8.3.4 Twin changelog
This document details the technical changes and enhancements introduced in Creatio 8.3.4 Twin. It is intended for developers, system administrators, and DevOps engineers responsible for maintaining and extending Creatio customizations.
For a comprehensive overview of the new features, refer to the 8.3.4 Twin release notes.
The update guide for the on-site applications is available in a separate article.
Creatio platform
AI and automation
Category | Feature | Description |
|---|---|---|
Creatio.ai | AI Agents | Added a new Campaign Generation Agent that creates campaign workflows from natural language descriptions in the Creatio.ai chat panel. Based on the user's input, the agent analyzes the campaign goal, target audience, and expected engagement flow, selects suitable elements from the available library, suggests the campaign structure for user confirmation, and creates the campaign after approval. The agent also generates a campaign name, adds a campaign goal, forms the campaign flow, and returns a direct link to the created campaign. The agent is available in the Digital Ads, Lead Generation, Email Marketing, and Event management apps. This change reduces manual configuration effort, improves consistency of campaign setup, and accelerates time from idea to execution. The following limitations apply: |
Creatio.ai | AI Agents | Added a new Customer Support Agent that handles AI-driven conversations in customer SMS, WhatsApp, Telegram, Web chat, and Facebook Messenger chat channels. It is delivered as part of the Customer communication hub app available on the Creatio Marketplace and includes a predefined AI assistant personality. This change enables immediate AI-driven conversation handling in chat channels without the need to configure a custom AI Agent. |
Creatio.ai | AI Agents | Added conversion of LLM-generated responses from Markdown to plain text for customer SMS, WhatsApp, Telegram, Web chat, and Facebook Messenger chat channels. It is delivered as part of the Customer communication hub app available on the Creatio Marketplace. This change ensures AI-generated messages are rendered in plain text across all supported customer chat channels, preventing formatting inconsistencies caused by Markdown syntax. The logic does not affect internal chat channels. |
Creatio.ai | AI Agents | Added a standardized greeting behavior for the AI assistant's first message in SMS, WhatsApp, Telegram, Web chat, and Facebook Messenger chat channels. It is delivered as part of the Customer communication hub app available on the Creatio Marketplace. Previously, the AI assistant did not introduce itself at the start of a conversation, which could cause confusion about the identity of the responder. The logic applies only to customer SMS, WhatsApp, Telegram, Web chat, and Facebook Messenger chat channels and does not affect internal chat channels or non-AI messages. The greeting behavior is managed by the "AiChatPromptTemplate" ( |
Creatio.ai | AI Agents | Changed the Productivity Agent instructions to define a structured instruction set for request handling and sub-agent selection. This change ensures more predictable and stable Productivity Agent behavior, reducing the risk of incorrect sub-agent selection when processing user requests. |
Creatio.ai | AI Sub-agents | Renamed skills to sub-agents in Creatio, including all corresponding UI elements. Previously, the term "Skills" was used to describe AI sub-components, which did not fully reflect their role in the AI Agent architecture and differed from widely used industry terminology. This change improves clarity for users who configure and maintain AI-related logic and aligns Creatio.ai interfaces with industry-standard terminology. |
Creatio.ai | AI Sub-agents | Fixed an issue where input parameters could not be added to workflow sub-agents. Previously, when a newly created sub-agent contained only basic metadata, for example, name, code, description, and prompt, adding an input parameter incorrectly enabled the Save button and failed on save with the error "Cannot read properties of undefined (reading 'InputParameters')." The parameter handling logic for the workflow-type sub-agents was updated. This change ensures that input parameters can be added and saved correctly regardless of the sub-agent's initial configuration state. |
Creatio.ai | AI Agents, | Added support for GPT-5.2 LLM in the Creatio.ai models section. This change gives users access to GPT-5.2 for selection in the Model field on agent and sub-agent pages, enabling more capable and up-to-date AI-driven experiences. |
Creatio.ai | AI Agents, | Changed the behavior of SourceCode type action on agent and sub-agent pages to prevent opening an empty Process Designer. Previously, SourceCode type actions used the default form page because no dedicated page was configured for this action type, causing a blank designer page to open. This change keeps SourceCode type actions visible in the list on agent and sub-agent pages while preventing them from being opened through an unsupported link. |
Creatio.ai | AI Tools | Renamed AI Actions to AI Tools in Creatio, including all corresponding UI elements. This change reflects the updated terminology across the platform and ensures consistency in how AI-driven automation capabilities are referenced in the UI. |
Creatio.ai | AI Tools | Changed the default value of the Use system security context for script tasks checkbox from selected to cleared on the tool page when creating new AI Tools. Out of the box, script tasks now run under the context of the user who executes the tool. The checkbox can still be selected manually when system context is required. Existing AI Tool behavior remains unchanged. This change improves security by ensuring AI Tool script tasks respect user-level permissions by default, reducing the risk of unintended privileged execution. |
Creatio.ai | AI Tools | Fixed an issue where custom objects could not be found in the Process Designer on the Tool schema tab of the tool page when configuring AI Tool elements, for example, Read data. Previously, object selection worked correctly in the Process Designer, but custom objects were unavailable in the Process Designer used for AI Tool configuration, preventing their use in element setup. This change allows developers to select custom objects in the Process Designer when configuring AI Tool elements, the same way as in the standard Process Designer. |
Creatio.ai | Creatio.ai chat panel | Fixed a crash in |
Creatio.ai | Creatio.ai chat panel | Fixed an issue where the confirmation message text was not displayed in long chats when an AI Tool requiring confirmation was invoked in the Creatio.ai chat panel. This change ensures that confirmation messages are rendered correctly regardless of chat length, improving the reliability and transparency of the tool confirmation flow. |
No-code customization
Category | Feature | Description |
|---|---|---|
No-code tools | Freedom UI Designer | Changed the layout and visual design of the action panel in the Freedom UI Designer. Previously, the action panel had a less structured layout with limited visual grouping, which made it harder to navigate and locate relevant actions. This change gives no-code creators a more structured and consistent view of actions in the designer, with related actions organized into clearer groups and updated button styles. |
No-code tools | Freedom UI Designer | Fixed an issue in the Freedom UI Designer where changes to parameters of default timeline objects, such as "Feed channel" ( |
No-code tools | Freedom UI Designer | Fixed an issue where deleting the Timeline component in the Freedom UI Designer triggered duplicate deletion logic due to overlapping handling between parent and nested items. |
UI Design | Freedom UI components | Fixed an issue where the quantity counter in section lists showed a different value than the number of records displayed for the same filters. Previously, the list and count queries were generated using different SQL logic for filters on joined tables, so the counter could return an incorrect total, even though the list displayed the correct records. |
Localization | Localization Designer | Fixed an issue where the |
Localization | Translations | Fixed an issue in the Translation section where a filter for untranslated values was applied automatically and silently at page load without being reflected in the UI. Previously, the section appeared to show all records although actually applying a hidden filter, causing confusion about the actual record count. This change removes the automatic hidden filter on page load and ensures any active filter is correctly displayed in the Translation section, giving users an accurate view of the actual record count. |
Localization | Translations | Fixed an error that occurred during translation update when a previously folder-linked translation record had its source lookup record deleted. Previously, Creatio attempted to delete the orphaned translation record but failed due to a database constraint related to the folder reference, causing the update process to stop with an error. This change allows the translation update process to complete without errors in environments where lookup records linked to translation folders have been deleted. |
Apps and packages | App management | Added backward dependency validation to the Application installation window for single-app, bundle, and Marketplace installation scenarios. Previously, installing an application version that conflicted with version constraints required by other already-installed applications was not prevented. No validation checked whether the version being installed can break existing dependencies. This change blocks installation when a version conflict is detected and displays the "Conflicting application versions" message with a detailed list of affected applications showing the version being installed and the required version constraints, giving administrators the information needed to resolve conflicts before proceeding. |
Apps and packages | App management | Added downgrade warnings to the Application update and Application installation windows for single-app and bundle scenarios. Previously, when a user installed an older version of an application over a newer one already present in the environment, no warning was shown. This change displays a warning when a downgrade is detected during installation — provided no compatibility restrictions are in effect — giving users visibility into the potential version impact before proceeding. |
Apps and packages | App management | Added automatic backup of previously installed package versions modified during installation to the install app operation. The backup is attached to the corresponding configuration activity log record. Previously, the install app operation did not create backups of modified packages, making it difficult to roll back individual package changes after installation. This change ensures that package backups are always available in the configuration activity log after installation, simplifying rollback and recovery scenarios. At the end of the installation flow, Creatio identifies changed packages using the core backup/restore logic, collects their generated *.gz backups from the backup directory, and attaches them to the installation log record. When multiple package backups are produced, they are additionally packed into a single *.zip archive ready for reinstallation. For the WorkspaceConsole utility, the installation flow was aligned with this behavior using the |
Apps and packages | App management | Fixed an issue where uploading large archive files failed when compressed files of a few hundred MB expanded to more than 2 GB during processing. This change ensures large archives are processed correctly regardless of their decompressed size, improving reliability of file uploads. |
Apps and packages | Package management | Fixed an issue where parallel static content generation processes could affect each other and cause errors in the generated static content when multiple threads or application domains ran concurrently. This change isolates parallel static content generation processes to prevent interference between concurrent execution contexts, eliminating errors caused by concurrent processing. |
WCAG compliance | Screen reader support | Fixed multiple WCAG accessibility violations in the |
UI Design | Freedom UI components | Added a new Hierarchical list component that enables users to view and interact with structured data organized in a multi-level hierarchy. The component supports key features of the standard List component, including sorting, inline editing and adding, and multi-select. The Hierarchical list component is designed for small data sets. The maximum number of records is managed by the "Maximum number of records in hierarchical list" ( |
UI Design | Freedom UI components | Fixed an issue where the Timeline component jumped to the top while loading additional records during scrolling in Freedom UI. This change preserves the scroll position during incremental loading of the Timeline component, ensuring continuous scrolling without jumps. |
UI Design | Freedom UI components | Fixed multiple layout issues in the Timeline component affecting "Case" ( The following layout fixes were applied: |
UI Design | Freedom UI components | Fixed an issue in the Timeline component where not all emails were displayed when filters were applied. This change ensures all emails are included in timeline results consistently when date filters and sorting are applied, by correctly handling duplicate records from the |
UI Design | Freedom UI layout elements | Added the Spacing parameter to the setup area of the Tabs and Toggle panel layout elements in the Freedom UI Designer. The parameter is configured individually for each tab, so different tabs within the same element can have different spacing values. Spacing includes the Top, Bottom, Left, and Right sub-parameters, each with the following values: "None," "Extra small," "Small," "Medium," "Large." Previously, spacing for these elements was not configurable in the designer. This change streamlines layout management and makes spacing adjustments more accessible and maintainable without additional coding. |
UI Design | Fields and inputs | Fixed a Regular Expression Denial of Service (ReDoS) vulnerability in the link validation logic within the "Rich text" type field. Previously, inserting certain valid URLs containing parentheses in the fragment part could freeze the UI due to inefficient regex processing causing exponential backtracking. This change updates the link validation regex to handle URLs with complex fragments correctly, preventing UI hangs caused by exponential backtracking while maintaining secure input validation. |
UI Design | Widgets | Added the ability to configure filtering for calculated metrics in Formula designer in the Freedom UI Designer when the new Function parameter is set to "Formula." Previously, filtering for calculated metrics could not be configured at design time, which meant configured conditions were not applied correctly at runtime. This change allows users to define quick filters and preconfigured filters for formula variables directly in the designer, with the configured conditions applied correctly when the metric is evaluated. |
UI Design | Widgets | Added support for selecting columns from related objects using forward references in the Formula designer in Freedom UI. Previously, users could not navigate object relationships in the Formula designer and had to enter reference paths manually when building formulas based on related data. This change allows users to navigate object relationships directly in the Formula designer and select the required columns without manual input, reducing the risk of errors caused by manually entered reference paths. |
UI Design | Widgets | Changed the setup area for metrics in the Freedom UI Designer and Dashboard Designer. Previously, chart settings were placed in the Chart setup window, which blocked visibility of the chart canvas and prevented users from previewing changes in real time. To use this functionality, register and enable the |
Business processes | Parameters | Added support for record collections as input in the "Create from element" type parameter in the business processes. The element now accepts single parameters, a single record collection, multiple record collections, and mixed input combining single parameters and collections together with composite object. When a collection is passed, the element creates one record for each collection item. Empty collections are handled correctly — no records are created and no errors occur. Field mapping in the "Create from element" type parameter also supports binding to attributes of a collection item. To stop using this functionality, disable the |
Business processes | Elements | Added a new Send chat message element to the "User actions" group in the Elements area of Process Designer. The element enables sending automated chat messages from business processes without custom development. The element supports sending messages through configured chat channels using either chat templates or custom text and allows configuration of chat record column values so that the created chat is linked to related records correctly and displayed in their timelines. This change enables organizations to automate customer communication in chat channels using standard business process tools, simplifying setup of proactive notifications for scenarios, for example, case updates, reminders, or scheduling. |
Business processes | Elements | Removed "Denied" option from the Which access rights to add? block on the setup area for the Change access rights element. The business logic is aligned with the current core access rights model and now works as "Not set" permissions on the object permission page. To stop using this functionality, disable the |
Business processes | Elements | Renamed the Call Creatio.ai element to the Sub-agent element in the Process Designer, including all corresponding UI elements. Previously, the term "Skills" was used to describe AI sub-components, which did not fully reflect their role in the AI Agent architecture and differed from widely used industry terminology. |
Business processes | Elements | Added detailed logging to the "Delete data" ( |
Business processes | Execution | Changed the Is enabled checkbox status of the |
Business processes | Tracing | Fixed an issue where process tracing failed if a process parameter used a formula, for example, |
Business processes | Tracing | Fixed an issue where the tracing window did not display values passed from the Read data element with |
Integrations and APIs | OAuth authorization | Changed the authorization code grant to allow authorization requests without the |
Integrations and APIs | OAuth authorization | Changed the layout and responsiveness of the OAuth consent page to be displayed correctly on mobile devices. This change makes the OAuth consent page responsive on small screens, allowing users to review consent information and complete authorization more reliably in mobile device browsers and Creatio Mobile. |
Integrations and APIs | OAuth authorization | Fixed an error that occurred when creating an OAuth client credentials grant integration with the selected Create separate technical user for this integration checkbox when the "Contact" ( |
Integrations and APIs | OAuth authorization | Fixed an error that occurred when creating an OAuth client if the Identity Service URL field value in the Connection settings window was entered without a trailing slash. Previously, the connection test passed successfully in this case, but the actual client creation failed for both client credentials and authorization code grants. This change normalizes the Identity Service URL field value before API calls, so a trailing slash is no longer required for OAuth client creation to succeed. |
Integrations and APIs | OData | Changed the OData entity materialization logic to reduce memory consumption during read requests. This change has the highest impact on requests with multiple "Lookup" type columns. |
Integrations and APIs | OData | Fixed an issue where OData returned outdated metadata after a new field was added, so new fields did not appear in OData responses until Creatio was restarted. |
Integrations and APIs | @creatio/interface-designer library | Changed the |
Integrations and APIs | File processing | Changed attachment handling in Freedom UI to validate file integrity during download. Previously, users could attempt to download incomplete files if the upload process had not finished, which could result in corrupted or partially uploaded attachments being downloaded. This change blocks download of incomplete files by verifying that the current file size matches the total file size, displaying a detailed error message when the file is identified as incomplete. |
Integrations and APIs | Email Listener | Added support for RabbitMQ quorum queues in the Email Listener for message processing. This change enables quorum queue configuration, with quorum queues recommended for production deployments, improving reliability and fault tolerance in cloud and distributed environments. |
Integrations and APIs | Chats | Added the ability to manage the state of AI-driven conversation handling per chat channel on the Chat settings page. It is delivered as part of the Customer communication hub app available on the Creatio Marketplace. The "Supervisor" user can use the new AI handles conversation first checkbox in channel settings to control whether incoming conversations in a selected channel are processed by the Customer Support Agent or routed directly to chat agents. Out of the box, the checkbox is cleared for all existing chat channels, meaning that conversations bypass AI and follow standard routing to agents. When selected, all new incoming conversations in the selected channel are processed by an AI assistant personality selected in the channel settings and, when the Enable handoff checkbox is cleared, are not created in the Agent Inbox panel of the Contact Center app unless a handoff occurs. This change allows "Supervisor" users to control AI automation at the channel level, improving flexibility and transparency of conversation routing. |
Integrations and APIs | Chats | Added the ability to manually change a conversation status from "Bot processing" to "Completed by bot" using the progress bar on the chat page in the Chats section. Out of the box, only users that have the "System administrators" organizational role can execute the action. This change gives administrators direct control over the AI chat lifecycle when manual intervention is needed. |
Integrations and APIs | Chats | Added the ability to configure an AI assistant personality to control AI communication style and identity in customer SMS, WhatsApp, Telegram, Web chat, and Facebook Messenger chat channels. The personality defines the AI assistant's name, role, and tone of voice, and is applied to all AI-generated messages in conversations. It is delivered as part of the Customer communication hub app available on the Creatio Marketplace. This change enables administrators to customize how the AI assistant presents itself in customer chat channels, improving brand consistency and communication quality. |
Integrations and APIs | Chats | Added automatic closure of conversations in the "Bot processing" status on the chat page in the Chats section after a period of user inactivity. The timeout value is managed by the "AI chat inactivity timeout" ( |
Integrations and APIs | Chats | Added support for Business Scoped User IDs (BSUIDs) in WhatsApp communication through the Twilio provider. BSUIDs are part of WhatsApp's new privacy-first identification model, where users interact with businesses without exposing their phone numbers. Contacts can now be identified and mapped using BSUIDs ( |
Integrations and APIs | Chats | Fixed an issue on the chat page in the Chats section where all messages from the parent chat were incorrectly displayed as authored by the last assigned agent after a chat transfer. The issue affected only the Chats section, although the "Chats" sidebar of the communication panel displayed message authors correctly. Previously, this caused loss of conversation context and produced incorrect audit history. This change preserves the original sender for each message in the Chats section after a chat transfer, including messages sent before and after the transfer, ensuring accurate conversation history and audit trail. |
Integrations and APIs | Chats | Fixed a layout distortion in the "Chats" sidebar of the communication panel that occurred when inserting large screenshots into the chat sender. This change keeps the communication panel layout stable regardless of image size, preventing layout breaking when pasting images wider than the panel. |
Integrations and APIs | Chats | Fixed an issue where live update did not work for the "Chat" ( |
Integrations and APIs | Chats | Fixed an issue where cancelling the deletion of a WhatsApp chat channel with existing related records could leave the channel in a non-functional state. This change makes the deletion process atomic, preventing cases where cancelling deletion leaves a WhatsApp channel without its configuration and microservice linkage. |
Integrations and APIs | Chats | Fixed an issue where WhatsApp and SMS chat channels could be created using invalid Twilio credentials. Previously, channels could be created with incorrect credentials, leading to configuration issues and failed message delivery. Validation of the Twilio account SID and token during channel creation was added to prevent saving channels when connection to the provider cannot be established. This change displays a validation error when invalid credentials are entered, preventing channels from being saved when connection to the provider cannot be established. |
Integrations and APIs | Chats | Fixed an issue where chat distribution could fail in the "Chats" sidebar of the communication panel when the agent cache contained references to deleted chats. Previously, if a chat was removed before acceptance, stale references in the cache could break the distribution process entirely, preventing new chats from being routed to available agents. Added validation to exclude deleted chats from the agent cache during distribution and improved cache consistency handling when chats are removed outside of standard workflows. This change prevents chat distribution failures caused by stale references to deleted chats in the agent cache, ensuring new chats continue to be routed to available agents. |
Integrations and APIs | Chats | Fixed an issue in the message sender in the "Chats" sidebar of the communication panel and the Agent Inbox panel of the Contact Center app where inserting a link disrupted typing behavior and triggered template selection. This change ensures that typing behavior remains consistent after inserting a link in the message sender, preventing unintentional template selection from interrupting the user flow. |
Integrations and APIs | Emails | Added a migration tool for moving mailboxes between EWS and Microsoft Graph API in both directions. Previously, switching between EWS and Microsoft Graph API for existing mailboxes required manual reconfiguration without a guided migration flow. Contact Creatio support to request the migration tool. This change provides a structured and reliable way to migrate mailboxes between mail service providers, reducing the risk of errors during the transition and improving manageability of email integration configurations. The migration tool supports the following capabilities: |
Integrations and APIs | Emails | Added application-level impersonation support for Microsoft Graph API email integration using the |
Integrations and APIs | Emails | Fixed an issue where error messages related to invalid mail server credentials, for example, an incorrect client secret, were not cleared after correcting the mailbox configuration. Previously, even after providing correct credentials and successfully synchronizing emails, the error state persisted and continued to display outdated error messages. This change refreshes the error state after updating mailbox settings and clears it upon successful email synchronization, preventing stale error messages from persisting after a successful fix. |
and Close button in the Localization Designer did not move the user back to the Configuration section. The issue was introduced when the Localization Designer was integrated into the "/shell."Advanced customization
Category | Feature | Description |
|---|---|---|
Schema design and management | Module Designer | Added AI assistance instructions that work across all agent types to support custom Freedom UI component creation across the full development flow. The instructions cover both runtime and design-time implementation, including setup area configuration, and are aligned with existing baseline materials, for example, product guidelines, base component creation practices, runtime and design-time guidelines, technical guidelines for visual component development, icon creation guidance, and WCAG accessibility requirements. This change gives developers consistent and comprehensive AI guidance throughout the full custom component creation flow, covering runtime, design-time, accessibility, and visual development. |
Schema design and management | Module Designer | Changed the remote entry loading mechanism from eager initialization to lazy loading. Previously, all remote entries were loaded during application startup, which increased the initial bundle size and slowed down page load. This change fetches remote entries on demand instead of at startup and excludes design-time functionality from runtime bundles, reducing application startup time and optimizing bundle size. New remote entries can be created with lazy loading configuration, and existing remote entries can be updated to use the new approach without breaking compatibility. |
Data and database | Database management | Confirmed support for deploying Creatio on AWS RDS PostgreSQL 16.11. Starting from version 16.11, AWS resolved the backward compatibility issue with custom casts for some data types. |
Data and database | Database management | Fixed an issue in PostgreSQL where updating the database structure failed when an altered column was referenced by a view that itself had dependent views. |
Data and database | Data models | Fixed an issue where empty |
Feature management | Feature toggling | Changed the |
Performance | System performance | Changed the portal user creation mechanism to avoid triggering a full system-wide cache refresh of users and roles on every user creation. Previously, each portal user creation caused a full cache refresh, which under high creation volumes could freeze Creatio for up to 30 seconds. |
Administration
Category | Feature | Description |
|---|---|---|
Performance | System performance | Improved the performance of chat acceptance and status update operations in the "Chats" sidebar of the communication panel when processing large volumes of chats in distribution queues. Previously, these operations could become slow under high queue load due to synchronous processing and inefficient queries. This change reduces latency and improves scalability of the distribution logic. |
Security settings | Secure file upload | Fixed an issue where the |
Logging and monitoring | Change log | Fixed an issue where record changes were not logged when the modification was made by a user without read access to the object. |
Logging and monitoring | Configuration activity log | Added tracking of create, update, and delete operations for apps, and create and update operations for sections, to the configuration activity log. This change logs create, update, and delete operations for apps and sections from Application Hub, Application Designer, Creatio UI, WorkspaceConsole, and Clio utilities, with each action recorded as a normalized log record containing the affected element, operation type, author, and execution status. |
Logging and monitoring | Configuration activity log | Added tracking of create, update, delete, activate, and deactivate operations for packages to the configuration activity log. This change logs create, update, delete, activate, and deactivate operations for packages from the Configuration section, designers, WorkspaceConsole, and Clio utilities, including automatic actions, for example, dependency creation and package creation by designers, with each action recorded as a unified log record containing operation details, author, application, package, and execution status. |
Logging and monitoring | Configuration activity log | Added logging of environment restart operations to the configuration activity log. This change records environment restart actions as audit records containing the operation name, author, execution time, and status — including |
Logging and monitoring | Configuration activity log | Added logging of the restore configuration operation to the configuration activity log. Previously, the restore configuration operation was not captured in the configuration activity log, making it difficult to audit and trace restore actions and their downstream effects. This change records the restore action as a parent operation with all downstream steps, for example, schema updates, database structure changes, source code generation, and SQL script execution, linked as child operations, with status tracking and restore log attachment supported across Creatio UI, WorkspaceConsole, and Clio utilities. |
Logging and monitoring | Configuration activity log | Added tracking of localization create, update, and delete operations to the configuration activity log. This change logs localization changes across the installation flow, Translation section, and designers — covering both schema and data localizations, grouped by |
Creatio maintenance | Creatio version update | Changed the Angular framework version used by the Creatio platform to version 19. This change aligns the platform with Angular 19 standards, ensuring continued compatibility with the latest framework capabilities. |
User and access management | Licensing | Fixed an issue in .NET 8 and .NET Core builds where the License manager page opened from the Creatio login page became inaccessible for users without an active license. Previously, such users could not open the License manager page at all, which prevented them from managing licenses even when administrative access was intended. This change restores access to the License manager page in .NET 8 and .NET Core environments by loading the page correctly regardless of the current user's license status, ensuring administrators can manage licenses without requiring an active license themselves. |
User and access management | Licensing | Fixed an issue where the License manager page failed to load for licenses distributed to more than 20,000 users. This change restores correct loading of the License manager page regardless of the number of users holding the license. |
User and access management | Licensing | Fixed an issue where license expiration was checked against the server's local date instead of UTC, so on a UTC+2 server a license with a UTC midnight expiration appeared expired at 22:00 UTC the previous day. |
User and access management | Technical users | Fixed an issue where a technical user could not be saved when the "Contact" ( |
User and access management | Access rights | Added the ability to override the default record-level access rights mechanism and implement custom access rights checking logic. This change ensures custom access rules are applied automatically whenever Creatio builds requests to the entity or filters based on its attributes. |
User and access management | 2FA | Fixed an issue where resetting a user password had no effect when two-factor authentication was enabled, so the user could not sign in using the new password. |
User and access management | OpenID authentication | Changed the |
User and access management | Single Sign-On | Added support for Single Sign-On authentication in the Creatio plugin for Microsoft Word. This change ensures the plugin remains compatible with current Microsoft tooling and supported third-party library versions. |
End user experience
Category | Feature | Description |
|---|---|---|
Communications | Notifications | Fixed an issue where the notification mark was displayed for the "Business process tasks" sidebar of the notification panel even when the user did not have permissions to access the underlying |
Communications | Message templates | Fixed an issue in the "Creating new case from chat" message template where macros were inserted using unsupported tags, causing incorrect text in the chat message sender. Previously, macros were displayed incorrectly due to unsupported formatting, reducing message clarity. This change ensures case registration macros are rendered with valid syntax and proper line breaks in the chat message sender. |
Creatio products and apps
Creatio Marketing
Category | Feature | Description |
|---|---|---|
Marketing campaigns | Campaign Designer | Added support for custom action types in the Campaign Designer. Custom campaign elements can now write specific action records to the campaign progress check instead of using generic actions. This functionality is managed by the "Campaign log item type" ( |
Marketing campaigns | Campaign Designer | Added the Select template window that is displayed when initiating campaign flow design from the campaign page. Users can select a template to open it in the Campaign Designer, save existing campaign flows as custom templates, and create campaigns from templates. The window includes the following tabs: |
Marketing campaigns | Campaign Designer | Added a new Add from Creatio landing page element to the "Triggered entry" group in the Elements area of the Campaign Designer. The element adds records to the campaign audience automatically when a visitor submits a form on a selected Creatio landing page, removing the need for manual data import or additional segmentation. Previously, users relied on manual imports or additional segmentation logic to include such contacts in campaigns. This change improves automation of lead generation processes, reduces manual effort, and ensures faster engagement with new leads by eliminating delays between form submission and campaign record. |
Marketing campaigns | Campaign Designer | Added a new Form submitted on Creatio landing page? element to the "Flow logic" group in the Elements area of the Campaign Designer. The element enables checking whether a campaign participant submitted a form on a selected Creatio landing page and routing them to the corresponding branch of the campaign flow. Previously, users had to rely on more manual logic or indirect setup to distribute participants based on landing page form activity. This change improves campaign automation, makes flow logic more transparent, and helps marketing teams react faster to participant actions. |
Marketing campaigns | Campaign Designer | Renamed the Add from web page campaign element to Add from external landing page, the Audience object field in the element setup area to Records created after form submission, the "Insert a link to web page" placeholder for the Landing page URL field in the element setup area to "Insert a link to the landing page", and Landing page URL field description in the Campaign Designer. |
Marketing campaigns | Campaign Designer | Renamed the Web page campaign element to Form submitted on external landing page?, the Audience object field in the element setup area to Records created after form submission, added the "Insert a link to the landing page" placeholder for the Landing page URL field in the element setup area, and changed the Landing page URL field description in the Campaign Designer. |
Digital Ads | Ad campaigns section | Fixed an issue where audience name conflicts during export to Google Ads in the Digital Ads app caused the synchronization to fail or require manual input. This change automatically resolves audience name conflicts by appending the current date and time to the audience name, removing the need for manual intervention, and ensuring uninterrupted synchronization with Google Ads. |
Lead Generation | Landing Page Designer | Fixed an issue where the Default value dropdown for "Dropdown" type fields in the Field settings expanded list on the Form settings tab of the Form settings mini page opened from the Landing Page Designer displayed only the first 30 values and did not allow searching for other available values. Previously, users could only select from the limited visible list, which restricted available options when configuring default values. This change restores the ability to search across the full dataset when selecting default values for "Dropdown" type fields and does not affect the number of displayed records. |
Lead Generation | Landing Page Designer | Fixed an issue for grid form layouts where the Submit button width in the Form element in the Landing Page Designer was reduced to 50% after saving form settings. Previously, the |
Lead Generation | Facebook forms section | Fixed an issue where the Search process settings button in the Form submission settings profile on the Facebook form page was displayed even when the Contact search process field was not populated. The button is now displayed only when a contact search process is selected. This change prevents runtime errors when clicking the button without a configured process and ensures that users can access process settings only when a valid process is configured. Added the "Hide elements: Search process settings" page-level business rule to the "Facebook forms form page: Submission" ( |
Email Marketing | Bulk emails section | Changed the logic of the Send on field on the bulk email page. This change reflects the actual start of email delivery more accurately. Before sending starts, the field displays the date and time when the bulk email was submitted to the Creatio Email Service (CES). Once the first email in the mailing is sent successfully, the field is updated to the exact date and time of that first sent email. Additionally, copying a bulk email no longer populates the Send on field for the new record — the field remains empty until actual sending begins. |
Email Marketing | Email Designer | Changed the default value of the |
Creatio Service
Category | Feature | Description |
|---|---|---|
Contact Center | UI and navigation | Added the "Contact Center Agent" and "Contact Center Supervisor" workspaces to Creatio Sales and Creatio Service products. Creatio displays both workspaces when the Contact Center composable app is installed. Previously, the app was available only through the "Contact Center" workplace. This workplace is hidden from the navigation panel after upgrading to version 8.3.4 but remains in Creatio to preserve backward compatibility. Creatio continues to route chats and calls to the "Chats" and "Calls" sidebars of the communication panel. Out of the box, only users that have the "System administrators," "CC agents," or "All employees" organizational roles can access the "Contact Center Agent" workspace. Out of the box, only users that have the "System administrators" or "CC agents" organizational roles can access the "Contact Center Supervisor" workspace. |
Contact Center | Agent Inbox panel | Added support for displaying "Sending," "Sent," and "Failed" delivery statuses of outgoing messages in the chat conversation of the Agent Inbox panel for the Telegram channel. Status indicators are displayed for each outgoing message and updated based on provider responses. Tooltips show the status name for successful states and failure details for failed messages. The message status and failure reason are stored in Creatio. This change gives agents visibility into whether messages were successfully sent or failed to reach the recipient, helping identify delivery issues and ensuring consistent monitoring of the message lifecycle across the Telegram channel. |
Contact Center | Agent Inbox panel | Added support for displaying "Sending," "Sent," "Delivered," "Read," and "Failed" delivery statuses of outgoing messages in the chat conversation of the Agent Inbox panel for WhatsApp and SMS channels. Status indicators are displayed for each outgoing message and updated in real time based on provider callbacks. Tooltips show the status name for successful states and failure details for failed messages. The message status and failure reason are stored in Creatio. This change gives agents clear visibility into message delivery, enables tracking of the message lifecycle, and helps quickly identify delivery issues in WhatsApp and SMS interactions. |
Contact Center | Agent Inbox panel | Added the ability to initiate outbound chat conversations across SMS, WhatsApp, Telegram, and Facebook Messenger chat channels directly from the message composer in the Agent Inbox panel of the Contact Center app. The supported channels can be added, removed, and configured in the Freedom UI Designer when the Contact Center app is installed. Out of the box, chat channels are available in the message composer on the case page. After sending a message, the chat opens in the Agent Inbox panel for further communication. This change enables agents to contact customers across supported chat channels proactively from a single interface, ensuring communication follows channel rules and integrates seamlessly with the Agent Inbox workflow. At runtime, users can select a chat channel and specify the sender and recipient using the From and To fields. The sender is selected from the list of active chat channels. The recipient list is filtered based on channel rules: Users can compose messages using out-of-the-box chat capabilities, including attachments, emojis, and templates. After sending, a new chat is created or an existing active chat assigned to the current agent is reused. If the chat is already assigned to another agent, sending is not allowed and the user is notified. Channel-specific messaging policies apply: |
Contact Center | Agent Inbox panel | Changed the default visibility of queue-related actions in the Freedom UI Designer for Contact Center app. Previously, the Re-queue and Postpone till buttons were visible in the Freedom UI Designer out of the box, which could expose queue-related actions in contexts where they were not needed. This change hides the Re-queue and Postpone till buttons in the Freedom UI Designer by default, giving no-code creators explicit control over queue-related action visibility and preventing unintended exposure of queue management actions on pages. To use this functionality, register and enable the |
Contact Center | Agent Inbox panel | Fixed an issue where the |
Contact Center | Agent Inbox panel | Fixed an issue where chat distribution could fail in the Agent Inbox panel of the Contact Center app when the agent cache contained references to deleted chats. Previously, if a chat was removed before acceptance, stale references in the cache could break the distribution process entirely, preventing new chats from being routed to available agents. Added validation to exclude deleted chats from the agent cache during distribution and improved cache consistency handling when chats are removed outside of standard workflows. The distribution process now continues correctly even when invalid chat references are present in the cache. This change ensures robust handling of cache inconsistencies and maintains reliable chat routing under all conditions. |
Contact Center | Agent Inbox panel | Fixed an issue where a translation error occurred when sending files in the Agent Inbox panel with outgoing translation enabled. Previously, Creatio attempted to process file messages through the translation flow, causing errors and blocking file sending. This change updates the message sending logic to exclude file attachments from translation processing, ensuring reliable file delivery while maintaining translation functionality for text messages. |
Contact Center | Agent Inbox panel | Fixed an issue where previously assigned chats disappeared from the Agent Inbox panel after adding an agent to a different chat queue and refreshing the page. Previously, adding an agent to one queue cleared the agent cache globally, although redistribution ran only for the changed queue, causing chats assigned in other queues to disappear from the agent's view after refresh. This change prevents assigned chats from disappearing from the Agent Inbox panel after an agent is added to a different queue, by preserving chat visibility for agents in unaffected queues during cache refresh. |
Contact Center | Agent Inbox panel | Fixed an issue in the message sender in the Agent Inbox panel of the Contact Center app where inserting a link disrupted typing behavior and triggered template selection. This change ensures that typing behavior remains consistent after inserting a link in the message sender, preventing unintentional template selection from interrupting the user flow. |
Contact Center | Agent Inbox panel | Fixed an issue where draft messages were not always fully removed from the chat tile preview in the Agent Inbox panel after clearing the message sender. This change ensures draft messages are fully cleared from the chat tile preview in the Agent Inbox panel when the message sender input becomes empty. |
and 
buttons in the message sender of the Agent Inbox panel were not aligned with other buttons in the same row.Industry cases
Category | Feature | Description |
|---|---|---|
Field sales | UI and navigation | Added Freedom UI counterparts for the Knowledge base, Orders, Contacts, and Accounts sections in the "Field workplace" workplace of the Field sales products. Previously, this functionality was available in Classic UI only. This change enables users to interact with unified Freedom UI pages while existing visibility rules and business logic remain unchanged. |
Field sales | UI and navigation | Added the Activities section to the "Field workplace" workplace of the Field sales product. Previously, users accessed activities outside of the workplace, which required additional navigation steps. This change enables users to view and manage activities directly within the workplace without changing the underlying functionality. |
Field Management | UI and navigation | Added Freedom UI counterparts for the Knowledge base, Contacts, and Accounts sections in the "Field workplace" workplace of the Field Management product. Previously, this functionality was available in Classic UI only. This change enables users to interact with unified Freedom UI pages while existing visibility rules and business logic remain unchanged. |
Field Management | UI and navigation | Added the Activities section to the "Field workplace" workplace of the Field Management product. Previously, users accessed activities outside of the workplace, which required additional navigation steps. This change enables users to view and manage activities directly within the workplace without changing the underlying functionality. |
Pharma | UI and navigation | Added Freedom UI counterparts for the Knowledge base, Orders, Contacts, and Accounts sections in the "Pharma" workplace of the Pharma product. Previously, this functionality was available in Classic UI only. This change enables users to interact with unified Freedom UI pages while existing visibility rules and business logic remain unchanged. |
Pharma | UI and navigation | Added the Activities section to the "Pharma" workplace of the Pharma product. Previously, users accessed activities outside of the workplace, which required additional navigation steps. This change enables users to view and manage activities directly within the workplace without changing the underlying functionality. |
Creatio Mobile
Category | Feature | Description |
|---|---|---|
Mobile UI Design | Freedom UI Mobile components | Added the Style, Size, and Position parameters to the setup area of the Folder management menu and Sort components in the Freedom UI Mobile Designer. If an invalid or empty value is set, Creatio applies the default configuration automatically to maintain visual consistency. This change enables flexible appearance customization of these components across mobile pages without developer involvement. Available parameter values: |
Mobile UI Design | Freedom UI Mobile components | Added support for the Visibility expanded list for the Quick filter component in the Freedom UI Mobile Designer. This list allows you to configure business rules that control the component visibility at runtime. Previously, the component was always visible. This change provides more flexible and context-aware mobile page configurations. |
Mobile UI Design | Fields and inputs | Fixed an issue where the number of digits after the decimal separator was not restricted at runtime for the "Number" type field when its Format parameter in the Freedom UI Mobile Designer was set to "Currency (0)," "Currency (0.1)," "Currency (0.001)," or "Decimal (0)." The mobile app now correctly validates and restricts input according to the configured format. This change ensures that values entered on mobile pages are saved and synchronized with web pages consistently and without loss of precision. |
Mobile UI Design | Fields and inputs | Changed the behavior of "Dropdown" type fields on mobile pages created in the Freedom UI Mobile Designer. This change prevents "Dropdown" type fields on mobile pages from displaying deactivated lookup records, ensuring consistent behavior with web pages. The "Inactive" column is available only for lookups whose object has the Allow records deactivation checkbox selected in the Behavior section of the Object Designer. |
Mobile UI Design | Dashboards | Fixed an inconsistency in decimal formatting of dashboards where Creatio Mobile truncated decimal values instead of rounding them. To stop using this functionality, register and disable the |
Performance | System performance | Fixed an issue where business rules on mobile pages were executed redundantly, causing excessive service calls and degraded performance of the List component at runtime. |
Beta testing of new features
Category | Feature | Description |
|---|---|---|
No-code tools | Freedom UI Designer | Added support for right-to-left (RTL) view in the Freedom UI Designer when RTL mode is enabled. No-code creators can now work with page layouts in RTL view with full support for drag and drop, element reordering, resizing, and operations with tabs of the Tabs and Toggle panel layout elements. Previously, the designer did not reflect RTL runtime behavior, which made layout validation less accurate for RTL scenarios. This change improves preview accuracy and reduces layout design errors for RTL pages. To stop using this functionality, disable the |
No-code tools | Freedom UI Designer | Added the ability to preview a configured page directly in the Freedom UI Designer without publishing changes. To use this functionality, register and enable the |
Localization | Localization Designer | Added automated procedures to keep object and column codes in the |
UI Design | Freedom UI components | Added support for the Advanced filters menu and Advanced filters components in the Freedom UI Designer that enable users build complex filter conditions using object columns and related object columns. To use this functionality, register and enable the |
UI Design | Widgets | Added the ability to configure comparison logic for metrics in the Freedom UI Designer. Previously, analyzing performance changes over time required custom implementation, as comparison logic could not be configured using no-code tools. This change allows users to define the comparison period and comparison value for metrics directly in the designer without custom development, enabling no-code analysis of performance changes over time. To use this functionality, register and enable the |
UI Design | Widgets | Added support for dynamic filters for non-formula metrics with comparison values in the Freedom UI Designer when the Function parameter is set to a non-formula aggregation value. Previously, page-data and preconfigured filters could not be configured for such widgets, which could lead to inconsistent data representation at runtime. To use this functionality, register and enable the |
UI Design | Widgets | Added a trend indicator to the metrics to display the change of a key metric compared to a selected comparison period. Previously, users had to analyze underlying data manually to understand metric dynamics, as no visual indication of change was available. To use this functionality, register and enable the |
Integrations and APIs | OAuth authorization | Added support for the authorization code grant using Proof Key for Code Exchange (PKCE) for public clients, for example, mobile apps and single-page apps. When an integration is registered as a public client, Creatio requires PKCE parameters during authorization and token exchange and does not expose a client secret in the registration UI. For confidential clients, PKCE can also be enforced as an additional requirement alongside the client secret. Previously, the authorization code grant supported only confidential clients that used a client secret, so public clients could not be integrated securely without storing a secret. This change enables secure integration for browser-based and mobile apps without a client secret. |
Integrations and APIs | Chats | Added a new Web chat channel that allows administrators to configure a web chat on their website. Previously, Creatio did not support a native web chat for website visitor engagement. Contact Creatio support to request access. This change enables organizations to add a native web chat to their websites and manage conversations directly in Creatio, expanding omnichannel capabilities and providing a seamless way to engage website visitors in real time. |
Creatio Sales | Sales Engagement | Added a new Sales Engagement composable app that enables sales representatives to execute sequence-generated activities across "Call," "Email," and "Task" activity types from a unified Activity execution panel. The app includes the Sequences and Email templates sections, displayed in the "Sales engagement" workplace. Contact Creatio support to request access. The Sequences section includes the following capabilities: The Email templates section includes the following capabilities: |
Creatio Sales | Sales Engagement | Added the Sales Engagement Desktop as a centralized workspace for BDR users who work with the Sales Engagement app. The desktop combines the Upcoming tasks widget, Open tasks for today, Completed tasks, Completed Tasks (Success), and Completed Tasks (Failure) metrics, and the Daily activities expanded list on a single page. The activity list displays sequence-generated activities assigned to the current user and supports search, filtering by type, refresh, and direct activity execution. It is delivered as part of the Sales Engagement app. Contact Creatio support to request access. This change provides BDR users with a unified workspace to monitor performance and manage daily sequence activities. |
Creatio Sales | Sales Engagement | Added sequence participant status synchronization in the "Status" column in the Sequence audience expanded list on the Audience tab of the sequence page to keep participant statuses consistent with the current sequence status. It is delivered as part of the Sales Engagement app. |
Creatio Sales | Sales Engagement | Added support for reassigning sequence participants in "Active" and "Paused" statuses and their open, non-canceled activities to the new owner when the contact owner changes. Participants in "Finished" and "Failed" statuses remain unchanged during reassignment. Sequence execution continues without restart and no duplicate activities are created. It is delivered as part of the Sales Engagement app. This change ensures correct ownership for ongoing sequence execution and prevents loss of responsibility for follow-ups. |
Creatio Sales | Sales Engagement | Added a daily enrollment limit for sequence participants per sequencer. When a user initiates bulk enrollment, Creatio groups selected contacts by owner, calculates how many participants each sequencer has already enrolled during the current day using a UTC-based start of day adjusted by the schedule time zone, and creates records only for sequencers within the configured limit. If the limit is exceeded for a sequencer, Creatio skips enrollment for that group and returns an error. Contacts without an owner cannot be enrolled. When participants are deleted, the daily limit is recalculated dynamically without reserving historical slots. It is delivered as part of the Sales Engagement app. This change prevents over-assignment and controls sequencer workload in real time. |
Creatio Sales | Sales Engagement | Added the ability to configure a delivery schedule for sequences to control when sequence activities are generated. Users can configure a schedule name, default time zone, and delivery slots defined by weekday, start time, and end time. During activity generation, Creatio evaluates the current time in the configured time zone and creates activities only within the defined delivery slots. If no valid slot is active, generation is skipped until the next valid window. Sequences without a configured schedule retain their existing behavior. It is delivered as part of the Sales Engagement app. This change improves compliance with communication policies and reduces off-hours engagement. |
Creatio Sales | Sales Engagement | Added the |
Creatio Sales | Sales Engagement | Added the ability to hide and show the activity list in the Activity execution panel using the |
Creatio Sales | Sales Engagement | Added support for "Call," "Email," and "Task" activity types in the Activity execution panel with dynamic page rendering based on schema configuration. It is delivered as part of the Sales Engagement app. |
Creatio Sales | Sales Engagement | Added support for managing activities directly in the Activity execution panel that provides shared layout, activity context loading, and execution actions for sequence-generated activities. It is delivered as part of the Sales Engagement app. This change ensures consistent execution behavior across activity types and simplifies development of new execution scenarios. The Activity execution panel supports the following actions: |
Creatio Sales | Sales Engagement | Added support for filtering activities by type and priority in the Activity execution panel. It is delivered as part of the Sales Engagement app. |
Creatio Sales | Sales Engagement | Added the ability to open the related contact page by clicking an activity in the Activity execution panel. If no related contact is available or access is restricted, navigation is not performed. It is delivered as part of the Sales Engagement app. This change reduces the time needed to access contact information related to an activity. |
Creatio Sales | Sales Engagement | Added the |
Creatio Sales | Sales Engagement | Added support for executing "Call" type activities through telephony integration directly in the Activity execution panel without opening additional call interfaces. Creatio retrieves available phone numbers from the contact communication options and presents them for selection. The call lifecycle is tracked to update the activity state accordingly. The Complete button becomes available only after the required result is specified. It is delivered as part of the Sales Engagement app. This change improves execution speed and reduces context switching for call activities. Available call results: "Bad number," "Call later," "Canceled," "Completed," "Information received," "Issue invoice," "Meeting scheduled," "Need discovered," "No answer," "Not interested," "Wrong contact." |
Creatio Sales | Sales Engagement | Added the ability to send emails directly from the Activity execution panel for "Email" type activities. Users can review sender and recipient information, edit the email subject and body where configuration allows, and send the email through the configured mailbox using the Send and Complete button. After successful sending, Creatio marks the activity as completed and continues sequence processing. If sending fails, Creatio displays an error and keeps the activity available for correction and retry. It is delivered as part of the Sales Engagement app. This change improves execution speed and reduces context switching for sequence-driven email activities. |
Creatio Sales | Sales Engagement | Added the ability to compose and edit emails directly in the Activity execution panel for "Email" type activities. The HTML editor supports read-only mode when the activity state does not allow editing. It is delivered as part of the Sales Engagement app. This change reduces context switching and improves the quality of sequence emails during activity execution. The HTML editor supports the following actions: |
button. Creatio displays the button when the panel is in expanded or fullscreen modes only. It is delivered as part of the Sales Engagement app. This change provides more screen space for activity details when working with the panel. Hiding the list does not affect the current activity selection or execution state.
button. Available macros: "Select field macro," "User Name," "User Email," "User Phone." The list of supported macros cannot be extended.
button or by pressing Alt+F10.