Время создания
Filters

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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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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Kanban_View
Syntech_Kanban
syntech
New_version

Syntech Kanban View 4.2: More flexibility, fewer configuration barriers

Managing workflows visually should not require additional development effort.

That’s why in the latest update of Syntech Kanban View for Creatio (v4.2) we focused on making board configuration faster and more flexible directly inside Creatio.

What’s new in version 4.2

Additional description button and modal page

Users can now access extended information directly from the Kanban card using a dedicated description button and modal page.

No need to constantly open records and switch screens.

Result: faster navigation and fewer context switches.

Add custom columns without code

Need more information visible on your cards?

Now administrators can configure additional columns directly without development.

Adapt the board to your business process while keeping maintenance simple.

Result: more flexibility with less effort.

Stage refresh button

Workflows change quickly - visibility matters.

The new stage refresh button allows users to update stage data instantly and keep the board synchronized.

Result: faster updates and better control.

Kanban boards work best when teams adapt the tool to their processes - not the other way around.

Update to version 4.2 and explore the improvements.

https://marketplace.creatio.com/app/syntech-kanban-view-creatio

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nocode
BusinessIntelligence
FreedomUI
analytics
PivotTable

Syntech Pivot 1.3: Multiple Views for Advanced Analytics in Freedom UI

The SYNTECH team is pleased to announce the release of Syntech Pivot for Creatio (v. 1.3).

Based on feedback from the Creatio community and Marketplace users, the primary requirement was the ability to switch between different data perspectives without manually reconfiguring the component each time. In version 1.3, we have implemented a comprehensive solution to address this need.

New in Version 1.3: Multiple Views

The headline feature of this release is the Multiple Views functionality. A single Pivot component on a Freedom UI page can now store and manage multiple saved report configurations.

Business Value: Previously, to monitor different KPIs-such as revenue by region versus revenue by product category - users had to either add multiple components to the page or constantly rebuild the existing one. Now, you can define several views within one widget and switch between them using intuitive tabs.

Key Features of Syntech Pivot

  1. No-Code Constructor: Build complex pivot tables using a drag-and-drop interface. Rows, columns, values, and filters are configured in seconds.
  2. Data Drill-down: Clicking any cell in the table immediately opens the list of source records that comprise that specific value.
  3. Contextual Filtering: The component automatically synchronizes with the Freedom UI page filters where it is placed, ensuring real-time data accuracy.
  4. 9 Visualization Types: Convert tabular data into bar charts, pie charts, or line graphs with a single click.
  5. Calculated Columns: Create custom formulas within the Pivot tool to calculate margins, percentages of goal achievement, and other specific business metrics.

Common Use Cases

  • Sales Leadership: Track the pipeline by stage, owner, and product type in one window by switching views.
  • Financial Departments: Analyze expenses and income across different time periods and cost centers.
  • HR Management: Aggregate reports on training, recruitment, and employee productivity.

Technical Specifications

  • Compatibility: Creatio 8.3.1 and higher (Freedom UI).
  • Availability: Available for download via the Creatio Marketplace.

Our goal is to make professional analytics native to the CRM environment, eliminating the need for external BI systems for day-to-day reporting. Syntech Pivot ensures that working with data in Creatio is fast, transparent, and flexible.

Get the update on the Marketplace: Syntech Pivot for Creatio

We look forward to hearing your feedback and use cases in the comments. For feature suggestions or implementation questions, please contact our team at support@syntech.digital.

 

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