Время создания
Filters
Sales_Creatio
8.0

Hi, Other than in a business process, is it possible to create a filter on a list page, which allows me to compare two data fields from the record.

For example, if I want to compare which products have the same Vendor Code with my internal code (not that anyone entered the data incorrectly you understand!) or where opportunities have a budget amount the same as the final sale price, I need to be able to filter based on Field x = Field Y.

thanks

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project management
syntech
Project_Management_Studio
New_in_Syntech

What’s New in Syntech Project Management Studio for Creatio 1.2: Templates, AI Agent, Hierarchy View, and To Do Workspace
 

Managing projects isn’t just about tracking deadlines anymore.

Teams today need to launch faster, reduce manual coordination, and keep execution visible across multiple workstreams - without adding more tools.

That’s why we released Syntech Project Management Studio for Creatio 1.2.

This update introduces new capabilities designed to reduce setup time, simplify project execution, and help teams move from planning to delivery with less manual effort.


New in Version 1.2

Compatible with: Creatio 8.3.1
 

Launch projects faster with Templates

Starting every project from scratch slows teams down.

Version 1.2 introduces reusable templates for:

  • Projects
  • Tasks
  • Milestones
  • Checklists

Teams can now standardize delivery processes and eliminate repetitive setup activities.

Whether you run implementation projects, internal initiatives, or customer delivery programs, templates help teams begin execution immediately while maintaining consistency across projects.

Business impact:

  • Faster project initiation
  • Standardized delivery processes
  • Reduced manual setup effort

Meet the Project Management AI Agent

One of the biggest additions in this release is the new AI-powered Project Management Agent.

Instead of navigating multiple views and manually updating data, teams can interact using natural language to support daily project operations.

The AI Agent helps users:

  • Create projects from templates
  • Track project progress
  • Detect execution risks
  • Analyze resource workload
  • Generate stakeholder reports
  • Accelerate project coordination

The goal isn’t to replace project managers.

It’s to reduce operational overhead so teams can spend more time delivering and less time maintaining project data.

Understand complex structures with Hierarchy List View

Projects rarely exist in isolation.

Large initiatives include phases, tasks, dependencies, and related workstreams.

The new Hierarchy List View gives teams a structured way to navigate project relationships and view nested data directly inside Creatio.

Users can expand and manage connected records without losing context.

Business impact:

  • Better project visibility
  • Easier navigation of complex structures
  • Improved cross-team alignment

Stay focused with the new To Do List View

Execution often breaks not because of planning - but because priorities become fragmented.

The new To Do List View provides a simplified workspace focused on immediate action.

Teams can quickly identify:

  • current assignments
  • pending activities
  • next priorities
  • execution progress

This creates a cleaner operational experience and helps reduce task switching.

Built for project execution inside Creatio

Syntech Project Management Studio continues to provide a unified environment for:

  • Kanban project management
  • Gantt planning
  • budget and cost control
  • workload monitoring
  • centralized project coordination
  • AI-assisted execution

With version 1.2, the platform becomes even more focused on helping teams execute faster while keeping planning, collaboration, and delivery connected inside Creatio.

Explore the latest update and see what changes when project management becomes part of your operational workspace.

Request a live demo → https://marketplace.creatio.com/app/syntech-project-management-studio-c…

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Hi Everyone,

I am trying to build a weekly summary report in Creatio to track key lead milestones, and I am facing an issue with tracking stage movement accurately.

Requirement:

  • Report should show leads moving from ABC to DEF
  • Leads marked as Qualified or Disqualified
  • Opportunities moved to Closed Won or Closed Lost
  • Weekly summary only (not individual notifications)

The issue I am facing is specifically with tracking:
“Leads moved from  ABC to DEF

In the report setup, I can filter current fields like:

  • Source
  • SBU
  • Lead Stage
  • Status

I am trying to understand:

  1. What is the best way to track field transitions in Creatio reports?
  2. Is it better to create a custom object via business process to store stage movement history?
  3. Has anyone implemented similar milestone tracking reports?

Any guidance or recommended architecture would be greatly appreciated.

Thank you!

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Hello,

Thank you for the post.

We recently released a new feature called 'Waterfall pipeline analytics' which may fit your user case, as they are tracing object changes. It is available from Creatio version 8.3.3. You may find more information about the topic in the release notes:
https://academy.creatio.com/docs/8.x/resources/release-notes/8-3-3-twin-release-notes#title-2782-22

Please let me know if you have any further questions.

Kind regards,
Maria

 

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Syntech_Absence
Absence
HRM
syntech
new release

🚀 Syntech Absence for Creatio - now available on the Marketplace. Free.

Hi everyone!

We're excited to share that Syntech Absence for Creatio is now available on the Creatio Marketplace - and it's completely free.

What it does

Syntech Absence centralizes employee absence management directly inside Creatio. Plan vacations, sick leaves, and time off, manage approvals, and ensure full visibility across teams - all without leaving the platform.

Key Features

See the bigger picture. Get a clear overview of all employee absences in one place. Filter by period, type, or employee - statuses, dates, and leave types at a glance.

One form. Every detail. Nothing gets lost. Every absence request in a single structured form. Track approval status, replacement, notes, and manager comments - nothing slips through the cracks.

Click. Approve. Done. Approve or reject requests in one click, right from the record or the notifications panel. No emails, no delays - fast, transparent decisions.

Get started: 
→ Install from Creatio Marketplace 
→ Compatible with Creatio 8.3.1
→ Free to install, free to use

Check it out → https://marketplace.creatio.com/app/syntech-absence-creatio 

We'd love to hear your feedback — share your experience in the comments!

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mobile
Validation
server-side
popup
Mobile_Creatio
8.0

Hi,

We have added a save validation to a specific object using an event listener. When using Creatio via a web browser, it works flawlessly. Users cannot save a record if it contains errors; they receive immediate feedback and can correct the invalid information right away.

Unfortunately, it behaves differently in the mobile app. A record with errors gets "saved" locally on the mobile device, and the validation feedback only appears during synchronization with the server (since the validation runs exclusively on the server side). While this behavior is understandable, our app is configured for online synchronization, which is actually the only approach that makes sense for this particular module. We need the user to see the feedback immediately, without having to manually check the synchronization log. Is there a way to achieve this?

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Hi Eryk,

If you're on Freedom UI, you can solve this by intercepting `crt.SaveRecordRequest` in your page's client schema handlers. This fires on the mobile app on the device before anything reaches the server, giving the user immediate feedback and blocking the save if validation fails.

Note that for Creatio Mobile, this has to be implemented through a remote module. You can't add the handler directly in the page schema the same way you would for the web client. Creatio Academy has documentation on implementing custom request handlers via remote module for Mobile Freedom UI pages.

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