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MSwordReport

ReportSetup

Studio_Creatio

8.0

How to Migrate Report Setup Between Environments Without Recreating Manually?

muhammad rizky

11:51 Apr 29, 2026

Hi everyone,

Is there a way to migrate Report Setup from one sandbox to another in Creatio without recreating the reports manually?

I have multiple MS Word reports in Sandbox A and want to move them to Sandbox B, but I can't find them in the Configuration/Packages section to export via the usual package method.

Does anyone know the correct approach for this? Should I use a data binding in a package, a SQL script, or is there another method?

Thanks in advance!

1 comments

David Örnek

13:09 Apr 29, 2026

Hi Muhammad,

Reports are stored as Data on DB, so Data binding is the appropriate method. After installing this data on a new environment, the reports should appear.

For binding the data, Creatio Academy mentions SysModuleReport and SysModuleReportTable.

Click to open the System Designer.

Go to the Admin area block → Advanced settings.
Click Add → Data in the section list's toolbar
Bind the data to the following elements (Fig. 9):
- SysModuleReport_ReportName: the report. Use the report Id from the dbo.SysModuleReport database table to bind it. For example, it is "SysModuleReport_MeetingMinutes" for the "Meeting minutes" report.
- SysModuleReportTable_ReportName: the table part of the report. Use the report Id from the dbo.SysModuleReportTable database table to bind it. For example, it is "SysModuleReportTable_MeetingMinutes" for the "Meeting minutes" report.

Proceed to transfer the package that contains the report to another environment.

Source: Add a new Microsoft Word report in Creatio | Creatio Academy

Best,
David

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Discussion

Business Process

trigger business process

trigger

data

Pass in "Old" values into Business Processes triggered by data update/delete

Harvey Adcock

10:44 Apr 29, 2026

It would be very useful for many scenarios to be have the "old" (pre-change) values passed into Business Processes triggered by either data updates or deletions. This is possible to get when using Entity Event Listeners, so it seems like the data should be readily available to Business Processes without much overhead, and would unlock a lot of abilities to do via no-code tools that currently are only achievable using C# code or workarounds.

The way I see it working is that the triggered start would be passed in every field value of the old record, which the user could use in the process in the same way users can currently the Id of the changed/deleted record.

Use cases that I've come across:

Updating permissions to revoke permissions granted based on the record's old value (currently would either have to be done via code or by revoking all permissions and re-granting the specific ones, which in complicated permissions setups can be very costly to perform and can potentially lead to issues)
Sending updates to external systems about the removal of data
Updating an automatically-set field that can also be modified by a user directly to see if the old value was automatically set or manually set by the user (by checking if the value matches the automatic construction using the old data)
Checking time differences between events without having to build a completely separate logging table

I'm sure there are many more use cases that the community could provide too, as this is a problem I often face and have to find workarounds for or go through the process of creating an Entity Event Listener.

A few Creatio Community posts requesting similar functionality:

Do you like this idea?

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account

Contact

Activity

Sales_Creatio

8.0

Adding contacts from the account to the email activity

LÉZORAY Nicolas

10:41 Apr 29, 2026

Dear,

On the email page, I added a button that displays a modal window via a process and shows the recipient's account contacts.

Button

This is to allow users to select contacts from the account and add them as recipients to email activities.

Select contacts

But when you click the "add contacts" button, the contacts are not added to the "to" field of the email.
Here is the process:

Process

I tried adding an action to modify the activity and add the selected contacts, but I don't see how to retrieve the list of contacts selected by the user.

Has anyone ever successfully performed this operation ?

Thank you !
Nicolas

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##Package

cyclicdependencies

ApplicationHub

objects

Sales_Creatio

Seeking Clarification: Unexpected Package Dependencies and Circular Risks

Phanumas Liawsakulaphichai

13:21 Apr 27, 2026

Hello Everyone,

I am currently developing a new application called "Ticket Management" (mygTicketManagement). Ticket Management depend only on the Customer 360 package (UsrCrtCustomer360App) to access Account and Contact data.

However, after checking the Package Dependencies, I found an unexpected hierarchy (as shown in the attached screenshots):

The Issue: My mygTicketManagement package is being depended on by UsrCrtLeadOppMgmtApp.
The Confusion: I am not sure how this relationship was established.

My specific questions are:

Trigger: Does adding a Data Source (Object) from another package within the Freedom UI Designer automatically prompt or create these package dependencies?
Validation: Is it a best practice to have a linear dependency (e.g., Customer360 -> LeadOpp -> Ticket)? I am concerned about accidentally creating a Circular Dependency which might block future deployments or compilations.
Cleanup: If I realized a dependency was added by mistake (e.g., Ticket depending on LeadOpp), what is the safest way to remove it without breaking the UI pages that might have "peeked" at those objects?

Current Environment: Creatio 8.3.3 (Freedom UI)

Any guidance on how to maintain a clean package structure and prevent "spaghetti dependencies" during UI configuration would be greatly appreciated!

Thank you!

1 comments

Nick Ovchynnik

17:20 Apr 28, 2026

Hello,

Thank you for the detailed explanation and screenshots.

Based on the provided screenshots, I would like to clarify the dependency direction first.

In Creatio, the Depends on Packages section shows the packages that the current package requires. The Dependent Packages section shows the reverse relation — packages that currently depend on the selected package.

According to the screenshots:

mygTicketManagement depends on:
- CrtCore
- UsrCrtCustomer360App_gc1j3ru

UsrCrtLeadOppMgmtApp_rjd5oep depends on:
- several Lead/Opportunity/Customer 360 related packages
- UsrCrtCustomer360App_gc1j3ru
- UsrCrtProductivityApp_6xzsf6
- mygTicketManagement

Therefore, the current dependency chain appears to be:
UsrCrtLeadOppMgmtApp_rjd5oep → mygTicketManagement → UsrCrtCustomer360App_gc1j3ru

From the screenshots, there is no direct circular dependency between mygTicketManagement and UsrCrtLeadOppMgmtApp_rjd5oep, because mygTicketManagement does not depend on UsrCrtLeadOppMgmtApp_rjd5oep.

Regarding your questions:

Can Freedom UI Designer create package dependencies automatically?
Yes, dependencies can be added when configuration elements in one package reference elements from another package. For example, this may happen when a page, section, business process, object, lookup, data source, or other schema stored in one package uses an object or component from another package.

So if a page or configuration element from UsrCrtLeadOppMgmtApp_rjd5oep references an object, page, detail, lookup, or schema from mygTicketManagement, Creatio may require this package dependency to ensure the correct installation and compilation order.

Is a linear dependency structure a best practice?
A controlled layered structure is recommended, but feature packages should not depend on each other unless this is intentional.

A clean structure would usually look like this:
Base / Core packages → Shared application packages → Feature packages

For example: CrtCore → Customer360 → TicketManagement

This is acceptable if Ticket Management really uses Account and Contact data from Customer 360.

The recommended structure in your case would be: UsrCrtCustomer360App_gc1j3ru -> mygTicketManagement

And UsrCrtLeadOppMgmtApp_rjd5oep should depend on mygTicketManagement only if Lead/Opportunity functionality intentionally uses Ticket Management components.

At this stage, based on the screenshots, there is no confirmed circular dependency. The main recommendation is to investigate why UsrCrtLeadOppMgmtApp_rjd5oep has a dependency on mygTicketManagement and remove it only after confirming that no active configuration elements still reference Ticket Management components.

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Sales_Creatio

Package suddenly changed to "Locked": Deployment risks?

Phanumas Liawsakulaphichai

13:19 Apr 25, 2026

Hello Community,

I’m working on a Creatio Cloud instance (version 8.1.3.3193) and have encountered a challenge with a user-made package.

The Situation:

I have a user-made package that contains replacing objects for Account and Contact (from the Customer360 app).
The package was created directly in this environment (not installed via .zip or SVN).
This package was previously open, but has suddenly changed to a locked status. Despite the lock icon, I am still able to modify and save schemas inside it.

My Questions:

Will this "locked" status cause errors when transferring the package to Production via .zip export or the Assembly process? or it cannot be trasferred?
What is the best way to remove this lock?
If unlocking isn't possible, should I create a new package that depends on this locked one and try to replace the objects again? I'm concerned that a "replacement of a replacement" might cause issues with the core Customer360 functionality.

Thank you for your guidance!

2 comments

Antonii Viazovskyi

07:29 Apr 26, 2026

Hello.

If the package icon is greyed out - , this means that the package is locked.

This can occur if the package was installed on your site or if the package Maintainer differs from the value specified in the Publisher system setting.

At the same time, this does not mean that the package cannot be installed on another site. If the states of the environments are aligned, you can export the package and install it on another site. Please note that in this case the package will also be installed as locked.

There are two options to unlock the package, temporary and permanent.

To remove the lock, you can either use the Unlock for hotfix action to unlock the package temporarily
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/development-tools/delivery/hotfix-mode , or create a ticket for the support team to unlock the package permanently.

If your package has a lock icon next to it but the package icon itself is yellow , this means that the package is unlocked for changes but locked in SVN.

You can find more information regarding this behavior in the following article.

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/development-tools/creatio-ide/operations-with-packages#title-15340-9

Best regards,
Antonii.

Phanumas Liawsakulaphichai

12:51 Apr 27, 2026

Antonii Viazovskyi,

Thank you

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