8.3 Twin changelog
This document details the technical changes and enhancements introduced in Creatio 8.3 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 |
|---|---|---|---|
Creatio.ai | AI Agents | Added | Added AI Agents — new entities that group skills and provide contextual awareness. All communication with Creatio.ai in "Chat" mode is now routed through agents. Agents are available in the new Creatio.ai agents section within the "AI command center" workplace. This enhancement improves task processing accuracy and enables handling a wide range of area-specific tasks, such as case or service request handling, via a dedicated agent. Agents are built using an extended schema type specifically designed for Creatio.ai. The functionality is managed by the Added the following agents: Previously, users interacted directly with individual skills. With this update, all interactions are mediated by agents that organize and manage the execution of relevant skills. This results in a more structured and controlled AI behavior. To maintain backward compatibility, a special update script assigns all unlinked skills to the default agent during system upgrade. After the update, we recommend reviewing custom skills and associating them with the appropriate agents using the agent page. |
Creatio.ai | AI Agents | Added | Added the ability to add and manage key attributes for agents directly from app UI based on a standardized structure similar to skills. Agents are available in the new Creatio.ai agents section within the "AI command center" workplace. This enhancement improves control, clarity, and the overall setup experience for AI-driven features in no-code environments. You can specify the following fields on the agent page: "Title," "Code," "Status," "Role," "Agent instructions," "Limitations and restrictions," "AI skills," "AI actions." All fields include appropriate placeholders and tooltips to assist the user in data entry. Additionally, the "AI actions" expanded list enables users to associate specific actions with each agent configuration. |
Creatio.ai | AI Agents | Added | Temporarily disabled verification for access permissions to agents. When an agent is involved, the system bypasses permission checks to ensure uninterrupted operation. The update does not affect access permissions to skills. |
Creatio.ai | AI Skills | Changed | Improved GUID and URL handling in skills used in "API" mode to ensure valid output. Adjusted skill responses to eliminate malformed links and improperly formatted GUIDs, aligning behavior with outputs of skills used in "Chat" mode and enhancing supportability. |
Creatio.ai | AI Skills | Changed | Added a new "Enrich opportunity" AI Skill that enriches opportunity pages in the Lead and Opportunity Management app by utilizing meeting transcripts. When a user uploads or generates a transcript, Creatio.ai analyzes the content and updates "Total contract value," "Decision maker," "Expected close date," "Customer need" fields and fields under the Customer perspective expanded list on the opportunity page directly from the conversation context. Previously, users manually reviewed and added data from meeting notes. Now, the "Enrich opportunity" AI Skill automatically handles information and extracts data to streamline the post-meeting workflow. This enhancement ensures data accuracy, reduces manual efforts, maintains up-to-date and data-rich records gathered from customer conversations, and improves the quality of records that are important for forecasting and sales process alignment. Additionally, the "Enrich opportunity" AI Skill includes a mechanism to preview suggested updates before they are applied to the Creatio instance. This enhancement lets you make informed decisions about the need for changes based on analyzing the meeting transcript. |
Creatio.ai | AI Skills | Changed | Updated an "Enrich account data" AI Skill that enriches account pages in the Customer 360 app by utilizing external data sources. Additionally, extended the "Enrich account data" AI Skill to improve population of account information using Creatio.ai. Creatio.ai can now retrieve and populate additional parameters on the account page, improving the efficiency and completeness of account profiles. The "Enrich account data" AI Skill requires installation of the Apollo.io connector for Creatio app. Results retrieved from the Apollo.io connector for Creatio app are prioritized over Apollo Info results. The response from Creatio.ai specifies the data enrichment source (Apollo or Bing). Previously, users manually collected and added data related to an account, and Creatio.ai offered limited support for enriching account data. Now, the "Enrich account data" AI Skill extracts enriched data automatically, including industry, revenue, business type, number of employees, country/region, address, communication options, and related contacts that include job titles and communication details. This enhancement ensures the creation of complete account profiles, maintaining up-to-date and data-rich records, improves account and contact management efficiency, helps users keep account data complete and well-structured, reduces manual data entry, minimizes data gaps, and provides more accurate account profiles. |
Creatio.ai | AI Skills | Changed | Added a new auxiliary "MatchlIndustriesCollection" AI Skill that compares industry names and determines the "Industry" field value to supplement the improved "Enrich account data" AI Skill. |
Creatio.ai | AI Skill processes | Changed | Added and updated business processes required for working of the improved "Enrich account data" AI Skill. Added the following business processes: Updated the "Update Account Data" business process. |
Creatio.ai | AI Agents, | Changed | Added auto-applying default access rights for skills and agents if access rights were not defined when configuring skills and agents. The platform validates access rights during installation of a package or app that includes skills and agents. If access rights are not predefined explicitly and the platform has defined default access rights, these rights are automatically applied to the installed skill or agent. The action of auto-applying default access rights is logged. This enhancement improves usability, ensures that newly installed skills are available immediately after installation, and reduces the cost of manual configuration. Previously, skills installed without predefined access rights required manual configuration that could lead to unintentional inaccessibility. This update enables the platform to assign default access rights intelligently, ensuring immediate usage of new Creatio.ai features. |
Creatio.ai | AI Agents, | Changed | Improved the system prompt and the logic for selecting skills and agents in Creatio.ai. The prompt was refined to better follow instructions and block irrelevant or unsupported queries. It responded more accurately to the user's language and context, staying focused on Creatio-related topics. This update ensures that Creatio.ai stays within platform boundaries and delivers more relevant, accurate responses by switching skills and agents dynamically based on context. Previously, Creatio.ai could handle out-of-scope requests or choose incorrect skills. Additionally, added a new information block to the prompt to help Creatio.ai understand available skills and agents and switch more accurately between them depending on the conversation context. |
Creatio.ai | File processing | Added | Added file processing in Creatio.ai. You can now upload files via button, attach files by dragging, and use files in skills and agents, enriching runtime context and increasing flexibility. This enhancement provides a unified and convenient experience for Creatio.ai interaction with files, aligned with modern usage patterns in enterprise environments. Added the following system settings: Some file types are filtered for security reasons. Files uploaded during a session are stored during the entire interaction and are available for use later. |
Creatio.ai | File processing | Added | Implemented restoration of session documents when sessions are reloaded from the database. Users can now access previously attached files even after several days, ensuring continuity and data persistence in Creatio.ai sessions. |
Creatio.ai | File processing | Added | Added limits on file uploads to Creatio.ai to enhance performance, consistency, and security. Creatio now limits the size of individual files, the size of session files, and the size of skill and agent attachments. Added the following system settings: System settings manage the maximum file size and allowed file types independently for each use case. This ensures that files are handled flexibly and securely aligned with organizational policies. Creatio alerts users when a file exceeds the size limit or has an unsupported type using error messages. The Creatio.ai chat panel displays error messages in line with other Creatio.ai messages. The mini page for skill and agent attachments displays the corresponding error, including the name of the corresponding system setting. |
Creatio.ai | Creatio.ai chat panel | Changed | Added support for managing multiple simultaneous conversations in the Creatio.ai chat panel. The panel displays a list of recent conversations grouped by topic. Each conversation has an icon that includes agent initials, a chat name generated from the conversation topic, and a preview of the last message. Previously, all messages were part of a single conversation thread. This enhancement improves clarity and context, helping track and navigate ongoing conversations efficiently. |
Creatio.ai | Creatio.ai chat panel | Changed | Added the ability to mention agents in chat on the Creatio.ai chat panel. This enhancement improves chat interaction by letting users refer to specific agents easily when creating messages. To mention an agent: |
Creatio.ai | Creatio.ai chat panel | Changed | Updated the display of incoming messages in chat on the Creatio.ai chat panel to display the sender name clearly. When an agent replies, their current name is used as the sender label. When no agent is assigned, the label displays "Creatio.ai," helping users easily identify who is replying in the conversation. |
Creatio.ai | Creatio.ai chat panel | Changed | Updated debugging behavior for the Creatio.ai chat panel to exclude file contents from user-visible session data. Debug messages now display only file metadata, ensuring clarity without exposing file contents in the UI. |
Creatio.ai | Creatio.ai chat panel | Changed | Added error handling for file uploads to the Creatio.ai chat panel. Errors of file size and file type are now displayed directly in the chat UI, replacing dialog windows for a more consistent and user-friendly experience. Additionally, error messages are eliminated from duplication. |
Creatio.ai | Creatio.ai chat panel | Changed | The Creatio.ai chat panel is now resizable, and the chat UI dynamically adapts to its width. This responsive behavior ensures a smoother experience across desktop and mobile devices. When the panel is expanded, a combined view displays both the chat list and the active conversation. The selected conversation is highlighted, enabling seamless switching between chats. Content is displayed in a single view out of the box and on screens that have small width. |
Creatio.ai | Creatio.ai chat panel | Changed | Updated the header behavior for Creatio.ai chat panel to support multiple simultaneous conversations. |
Creatio.ai | Creatio.ai chat panel | Changed | Added a New chat button to initiate new conversations directly from the Creatio.ai chat panel. Each new chat is created upon sending the first message and is displayed at the top of the chat list. The chat name is generated from the conversation topic. |
Creatio.ai | Creatio.ai chat panel | Changed | Added the ability to manage the visibility of the chat list in the Creatio.ai chat panel. When the Creatio.ai chat panel is expanded, the Chat list button is displayed to let users focus on a single conversation or manage multiple simultaneous conversations. |
Creatio.ai | Creatio.ai chat panel | Changed | Improved the display of inline images in messages displayed in the Creatio.ai chat panel. Images are now adapted to the size of the message container, ensuring better visual alignment. To view the image in full size, click an image. |
Application Hub | App installation | Changed | Added auto validation of missing dependencies before installing an app from a file. This enhancement prevents the installation of incomplete apps, improves dependency management clarity, and detects missing components in advance. When a user uploads an app file, Creatio checks for all required dependencies. If any are missing, installation is blocked, and the platform displays a dialog window that includes a list of the missing dependencies and the following information: A detailed warning message describes the issue. To cancel the installation and remove the uploaded file, click the Close button. |
Application Hub | App installation | Changed | Enhanced the functionality of the minimum required Creatio version for apps. Now the Required Creatio version field on the Dependencies tab of the App properties window in the No-Code Designer lets you specify both a dedicated compatible Creatio version, e. g., 8.3.0, and a range of compatible Creatio versions, e. g., 8.2.1 - 8.3.0. A tooltip includes format requirements for the field value. This enhancement helps prevent app installation on unsupported platform versions, improving compatibility control and deployment reliability. |
Application Hub | App installation | Changed | Added a loading mask to display progress when loading and checking files while installing an app from a file. Once the user selects a file, the Select file button is replaced by the Loading file button that is inactive during the download and verification process and informs users of file processing. The enhancement prevents repetitive actions, improving the overall experience before proceeding to the app installation. |
Application Hub | App installation | Fixed | Fixed the error that prevented transferring an app between environments using the Deploy action from the app menu in Application Hub, Cloud when the app included an inactive package. The error occurred after the implementation of a separate system operation that lets technical users install and deploy apps. |
Application Hub | App installation | Fixed | Fixed the error of displaying information related to the previous version of the Marketplace app in the What's new field of the Application installation window. |
Application Hub | App installation, | Changed | Added icons that identify the type of installed or updated item (app or package). The Application update and Application installation windows display icons before the "Name" column. The improvement facilitates quick interpretation of items during the app deployment process. |
Application Hub | App binding | Changed | Enhanced the Dependencies tab of the App properties window in the No-Code Designer to support both app and package-level dependencies. If you add a package-level dependency, inherited elements of the package, such as pages, sections, data models, and business processes, are automatically displayed on the corresponding No-Code Designer tabs within the app context. This enhancement lets you inherit certain functionality directly from packages even if they are not bound to the app, improving modular reuse and flexibility in app development. When you select a package or app in the "Name" column, Creatio excludes the following packages from the list of available packages: the The "Type" column includes the dependency type, the read-only "Developer" column includes the developer name. |
Application Hub | App binding | Changed | Improved synchronization of dependency data between apps and packages to ensure consistent visibility of app properties across environments. This improved structure is synchronized during the upload of the app-descriptor.json file, and dependency information is stored in the database after app installation. This ensures that app properties visible in the target environment match properties in the source environment, improving consistency and reliability for no-code development. Added the following properties to the |
Application Hub | App templates | Changed | Updated the Records and business processes page template. Now, list pages include a new Dashboards component. The functionality is managed by the The updated template includes the following elements: Filters and folders are displays dynamically depending on the selected view mode. Since the updated page template can impact heavily customized Freedom UI pages significantly, before updating your production environment, we recommend verifying your customizations on the pre-production environment to ensure compatibility. All necessary page connections are configured automatically to ensure the page uses the same data source as the Dashboards component. This facilitates designing more informative and interactive pages without additional setup, streamlining the app development process. |
Application Hub | Schema inheritance | Changed | Updated the business logic for creating multiple Freedom UI sections based on a single object. Now, only the original section retains its own form page while all additional sections reuse the original form page. This reduces the number of generated schemas and add-ons, ensures consistent behavior across sections, and simplifies configuration and maintenance. |
Freedom UI Designer | Dashboards | Changed | Added default sizes for components and widgets when dragged to the Freedom UI Designer canvas while editing a dashboard, improving the efficiency of dashboard creation. The default sizes depend on the dragged element type. This update provides a more intuitive and consistent layout, reducing the need to manually resize widgets after they are placed on canvas. This affects dashboards only. |
Freedom UI Designer | Dashboards | Changed | Added a warning message that alerts users who have access rights to the "Can manage configuration elements" ( The dashboard implemented in the end-user schema cannot be transferred between environments as part of the package. To migrate the dashboard between environments, add the end-user schema to the package using the Open as configuration schema button in the warning message. This provides flexibility for advanced users. |
Freedom UI Designer | Dashboards | Fixed | Fixed localization of the name of the Dashboards parameter block on the Freedom UI Designer setup area in Russian. |
Freedom UI Designer | Multiple page data sources | Changed | Changed the default value of the |
Freedom UI Designer | Multiple page data sources | Changed | Changed the business logic when adding a new data source to a form page. Now, the following actions are executed:
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Freedom UI Designer | Multiple page data sources | Changed | Added support for "many-to-one" relationships between primary and secondary page data sources. You can now add an object that is referenced in the "Lookup" type columns of data source whose Primary data source checkbox on Freedom UI Designer setup area is selected as page data source and edit fields related to such data source in runtime. If you set the "Lookup → ID" relation in the secondary data source settings, at runtime, data from the data source is loaded each time the field used in the relation is changed. Reloaded data after such change is prioritized over user-made changes in fields associated with the previous value selected in the relation field. The creation of new records in such data sources is limited to minimize the creation of duplicates. |
Freedom UI Designer | Multiple page data sources | Changed | Added the Independent data source checkbox to the Freedom UI Designer setup area for the secondary data source on the form page. When the checkbox is selected, the data source is separated from the main record, loading data based solely on its own filters and sorting conditions. The design-time behavior changes the required settings automatically, and the runtime logic ensures that the data is processed independently. The platform loads the same data into the fields associated with that data source consistently, regardless of the primary data source record used to open the form page. |
Freedom UI Designer | Sidebars | Changed | Added the Allow sidebar width adjustment checkbox to the Freedom UI Designer setup area for sidebars. Out of the box, |
Freedom UI Designer | Sidebars | Changed | Implemented drag resizing of the sidebars to customize the width based on user needs. Additionally, the mouse pointer changes to indicate the active drag zone. Sidebar width changes are stored in the user profile. The sidebar reverts to the previously set width only if the user profile does not store information that it was previously opened. Otherwise, the sidebar opens in the stored width. |
Freedom UI Designer | Sidebars | Changed | Added a Sidebar mode button to the |
Freedom UI Designer | Sidebars | Fixed | Fixed a console error "ERROR TypeError: this._appearanceSettingsDefaultLoader.getDefaultAppearanceSettings is not a function" that occurred when configuring the sidebar using the Freedom UI Designer. |
Freedom UI Designer | Button component | Changed | Added support for refreshing multiple page data sources for the Button component whose Action parameter in the Freedom UI Designer setup area is set to "Refresh data." Out of the box, the Data refresh mode parameter on the Freedom UI Designer setup area is set to "Refresh all" and the button refreshes all page data sources including data sources added after this action is configured. You can exclude some data sources from refreshing if needed. To do this, fill out the Which data sources to exclude? parameter. Since dependent data sources and sources created in runtime are always refreshed, they are not displayed in the exclusion list. You can also change the refreshing mode to refresh only specific data sources. To do this, set the Data refresh mode parameter on the Freedom UI Designer setup area to "Refresh specific data sources" and fill out the Which data sources to refresh? parameter. The enhancement affects existing environments. After Creatio is updated, the Button component whose Action parameter in the Freedom UI Designer setup area is set to "Refresh data" refreshes only the specified data sources to ensure backward compatibility. The Added an optional Added a new Added a new |
Freedom UI Designer | Button component | Fixed | Fixed the error where opening of Freedom UI Designer setup area for the Button component whose Action parameter was set to "Refresh data" replaced the button configuration in the source code of the Freedom UI page. |
Freedom UI Designer | Button component | Fixed | Fixed the error of automatic clearing of the Which list to run process for? parameter value on Freedom UI Designer setup area for Button component after changing the code of a linked list item. This affected a Button component whose Action parameter is set to "Run process" and How to run the process? parameter is set to "For the selected records in list." This fix ensures that the link to the selected list is retained and that the settings of the Button component are consistent after changing the list. |
Freedom UI Designer | Flex column component | Changed | Optimized performance of the Flex column component by clearing and disabling the |
Freedom UI Designer | Timeline component | Changed | Added a tooltip for the Timeline component in the Freedom UI Designer. This addition helps users quickly understand the purpose of the component while designing an app. |
Freedom UI Designer | Timeline component | Changed | Added support for custom quick filters to the Timeline component. Creatio lets you customize filters for each tile and use out-of-the-box quick filter options, including filter type, default value, title, hint, icon. Freedom UI Designer displays dedicated area over the tiles of the Timeline component to add custom quick filters, and existing filters remain embedded in the Timeline component. To set up a quick filter, drag the Quick filter component onto the timeline. |
Freedom UI Designer | Timeline component | Fixed | Fixed the error where it was impossible to change the data source for the Timeline component in the Freedom UI Designer. |
Freedom UI Designer | Tabs component | Fixed | Fixed the error where specifying the |
Freedom UI Designer | Search component | Fixed | Fixed the error with the Search component that generated extra source code when the Freedom UI page was saved. Previously, saving a Freedom UI form page without changes resulted in unnecessary re-saving of the Search component, cluttering the source code of the Freedom UI page. Now, only the actual changes are saved, providing cleaner and more efficient source code. |
Freedom UI Designer | "Dropdown" type field | Changed | Improved performance of the "Dropdown" type field in Freedom UI by optimizing error handling logic. Introduced debouncing for |
Freedom UI Designer | "Image" type field | Fixed | Fixed the error where the Title parameter value on the Freedom UI Designer setup area was not displayed for the "Image" type field. |
Freedom UI Designer | Page performance | Fixed | Fixed the error with performance degradation of a Freedom UI page that had a List component. Applying multiple quick filters caused reloading of the view model of a Freedom UI page, which in turn created multiple additional view models. |
Freedom UI Designer | Data encryption | Added | Added support for managing the behavior of encrypted columns in Object Designer and encrypted fields in Freedom UI Designer. These enhancements provide flexible and secure handling of encrypted data in different environments, improving configuration clarity and runtime control. |
Freedom UI Designer | Data encryption | Added | Added verification of value visibility for the "Encrypted string" type field in the Freedom UI Designer setup area. The functionality is managed by the |
Application Hub | App UX | Changed | Unified the style of the dialog window that opens when you select the Delete action from the app menu in Application Hub. |
Application Hub | App UX | Fixed | Fixed the error of duplicate Application Hub header after installing an app from a file using Application Hub, Cloud. |
Integrations | OAuth authorization | Changed | Added support for the authorization code grant type of OAuth authorization. This enhancement provides access to Creatio data and API directly for integrated apps inside the user context without granting to their credentials for authentication, improving security and transparency, enabling more flexible and user-centric integration scenarios that comply to modern OAuth standards. |
Integrations | OAuth authorization | Changed | Added the "Grant type" column to the OAuth integrated applications page. The column defines the OAuth authorization type. Available values: "On behalf of a user (authorization code)," "Server-to-server (client credentials)." To ensure data consistency and backward compatibility, after Creatio version updates, the column value is populated with "Server-to-server (client credentials)" for all existing OAuth integrations, since authorization code grant was not implemented previously. |
Integrations | Webhooks | Changed | Added auto-applying changes to the Webhook entities lookup. Previously, a new object added to the lookup was applied after 60 minutes. This fix significantly improves user experience and operational efficiency by eliminating unnecessary delays. |
Integrations | Web services | Changed | Added design-time and runtime support for multi-level |
Integrations | Web services | Changed | Added support for parsing WSDL files that include custom SOAP headers in the request body of SOAP web services. Now, SOAP headers are correctly recognized and processed according to the defined hierarchy, ensuring more accurate service integration and configuration. |
Integrations | OData | Fixed | Fixed the error with incorrect license loading using the License manager if the "RAM limit for data selection via OData" ( |
Business processes | Call Creatio.ai element | Changed | Updated the icons for the Call Creatio.ai business process element to align with the overall Creatio UX, improving visual consistency and user comprehension. |
Business processes | OAuth authorization | Changed | Disabled automatic background running of the "Creatio OAuth maintenance process" business process that registers a default resource for OAuth authorization. This fix aims to reduce unnecessary consumption of server resources caused by requests to the Identity Service, regardless of OAuth functionality usage. Creatio no longer runs the "Creatio OAuth maintenance process" business process every hour. If needed, run the business process manually. |
Business processes | Processes | Changed | Added the "Check Apollo, Zoominfo available" business process that checks whether ZoomInfo Sales and Apollo.io connectors are installed and merges their responses. |
Business processes | Process tracing | Changed | Added a |
Business processes | DCM case execution | Fixed | Fixed the error where DCM cases were canceled incorrectly after a sub-process was terminated with an error. Even if users tried to manually change the case stage, the DCM case remained in the "Error" stage, causing an auto-cancellation of the case by the archiving mechanism. Now the DCM case stage is updated correctly when the stage is changed manually, preventing unintentional termination. |
Business process | Translations | Fixed | Fixed stability of the "Apply translations" business process after restarting Creatio instance in .NET 8. The issue occurred when the platform attempted to automatically resume the business process after a scheduled or accidental instance restart, resulting in execution errors. The fix ensures that the process resumes reliably without errors, maintaining the continuity of translation workflows. Previously, if the "Apply translations" business process was interrupted due to an instance restart, .NET 8 environments were unable to restart it correctly, resulting in failures in the translation update mechanism. |
Business rules | Business rule execution | Fixed | Removed redundant console messages during the execution of business rules. |
Business rules | Business rule execution | Fixed | Fixed the error where business rules did not recognize the same lookup values that differed only in the |
Business rules | Business rule execution | Fixed | Fixed the error with the incorrect format of the result returned by the business rule that configured a filter for "Dropdown" type fields. The |
Business rules | Formulas | Fixed | Fixed color of icons for "Currency" type formulas in Formula designer. |
End user experience | Dashboards | Added | Added ability to manage and set up dashboards for end users. Runtime mode: The end user can add a new dashboard at runtime mode using the following ways: The end user can edit, copy, and delete the dashboard using actions in the dashboard menu. The end user can set up access rights and share dashboards with other users using the Set up access rights action in the dashboard menu. The list of dashboards is filtered depending on access rights for the current user. End-user work with the dashboards is managed by licenses and access rights for system operations. Dashboards actions are also managed by access rights for the current user. End user who creates the dashboard has full access to dashboard management. Design-time mode: |
End user experience | Dashboards | Changed | The end-user schema that implements dashboard is not blocking the deletion of the configuration schema that implements dashboard. Both parent and dependent dashboards can be deleted. |
End user experience | Dashboards | Changed | The dashboards in the dashboard list are now sorted by name in ascending order. |
End user experience | Dashboards | Changed | The new dashboard is selected automatically in the dashboard list after it is created. |
End user experience | Dashboards | Changed | The shared dashboard is added to the dashboard list automatically. |
End user experience | Dashboards | Changed | The dashboard is now refreshed after it is updated in the Freedom UI Designer. |
End user experience | Dashboards | Changed | The Add new dashboard button is now at the end of the dashboard list. |
End user experience | App installation | Changed | Added a divider to the Application installation window if you install an app from the Creatio Marketplace. |
End user experience | Screen reader support | Added | The screen reader now announces the following:
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End user experience | Screen reader support | Added | The screen reader now announces when the sidebars have notifications. Additionally, the sidebar title now displays notification marks to improve clarity. |
End user experience | Keyboard navigation | Changed | Unified behavior of keyboard focus indicator for tabs in selection window to align with the visual style used for the Tabs component, following the consistent UX, enhancing visual coherence, improving usability for users. Previously, styles of keyboard focus indicator for tabs in the selection window differed from styles for the Tabs component that could lead to a fragmented user experience. |
End user experience | Keyboard navigation | Fixed | Fixed an accessibility error where the keyboard focus indicator was invisible after activating the filtering button and opening the filter panel. The indicator only became visible after pressing the Tab key. This fix ensures proper focus visibility to improve keyboard navigation and comply with WCAG. |
End user experience | Widgets | Changed | The chart series is now renamed when the object is changed in the chart settings. |
End user experience | Widgets | Changed | Widget connections are set automatically while dragging a widget to the Freedom UI Designer canvas. |
End user experience | Widgets | Changed | Fixed font style for pipeline to comply with other widget fonts. |
End user experience | Widgets | Fixed | Fixed the default color that was displayed when dragging widgets to the Freedom UI Designer canvas. Now, when you are dragging the widget, a plain white style is applied. |
End user experience | Sidebars | Changed | Enhanced the sidebar experience for screens that have small sizes by dynamically adjusting its width based on screen context. This enhancement ensures a more comfortable and efficient user experience on screens that have small sizes, reducing the need for additional gestures or resizing. When both the navigation panel and section are hidden, the sidebar automatically expands to full screen on small screens. |
End user experience | Notifications | Changed | Added browser notifications for Freedom UI functionality for parity with Classic UI. The browser now displays notifications for feed, noteworthy events, business processes, approvals, reminders, and system notifications. This ensures consistent notification behavior for both Freedom UI and Classic UI, enabling users to personalize notification settings according to their needs. Browser notifications are managed by the following checkboxes on the Notification settings tab of the user profile page:
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End user experience | Emails | Fixed | Fixed the error where replying to emails that included images lacking the |
End user experience | Translations | Changed | Added the Previously, the Translations section launched the update process on every section load that could slow down access and inadvertently overwrite custom localizable values related to pages and data modified after last update date. |
End user experience | Summary component | Changed | Added keyboard support for the option menu item of the Summary component. You can now press Enter or Space to open the menu item. |
End user experience | Timeline component | Changed | Added support for automatically updating feed messages and files in the timeline. The timeline now displays new feed messages and attachments in real time, without the need to refresh the page. The functionality is managed by the Enable live data update checkbox in the Behavior property block of Object Designer for the object associated with a specific section, such as Cases or Leads. |
End user experience | Timeline component | Changed | Enhanced the Timeline component to support colorized fields of the "Dropdown" type. These fields now appear in the timeline with the same colors as on pages and in expanded lists, ensuring visual consistency. |
End user experience | Timeline component | Changed | Added the ability to edit feed messages directly from the timeline using the Edit action in the feed message. Upon saving, the edited message is immediately updated in the timeline. |
End user experience | Timeline component | Changed | Improved the display of the "Text" type field whose Multiline text checkbox is selected in the Freedom UI Designer setup area to preserve and show line breaks in the timeline. This update enhances readability by ensuring that text formatting remains consistent with the original input. |
End user experience | Timeline component | Fixed | Fixed the error where heavy emails were not visible in the timeline if they included Base64-encoded images. |
End user experience | Timeline component | Fixed | Fixed the error where the Timeline component failed to load if it included a tile referencing a non-existent object. This fix ensures the timeline now displays records for existing objects without interruption or failure. |
End user experience | List component | Fixed | Optimized performance of List component data sorting. The more complex the list, the more significant the change. |
End user experience | List component | Fixed | Fixed minimum target zone of button that edits cell values in the List component to comply with WCAG. |
End user experience | List settings | Fixed | Fixed the error where unsupported types were displayed in the What to display field of the "Dropdown" type when configuring aggregated columns in the List component. Only supported types are now available in the What to display field of the "Dropdown" type to ensure cleaner and valid configuration options across all environments. |
End user experience | List settings | Fixed | Fixed the error where localized values of column names were incorrectly displayed in the List component for folders that have custom list settings. This fix ensures that localized values of column names are displayed in the List component only where they are specified, maintaining the correct separation between default and custom list settings. |
End user experience | "Dropdown" type field | Changed | Disabled hyperlinks for the list in selection window of "Dropdown" type field to prevent unintended navigation. |
End user experience | "Dropdown" type field | Fixed | Fixed the issue where pre-selected value in the "Dropdown" type field has incorrect styles after the page saving and reopening that could lead to visual inconsistencies and potential confusion. |
End user experience | "Phone" type field | Changed | Enhanced the input mask for a "Phone" type field to support countries that have variable-length phone numbers, for example, Indonesian or Italian numbers. When the mask is enabled, users can enter phone numbers that have different lengths within the defined range. Out of the box, Creatio displays the minimum required digits and users can enter additional digits up to a specified maximum limit, ensuring both flexibility and format consistency. |
End user experience | "Rich text" type field | Fixed | Fixed the error where selecting an oversized inline image triggered unnecessary scrollbars in the "Rich text" type field on both Freedom UI and Classic UI pages. Now, selecting an oversized inline image does not cause extra scrollbars. |
End user experience | "Rich text" type field | Fixed | Fixed the error where an autogenerated link to highlighted text copied from the browser context menu and inserted into the "Rich text" type field was displayed as invalid. Creatio now correctly recognizes and accepts such links, ensuring proper link insertion functionality. |
End user experience | Page saving | Fixed | Fixed the error that caused user edits to be lost when live data updates occurred during the editing process. The fix ensures that user changes are correctly recognized and saved even if live data updates happen concurrently. Previously, if a user modified one or more fields and a live update affected the same page before saving, Creatio incorrectly assumed the user-entered data was unchanged. As a result, these changes were not saved to the database despite being displayed in the UI. In cases where live updates modified only the user-edited fields, the Save button did not appear at all, leading to data loss. |
End user experience | Page copying | Fixed | Fixed the error where a duplicate Freedom UI list page did not open after opening a Classic UI form page from a Freedom UI form page and creating a new linked record on the page. For example, a duplicate Contacts list page in Freedom UI did not open after creating a new linked contact through a Contacts form page in Classic UI that was launched from a Leads form page in Freedom UI. The system now handles transitions between UI types correctly and opens the duplicate page as expected. |
End user experience | Page closing | Fixed | Fixed inconsistent behavior when closing a page that is configured in Process Designer. |
End user experience | Page performance | Changed | Improved performance of highly loaded pages that include dashboards and charts. |
End user experience | Page performance | Changed | Improved performance of value validation and updates in The functionality is managed by the |
End user experience | App UX | Fixed | Fixed the issue with incorrect display of the logo in new version of the Safari browser. |
End user experience | App UX | Fixed | Fixed the error where localized values of column names were not displayed in the column properties of the List component for additional language cultures. This fix ensures that all localized values are visible in all supported language cultures. |
End user experience | App UX | Fixed | Fixed minimum target size for tooltip inside Inputs type fields to comply with WCAG. |
End user experience | App UX | Fixed | Fixed the error where some icons in metrics were not displayed in runtime mode. This fix ensures that icons added to metrics render correctly during runtime. |
Advanced customization | Web services | Changed | Unified the response format of the |
Advanced customization | Configuration section | Fixed | Fixed the error where translating object titles in the Translations section, such as records that had the The platform now correctly distinguishes between translation updates and object schema changes. Translating schema titles no longer causes status changes in the Configuration section, ensuring that translated objects are not flagged as requiring a database update unless there are actual structural changes. |
Advanced customization | Object Designer | Fixed | Fixed a culture-specific parsing error in .NET 8 that prevented object opening in RTL localization like Hebrew. Updated business logic of number parsing to use |
Advanced customization | Object Designer | Fixed | Fixed the error of saving the "Selection window" value of the Lookup view property in Object Designer after publishing an object schema. Since the |
Advanced customization | Page saving | Fixed | Fixed the error of saving Freedom UI pages in Module Designer when the pages have duplicate localizable strings. Now, Module Designer automatically removes duplicates when saving pages avoiding manual cleaning of duplicates. The functionality is managed by the |
Advanced customization | Page performance | Changed | Optimized filter building for data sources that have dependencies. |
Advanced customization | Page performance | Changed | Implemented cancelling of incomplete |
Advanced customization | System settings | Fixed | Fixed localization of the "Log data expiration period (days)" ( |
Advanced customization | Creatio version update | Security | Migrated the Button component to Angular Material library version 16. Internal layout: CSS classes: updated some internal Angular Material classes as part of the migration to Material Design Components for the Web. For example, the |
Advanced customization | jQuery library | Security | Removed deprecated version of |
Advanced customization | App UX | Changed | Removed the warning about compilation in .NET 8 when compiling a custom User task process element of a business process that has no parameters. |
Administration | App performance | Changed | Added a mechanism to collect front-end performance metrics as part of ongoing performance monitoring. The functionality is managed by the |
Administration | App performance | Fixed | Fixed a scenario where the Creatio instance became inoperable for some users when having issues with the IndexedDB database. |
Administration | Page performance | Fixed | Fixed the error that caused infinite loading of the object permissions list in the Object permissions (read-only) expanded list on the technical user page. The error occurred when a large number of objects were assigned to a user that overloaded the UI and prevented consistent data display. The mechanism for loading the object permission list was optimized to handle scenarios with a large number of available objects. The update prevents infinite load states and ensures that data display remains consistent regardless of the number of user-associated objects. |
Administration | Cache clearance | Added | Added a system page to clear the browser cache. Additionally, the system page enables clearing the cache of the IndexedDB database. The system page can be accessed via the |
Administration | End-user schemas | Added | Implemented an internal mechanism that stores end-user schemas in the database independently of packages. This enhancement lets users who do not have access rights to the Configuration section but have access rights to the end-user schemas execute full-fledged CRUD operations. This solution is currently used in the Freedom UI dashboards. |
Administration | End-user schemas | Added | Implemented a platform-wide internal permission mechanism applicable to both configuration and end-user schemas. This mechanism manages access to read, edit, and delete operations and supports permission granting. Permissions can be granted using data binding. This solution is currently used in the Freedom UI dashboards. |
Administration | Passwords | Fixed | Fixed the error that caused password recovery to fail when there was a mismatch between the user's local time zone and the server time zone. The platform incorrectly marked the password recovery link as expired. This fix ensures correct link validation regardless of time zone differences. |
Administration | Translations | Changed | Prevented the creation of duplicate records in the Translations section. This enhancement resolves an issue where incorrect import settings could add multiple records that have the same translation key. This enhancement ensures that keys are unique during record creation, and executes automatic cleanup of duplicates during translation updates. Previously, it was possible to accidentally enter duplicate translation keys that resulted in inconsistencies and errors in translation logic. The platform now blocks the creation of new translated records that have existing keys, ensuring that records in the translations section are unique. |
Administration | Translations | Fixed | Fixed the error where records that had identical localized values in the primary and additional language cultures were mistakenly treated as validation issues. Now, identical localized values are not considered an omitted translation and do not trigger warnings, and records are considered valid. This fix leads to cleaner and more accurate validation results and saves time for users who manage multilingual content. |
Administration | Translations | Fixed | Fixed the error of ignoring records that included untranslated localizable values with translations specified in the Translations section. These records were incorrectly marked as valid. This caused incomplete validation results. Now, the platform detects records that do not have a translation history but have localizable values in the Translations section. This fix ensures that all untranslated records are identified, helping to maintain high quality and consistency in multilingual content. |
Administration | Translations | Fixed | Fixed the error of loading translations of the primary language culture using the |
Administration | File storages | Changed | Added support for an optional Previously, S3 connections used common settings out of the box that could result in failed interactions with buckets hosted in specific AWS regions. |
Administration | OAuth authorization | Changed | Deprecated the |
Administration | Configuration section | Changed | Implemented validation to prevent the creation, installation, or import of schemas whose codes differ only by case. This enhancement eliminates a set of errors encountered during the generation of static content, particularly on file systems where file names are not case-sensitive. |
Creatio products and apps
Category | Feature | Status | Description |
|---|---|---|---|
Customer 360 | Contact saving | Fixed | Fixed the error of creating a contact from the Primary contact field on the account page, then cancelling and retrying the action, resulted in the entered value not appearing in the new contact's profile. Data is now saved consistently and displayed as expected. |
Marketing Creatio | Workplace setup | Changed | Replaced the Emails Classic UI section with the Bulk emails Freedom UI section in the "Marketing" workplace for new environments to improve the structure and grouping of related marketing tools. Existing environments remain unchanged. You can still add the Emails section to the workspace if needed. |
Marketing Creatio | Email settings page UI | Changed | The API key field value on the Email settings page is now masked in the UI to improve system security and eliminate the possibility of unauthorized viewing, copying or editing of the Api key directly from the UI, reducing the risk of accidental data leakage. |
Email marketing | Bulk emails | Changed | Added a warning mini page that alerts users about the limits of email sending on trial Creatio versions. Creatio displays a mini page when a user selects an audience that exceeds the specified daily sending limit. The changes are applied only for trial environments. |
Email marketing | Bulk emails (Classic UI) | Fixed | Configuration of split tests is no longer copied when duplicating bulk emails in Classic UI. |
Email marketing | Content Designer (Classic UI) | Fixed | Fixed the error where Content Designer (Classic UI) did not save content entered via the HTML editor in text content blocks. The preview and saved versions previously displayed outdated content, leading to inconsistencies and editing confusion. Fixed the mechanism that saves text content blocks edited using the HTML editor in the Email Designer to ensure changes are saved and displayed correctly. Now, updates are saved accurately and displayed instantly in the preview, improving editing reliability and user confidence when working with custom HTML in email templates. Previously, the changes were not applied and preview displayed outdated content. |
Email marketing | Marketing campaigns | Fixed | Fixed the error of copying campaigns that had bulk emails created using Email Designer. Previously, these emails were not duplicated. This restricted reuse of campaigns that depend on new designer-based content. |
Lead Generation | Facebook forms | Changed | Supported the transfer of consent checkbox status specified in Facebook lead generation forms. Now, consent checkbox status is stored in the "Notes" ( If the consent checkbox in Facebook form settings is cleared, consent data is not displayed. If a Facebook form includes multiple consent checkboxes, the values of all of them are captured and added to the "Notes" ( |
Order and Contract Management | Business processes | Fixed | Fixed the formulas to calculate the Tax amount and Tax amount, base currency field values in the "Calculate total in order product" business process to align the values with industry standards. The fix applies to both system base currency and order product currency calculations, ensures consistency in all scenarios, improves the accuracy of financial documents by eliminating inconsistencies where tax and total were calculated incorrectly. The updated values are still displayed on the invoice page on the Products expanded list of the General information tab. The updated formula is as follows: |
Marketing campaigns | Campaigns | Fixed | Fixed the error where the campaign start date validation failed when the time zone specified in the user profile and local time zone specified in the browser were different. The logic now consistently validates against the correct time zone context. Previously, if the time zone specified in the user profile had a smaller UTC offset than the browser, a validation error incorrectly appeared indicating the start date was in the past. This occurred even when selecting the current date and time. |
Marketing campaigns | Campaigns | Fixed | Fixed the error where campaign participants could hang indefinitely when a trigger fragment failed during execution. This occurred when Creatio failed to mark participants as ready for synchronization, resulting in sessions that exceeded the expected campaign launch period. This enhancement increases the robustness of campaign execution and improves consistency in participant handling. Added a mechanism that detects and recovers participants affected by failed trigger runs. Creatio now sets the Previously, failed trigger executions could leave participants in a stuck state, prolonging session duration and preventing synchronization. |
Marketing events | Events page (Classic UI) | Fixed | Fixed a browser console error that occurred when opening the Events page via the URL |
Sales Creatio | Data binding | Fixed | Fixed the error with bindings of |
Customer 360, | Dashboards | Changed | Added a set of pre-configured dashboards for Creatio sections. The new dashboards toggle panel enables users to switch between "List" and "Dashboards" view modes in a single click. Dashboards follow unified UI standards and are embedded into the section page to support real-time visibility into key section data. Added new dashboards for the following sections: |
Case Management, | Dashboards | Changed | Added the dashboards toggle panel that enables users to switch between "List" and "Dashboards" view modes in a single click. Added the dashboards toggle panel to the following section pages: |
Financial Services Creatio | Dashboards | Added | Added Freedom UI dashboards to the Cards and Financial accounts sections. The dashboards display key information about existing records, provide quick access to main indicators, improving operational efficiency. Dashboards of the Cards and Financial accounts sections have now Freedom UI counterparts. Previously, the dashboards were available in the Classic UI only. Additionally, the Toggle panel component was added to the Cards and Financial accounts sections. The component lets you switch between "List" and "Dashboards" view modes. |
Sales Creatio, | Charts and metrics | Changed | Changed the color palette in charts and metrics to comply with WCAG and improve visual accessibility for users that have visual impairments. Applied the color palette to charts and metrics on the following pages: |
Mobile Creatio
Category | Feature | Status | Description |
|---|---|---|---|
Advanced customization | Dropdown field component | Changed | Added support for the |
Advanced customization | @creatio/mobile-common library | Fixed | Fixed the error with the execution order of asynchronous code in handlers using |
Beta testing of new features
Category | Feature | Status | Description |
|---|---|---|---|
End user experience | Progress bar | Changed | Enhanced the functionality of working with grouped case stages. You can now customize the retention period for the values of previous case stages. The functionality is managed by the following settings:
|
End user experience | Button component | Changed | Changed behavior of the Button component whose Action parameter in the Freedom UI Designer setup area is set to "Close page" when the action is executed immediately after the user logs into Creatio. Previously, the redirect behavior was inconsistent and could lead to navigating outside the instance or to an unintended blank state. Now, the user is redirected to the Creatio desktop page if the previous browser page is not a Creatio page. The functionality is managed by the |
Advanced customization | Files | Changed | Implemented native |