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Sales_Creatio_enterprise_edition
8.0
Multiple Selection
Julia Molnar
02:39 Jan 16, 2026

Hi All,

I seem to recall that there was a release note, that's it's possible to add mutiple items from a lookup to a single object. However I can't seem to find any info on it. Can someone please point me in the right direction?

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Configuration of Custom Charts in Printable Reports
Monisha Chhablani
16:41 Jan 15, 2026

I have a query regarding reporting functionality in Creatio.

Could you please help clarify how we can configure custom visualization charts using data from a Creatio object and include these charts in a printable report?

I have noticed that printable reports can be generated in Word format. I would like to understand whether there is a way to configure these reports to be generated in a personalized PDF format, particularly when they include custom charts or visual elements.

Any guidance on the supported configuration options would be greatly appreciated.

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Studio_Creatio
8.0
Can't Use Email Designer After Moving Package
Jeff Ballard
06:31 Jan 15, 2026

I'm working in in a cloud-based dev environment. I've created a message template and I'm trying to move it to QA. I've created a package, and I've added the EmailTemplate data to that package. I've added SysImage to the package, too, but adding it or removing it makes no difference to my problem.

When I import the package into my QA environment and open the template in the designer, the panel with the controls for adding blocks, image, text, spacers, etc. are all missing and it views the entire email as one large HTML block.

A package I created yesterday and imported to QA (with a different version of the template)_works fine. I can open the designer with no issues, the individual blocks, images, and text are all individually editable. (I'd use the package I created yesterday, but I thought I no longer needed it so I created a new one.)

When I compare the contents of the exported zip files using Beyond Compare, the one that works has a JSON element like the below (I only include the first part...it's a long string).

"Value": "{\"ItemType\":\"sheet\",\"Caption\":\"Content designer\",\"Width\":600,\"BackgroundColor\":\"#ffffff\",\

I'm assuming the fact the JSON with Content Designer missing is a part of my problem (there are other differences in the package, too - a large number of references to .csproj files that my broken package doesn't have). But I can't figure out why one package included it and the other doesn't. Anyone have an idea?

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Best reply
Alejandro González Momblán
14:02 Jan 15, 2026

Hello Jeff,

I suggest you to manually move the template from your dev-site to to your QA. You can easily download the template information and import it using OData.

  1. Copy the email template Id that you want to move

  2. Access the email template information in the EmailTemplate table:
    https://your-dev-site.creatio.com/0/odata/EmailTemplate(template_id)

    You will need to take this JSON and remove the lines that have "@odata." in the name (the first line the last 12 lines) as they are not needed for the import. If you have any fields with value "00000000-0000-0000-0000-000000000000", you will need to remove those lines too. For this example, the result parsed JSON would be:

    {
    "Id": "0dc0759c-80b3-48b3-a832-7e32925d748b",
    "CreatedOn": "2019-07-15T23:30:13.367747Z",
    "CreatedById": "410006e1-ca4e-4502-a9ec-e54d922d2c00",
    "ModifiedOn": "2025-12-16T20:55:28.568102Z",
    "ModifiedById": "410006e1-ca4e-4502-a9ec-e54d922d2c00",
    "ProcessListeners": 0,
    "Name": "Case assigned to group",
    "Subject": "Case #[#Number#] \"[#Subject#]\" assigned to group",
    "Body": "<div>\n\t<div>\n\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\">Case <strong>#[#Number#]</strong> \"[#Subject#]\" has been assigned to your group.</em></span></span></div>\n\t<div>\n\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Priority:</strong> [#Priority.Name#]</span></span></div>\n\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Response deadline:</strong> [#ResponseDate#];</span></span></div>\n\t<div>\n\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Resolution deadline:</strong> [#SolutionDate#].</span></span></div>\n\t\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Contact:</strong> [#Contact.Name#].</span></span></div>\n\t\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Account:</strong> [#Account.Name#].</span></span></div>\n\t</div><div> </div>",
    "IsHtmlBody": false,
    "SendIndividualEmailId": "e75ac3fe-be9b-4a01-87db-c7dffd354f8c",
    "SaveAsActivity": false,
    "ShowBeforeSending": false,
    "TemplateConfig": "",
    "ConfigType": 0,
    "Notes": "",
    "TemplateTypeId": "74ff0cee-6593-482f-a62f-6dde6e17ab5e"
}
  3. Send all this information to your QA site:
    1. If you want to update the existing template, send a PATCH request to https://your-qa-site.creatio.com/0/odata/EmailTemplate(template_id) with the parsed JSON in the body without the Id field
    2. If you want to re-create the template, remove it first and then send a POST request to https://your-qa-site.creatio.com/0/odata/EmailTemplate with the all the parsed JSON in the body.

I have moved a lot of templates from many sites using this method and it is by far the simplest for me when I want to have an exact copy between them. As you already moved the SysImage information, you won't need to migrate anything from that table using this method.

You can find more information about Creatio OData here:

 

Regards

Alejandro González Momblán
14:02 Jan 15, 2026

Hello Jeff,

I suggest you to manually move the template from your dev-site to to your QA. You can easily download the template information and import it using OData.

  1. Copy the email template Id that you want to move

  2. Access the email template information in the EmailTemplate table:
    https://your-dev-site.creatio.com/0/odata/EmailTemplate(template_id)

    You will need to take this JSON and remove the lines that have "@odata." in the name (the first line the last 12 lines) as they are not needed for the import. If you have any fields with value "00000000-0000-0000-0000-000000000000", you will need to remove those lines too. For this example, the result parsed JSON would be:

    {
    "Id": "0dc0759c-80b3-48b3-a832-7e32925d748b",
    "CreatedOn": "2019-07-15T23:30:13.367747Z",
    "CreatedById": "410006e1-ca4e-4502-a9ec-e54d922d2c00",
    "ModifiedOn": "2025-12-16T20:55:28.568102Z",
    "ModifiedById": "410006e1-ca4e-4502-a9ec-e54d922d2c00",
    "ProcessListeners": 0,
    "Name": "Case assigned to group",
    "Subject": "Case #[#Number#] \"[#Subject#]\" assigned to group",
    "Body": "<div>\n\t<div>\n\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\">Case <strong>#[#Number#]</strong> \"[#Subject#]\" has been assigned to your group.</em></span></span></div>\n\t<div>\n\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Priority:</strong> [#Priority.Name#]</span></span></div>\n\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Response deadline:</strong> [#ResponseDate#];</span></span></div>\n\t<div>\n\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Resolution deadline:</strong> [#SolutionDate#].</span></span></div>\n\t\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Contact:</strong> [#Contact.Name#].</span></span></div>\n\t\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Account:</strong> [#Account.Name#].</span></span></div>\n\t</div><div> </div>",
    "IsHtmlBody": false,
    "SendIndividualEmailId": "e75ac3fe-be9b-4a01-87db-c7dffd354f8c",
    "SaveAsActivity": false,
    "ShowBeforeSending": false,
    "TemplateConfig": "",
    "ConfigType": 0,
    "Notes": "",
    "TemplateTypeId": "74ff0cee-6593-482f-a62f-6dde6e17ab5e"
}
  3. Send all this information to your QA site:
    1. If you want to update the existing template, send a PATCH request to https://your-qa-site.creatio.com/0/odata/EmailTemplate(template_id) with the parsed JSON in the body without the Id field
    2. If you want to re-create the template, remove it first and then send a POST request to https://your-qa-site.creatio.com/0/odata/EmailTemplate with the all the parsed JSON in the body.

I have moved a lot of templates from many sites using this method and it is by far the simplest for me when I want to have an exact copy between them. As you already moved the SysImage information, you won't need to migrate anything from that table using this method.

You can find more information about Creatio OData here:

 

Regards

Jeff Ballard
18:34 Jan 15, 2026

Alejandro González Momblán,

Thank you 100x!

I missed removing some of the odata on my first attempt at an insert but got past that pretty quickly.

Thanks again and I really appreciate this community!

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tile_view
bulk emails
Feature Requests
FreedomUI
Tile View in Freedom UI for the Bulk emails app
Georgia Dummett
02:13 Jan 15, 2026

Hi, I saw a post from mid-2024 mentioning that this feature might be added. I just wanted to check whether it is actually being developed and planned for bulk emails.

Having the tile view option alongside list view has been great and is definitely my preferred way of working. I know our organisation intends to transition to the Freedom UI for this app, but I was hoping this feature would be available before that transition. At the moment, the Freedom UI doesn’t include this option for displaying data, which feels like a step backwards.

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Ryan Farley
17:44 Jan 15, 2026

I do miss the tile layout for lists in Freedom UI (along with seeing the record logo/image). I don't currently see that on the roadmap, sadly. While not exactly the same thing but thought I'd mention, multi-line lists are slated for Q1 2026. 

Ryan

Georgia Dummett
00:25 Jan 16, 2026

Thank you! Figured as much. That is good to know!

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folders
folderpane
Sales_Creatio
8.0
How to make folder pane bigger
Teresa Keil
22:15 Jan 14, 2026

Hello, we recently converted to FreedomUI and was wondering is there a way that our end users can adjust the size of the folder pane, like you could in ClassicUI? I know on the designer I can adjust the size, but would like to have our end users have the ability that they once had.

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Malika
17:35 Jan 15, 2026

Hello,

Unfortunately, it's not possible to adjust the size of the folder panel at this time. However, we've registered this idea in our R&D team backlog for consideration and implementation in future application releases. 
 

Thank you for helping us to improve our product.
 

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