Migrating Custom Tab from Classic UI to Freedom UI in Contact Section
13:05 Jun 30, 2025
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.
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