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Studio_Creatio

8.0

Opening a classic module page without freedom shell

23:48 Jan 16, 2026

So, in a new demo instance of Creatio, you can go to a message template and click the edit template button. When you do this, you will notice that a new tab is opened and a full page content panel is opened. This is actually a classic module, but you will notice in the url for the page, that it's using the classic shell (/Nui instead of /shell). Really, it opens without any shell at all.

I have a custom version of the same content editor, but when we open this module page the same way, you can see that it initially pops to the right url (similar to the demo instance), but it is immediately routed to a /shell url and stops there.

I don't know if there's some internal router exception for the default editor module in Creatio that allows for it to open under the classic shell or if there's something else I'm missing. In debugging the code, I open the page the same way, simply calling window.open and passing in the url with the same structure.

For those familiar with this module, it's not entity bound, so you can add an exception in UI management. Wouldn't matter anyway, since the default creatio editor isn't doing this either (url would reflect the /shell path, instead of the /Nui classic path).

Anyone have any experience with this?

Jeremy

0 comments

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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?

2 comments

David Örnek

10:43 Jan 16, 2026

Hey Julia,

this one?

Set up Multiselect lookup component | Creatio Academy

Kind Regards,
David

Ryan Farley

19:33 Jan 16, 2026

Another write-up of using the Multiselect control here: https://customerfx.com/article/using-the-new-multiselect-control-in-creatio-8-2-1-and-higher/

Ryan

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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.

1 comments

Daria Mudragel

17:50 Jan 16, 2026

Greetings,

Creatio report designer for Word printables does not yet support embedding dynamic charts generated from Creatio object data.

However, you can export chart and dashboard data to Excel to process data more easily. To do this, expand the dashboard and select Export to Excel in the context menu. The browser will download the data file. Also, you can save a dashboard as a .png image to your computer by clicking the right button of your mouse:

You can find more information here: https://academy.creatio.com/docs/8.x/resources/release-notes/803-atlas-release-notes#title-3964-8

Also, to generate reports in PDF format, you can use the following marketplace add-on: https://marketplace.creatio.com/app/asposepdf-connector-creatio

Please let us know if you have other questions.

Thank you for reaching out!

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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?

2 comments

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.

Copy the email template Id that you want to move

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": "&lt;div&gt;\n\t&lt;div&gt;\n\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;Case &lt;strong&gt;#[#Number#]&lt;/strong&gt; \"[#Subject#]\" has been assigned to your group.&lt;/em&gt;&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t&amp;nbsp;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;&lt;strong&gt;Priority:&lt;/strong&gt; [#Priority.Name#]&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&amp;nbsp;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;&lt;strong&gt;Response deadline:&lt;/strong&gt; [#ResponseDate#];&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t&amp;nbsp;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;&lt;strong&gt;Resolution deadline:&lt;/strong&gt; [#SolutionDate#].&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t\t&lt;div&gt;\n\t\t\t&amp;nbsp;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;&lt;strong&gt;Contact:&lt;/strong&gt; [#Contact.Name#].&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t\t&lt;div&gt;\n\t\t\t&amp;nbsp;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;&lt;strong&gt;Account:&lt;/strong&gt; [#Account.Name#].&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t&lt;/div&gt;&lt;div&gt;&amp;nbsp;&lt;/div&gt;",
    "IsHtmlBody": false,
    "SendIndividualEmailId": "e75ac3fe-be9b-4a01-87db-c7dffd354f8c",
    "SaveAsActivity": false,
    "ShowBeforeSending": false,
    "TemplateConfig": "",
    "ConfigType": 0,
    "Notes": "",
    "TemplateTypeId": "74ff0cee-6593-482f-a62f-6dde6e17ab5e"
}

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.

Copy the email template Id that you want to move

{
    "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": "&lt;div&gt;\n\t&lt;div&gt;\n\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;Case &lt;strong&gt;#[#Number#]&lt;/strong&gt; \"[#Subject#]\" has been assigned to your group.&lt;/em&gt;&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t&amp;nbsp;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;&lt;strong&gt;Priority:&lt;/strong&gt; [#Priority.Name#]&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&amp;nbsp;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;&lt;strong&gt;Response deadline:&lt;/strong&gt; [#ResponseDate#];&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t&amp;nbsp;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;&lt;strong&gt;Resolution deadline:&lt;/strong&gt; [#SolutionDate#].&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t\t&lt;div&gt;\n\t\t\t&amp;nbsp;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;&lt;strong&gt;Contact:&lt;/strong&gt; [#Contact.Name#].&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t\t&lt;div&gt;\n\t\t\t&amp;nbsp;&lt;/div&gt;\n\t&lt;div&gt;\n\t\t\t&lt;span style=\"font-size:12px;\"&gt;&lt;span style=\"font-family:arial,helvetica,sans-serif;\"&gt;&lt;strong&gt;Account:&lt;/strong&gt; [#Account.Name#].&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;\n\t&lt;/div&gt;&lt;div&gt;&amp;nbsp;&lt;/div&gt;",
    "IsHtmlBody": false,
    "SendIndividualEmailId": "e75ac3fe-be9b-4a01-87db-c7dffd354f8c",
    "SaveAsActivity": false,
    "ShowBeforeSending": false,
    "TemplateConfig": "",
    "ConfigType": 0,
    "Notes": "",
    "TemplateTypeId": "74ff0cee-6593-482f-a62f-6dde6e17ab5e"
}

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.

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.

2 comments

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