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Syntech_Portfolio

We have released Syntech Portfolio Insights for Creatio 1.2.0, adding Matrix and Grid views for portfolio planning and analysis.

The new views allow users to visualize:

  • team and project capacity;
  • current workload;
  • resource allocation;
  • utilization by team, project, role, or time period.

Why we added the new views

Project lists are useful for accessing individual records, but portfolio decisions often require a broader perspective.

Portfolio managers need to understand not only the status of each project but also how resources and workloads are distributed across the organization.

Matrix and Grid views make it easier to compare planning data, identify capacity constraints, and analyze resource utilization without exporting information to separate spreadsheets.

Portfolio management inside Creatio

Syntech Portfolio Insights provides a centralized workspace for managing strategic initiatives, programs, projects, and investments.

In addition to the new Matrix and Grid views, the component includes:

  • Executive Portfolio Visibility - monitor initiatives, delivery status, risks, and investment allocation;
  • Portfolio Hierarchy View - navigate portfolios, programs, and projects using an interactive hierarchy;
  • Project Summary Preview - access progress, status, budget utilization, project manager information, and health indicators without opening the full record;
  • Contextual Team Communication - discuss portfolio updates, tasks, and project activities in one workspace;
  • No-Code Setup - configure the component inside Creatio and connect it to existing Portfolio, Program, and Project sections.

Release details

  • Version: 1.2.0
  • Release date: September 16, 2026
  • Compatibility: Creatio 8.3.0 and later
  • Deployment: cloud and on-site

Learn more and install the new version on the Marketplace:
https://syntech.digital/en/products/syntech-portfolio-insights-for-creatio 

We welcome your feedback on the new planning views.

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Hi Creatio Community!

SYNTECH has released Syntech Tile View for Creatio, a no-code Freedom UI component that displays Creatio records as interactive tiles.

The component supports:

Drill-down KPI cards
Aggregated cards show fact, plan and percentage achievement grouped by a configurable hierarchy. Green, yellow and red statuses and progress bars provide an instant overview. Click a card to move to the next level; use breadcrumbs to return.

Context-filtered records, columns and feed
The lowest level opens records from the current object or a linked detail object. Users can choose, reorder, resize and sort columns. The record feed supports updates, comments, @mentions and file attachments.

Attach to any section, configure per level
Set the object, hierarchy levels, metrics, colour thresholds, grid size, avatars and columns directly in the component. Each level can be tuned individually, and settings are saved per element. The same widget can be used in any section.

Technical details

  • UI framework: Freedom UI
  • Compatibility: Creatio 8.3.0 and up
  • Type: Paid component

Marketplace page:
https://marketplace.creatio.com/app/syntech-tile-view-creatio

Which Creatio section would you configure Tile View for first?

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Hi Creatio Community,

After  AI Summer, here's the part where you build something of your own.

Agent Arena is our AI agent hackathon. Build a working agent with Creatio AI Studio and AI Twin, record a short demo, and compete for prizes. Kickoff is September 16, winners are crowned live at the AI Summer Finale on October 9.

Register: https://www.creatio.com/page/agent-arena-hackathon-2026 (closes September 16)

Dates

Sept 16 — Kickoff: challenges revealed, rules explained, demo token pools issued 
Sept 16–30 — Build period
Sept 30 — Submission deadline, 23:59
Oct 1–8 — Judging 
Oct 9 — Winner Finale, finalists present live

Pick one category

Industry Agent — solves a real industry problem
CRM Agent — agents that act on CRM data
Omnichannel Agent — advanced channels, voice and video
Best AI Studio Twin — best agent built with AI Twin's help. 

To join

Form a team of up to 5, or go solo. One member needs to have attended a Tech Hour or completed an AI Studio track. Every team gets a free demo environment and token pool.

Judging is on creativity, use of the platform, and how clearly you demo it — a focused agent that solves one real problem beats an ambitious half-finished one. The best submissions usually come from a problem you actually have, so start with the workflow that annoys you most at work.

Register: https://www.creatio.com/page/agent-arena-hackathon-2026 

See you in the Arena.

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With the AI App Development Toolkit, you build in Creatio by simply describing what you need — and a coding agent creates the pages, business rules, and logic for you. The product keeps getting more capable, and this release adds a feature we've wanted for a long time: moving your existing sections into Freedom UI, automatically.

Now you can hand the agent a Classic UI section, and it rebuilds it in Freedom UI for you.

In this first version it brings over:   

  • Section layout
  • Business rules
  • Custom logic

That gives you a working Freedom UI section as a starting point instead of a blank page. It won't yet capture every piece of custom logic on complex pages — and that's exactly what we're building next: having the agent identify and carry over the full business logic behind a section.

Your experience directly shapes what that next version looks like. Try the migration on your own sections, and share how well the result matched what you expected — which parts the agent handled the way you'd have built them, and which patterns it should learn to recognize. The more we hear about the real sections you work with, the smarter and more reliable we can make the migration for everyone.

And there's plenty more to explore. Alongside migration, the Toolkit now includes theming, a beta for business process creation, and much more — all ready to use right away. See everything that's available here

Questions, or a section you'd like a hand with? Just reach out support@creatio.com  — we're happy to help.

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Hi! Today I released a framework for automated testing of the Creatio platform.

The idea behind it is a simple language that a developer and a business analyst can both read. Because when you test Creatio, a large share of the work is the same kind of checking over and over: is the field on the page, is it filled in, is it required or read-only, do the configured rules behave the way they were set up.
So instead of page objects and selectors, a test looks like the picture below: a check that a field exists on the page, and that it takes a value.
You are probably looking at that GUID and the field code and thinking someone had to dig those out by hand. They did not. The framework opens the page itself, walks through its tabs, and writes down every field, button and tab it finds, with its caption and its type. You point it at a page and it describes itself. What you then write and edit are the checks.
Tests live in files with an .act extension. The framework picks up every test in the folder and runs them one by one, so a suite grows by adding a file, not by wiring anything up.
The part I am most pleased with is that a broken test costs you three seconds, not three minutes. Before a browser opens, the whole file is checked: unknown command, a field that is not on that page, an operator that makes no sense for a text field. You get every mistake at once, with line numbers, and you do not even need a running Creatio to find them. That makes it usable as a pre-commit check.
Which gives two things at once. A business analyst can read a test and change what it asserts without touching C#. And the same tests drop into a CI/CD pipeline, because the runner is a command-line tool that returns exit codes and writes reports.
Today it covers every field type on a Freedom UI page, plus buttons, tabs and the stage progress bar. It has been run against a live Creatio 8.3 instance, not only against mocks.
Next on the list:
- Grid detail support, so detail lists become testable
- Creating records automatically from a condition
- Richer reporting
- Making CI/CD integration simpler still
Open source under the MIT licence, built on .NET 8 and Playwright. Link in the comments.
If you work with Creatio and there is something you would want to test that this cannot reach yet, tell me. That is the most useful thing I can hear right now.

github:
https://github.com/artemivzhenko/automatic-creatio-tests

#Creatio #TestAutomation #FreedomUI #OpenSource #dotnet #QA #Playwright

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Hi Artem, thanks for your product. Could you please clarify, I've tried to build your solution locally from local git repository, but got some errors: if I specify "dotnet build" only, then the systems writes "error MSB1003: Specify a project or solution file. The current working directory does not contain a project or solution file", if I add exact solution name CreatioAutoTests.slnx, it returns the error "CreatioAutoTests.slnx(1,
1): error MSB4068: The element <Solution> is unrecognized, or not supported in this context." What should I adjust? .NET SDK 8.0 is installed

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