replaced version, only the latest version is displayed to prevent duplication. This change improves structured management, packaging, and delivery of Creatio.ai elements within apps and simplifies maintenance of AI-driven solutions. |
No-code customization | Application Designer | Changed | Changed the icon for the "Tabbed page mobile" template in the Select template window of the Application Designer. The updated icon better reflects the tabbed structure of the template. The update affects only the visual representation in the designer and does not impact the template structure or runtime behavior. This change improves visual clarity and ensures greater UI consistency, helping users quickly identify the correct template during page creation. |
No-code customization | Application Designer | Changed | Changed the "Tabbed page mobile" template to include a dedicated Feed tab that has the Feed component preconfigured. This change improves the default mobile page structure. |
No-code customization, | Application Designer, | Changed | Added a new "Localization" type of configuration schemas that is created automatically for packages containing localizable resources. Each "Localization" type schema consolidates all localizable values in a package for a specific language and provides centralized access to them. Localization schemas are generated automatically when localizable resources are added to a package, and existing packages are supplemented with corresponding schemas after upgrading to version 8.3.3. Selecting a "Localization" type schema opens the Localization Designer, which displays the full list of resources included in the package. This change improves visibility of translatable content, simplifies translation tracking, and enhances support for multilingual development workflows. |
No-code customization, | Application Designer, | Changed | Added support for filtering configuration schemas by the "Localization" type in the Package settings tab of the Application 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. This change simplifies navigation when working with localizable resources and streamlines localization management in multilingual development scenarios. |
No-code customization, | Application Designer, | Changed | Added support for hiding configuration schemas of the "Localization" type for inactive languages in the Package settings tab of the Application Designer and in the Configuration section. The functionality is managed by the "Show localization schemas for inactive languages" ( |
No-code customization | Freedom UI Designer | Changed | Changed the Heading level parameter for page template titles in the Freedom UI Designer from "<label>" to "<h1>" to comply with WCAG. The update is applied automatically to all existing and new pages after upgrading to version 8.3.3. This change improves screen reader compatibility and ensures a clear, accessible page structure without impacting custom implementations. |
No-code customization | Freedom UI Designer | Changed | Added the ability to configure modal window size in the Freedom UI Designer using the new Modal window size parameter. No-code creators can select predefined modal sizes ranging from S to XL, and Creatio applies the selected size consistently at runtime. The functionality is managed by the |
No-code customization | Freedom UI Designer, | Changed | Added real-time editing notifications to inform users when another person starts editing the same page in the Freedom UI Designer and Freedom UI Mobile Designer. Previously, users could only see that a page was opened by someone else without knowing whether active editing was in progress. Creatio now detects active editing, displays a notification, and highlights the editing user with animated avatar indicators (if available). When multiple users open the same page, the user presence element collapses automatically and provides access to the full list of users in a mini page. This change improves collaboration transparency, reduces the risk of conflicting changes, and makes concurrent page editing more predictable for no-code creators. |
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 |
No-code customization | Dashboard Designer | Changed | Added automatic configuration of the page data filter on the Dynamic filter tab of the Formula element setup window in the Dashboard Designer when the same object is selected as the page data source. The filter by page data is now set automatically. This change ensures consistent data behavior and reduces manual configuration steps. |
No-code customization | Business Rule Designer | Fixed | Fixed an issue where attribute names were not displayed for secured "Text" type attributes in page-level business rules due to incorrect handling of secured attribute metadata during rule rendering. Previously, these attributes were displayed without names, making it difficult to identify and configure the correct fields. This change ensures proper display of attribute names during rule configuration and review, improves usability, and reduces the risk of misconfiguration. |
No-code customization | Dynamic case execution | Fixed | Fixed an issue where adding a dynamic case configuration for a Freedom UI page of the "Case" ( |
No-code customization | Translations | Changed | Enhanced the reliability of the translation application process in multi-domain environments by preventing concurrent execution after failure recovery. The platform now ensures that only a single instance of the translation application process can run at a time, even when multiple application domains are active, for example, in IIS. This change eliminates concurrency-related issues, prevents missed translation updates, and ensures consistent and reliable application of translations in complex hosting scenarios. |
No-code customization | Translations | Fixed | Fixed an issue that could cause partial failure when applying a large number of translations from the Translation section. Previously, if an error occurred while applying a single translation record (for example, due to exceeding the column length limit), processing of the entire batch was stopped. The translation application logic was updated to handle errors on a per-record basis, allowing the remaining records in the same batch to continue being processed. This change improves the reliability and predictability of bulk translation application and reduces the impact of individual record errors on localization updates. |
Apps and packages | App management | Changed | Added the ability to view extended app metadata directly in the Application Hub. Previously, users had to open the app page to see key details such as version and developer information. The gallery tiles now display the Version and Developer fields, improving visibility of essential metadata for no-code creators. Existing tile behavior remains unchanged. This change improves transparency and simplifies application management without altering current functionality. |
Apps and packages | App management | Changed | Added the Create pages for the mobile app checkbox to the New application window in Application Hub. Out of the box, the checkbox is selected, i.e., mobile pages are created alongside web pages. When the checkbox is cleared, sections are created without mobile pages. This change provides clear control over mobile availability during section creation and simplifies configuration of cross-platform apps. |
Apps and packages | App management | Changed | Added the ability to validate compilation errors before running installation commands in WorkspaceConsole and Clio utilities using the new |
Apps and packages | App management | Fixed | Fixed an issue where installing Marketplace apps that lacked the "app-descriptor.json" file and included Classic UI pages failed before initialization. Previously, installation attempts for such apps ended with the "Unable to retrieve files from the Marketplace" error before the installation process started. The installation logic was updated so that the Application installer microservice correctly handles Classic UI pages and proceeds with retrieving the required files. This change ensures reliable installation of Marketplace apps and proper file retrieval even for Classic UI pages. |
Apps and packages | App management, | Changed | Changed outdated maintainer names for packages and apps by replacing "Terrasoft" with "Creatio." Previously, legacy maintainer values were displayed in package and app metadata. This change ensures consistent branding and up-to-date maintainer information across the system. |
Apps and packages | App performance | Changed | Changed the name of the |
Apps and packages | App performance | Changed | Enhanced the NLog initialization logic to handle temporary unavailability of the logging database during Creatio startup. If a database connection attempt fails, NLog now retries the connection on subsequent log write operations instead of stopping logging until a restart. This change improves platform resilience, ensures logging resumes automatically after transient database issues, and enhances observability and supportability in unstable or dynamic environments. |
Apps and packages | App performance | Changed | Changed Creatio initialization logic to execute license validation requests in parallel with the main bootstrap flow. Previously, |
Apps and packages | Package dependencies | Fixed | Fixed high and critical security vulnerabilities identified during a security scan in backend microservices. Vulnerable third-party components and dependencies were upgraded to secure versions in the Machine learning, GenAI, Bulk duplicate search, and Global search services. API contracts, as well as authentication and authorization mechanisms, remain unchanged. This change reduces the platform attack surface, strengthens infrastructure-level security, and maintains backward compatibility and stable service integration. |
Freedom UI components | Button component | Changed | Added new preset "Plain white" or "Outline white" visual options to the Style parameter of the Button component in Freedom UI Designer. The "Plain white" style includes white text color, a transparent background in the default state, and a glass-effect hover state. The "Outline white" style includes white text color with a light glass background. The previously available "Default" style was renamed to "Plain." This change expands button styling capabilities and improves flexibility when designing light or glass-based UI compositions. |
Freedom UI components | Button component | Fixed | Fixed an issue in Freedom UI pages where button menu items hidden by business rules remained visible if they contained sub-menu items due to incorrect handling of nested menu structures. The logic was corrected so that when a parent menu item is hidden, its sub-menu items are hidden as well. This change ensures consistent enforcement of business rule–based visibility in button menus. |
Freedom UI Mobile components | List component | Changed | Changed the List component to align numeric values to the right for all supported numeric data types. The column header layout was updated to optimize space usage and improve data readability according to common industry standards. Space is now reserved only for the action menu button, and the reserved space for the sort button in the default state has been removed. The sort icon overlaps the column caption on hover or when sorting is active. Caption behavior was updated to display more characters when sorting is inactive, with a minimum visible length of one letter followed by two dots. This change improves visual consistency and readability of numeric data in list columns. |
Freedom UI Mobile components | List component | Changed | Changed icons for the type and country filters in the List component to use out-of-the-box Creatio system icons. Previously, these filters used icons that were not included out of the box and required temporary replacements. The icons were replaced with supported alternatives from the Creatio icon library. This change ensures consistent visual representation and alignment with standard UI components. |
Freedom UI components | List widget component | Changed | Added the ability to export data to an Excel file directly from the list widget using the "Export to Excel" action. Previously, widget data could not be exported without custom development. The action has its own dedicated icon, consistent with other components. Out of the box, the export action is enabled. To disable it for a specific List widget component, add the |
Freedom UI components | List widget component | Changed | Added the ability to use lazy loading instead of eager initialization in the List widget component. Previously, the component and its dependencies were loaded during initial page rendering, increasing bundle size and impacting startup performance. The component is now loaded only when it is rendered on the page, with initialization and data loading deferred until required. This change reduces the initial bundle size and improves overall page performance. |
Freedom UI components | List component, | Changed | Added the ability to use glassmorphic styling by selecting the "Glass effect" option in the Style parameter of the List and List widget components in Freedom UI Designer. Previously, lists did not support glassmorphic styling and could not be visually aligned with glass-style analytic widgets. This change enables consistent UI compositions and improves visual alignment of lists with analytic widgets. |
Freedom UI components | List component, | Changed | Changed the behavior of Freedom UI Designer to restrict automatic default object population when adding Expanded list or List components to a page that already has a primary data source. Automatic default object assignment is now preserved only for the List widget component. This change prevents unintended object binding and ensures more predictable component configuration on pages that have an existing data source. |
Freedom UI components | Multiselect lookup component | Changed | Changed validation behavior of the Multiselect lookup component on pre-configured process pages to enforce required-field validation. The page now prevents saving or completion until at least one value is selected and displays the out-of-the-box required-field validation message, consistent with regular Freedom UI pages. The save request logic was updated to respect the component validation state and block saving when validation fails for both the standard Save button and custom Save or Next buttons generated by the business process page elements. Previously, required validation for the multiselect lookup was enforced only on regular Freedom UI pages, while pre-configured process pages allowed saving empty values. This change ensures data completeness in business processes, reduces the risk of saving empty multi-selection fields, and aligns validation behavior between process pages and regular Freedom UI pages. |
Freedom UI components | Multiselect lookup component | Fixed | Fixed an issue in the Multiselect lookup component whose Lookup view parameter is set to "Selection window" on pre-configured process pages, where the field opened using the default list behavior instead of the configured "Selection window" lookup view. Previously, Creatio did not correctly detect |
Freedom UI components | Approvals component | Fixed | Fixed an issue in the Approvals component where it did not get hidden automatically when all related approvals were canceled or deleted. The auto-hide logic was updated to treat canceled and deleted approvals as no data and to refresh the component state after approvals are canceled by a process, including scenarios where a record leaves a stage that triggers approval. The component now gets hidden automatically when no active approvals remain, without requiring a manual page reload. This change ensures correct auto-hide behavior and improves UI consistency. |
Freedom UI components | Quick filter component | Changed | Added support for time selection in the Quick filter component whose Choose a filter type parameter is set to "Date/Time" by adding a new Enable time checkbox in the Freedom UI Designer. Out of the box, the checkbox is cleared. Time selection is available for both "Set up filter by date range" and "Set up filter by one date" values of the Choose a filtering method parameter. When the checkbox is selected, the quick filter allows users to enter date and time manually or select time using a time picker. Filter converters and handlers were updated to correctly generate and process date/time conditions, and the quick filter value updater was enhanced to support date/time values. Default time values (12:00 AM for the start time and 11:59 PM for the end time) are applied automatically for date ranges if time is not specified directly. Previously, the Quick filter component supported date values only and did not allow filtering by exact date and time. This change increases filtering precision, improves consistency of quick filter behavior, and reduces the need for additional filtering logic. |
Freedom UI components | Quick filter component | Changed | Added support for fiscal periods in the Quick filter component whose Choose a filter type parameter is set to "Date/Time" by adding a new Show fiscal periods checkbox in the Freedom UI Designer. Out of the box, the checkbox is cleared. When selected, the quick filter displays a Fiscal tab with non-editable "Previous week," "Current week," "Next week," "Q1," "Q2," "Q3," "Q4," "First half year," "Second half year," "Previous year," "Current year," and "Next year" macros, and allows switching between fiscal and calendar calculation modes. Date ranges are calculated based on fiscal boundaries derived from the "Start date of the fiscal year" ( |
Freedom UI components | Quick filter component | Changed | Changed the width behavior of the Quick filter component whose Choose a filter type parameter is set to "Lookup" to use a dynamic width instead of a fixed width. Previously, the filter used a fixed narrow width that truncated long values with ellipsis and reduced readability. The component now expands up to a maximum width of 640 px depending on content and available screen space. Responsive behavior ensures the filter adapts to the available screen space without breaking the surrounding layout. Existing tooltip behavior is preserved, and multi-line wrapping remains disabled. This change improves usability, reduces selection errors, and ensures consistent layout behavior across different screen sizes. |
Freedom UI components | Folders component, | Changed | Added an option to make quick and advanced filters accent-insensitive for selected "Text" type columns in PostgreSQL. The filter behavior can be configured individually for each column where accent-insensitive matching is required. Previously, filtering was accent-sensitive and required exact matching of accented characters. Users can now find records regardless of accented or national characters in text values (for example, José, Jose, Jòsé; Łódź, Lodz; München, Munchen), while displayed values remain unchanged. This change improves filtering accuracy and usability in multilingual environments without affecting stored data. |
Freedom UI components | Summaries component | Changed | Added support for business rules in the Summaries component and its individual items on Freedom UI pages. Previously, business rules did not consistently manage visibility and activity at both the component and item levels, and execution of "Show elements" and "Hide elements" rules could behave inconsistently depending on default visibility settings. The updated logic ensures correct rule execution regardless of the default visibility configuration. This change provides more granular control over summary behavior and improves consistency of business rule execution in Freedom UI. |
Freedom UI components | Summaries component | Changed | Changed formatting logic in the Summaries component to preserve trailing zeroes for all supported |
Freedom UI components | Message composer component | Fixed | Improved attachment upload handling in the Message composer component. When an attachment is only partially uploaded (for example, due to connectivity issues), Creatio now validates file integrity during message sending. If a corrupted file is detected, the message is not sent, and Creatio displays a detailed error message identifying the problematic attachment. This change helps prevent sending incomplete files and improves the reliability of message delivery. |
Freedom UI components | Message composer component | Fixed | Fixed an issue where searching for recipients in the To field of the message composer for the "Email" channel did not return users that have accented or national characters in their names (for example, José or Łukasz). This change improves recipient search accuracy and usability in multilingual environments. |
Freedom UI components | Message composer component | Fixed | Fixed an issue where the message composer size was not adjusted correctly after inserting an email template. This change ensures proper layout resizing and prevents content overflow when working with templates. |
Freedom UI components | Timeline component | Fixed | Fixed the display of the Read more button for long email messages that include tables in the timeline. Previously, the button was not displayed for emails containing complex HTML structures, which prevented users from viewing the full message body. The button is now shown consistently when email content exceeds the preview limit, allowing users to expand and read the full email message in the timeline. |
Freedom UI components | Hierarchy component | Fixed | Fixed an issue where the Hierarchy component was not refreshed immediately after add, edit, or delete operations. Previously, structural changes to hierarchy were not always reflected on the page, resulting in outdated views. The component now emits a model change event on add, edit, and delete actions, ensuring that the hierarchy is refreshed immediately and consistently reflects all structural modifications. |
Fields and inputs | "Text" type field, | Fixed | Fixed an issue where fields whose Read-only checkbox is selected in the Freedom UI Designer could be modified by removing the |
Fields and inputs | "Rich text" type field | Changed | Changed the placeholder text color in "Rich text" type fields to improve contrast and comply with WCAG. This change enhances text readability and accessibility for users. |
Fields and inputs | "Phone" type field | Fixed | Fixed an issue where Bulgarian phone numbers were validated incorrectly in "Phone" type fields. This change ensures accurate phone number validation and improves overall data quality. |
Analytics | Dashboards | Changed | Added the ability to manage favorite dashboards at runtime. Users can add dashboards to favorites or remove them directly from the dashboard list or from a dashboard page. Previously, dashboards could not be marked or grouped as favorites. Favorite dashboards are now displayed in a dedicated "Favorites" block at the top of the list, which is visible only when at least one dashboard is marked as a favorite. Favorites are stored per user, ensuring each user has an individual set of preferred dashboards. This change improves dashboard navigation and personalization. |
Analytics | Metric | Changed | Added runtime notifications for metric calculation errors. Users are now notified when a metric calculation fails due to issues such as division by zero or system errors. This change improves transparency of metric calculations and helps users identify and resolve configuration issues. |
Freedom UI components, | Dashboards component, | Changed | Added support for configuring the Dashboards component, metrics, and columns to browse related data recursively. The configuration allows defining recursive navigation rules across linked or hierarchical datasets using the new |
Analytics | List widget | Fixed | Fixed an issue where localizable resources of list widgets in dashboards were not loaded when the schema that implements the dashboard was replaced in the environment and its localizations were modified. This change ensures that translated column captions of list widgets in dashboards are correctly applied at runtime and preserved after a page refresh. |
Analytics | iFrame | Added | Added a new iFrame widget to Freedom UI Designer that enables embedding external content directly on Freedom UI pages. The widget supports configurable permission settings such as camera, microphone, fullscreen, and other browser features, defined through structured parameters in the setup area and stored as technical iFrame attributes, while preserving custom metadata-defined values. This change expands integration capabilities, simplifies embedding of external apps without requiring custom code, and provides controlled access to browser features for embedded content. |
Business rules | Business rule management | Fixed | Fixed an issue where |
Business process setup | Business process parameters | Fixed | Fixed an issue in the Select parameters window for the "Create from element" business process parameter type for composite objects, where reselecting a different source element retained the previous Select/Deselect all checkbox state. Previously, when users switched from one element, such as "Account," to another, such as "Contact", the checkbox remained selected and the Select button was disabled. Now, when the source element is changed, no fields are preselected out of the box, and the Select/Deselect all checkbox works correctly for the newly selected element. This change restores expected selection behavior and allows users to complete configuration without restrictions. |
Business process setup | Read data element | Changed | Changed the "Lead distribution" business process to support manual start and accept a lead as an input parameter. The process can now be triggered manually and receive a lead directly instead of relying solely on the Read lead data process element. Internal process logic and conditions were updated to correctly handle an externally passed Lead parameter and ensure proper execution when invoked from custom dynamic case or referral scenarios. Previously, the process was triggered only by predefined events and initialized the Lead parameter using the Read lead data process element. This change enables reuse of the out-of-the-box lead distribution logic in custom referral and dynamic case scenarios and ensures consistent lead routing across both standard and custom flows. |
Business process setup | Modify data element | Changed | Added detailed logging and execution tracing for the Modify data process element. Previously, execution details such as element start and completion events, input parameter values, applied data changes, and runtime exceptions were not fully recorded. The platform now logs these events to provide greater visibility into process behavior. This change improves monitoring capabilities and reduces the time required for troubleshooting and root cause analysis. |
Business process setup | Change access rights element | Fixed | Hid the deprecated "Denied" record-level access right in the Read, Edit, and Delete expanded lists on the Access rights page. Although this access level has been deprecated since version 7.2.0, records with the "Denied" value could still be added via automation, which could mislead users. The update is applied automatically to existing Change access rights process elements after upgrading to version 8.3.3. This change improves clarity of access rights configuration and prevents unintended use of deprecated permission levels. |
Integrations and APIs | OAuth authorization | Changed | Added the ability to use the client credentials grant for authentication of REST web services in the Web services section. The web service page now includes a new Grant type field that has "Authorization code" and "Client credentials" options. Out of the box, the field value is set to "Authorization code" to preserve backward compatibility. The page dynamically adapts to the selected grant, displaying and requiring only relevant fields. Previously, OAuth authorization supported only the authorization code grant, which required end-user interaction. This change enables secure server-to-server integrations without user credentials, simplifies integration setup for system-level scenarios, and maintains compatibility with existing configurations. |
Integrations and APIs | OAuth authorization | Changed | Added the ability to configure additional provider-specific parameters for a REST web service when the Grant type field is set to "Client credentials." The web service page now includes a new Additional parameters expanded list that contains out-of-the-box "Key" and "Value" columns with lengths of 250 and 500 characters respectively. Previously, integration with providers requiring non-standard token request parameters required custom development. This change enables flexible configuration of OAuth-based integrations without backend modifications. |
Integrations and APIs | OAuth authorization | Fixed | Fixed an issue where API requests made using revoked OAuth tokens returned an incorrect HTTP status code. Creatio now returns "401 Unauthorized" instead of "403 Forbidden" when a revoked token is used. This change aligns API behavior with standard HTTP authentication semantics, simplifies error handling for API consumers, and improves the reliability of integrations and security-related workflows. |
Integrations and APIs | OAuth authorization | Fixed | Fixed an issue where the OAuth 2.0 authentication page for web services was displayed incorrectly when opened from the Configuration section due to improper styling initialization. Updated the page initialization logic and styles to ensure consistent rendering regardless of the access entry point. This change improves usability and prevents confusion during web service setup. |
Integrations and APIs | OData | Changed | Changed the default value of the Cached checkbox for the "RAM limit for data selection via Entity collection" ( |
Integrations and APIs | OData | Fixed | Fixed a memory leak in the |
Integrations and APIs | EntitySchemaQuery class | Fixed | Fixed an issue in the |
Integrations and APIs | File processing | Changed | Changed attachment handling in Freedom UI to prevent users from leaving a page while a file upload is still in progress. Previously, users could close or reload the browser tab during upload, which could result in incomplete or corrupted files being saved. The platform now implements browser-level handling for tab close, tab reload, and browser close events, displaying a warning message about active uploads before the action is completed. This change helps prevent corrupted attachments and improves reliability of file upload operations. |
Integrations and APIs | Emails | Fixed | Fixed an issue in email synchronization where users could not add a new mailbox because of duplicate emails in contact communication options. This change ensures successful mailbox setup and prevents conflicts caused by duplicate contact emails. |
Integrations and APIs | Chats | Changed | Added support for the new SMS channel. User roles who have permission to the "Access to "Chat settings" section" ( |
Integrations and APIs | Chats | Changed | Added support for sending text messages (SMS) and attachments (MMS) in the Agent Inbox panel of the Contact Center app and the Chats sidebar of the communication panel via the configured SMS channel. This change enables full SMS/MMS communication within chats while ensuring compliance with channel and provider limitations. SMS messages are processed as follows: MMS messages are processed as follows: |
Integrations and APIs | Chats | Changed | Added automatic creation and routing of chats in Creatio based on incoming SMS and MMS messages via the configured SMS channel. SMS conversations are processed using the chat processing mechanism and are available in the Agent Inbox panel of the Contact Center app and the Chats sidebar of the communication panel. This change integrates SMS/MMS communication into chat-based workflows and ensures consistent routing, contact identification, and conversation history handling across channels. Upon receiving an incoming SMS or MMS message, Creatio: |
Code-based customization | Object Designer | Changed | Changed the backend data binding logic to restrict binding of object columns of the "Encrypted string" type. Encrypted columns are now automatically ignored during binding creation. This change prevents accidental exposure or processing of sensitive data, eliminates potential security gaps in data binding scenarios, and aligns backend behavior with the existing frontend restriction. |
Code-based customization | Object Designer | Changed | Added the Show seconds checkbox to the Behavior property block of Object Designer for the "Date/Time" and "Time" type columns. Out of the box, the checkbox is cleared, and values are displayed in HH:MM format. When selected, the column accepts and displays time values in HH:MM:SS format. Metadata-based formatting logic ensures the selected format is applied consistently across lists, summaries, filtering, and sorting operations. Previously, time values were displayed in HH:MM format only, and time precision could not be configured at the column level. This change provides flexible metadata-level control over time precision while preserving database integrity and ensuring consistent formatting across the user interface. |
Code-based customization | Quartz task scheduler | Changed | Added proactive thread pool starvation diagnostics for .NET Framework. Creatio now detects potential worker thread pool starvation conditions and automatically collects diagnostic logs and, optionally, memory dumps before a crash occurs. Administrators can configure the dump type and frequency or disable dump creation if required. Creatio validates configuration values, applies safe defaults, and prevents unsafe combinations. Previously, diagnostic data was typically available only if a memory dump was manually collected during a crash or required reproduction of the issue. This change preserves critical runtime information during starvation scenarios, accelerates root cause analysis, and improves the efficiency of stability investigations for on-site deployments. |
Code-based customization | Quartz task scheduler | Changed | Changed the health check endpoint to always return a response body and include detailed thread pool metrics. The response now contains a |
Code-based customization | Quartz task scheduler | Changed | Changed the default minimum thread pool configuration for on-site deployments to reduce thread starvation scenarios under high load. The internal default formula for the worker thread pool minimum count was updated to |
Schema management | Configuration section | Fixed | Fixed an issue where index |
Schema management | Configuration section | Fixed | Fixed an issue where the |
Schema management | Schema inheritance | Fixed | Fixed an issue with resolving localizable resources in deep schema hierarchies where renamed values from intermediate packages were ignored when further schema replacements existed in the hierarchy. Creatio now correctly applies updated localizable resource values regardless of their position in the schema hierarchy. This change ensures consistent UI text, prevents outdated labels or captions from appearing, and improves reliability in complex package layering scenarios. |
Schema management | Schema inheritance | Changed | Added support for Created on and Modified on properties for "Localization" type schemas, consistent with other configuration elements. The Created on property reflects when the first localizable value was added to a package, while Modified on shows the most recent update to any localizable value. This change improves visibility into localization metadata, simplifies auditing of multilingual content, and helps teams track and manage translation timelines more effectively. |
Schema management | Schema inheritance | Fixed | Fixed a performance issue related to requests to the "Compilation errors" ( |
Schema management | "Data" type schema | Changed | Added validation to prevent creation of object columns that could result in duplicated property names in the generated "Data" type schema. A conflict could occur when an object contained a regular column (for example, |
Data models | Data model attribute | Changed | Added the |
Administration | System settings | Changed | Changed the default value of the Cached checkbox on system setting pages from cleared to selected. The update is applied automatically to newly created system settings after upgrading to version 8.3.3. This change enhances performance by automatically enabling caching for new system settings. |
Administration | System settings | Changed | Changed the default values of the Access for reading for internal users and Access for modification for internal users parameters on system setting pages from "Allow for all" to "Restrict for all." The update is applied automatically to newly created system settings after upgrading to version 8.3.3. This change improves data protection by preventing unintended access to system settings by internal users. |
Administration | System settings | Changed | Added the ability to configure the fiscal year start month and the first day of the week using system settings. Automatic maintenance of fiscal periods in the "Period" ( Added the following system settings to support fiscal calendar configuration: |
Administration | Configuration activity log | Added | Added the Configuration activity log page to provide centralized tracking of configuration changes and system-level operations across the platform. The log is available as a read-only page in the System setup section of System Designer and is accessible only to users who belong to the "System administrators" organizational role. Previously, configuration actions, compilation operations, additional feature updates, and system setting changes were not consolidated into a single structured log, limiting visibility and governance control. The log automatically records configuration operations defined in the "Configuration operation" ( |
Administration | Configuration activity log | Added | Added the ability to manage retention of the configuration activity log through manual and automatic cleanup to prevent accumulation of log records and related attachments over time. Users who belong to the "System administrators" organizational role can manually remove records up to a selected date and configure automatic cleanup based on a defined retention period stored in the "Configuration activity log retention period" ( |
User and access management | User management | Changed | Added the ability for users who belong to the "System administrators" organizational role to manage the Time Zone and First day of the week fields directly on the user page in the Users section. Previously, these fields were available on the Basic settings tab of the user profile page, but system administrators could not modify their values for other users. This change enables centralized administration of user regional settings and allows system administrators to configure time zone and calendar preferences for selected users. |
User and access management | User management | Changed | Enforced password change for the out-of-the-box "Supervisor" user in on-site deployments by setting the |
User and access management | Access rights | Changed | Added support for processing large volumes of data during access right update for object records. Previously, right recalculation could encounter performance limitations when handling large datasets. This change improves scalability and ensures stable execution of access rights processing for high-volume records. |
User and access management | System operations | Changed | Added the ability to control access to the "Debug mode" ( |
User and access management | System operations | Changed | Removed obsolete logic for updating the "Position" column on the system operation page from the access rights modification function. Previously, the function contained outdated processing related to updating the "Position" column that was no longer required. This change simplifies access rights modification logic and removes redundant processing. |
Authentication | OpenID authentication | Changed | Added the ability to control automatic user provisioning during OpenID authorization when OpenID is configured via system settings instead of the Single Sign On configuration section. The functionality is managed by the "Disable OpenId user provisioning" ( |
UX | Page performance | Fixed | Fixed an issue where a Freedom UI page schema was incorrectly marked as changed during page load if the Tabs component was present. During initialization, unintended schema modification logic was triggered, even though no actual changes were made, resulting in unnecessary schema updates. The page initialization lifecycle was adjusted to prevent schema changes when rendering pages that contain the Tabs component and to maintain schema state stability during load. Previously, opening such pages could trigger false-positive change detection and redundant save prompts. This change ensures stable schema behavior during page initialization and eliminates unintended schema updates. |
UX | Record management | Fixed | Fixed an issue where sorting did not work in the Object permissions (read-only) expanded list on the Access settings tab of the technical user page. The list can now be sorted by clicking column headers, consistent with standard list behavior across the platform. This change improves usability and makes managing object permissions for technical users more efficient and predictable. |
Accessibility | Screen reader support | Changed | Added screen reader announcements for loading masks displayed during record saving via the default Save buttons to improve accessibility and comply with WCAG. The |
Communication | Chats | Changed | Added support for sending images and files in the WhatsApp chat channel from the Chats sidebar of the communication panel. Agents can now attach and send files using the same interface and behavior as in other supported chat channels. This change ensures a consistent agent experience across chat channels and enables seamless file and image sharing in WhatsApp conversations. File type restrictions are managed by the "File extensions DenyList" ( Each file or image is sent as a separate message. If both text and attachments are included, they are sent as individual messages. Attachments are previewed before sending: files display the name (with ellipsis truncation when needed) and a file-type icon; images are displayed as thumbnails. Multiple attachments support horizontal scrolling. |
Communication | Chats | Fixed | Fixed the display of video messages in chats on the Chats sidebar of the communication panel. Previously, video files sent via Telegram were not displayed in chat conversations, which prevented users from viewing video content. Video files sent via Telegram are now rendered correctly. This change restores expected visibility and usability of video messages, enabling users to view and access shared video content directly from the chat interface. |
Communication | Chats | Fixed | Fixed a performance issue that caused delays when agents accepted chats in high-volume queues. Previously, accepting a single chat triggered distribution logic for all pending chats in the queue, resulting in chat acceptance delays of more than 10 seconds. Distribution processing is now applied only to the chat being accepted. This change ensures immediate chat assignment and significantly faster response times for agents in high-volume environments. |
Communication | Chats | Fixed | Fixed an issue that prevented chat agents from scrolling the list of active chats on the Chats sidebar of the communication panel. Previously, chat agents could not view or switch to active chats beyond the visible area, which disrupted workflows and delayed responses. Vertical scrolling is now enabled when the number of active chats exceeds the visible space and works consistently across different screen sizes. This change restores full visibility of active chat sessions and improves usability and multitasking efficiency for agents working with multiple chats. |
Communication | Chats | Fixed | Fixed an issue in the chat routing mechanism where an unhandled |
Communication | Chats | Fixed | Fixed an issue where chat distribution triggered on chat acceptance was limited to the agent's currently selected queue, even when the agent was available and assigned to multiple queues. Now, the distribution logic evaluates all queues assigned to the agent and considers pending chats from any eligible queue when the agent becomes available. This change ensures balanced workload distribution, reduces idle time, and improves overall service efficiency. |
Communication | Emails | Changed | Added the "Manage service providers" action to the actions on the Emails sidebar of the communications panel. The action is visible only to user roles who have permission to the "Email providers list setup" ( |
UX | Page management | Changed | Added the ability to hide the splash screen logo. The functionality is managed by the Hide splash screen logo image checkbox in the Advanced expanded list of the Appearance setup page. Out of the box, the checkbox is cleared. Previously, users could not control whether the logo was displayed on the splash screen. This change provides greater flexibility in customizing the Creatio appearance. |
UX | Page management | Fixed | Fixed an issue where list and form pages could freeze after changing the code of an object referenced by a lookup and used in forward references. The page rendering logic was updated to handle such changes gracefully. Previously, modifying the referenced object code could cause page initialization failures or UI freezes. This change ensures that pages open correctly and display "Column removed" for affected controls instead of becoming unresponsive. |
UX | Page management | Fixed | Fixed an issue where duplicate error and success notifications were displayed when saving a record with an empty relation column in a many-to-one relationship. The save handling logic was updated to prevent a success notification from being triggered when the primary model was not saved due to a validation failure. Previously, both success and error messages could appear simultaneously in validation failure scenarios. This change ensures that only the appropriate error message is displayed and improves the consistency of save notifications. |
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Category | Feature | Status | Description |
|---|---|---|---|
Customer 360 | Accounts section, | Changed | Added the Tier field to the account profile on the account page and the "Tier" column to the Accounts list page to support territory management and account segmentation during daily account operations. Previously, the "Tier" attribute was available only in the Data model attributes group of the Freedom UI Designer element library, limiting user awareness and usage. This change improves visibility of territory segmentation, reduces confusion about missing data, and enables consistent use of Tier when managing accounts. |
Customer 360 | Contacts section | Changed | Added automatic duplicate validation when saving a new contact. Previously, duplicate contacts could be created in Freedom UI without automatic validation during saving. Now Creatio triggers the global search service and displays the Potential duplicates found mini page if matches are detected. The mini page displays the columns in which duplicates were identified. If you need to limit comparison to specific columns, configure them in the Favorite columns for deduplication lookup. Since the functionality relies on the global search service, register and enable the The mini page includes a list of potential duplicates and Edit record, Save anyway, and Merge buttons. The mini page closes automatically after the selected action is completed. |
Productivity | Calendar section | Changed | Added the Calendar settings mini page in Freedom UI. Previously, selecting the "Set up synchronization" action in the Calendar section opened the settings page in the Classic UI. The mini page is now supported for Microsoft 365 accounts. This change modernizes the calendar configuration experience, improves usability, and provides access to new automation and AI-powered capabilities within the unified interface. Calendar settings mini page includes: |
Productivity | Calendar section | Changed | Added automatic synchronization of Microsoft Teams meeting transcripts with calendar meetings. The functionality is enabled when calendar synchronization is configured and requires OAuth authorization for Microsoft 365. This change ensures that meeting transcripts are consistently imported and available for further AI processing. The synchronization interval is defined by the "Mailbox synchronization interval" ( |
Knowledge Management | Knowledge base section | Fixed | Fixed an issue where external users could see all historical versions of knowledge base articles due to incorrect filtering logic. Previously, the "Parent article" ( |
Creatio.ai Knowledge Library | Creatio.ai knowledge library section | Added | Added a new Creatio.ai Knowledge Library composable app to enable configuration and management of knowledge sources used in retrieval-augmented generation (RAG) scenarios. The app is available on the Creatio Marketplace and includes a dedicated Creatio.ai knowledge library section, displayed in the "AI command center" workplace. It supports knowledge sources based on uploaded text-based files and *.pdf files, as well as structured data from Creatio sections. Transfer-layer chunking is applied to large knowledge items before sending them to the RAG microservice. Role-based access control filtering ensures that only records accessible to the current user are included in responses. Citation metadata is attached to results, enabling display of source references in Creatio.ai responses. This change enables secure and transparent RAG-based knowledge retrieval, improves governance and traceability of Creatio.ai responses, enhances microservice communication stability, and expands usage scenarios by supporting both structured and unstructured knowledge sources. The Creatio.ai knowledge library page includes the General information tab. Its content depends on the value of the Provider field: After saving the knowledge source: Added the following system settings: |
Creatio Marketing | Campaign Designer | Changed | Added support for saving campaign workflows as reusable templates in the Campaign Designer. Users can save any existing campaign workflow as a named template and apply it when creating or editing campaigns whose "Status" column is set to "Planned." Applying a template adds all elements, connections, branches, and settings exactly as saved, except for links to related records such as bulk emails, events, and Facebook forms. If a campaign already contains a configured flow, Creatio displays a confirmation message before replacing it. If the replacement is confirmed, the existing campaign elements in the schema are removed, and the applied template is displayed instead. This change reduces manual setup, ensures consistency across marketing automation scenarios, and enables faster campaign creation. |
Creatio Marketing | Campaign Designer | Changed | Added grouping of campaign elements in the Campaign Designer to organize the Elements area by functional intent. Elements are now displayed in logical groups that contain icons and titles, such as "Triggered entry," "Data management," "Flow logic," and "Outcomes," instead of a flat list. Additionally, implemented a dedicated API to define custom element groups, control group and element order, and assign elements to multiple groups, while custom elements remain ungrouped by default. This change improves navigation and element discovery, reduces time spent searching for elements, and increases efficiency when designing and updating campaign flows. |
Creatio Marketing | Campaign Designer | Changed | Hidden the deprecated Add from landing and Landing page elements in the Elements area of the Campaign Designer to prevent using legacy web-to-object landing pages in new campaigns. These elements are replaced by the Add from web page and Web page elements for webhook-based landing page integration, including Creatio landing pages. Visibility of the Add from landing element is managed by the |
Creatio Marketing | Campaign Designer | Fixed | Fixed the campaign schema copy behavior in the Campaign Designer. Previously, when copying a campaign that contained parallel or overlapping flows with custom positioning, all flows in the copied schema were placed on the same horizontal line, which distorted the original layout on the Campaign flow tab of the campaign page. The platform now preserves the relative positioning of campaign sequence flows when duplicating a campaign. This change ensures that the copied campaign schema matches the source layout and maintains visual consistency and correct campaign design after duplication. |
Lead Generation | Landing Page Designer | Changed | Added configurable conditional rules for Form elements in the Landing Page Designer. Previously, form behavior could only be configured statically and could not respond dynamically to user input. Conditional rules are saved as part of the form configuration and injected into the landing page during publish or download. This change enables more flexible and advanced form behavior, reduces manual configuration effort, and allows marketers to implement more precise and dynamic landing page scenarios. Conditional rules support defining "IF" conditions and "THEN" actions, including: Rules are evaluated in real time as visitors interact with a published landing page, either on the Creatio pre-configured URL or when using downloaded HTML. Conditional rules do not apply in the preview mode in the Landing Page Designer. Rules are executed in a top-to-bottom priority order and are stored as part of the form configuration, then copied together with the landing page to simplify reuse and duplication of forms across different scenarios. Conditional rules cannot be configured for fields marked as hidden in the form field settings. Such fields are intended for contextual data storage such as source, channel, or UTM parameters, and are excluded from dynamic behavior. When conditional rules are modified after a landing page is published, the landing page requires an explicit update initiated by a user to apply changes. |
Lead Generation | Landing Page Designer | Changed | Added a placeholder option for "Dropdown" type fields in Form elements of the Landing Page Designer. Previously, "Dropdown" type fields always contained a selected value, which made it difficult to distinguish between values intentionally selected by users and fields left with a default value. "Dropdown" type fields now display an explicit "Select a value" placeholder to indicate that no value has been selected. When any other value is chosen, the field is treated as intentionally filled out by the user. The placeholder text can be localized in the Edit field mini page and is hidden when a default value is configured or when the field is required. This change improves the accuracy of form logic and reduces ambiguity in form submissions. |
Lead Generation | Landing Page Designer | Fixed | Fixed an issue where field-level settings in Form elements were reset after adding a new field in the Landing Page Designer. Previously, when users configured field properties such as Required or Read-only in the Edit field mini page, these settings were lost after reopening the Form settings mini page and adding another field. The platform now preserves existing field configurations when forms are modified, preventing unintended resets and ensuring consistent form behavior for end users. |
Lead Generation | Landing Page Designer | Fixed | Fixed an issue where removed default field values in forms were still displayed on the published landing page after republishing. Changes to default field values are now applied correctly after republishing a landing page, preventing outdated data from being submitted and ensuring predictable form behavior for users. |
Lead Generation | Landing Page Designer | Fixed | Fixed an issue where default field values in forms were not copied when duplicating a landing page. Previously, duplicated landing pages did not retain default values configured in the original form. Default field values are now copied correctly together with the landing page, ensuring consistent form configuration and reducing the need to reconfigure forms manually after duplication. |
Lead Generation | Landing page | Changed | Changed the logic of the Update button visibility for landing pages. The Update button is now always displayed on published landing pages and no longer depends on detecting changes in page HTML or scripts. This lets users reliably publish updates related to form configuration, conditional rules, scripts, and settings even when no markup changes are present. The change improves consistency of the landing page lifecycle, prevents missed updates, and reduces operational friction when managing landing page configurations. |
Lead Generation | Landing page | Changed | Added the Add script tab for managing custom scripts directly from the landing page in Creatio. The tab lets users inject, edit, preview, and remove scripts without manual markup changes, define a script name and content, select the execution position ("Body bottom," "Body top," "Head bottom," "Head top"), and use a visual code editor for script injection. Script changes are applied after page publishing or download and support safe removal with a confirmation step. Using custom scripts, users can implement advanced landing page customization scenarios, including analytics and tracking integration (for example, Google Tag Manager), cookie consent solutions (for example, Cookiebot), Google reCAPTCHA v2/v3 for form protection, and custom form submission behavior such as adding additional parameters, validations, redirects, or tracking logic. This change allows customizing success and error messages and fully overriding post-submit behavior through custom success and error handlers. |
Email marketing | Email Designer | Changed | Added validation for the Sender email address field on the Design content tab in the Email Designer. A warning message is displayed when the sender domain is not validated. This change enables users to identify unapproved domains before saving and helps ensure that only validated domains are used for outgoing emails. |
Email marketing | Email Designer | Changed | Added the ability to duplicate a configured condition using the new Copy action in the list of row actions in the Display conditions mini page of the Email Designer. Previously, users could only create a condition from scratch. This change reduces manual configuration effort and ensures consistency when similar conditions are required. |
Email marketing | Email Designer (Classic UI) | Changed | Added content alignment options to the Email Designer in Classic UI. Previously, email template content could not be aligned, which limited layout customization and visual consistency. Users can now align template content to the left, center, or right when designing message templates, emails used in business processes, and bulk emails. This change improves layout control, simplifies the email design process, and enhances the visual presentation of email content. |
Email marketing | Sender domains section | Changed | Added the ability to remove configured sender domains using the new Delete action in the list of row actions in the Sender domains section. Previously, users could not remove outdated or incorrect domains directly from the list. This change enhances sender domain management and ensures the list of approved domains remains accurate and up to date. |
Event management | Event page | Fixed | Fixed an issue where widgets on the event page did not filter data based on the current page context. Previously, the "Confirmed," "Participated," and "Not participated" widgets could display incorrect data because the Apply filter by page data parameter was not configured in the Freedom UI Designer and was therefore not applied during filtering. Widgets now correctly use the page context for filtering, ensuring accurate data display and improving the reliability of event participation insights. |
Creatio Sales | Sales home page | Changed | Replaced the existing Sales homepage with a new Sales home page that includes structured analytics views and a unified period filter. Previously, the Sales homepage did not provide tab-based analytics with a unified period filter applied across all tabs. This change consolidates sales analytics into organized views to improve performance monitoring and operational control. The Sales home page includes the following elements: |
Creatio Sales | Sales home page | Changed | Changed the data selection logic of the Team productivity tab on the Sales home page to display activity metrics only for owners who have at least one opportunity or lead that matches the tab context. Previously, owners without opportunities or leads were included in activity aggregation, which could distort totals and comparisons. Owners without related sales records are now excluded from aggregation and from all widgets on the tab. This change improves consistency of team activity analytics. |
Creatio Sales | Workplaces | Changed | Added the Territory management section to the "Sales" workplace when the Territory Management composable app is installed. Previously, this section was available only in the "Territory management" workplace and was not included in existing workplaces out of the box, even after installing the app. This change simplifies setup and reduces the risk of configuration inconsistencies. |
Lead and Opportunity Management | Lead page | Changed | Added a new "Sales motion" ( |
Freedom UI components | Next steps component | Changed | Added the ability to filter task types in the Next steps component. Previously, tasks were displayed without type-based filtering, which could make task management less structured and increase interface clutter. Users can now filter tasks by type to better organize their workload. The functionality is managed by the |
Territory Management | Territory management section | Changed | Added search functionality to the Hierarchy component in the Territory management section. Users can search for territories by full or partial name using a search field at the top of the hierarchy. The search is executed when the user presses Enter and displays matching territories along with their full hierarchical path. Child nodes are included in the results only if their names match the search query. If a parent territory matches but its children do not, the search stops at the parent level and the full subtree becomes visible only after clearing the search query. The search follows the same logic as the folder search mechanism. This change improves navigation in complex territory structures, reduces manual scrolling, and helps users quickly locate relevant territories while preserving performance and visual clarity. |
Territory Management | Territory management section | Changed | Changed the out-of-the-box territory hierarchy in the Territory management section after initial installation. The default set of territories and hierarchy structure were revised to better demonstrate territory segmentation and configuration capabilities. Previously, the out-of-the-box setup did not fully reflect typical business scenarios or showcase application functionality. This change improves the initial user experience and makes the default configuration more representative of real-world territory management structures. |
Territory Management | Territory management section | Changed | Changed the Territory management section to align visibility and action menu configuration with expected UX standards. This change improves data visibility and usability of import and export actions. |
Territory Management | Territory management section | Fixed | Fixed the action menu behavior of the List component in the Territory management section and on the Accounts & connections tab of the territory page. Previously, the action menu was displayed at the bottom of the page and was not sticky, limiting access to bulk actions while scrolling. It is now displayed as a sticky element on the screen, consistent with the behavior in the Accounts & connections section. This change ensures consistent list behavior and improves usability when performing bulk actions. |
Territory Management | Territory management section | Fixed | Fixed the calculation logic of the "Rep territories," "Open opportunities," and "Open pipeline" columns in the Territory management section. The aggregation logic now traverses the full territory hierarchy and includes data from all descendant territories. Previously, nested territories were not fully included in the aggregation, which could result in incomplete totals. This change ensures accurate territory-level reporting and consistent aggregation of pipeline and opportunity data across hierarchical structures. |
Territory Management | Territory page | Changed | Changed the territory page to align visibility, labels, layout order, and expanded list behavior with expected UX standards. This change improves layout consistency and data visibility. |
Territory Management | Territory page | Changed | Changed the Accounts, Opportunities, and Leads expanded lists on the Accounts & connections tab of the territory page to support hierarchical browsing of related records in the expanded lists. Users can now browse related records by parent directly within the territory page. Previously, hierarchical navigation was not available in these lists and required manual filtering to explore related records. This change simplifies navigation across territory-related hierarchies and reduces manual steps when working with parent-child relationships. |
Customer 360, | Accounts section, | Changed | Added the "Territory" column to the record selection windows used when adding or selecting related records in the Accounts, Opportunities, and Leads sections, as well as on the Connections tab of the territory page. Previously, users selected records without visibility of territory information, which could lead to incorrect assignment or reassignment decisions. This change improves assignment accuracy, reduces reassignment errors, and enables faster territory-aware selection. |
Creatio Service | Contact Center | Added | Added a new Contact Center composable app that enables agents to manage real-time chat communications, including chats and calls as well as queued tasks such as cases, orders, or custom entities, from centralized workplaces. The app is available on the Creatio Marketplace. Telephony and chat functionality remains available at no additional cost within Creatio Service and Creatio Financial Services CRM under the existing licensing model. This change clarifies product boundaries and aligns communication capabilities with operational usage. |
Contact Center | Agent Inbox panel | Added | Added support for real-time chat items in the Agent Inbox panel. The panel displays queued chat communications using the new |
Contact Center | Agent Inbox panel | Added | Added an unread message indicator in the Agent Inbox panel. Previously, this functionality was available in Classic UI only. This change ensures consistent agent workflows in Freedom UI, improves visibility of unread conversations, and helps agents prioritize active chats without losing context. The unread counter is displayed for chats that have new messages, updates in real time as new messages arrive, and decreases automatically as messages become visible while the agent scrolls through the conversation. When the unread count exceeds 9 messages, the indicator is displayed as "9+." |
Contact Center | Agent Inbox panel | Added | Added a real-time overdue timer indicator to chat tiles in the Agent Inbox panel. The timer appears when configured response time thresholds are exceeded and updates live to show how long a chat has been overdue since the last incoming customer message. The functionality supports both first response and ongoing response scenarios, displays only the relevant timer based on the chat state, and resets once the agent replies. Queue-specific response time limits are configured on the Chat queues expanded list on the Chat settings page. This change helps agents prioritize overdue conversations, improves response-time visibility, and supports consistent service-level management across chat queues. |
Contact Center | Agent Inbox panel | Added | Added the ability to view key contact and chat details directly from the chat header in the Agent Inbox panel. Previously, this functionality was available in Classic UI only. This change ensures consistent agent workflows in Freedom UI, helps agents quickly access relevant customer information during conversations, and provides greater flexibility for adapting the contact profile to specific business needs. The header displays the contact icon and name along with the associated channel, and provides a collapsible contact profile panel that shows populated contact fields such as Email and Business phone, and chat fields such as Chat channel. Selecting the contact name opens the contact page in the workspace. The contact profile can be extended with additional fields using low-code tools. |
Contact Center | Agent Inbox panel | Added | Added the ability to link an active chat to an existing contact directly from the contact profile panel in the Agent Inbox panel. This change improves data accuracy, ensures correct customer identity association for chat history, and helps eliminate duplicate or temporary contact records. Agents can use the Link to another contact button to select a different contact from the Select: Contact mini page and confirm the reassignment. After confirmation, the chat is linked to the selected contact, the previous contact record is removed, and changes are applied immediately in the contact profile and chat messages without page reload. |
Contact Center | Agent Inbox panel | Added | Added support for composing and sending text messages in active chat sessions directly from the Agent Inbox panel. Agents can send messages using the |
Contact Center | Agent Inbox panel | Added | Added the ability to attach and send images and files in active chat sessions from the Agent Inbox panel. This change enables agents to share documents and images directly in chat conversations while enforcing file security rules and platform limitations. Agents can upload attachments using the Attachments are previewed before sending: files display the name (with ellipsis truncation when needed) and a file-type icon, while images are shown as thumbnails. Multiple attachments support horizontal scrolling. Each file or image is sent as a separate message. If both text and attachments are included, they are sent as individual messages. File type restrictions are managed by the "File extensions DenyList" ( |
Contact Center | Agent Inbox panel | Added | Added support for selecting and inserting predefined message templates in active chat sessions from the Agent Inbox panel. Previously, this functionality was available in Classic UI only. This change ensures consistent agent workflows in Freedom UI, helps agents respond faster with consistent, localized messages and reduces manual input during live chat conversations. Agents can open the template list using |
Contact Center | Agent Inbox panel | Added | Added grouping of message templates by usage in the Agent Inbox panel. This change helps agents quickly access frequently used responses, reduces time spent searching for templates, and improves efficiency when handling high chat volumes. Message templates are grouped as follows: |
Contact Center | Agent Inbox panel | Added | Added support for inserting emojis into chat messages from the Agent Inbox panel. This change enables more expressive and natural communication with customers while maintaining a professional tone during chat interactions. Agents can open the emoji picker using |
Contact Center | Agent Inbox panel | Added | Added support for transferring active chat sessions to another agent or queue in the Agent Inbox panel. Previously, this functionality was available in Classic UI only. This change ensures consistent agent workflows in Freedom UI and enables seamless reassignment of conversations without losing context. Agents can initiate chat transfer from the chat header using After transfer, the chat becomes read-only for the sending agent and is removed from the In progress list once deselected. The receiving agent or queue sees the chat with a detailed transfer message and unread message counter, while full conversation history and attachments remain available. |
Contact Center | Agent Inbox panel | Added | Added support for running quick actions directly from active chat sessions in the Agent Inbox panel. Previously, this functionality was available in Classic UI only. This change ensures consistent agent workflows in Freedom UI, reduces context switching and enables agents to trigger relevant automation directly from conversations. Agents can use |
Contact Center | Agent Inbox panel | Added | Added support for real-time chat translation in the Agent Inbox panel. Previously, this functionality was available in Classic UI only. The functionality is managed by the "Enable chat translation" ( When the system setting value is set to "true": Agents can: |
Contact Center | Agent Inbox panel | Added | Added support for manual and automatic chat completion in the Agent Inbox panel. Previously, this functionality was available in Classic UI only. This change ensures consistent agent workflows in Freedom UI and allows resolved chats to be closed explicitly while preserving full conversation history. Agents can complete chat sessions using the Complete button, after which chats become read-only and are removed from the In progress list. Conversation history and attachments remain available in the panel until the chat is deselected, and system messages confirm chat completion. Automatic chat completion by timeout follows the same behavior. |
Creatio Service | Feedback page | Fixed | Fixed an issue on PostgreSQL where opening a feedback page that includes a customer satisfaction score from an email caused the page to fail during the |
Case Management | Cases section | Fixed | Fixed an issue where the required |
Case Management | Cases section | Fixed | Fixed an issue where cases in the "Waiting for response" or "Resolved" stage were not automatically reopened when a follow-up email was received in the Case Management app. Previously, the required reopen logic was missing, which prevented incoming emails referencing a resolved case from triggering the transition to "Reopened." The issue occurred environments without the Creatio Service product. The functionality is now managed by the "Run process: Reopen case and notify assignee on receiving an answer regarding the case V2" business process. The previous "Run process: Reopen case and notify assignee on receiving an answer regarding the case" process was deactivated. This change restores automatic case reopening on follow-up emails and ensures continuity of customer communication workflows. |
Case Management | Message templates | Fixed | Fixed an issue where message templates from Creatio Service were not available in the message composer after installing the Case Management app in Creatio Studio. Although the templates existed in the platform, they were not returned in the selector due to missing |
button that includes separate Export to Excel and Data import actions with icons.
button, dragging, or paste images via Ctrl+V. Attachments can be removed before sending using the 
button.
button in the chat input or by typing the "//." The list displays templates from the Message templates section and supports search by name or body text. Inserted template content is localized based on the language specified in the Preferred language field on the Contact info tab of the contact page or the chat language, and macros are populated automatically using data from the current chat context and related records. Missing macro values are inserted as plain text.
button in the chat input, search emojis by name or shortcut, preview emojis with their names and shortcuts, and insert selected emojis directly into the message text.
button and select a target queue or agent using corresponding tabs.
button in the chat header to launch predefined business processes configured on the Chat actions expanded list on the Chat settings page. When an action is selected, the linked process is started with contextual parameters from the current chat.
button. The tooltip changes between Hide translation panel and Show translation panel, depending on the current state of the translation panel.Creatio Mobile
Category | Feature | Status | Description |
|---|---|---|---|
No-code customization | Freedom UI Mobile Designer | Changed | Added the ability to switch the canvas between phone, tablet landscape, and tablet portrait views directly in the Freedom UI Mobile Designer. The view switcher is displayed near the page title. When a mode is selected, the corresponding canvas configuration is applied immediately without a page reload, updating canvas proportions and styling to match the selected device type. Previously, no-code creators could work with only a single canvas setup and could not quickly validate or adjust layout behavior for different device form factors. This change simplifies responsive layout validation, improves cross-device consistency, reduces rework, and increases efficiency when designing pages for mobile and tablet experiences. |
Freedom UI Mobile components | Button component | Changed | Added the "Open NFC reader" action for the Button component in the Freedom UI Mobile Designer. At runtime, tapping the configured button opens the device NFC reader. This change simplifies implementation of NFC-based scenarios and enables hardware interaction in mobile apps without requiring custom code. |
Freedom UI Mobile components | Folder management component | Changed | Added support for the Folder management component in the Freedom UI Mobile Designer. The component now provides canvas preview rendering and a limited set of configuration parameters in the setup area. The configuration behavior is aligned with mobile runtime capabilities. This change extends mobile page design capabilities and ensures consistent folder configuration behavior without requiring custom code. |
Freedom UI Mobile components | List component | Changed | Changed vertical paddings for List component items in Creatio Mobile. This change affects all Freedom UI sections and provides consistent vertical spacing across list views. Full-screen lists remain unchanged. |
Freedom UI Mobile components | List component | Changed | Added the Sort by column parameter to the setup area of the List component in the Freedom UI Mobile Designer. Users can now select a default object column for sorting and specify the sorting direction using the |
Freedom UI Mobile components | List component | Changed | Added support for record management actions in embedded list on mobile pages. The List component now enables users to edit and delete records directly within the mobile app. This change reduces the number of steps required to maintain list data and improves usability of mobile pages that use embedded lists. |
Freedom UI Mobile components | Feed component | Changed | Added support for the Feed component in the Freedom UI Mobile Designer. The component now provides canvas preview rendering and a limited set of configuration parameters in the setup area. This change extends mobile page design capabilities and ensures consistent activity tracking. |
Freedom UI components | Attachments component, | Changed | Added file preview support in the Attachments and Feed components, allowing users to preview files directly without downloading them. Files now open in a mini page that allows interaction 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 as a PDF, printing it, or switching to full-screen mode. A navigation pane in the top left displays all document pages, while a search tool in the top right enables in-document search. The preview supports the following file types: *.pdf, *.xlsx, *.docx, *.pptx, *.jpeg, *.png, *.gif. Files in other formats remain available for download only. Additionally, a dedicated download button was added to 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 for viewing, improving efficiency and user experience by enabling faster access to file content directly within the UI. |
Freedom UI Mobile components | Communication options component | Changed | Added support for the Communication options component in the Freedom UI Mobile Designer. The component provides canvas preview rendering and a limited set of configuration parameters in the setup area. Out of the box, it includes Phone number, Email address, and Web link fields, as well as a predefined |
Freedom UI Mobile components | Account compact profile component, | Fixed | Fixed an issue where fields in the Account compact profile and Contact compact profile components could not be edited correctly in Creatio Mobile. Previously, changes made in the compact profiles were not applied as expected. This change restores proper editing behavior and ensures changes are saved correctly. |
Freedom UI Mobile components | Timeline component | Changed | Added support for the Timeline component in the Freedom UI Mobile Designer. The component now provides canvas preview rendering, including object or skeleton display depending on data source selection, and a limited set of configuration parameters in the setup area that vary based on the selected timeline object. The configuration behavior is aligned with mobile runtime capabilities. This change extends mobile page design capabilities and ensures consistent timeline behavior while preserving supported mobile functionality. |
Freedom UI Mobile components | Sort component | Changed | Added support for the Sort component in the Freedom UI Mobile Designer. The component now provides canvas preview rendering and a limited set of configuration parameters in the setup area. The configuration behavior is aligned with mobile runtime capabilities. This change extends mobile page design capabilities and ensures consistent sorting behavior without requiring custom code. |
Freedom UI Mobile components | Embedded list component | Changed | Removed default horizontal paddings for Embedded list component items in Creatio Mobile. This change affects only newly created Freedom UI sections and provides consistent horizontal spacing across list views. |
Freedom UI Mobile components | Progress bar component | Changed | Added support for the Progress bar component that displays dynamic case stages in Creatio Mobile apps. The component visualizes the process flow using labeled, color-coded stages, highlights the current stage and status, supports grouped stages, role-based restrictions, and horizontal scrolling for scenarios that have multiple stages, and adapts to different dynamic case configurations. The component reflects dynamic case stage changes dynamically and handles missing stage or filter configuration gracefully. The functionality is managed by the |
Freedom UI Mobile components | Progress bar component | Changed | Added versioning of "Case" type schemas that implement dynamic cases in the Progress bar component for records of the same object. The platform now determines the applicable dynamic case version based on the |
Freedom UI Mobile components | IFrame component | Fixed | Fixed an issue where file uploads were not supported for external apps embedded in a Creatio Mobile page using the IFrame component. Previously, when an embedded page used a standard HTML |
Freedom UI Mobile layout elements | Area element, | Changed | Added support for structured row and column layout configuration in the setup area of the Freedom UI Mobile Designer. It provides canvas preview render as well as structured row and column configuration, enabling responsive layout composition. The layout responds to supported phone and tablet views to ensure proper alignment and content distribution. This change extends mobile page design capabilities and enables consistent, structured layout design in mobile apps. |
Fields and inputs | "Image" type field | Fixed | Fixed an issue where the "Image" type field at runtime expanded to fill all available space within a Flex row layout element in Creatio Mobile, preventing other components from appearing in the same row. Now, the layout configuration has been updated so that the field no longer reserves the remaining horizontal space out of the box. This change enables placing additional components in the same row and improves mobile page layout flexibility. |
Data models | Database management | Changed | Added support for Microsoft SQL Server in the .NET 8-based version of Creatio Studio. This change expands database compatibility options. |
UX | Page management | Fixed | Fixed an issue where dynamic links to sections not available in the Creatio Mobile app did not open correctly. The platform now checks module availability and opens the link in a browser if the target section is not supported in the mobile app. This change ensures consistent navigation behavior and prevents broken links in mobile scenarios. |
UX | User profile | Fixed | Fixed an issue with applying the Date & time format parameter from the Basic settings tab of the user profile page in the Creatio Mobile app. Previously, dates were formatted based on the Language parameter on the same tab, so date values followed the language format even when a different date format was selected in the user profile page. Creatio Mobile now formats dates according to the selected parameter, allowing users to see dates in the expected format, for example, "DD/MM/YYYY" for "en-GB," and ensuring consistent date formatting across the app. |
Communication | Notifications | Changed | Changed the Notifications section in Creatio Mobile. Previously, notification tiles displayed only the main message content. Now, notification tiles display the date and time of creation, and their visual style is aligned with current mobile UI standards. The interaction model and navigation remain unchanged. This change improves readability, provides clearer context for received notifications, and ensures consistent mobile interface design. |
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buttons. The button changes depending on the current sorting state. The sorting configuration is stored in the list metadata and applied automatically when the list is opened in the Creatio Mobile app. This change ensures consistent data ordering and improves usability of mobile lists.
button. At runtime, users can add and edit communication options, selecting types such as "Email," "Phone," "Social network," "Web," or "Skype," with immediate validation and data persistence. This change extends mobile page design capabilities and ensures consistent communication data handling.Beta testing of new features
Category | Feature | Status | Description |
|---|---|---|---|
AI and automation | Workflow AI Agents | Added | Added the ability to build Workflow AI Agents. Previously, AI Agents were implemented primarily as prompt-based agents, where execution logic was embedded in a single large prompt, limiting deterministic orchestration of mandatory steps. Workflow AI Agents run as orchestrated workflows that combine AI Skills with standard business process elements. This approach enables more structured, step-by-step execution to improve response correctness and reduce hallucinations, ensure reliable and predictable behavior (including enforcement of mandatory steps), and support multi-step workflows with deep integration into the Creatio.ai chat experience. Deterministic logic is handled directly within the workflow, which can reduce action consumption compared to prompt-based agents by moving predictable steps out of prompts and into workflow elements. The functionality is managed by the When the feature is enabled, the skill page includes additional expanded lists and checkboxes that provide explicit control over execution context and available tools: These parameters enable granular and transparent control over AI Skill behavior for Workflow AI Agents. |
No-code customization | Translations | Changed | Added the ability to store data localizations in a package and view them in read-only mode for "Localization" type schemas using the Localization Designer. The functionality is managed by the |
No-code customization | Translations | Changed | Added support for automatic creation of "Localization" type schemas for data that includes translations in a package. When data localization is applied, for example, via the Translation section, the platform now generates corresponding "Localization" type schemas to ensure translated data is properly tracked and stored in the package, even if the data record itself is not bound to this package. The functionality is managed by the |
No-code customization | Translations | Changed | Added the ability to control the target package for saving translations from the Translation section. The functionality is managed by the "Package to store translations" ( |
No-code customization | Translations | Changed | Added support for configuring Creatio behavior when data translation values exceed the database column length during package installation. The functionality is managed by the |
No-code customization | Sidebars | Changed | Added the ability to control the position of sidebars on the screen. The functionality is managed by the When the feature is enabled, Creatio lets you configure where sidebars open using the Panel position parameter in the Sidebar parameters mini page in the Freedom UI Designer. Available values: "Left side of the screen," "Right side of the screen." |
Apps and packages | Package management | Changed | Enhanced the handling of custom data localizations during package installation and manual data binding installation or reinstallation. This allows delivering translations for data as part of packages using standard Creatio delivery processes. Custom localized values defined in the "Localization" type schema now take precedence over default localization values from original data bindings. The functionality is managed by the |
Freedom UI components | Hierarchy component | Changed | Added search functionality to the Hierarchy component. Users can search for items by full or partial name using the Search field at the top of the hierarchy. The search is executed when the user presses Enter and displays matching nodes along with their full hierarchical path. Child nodes are included in the results only if their names match the search query. If a parent node matches but its children do not, the search stops at the parent level, and the full subtree becomes visible only after clearing the search query. The search follows the same logic as the folder search mechanism. This change improves navigation in complex hierarchical structures, reduces manual scrolling, and helps users quickly locate relevant items while preserving performance and visual clarity. The functionality is managed by the |
Analytics | Metric | Changed | Added the ability to configure custom formulas for metrics using the "Formula" option in the Function parameter of the Freedom UI Designer. Users can define calculated metrics using aggregation functions, arithmetic operations, and filters in the Formula Designer. The feature supports aggregation functions |
Code-based customization | Module Designer | Changed | Added support for handwritten signature capture in Creatio Mobile. The functionality is implemented via the |
Lead and Opportunity Management | Opportunities section | Changed | Added the Pipeline analytics filter to the Opportunities section. The Pipeline analytics include the Sales waterfall pipeline, implemented using a new sales waterfall widget that provides sales-specific pipeline visualization logic. The widget supports common interactions and visual behavior, including interactive drilldown by stage, fullscreen view, header interaction support, aggregated value labels on stages, and disabled legend, tooltip on hover, and Y-axis visibility. The widget includes Start and End metrics retrieved from the configured data source and displays them as the first and last values of the waterfall, with intermediate pipeline stages positioned between these metrics. This change introduces waterfall-based pipeline visualization in the Opportunities section and establishes consistent rendering and interaction behavior for sales pipeline analysis. |