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New Learning Path: Creatio Financial Services is Live!

15:11 Apr 03, 2026

Get started with Creatio's specialised FinServ CRM through our latest e-learning course on Creatio Academy. Across 3 modules, you'll explore the platform's core capabilities and learn how to manage customer relationships, financial data, and operations in one unified environment.

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Studio_Creatio

8.0

Change ListTemplate

Stefano Bassoli

17:41 Apr 02, 2026

Hello community

in the past I created a a custom freedom section using the "Page ListTemplateV2" I would like to upgrade it to version V3.

I tried to change the parent page, but the system tells me "the AddButton already exists.."

What do you suggest me?

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Case_Assignment_Based_on_BU

Sales_Creatio

8.0

Case Assignment Based on BU

Nikita Pareek

14:56 Apr 02, 2026

Subject: Case Assignment Based on SBU

Hi Team,

I have a requirement in the Cases section where the assignees should be determined based on BU.

For example, if a Case is associated with an BU like ABC, then only the users mapped to that specific BU should be available or assigned to the Case. The idea is to ensure that assignment visibility and ownership are restricted and aligned with the respective SBU structure.

Has anyone implemented a similar use case or can suggest the best approach (Business Rules, or any configuration)?

Any guidance would be appreciated.

Thanks in advance!

1 comments

Malika

14:34 Apr 03, 2026

Hello,

You can use an Organizational role, add users to that role, and then use the Case page logic to limit who can be selected in Assignee field.

For the page behavior itself, Creatio supports filtering lookup values with business rules. Here is the instruction: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/freedom-ui-business-rules#2416-4-5

You may also create a business process that is triggered when a case is created. This process can retrieve the required information, including the value of the BU field, and automatically assign the appropriate Assignee based on the corresponding role.

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Survey

Surveys

fieldsales

Field surveys for Creatio in Freedom UI

Massimiliano Mazzacurati

13:55 Apr 02, 2026

Hello

Field surveys for Creatio component in Marketplace developed by DevLabs is available only in Classic UI: when will it be available for Freedom UI?

Thanks

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