At Creatio, we are committed to empowering our customers with industry-leading product innovations for workflow automation, no-code app development, and CRM. Today we are taking it to the next level with Creatio version 8.0.9, featuring the following new capabilities and upgrades.

The update guide for the on-site applications is available in a separate article.

No-code platform 

Application Hub 

Streamlined app update mechanism. If Creatio finds an update, the app in the Application Hub displays the  icon. Click it to update the app.

Business rules 

Filters for dropdown fields. It is now possible to filter available values of a dropdown field by selected value of another dropdown field in Freedom UI using business rules. For example, filter cities by selected country.

Freedom UI Designer 

Retirement of [ Action dashboard ] component. The component was retired as it was replaced with [ Progress bar ] and [ Next steps ] components that let you set up user workflow much more flexibly. Action dashboards are still available on existing pages, but you cannot add them to new pages.

Next steps. You can now view activities and tasks generated automatically or added manually as tiles in Freedom UI using the [ Next steps ] component. The component completes activities and displays new activities based on the stage in the [ Progress bar ] component. The new component also lets you do the following:

• add a task or email
• complete an activity manually
• approve a record
• view the task owner and open their contact page

Communication options. You can now manage the record communication options in Freedom UI using the [ Communication options ] component. The component is available if you have the Customer 360 app installed.

Improvements to the [ Quick filter ] component.

• It is now possible to filter the connected component by one or more values of any lookup. For example, display only cases that have a particular status.You can specify the lookup values available for selection using advanced filters. For example, display only active case statuses.
  Filtering a list using the quick lookup filter

  
• The dropdown list of the lookup filter lets you select all records visible in the filter list and bulk clear all selected records.
• The lookup filter displays selected values at the top of the list when you open the filter again. This lets you deselect the required records quicker and easier.
• You can now filter charts except for “Sales pipeline” and “Full pipeline” using the component.
  Filtering charts using the quick lookup filter

  

Dedicated pages that add records. It is now possible to set up dedicated pages that enable users to add records in Freedom UI. For example, this lets you enable users to add records using a mini page and view or edit records using a full page.

Buttons that open mini pages. The “Open specific page” button action now supports mini pages.

Connect lists to other components. You can now connect list, approval lists, and attachment lists to other page components that work with data. This includes lists or dashboards except “Sales pipeline” and “Full pipeline”. The connected components filter their data by records displayed in the list. For example, this lets you filter case chart data by currently open cases.

You can link components via direct connection, for example, the city of a contact. If you connect a list to another list, you can also filter data by the record selected in the list.

Classic folders in Freedom UI. If you create a Freedom UI app that uses an object that has a Classic UI section, you can reuse folders of the Classic UI section in the Freedom UI [ Folders ] component. This streamlines the migration of Classic UI sections to Freedom UI

Streamlined configuration of email and phone fields. Creatio no longer generates email and phone links based on field code ([ Code ] parameter in the Freedom UI Designer). This streamlines the setup of [ Email ] and [ Phone ] fields. If you still have email or phone fields set up via field code, make sure they have [ Email ] or [ Phone ] type, respectively.

Business processes 

Process parameters in Freedom UI. Business processes now support parameters in Freedom UI pages. Create, view, edit, and delete the parameters in the Freedom UI Designer. Initialize and retrieve the resulting parameter values in business processes.

Administration 

FileApi for chat attachments. Chat attachments now support Creatiowide file storage rules.

UI and system capabilities 

Page link UX. The browser no longer refreshes the page if the target page URL leads to the same page but has a letter in a different case or “/” after the “#” character. This greatly improves the UX if you have custom pages that use such links.

Freedom UI sections 

Case stage in the list. Freedom UI lists now visualize the stage of a dynamic case. You can also transfer a case to a different stage if the list is editable.

Communication panel in Freedom UI 

Chat attachment storage. You can now save chat attachments to the database or an external repository.

Out-of-the-box Creatio solutions 

Customer 360 

Mini pages. The app now uses a mini page to add contact or account records.

Communication options. Contact and account pages now display communication options.

Mobile App 

Tablet UI. Lists and pages in the Creatio mobile app are now optimized for tablets.

Freedom UI links. The mobile app now supports the new format of links to Freedom UI pages.

Dynamic folders. The mobile app can now use dynamic folders in Freedom UI pages regardless of whether the web Creatio instance uses Freedom UI or Classic UI pages.

Background synchronization. The app now supports background synchronization on mobile devices that have Android 12 and later.

Development tools 

Changes to app metadata.

• Apps can now contain more than one metadata file. Creatio marks every package that contains metadata as Primary. You can delete the metadata file or transfer it to another package only if the package is unlocked.
• The mechanism that generates metadata was changed. Now, if Creatio stores the metadata file in a locked package, you cannot modify the file or transfer it to a different package. If you are improving an installed app and metadata is stored in a locked package, Creatio adds a new package that contains metadata and marks the package as Primary.
• If you install an archive that does not contain app metadata, Creatio no longer creates the metadata file automatically.

Beta testing of new features 

Automatic redirection to Freedom UI. Creatio now redirects links to Classic UI form pages to their Freedom UI counterparts if the following conditions are met:

• You have both a Classic UI and Freedom UI section.
• You set up Creatio to open Freedom UI form pages. Learn more in the user documentation: Manage the form pages in the Freedom UI and Classic UI.

Creatio also redirects links to any page in the Classic UI format to Freedom UI automatically if you have Freedom UI turned on. This redirect type lets you exclude links that lead to pages that are incompatible with Freedom UI from redirection in the “Blacklist of redirects from Classic UI” lookup.

Both redirect types let you use the “ClassicUI” query parameter to force open a link in Classic UI without setting up the lookup. In this case, the links must look as follows:

• https://yoursite.creatio.com/0/Nui/ViewModule.aspx?ClassicUI#CardModuleV2/ContactPageV2/edit/{some contact Id} for Classic UI links
• https://yoursite.creatio.com/0/Shell/?ClassicUI#Card/Contacts_FormPage/edit/{some contact ID} for Freedom UI links

Portal user overhaul.

• Portal users are now called external users. “Portal user” user type and “All portal users” root role were renamed to “External user” and “All external users,” respectively.
• Freedom UI is turned on for external users in new Creatio instances out of the box. You can turn it off for external users in the “Use Freedom UI interface for external users” (“UseNewShellForExternalUsers” code) system setting. Turning off Freedom UI Creatiowide turns it off for external users as well.
• You can create Freedom UI sections and form pages available for external users. To do this, specify the pages on the [ Pages ] tab of the Object Designer, configure object permissions for external users, and add the section to a workplace accessible by external users.Application Hub marks sections and pages available for external users using the “External” label.
  Pages that have the “External” label

  
• External users can view the right panel that contains the [ Feed ] section as well as notifications regarding activities, processes, and approvals.