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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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c#
#javascript
#AI_#LearningPath
#VibeCoding

Vibe-coding on Creatio mostly produces broken pseudo-code out of the box. Here's the fix that got me to ~90% working code, plus an open repo you can use today.

Before getting to the main topic, I want to put my general take on vibe-coding on the table: for strong, experienced developers it's a massive force multiplier, it speeds up writing the kind of code you've already written a dozen times. For less experienced developers, from what I see, two problems consistently show up:
They can't describe - technically and conceptually, what actually needs to be built.
They trust the output too much, which turns the session into endless rework instead of just reading the implementation and noticing it does something completely different from what was asked.


Now to the main topic.
Working with Creatio as a developer, I couldn't ignore the vibe-coding wave. Even though Creatio positions itself as a No-Code platform, in practice you still mix No-Code and Hard-Code for a meaningful share of tasks, and in my opinion that's a big plus. The platform gives you huge speed via No-Code while still letting you build the most complex, high-load processes in Hard-Code. That's a strong balance between time-to-delivery and runtime performance.


The main problem I ran into when trying to vibe-code on Creatio: there is no solid, large base of examples - how it should be done, how it shouldn't, what the trade-offs between approaches are. As a result, my AI agent kept generating pseudo-code that mostly didn't work.
To solve this, I built an open repository with examples for both Backend and Frontend. I took everything I'd accumulated over my years of work with the platform and standardized it into a single reference base. Now, when I start a new project, I just point my agent at this folder. It indexes the file names, pulls the relevant example when it needs to implement something, and generates code that works out of the box in roughly 90% of cases.
This has dramatically optimized a large part of my projects, though some pieces I still write by hand because of strict security constraints.
So this post is also a request: if you have interesting examples and want to help grow the Creatio developer community, send them over or open a pull request. I'll standardize them and add them to the shared base.


To close - use this wisely and keep learning the platform. Asking an AI to write code is no longer the hard part. Making that code high-quality, fitting it into a coherent architecture, and keeping it easy to change (following SOLID) is still on you.


Repo:

https://github.com/artemivzhenko/creatio-knowledge-base

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Syntech Gantt View Update

We've shipped an update to Syntech Gantt View for Creatio — an interactive Gantt chart Freedom UI component. Version 4.2 adds six new capabilities focused on three areas project teams ask about most: progress visibility, hierarchy control, and no-code configuration.
https://marketplace.creatio.com/app/syntech-gantt-view-creatio 

If you're using Syntech Gantt View on a Freedom UI page — whether on Project, Activity, or a custom object — here's what changed.

Sort direction for each level

The chart now supports independent sort direction for every level of the task hierarchy. You can sort top-level projects by start date ascending, while sorting their child tasks descending by priority or alphabetically by name — all simultaneously, in the same view.

Useful when different levels of your project structure carry different organizing logic.

Burn down chart

A new burn down chart visualizes remaining work and forecast completion directly inside the Gantt component. Planned versus actual progress is plotted over time, giving project managers a quick read on whether the project is tracking on plan, ahead, or behind.

Especially useful for teams running iteration-based work — sprints, release cycles, or fixed-scope project phases.

Actual vs Planned overlay

Each task bar now supports an Actual vs Planned overlay. The originally scheduled timeline and the real execution timeline are displayed together on the same bar — no switching between baseline and current views, no manual comparison.

For PMO directors and project sponsors, this is the answer to "are we on track?" in a single glance.

Hiding child level records

Child-level records can now be hidden to display only the top level of the hierarchy. The result is a clean, high-level view suitable for executive dashboards, status meetings, and stakeholder reporting — without losing the underlying detail when you need to drill back down.

Adding custom columns without code

Until now, the Gantt component supported choosing which existing object fields to display as columns. With this update, you can also add and configure entirely new custom columns directly through Freedom UI settings — no code required.

For Creatio partners and admins, this removes a development step from most customization scenarios and lets business analysts configure Gantt views without engineering involvement.

Dragging in due date mode

Tasks displayed in due date mode can now be rescheduled by dragging them directly on the timeline. Drag-and-drop is now consistent across display modes, so the chart stays fully interactive whether you're viewing tasks by start/end dates or by due date.

Compatibility

Syntech Gantt View 4.2 is compatible with Creatio 8.3.0 and up. The component runs on any Freedom UI page and connects to any Creatio object — Projects, Activities, Tasks, or custom entities https://marketplace.creatio.com/app/syntech-gantt-view-creatio 

Where to get the update

The update is available now on Creatio Marketplace. Existing installations can update from the Marketplace listing.

If you have questions about implementation or want to discuss a specific use case, the Syntech team is happy to help - reach out via the Marketplace listing.
https://marketplace.creatio.com/app/syntech-gantt-view-creatio 

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Hello,

When a business process file is exported, it exports it as a .md file. When I try and import business process files Creatio accepts only BPMN files. Am I able to export the files as a BPMN file or is there another work around?

Thanks,

Matt 

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AI
Segmentation
Marketing_Creatio
8.0

Hello community,

I'me testing AI Segmentation Agent within working with Bulk Email. I've asked to add some contacts to the audience of an email, but agent has responded that it could not find Contact table.The exact response is: 

It seems that even with "Contact" as the entity name, the system cannot locate the correct table. This might be due to specific schema customization in your Creatio environment.

As I see in the configuration Contact entity hasn't been renamed, but I might see in a wrong place. Where also can I check whether Contact table has been renamed or not? Or does the issue have another reason?

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