Migrating Custom Tab from Classic UI to Freedom UI in Contact Section
Hi Team,
I’ve been working on customizing the Contact entity in Creatio. Specifically, I added a custom tab with several fields and some logic to display data dynamically—this was all done within the Classic UI.
Later, I realized I need this customization in the Freedom UI, and I found out that installing the Customer 360 app is required to get the Contact section in Freedom UI. After installing it, I now see two versions of the Contact section in my app list:
- One using the Classic UI (where my custom tab appears),
- One under Customer 360, which uses the Freedom UI (where my custom tab is missing).
Here are the questions I need help with:
- Why is my custom tab visible only in the Classic UI version of the Contact section, and not in the Freedom UI one?
- Do I need to manually recreate the custom tab in the Freedom UI using the Page Designer, or is there a way to migrate it automatically?
- If I rebuild the custom tab in the Freedom UI, how do I package and export this customization (including layout and logic) to another Creatio instance?
- I understand how to export an app and its code, but I’m unclear how UI changes in Freedom UI (like tab layout and fields) are handled in deployment/export scenarios.
I’d appreciate any guidance or best practices on migrating Classic UI customizations to Freedom UI, and how to maintain portability across environments.
Like
Freedom UI and Classic pages are completely separate. Anything previously added to a classic page would have to get recreated on a Freedom UI page. There is no automatic conversion or migration. You just have to create it again.
Ryan