In the new Creatio 8.0.6 release, a new application shell was introduced – the Freedom UI Shell. In addition, out of the box, the Account and Contact pages are now Freedom UI pages (assuming you have the Customer 360 app installed, which is installed by default in new systems). However, what if you don’t yet want those things?
Turning off the Freedom UI Shell
First of all, the new shell is completely beautiful. However, if it’s disruptive to users to have such a big change, it’s possible to turn it off which will give you back the classic Creatio UI. This allows you to better prepare users and possible have some training with them before turning it on. To turn off the new Freedom UI Shell, look for the following system setting:
Setting name: “Use Freedom UI interface” – Setting code: “UseNewShell”
Setting this to False will turn of the new Shell. Note, this is a per-user setting! Meaning, you can turn off for some users and allow other power users to have the new shell.
Turning off Freedom UI Pages
If you’re not yet ready for users to use the new Freedom UI pages there are some system settings to change. The settings to use will depend on whether you’re using the new Freedom UI Shell, or the older classic Creatio shell (see previous setting for turning on/off the new Freedom UI shell)
If you have the new Freedom UI Shell active
Setting name: “Default form page in the Freedom UI shell” – Setting code: “EditPagesUITypeForFreedomHost”
If you have the classic shell active
Setting name: “Default form page in the Classic UI shell” – Setting code: “EditPagesUITypeForEXTHost”
Turning these settings to false will cause links to accounts & contacts to open in the older, classic pages instead of the newer Freedom UI pages. These settings apply to ALL sections. However, if you want to turn this off for specific sections, instead of using the settings above, add an entry to the “Object-specific form page interface in the Freedom and Classic UI shell” lookup. Add an entry to that lookup for any section you’d like to default to using the classic pages (or force use of Freedom UI pages) for a given entity/object. For example, you could leave the Freedom UI edit page for Accounts active but use the older classic Contact edit page.
Getting Back the Classic Account & Contact Sections
Lastly, once you’ve turned back on the settings above for using the classic pages, you’ll notice the account and contact sections on the workspace nav bar still load the new Freedom UI sections. To get the classic sections back, you’ll simply need to edit the Workspace to add these classic sections back. The system has two Account sections and two Contact sections that can be added. Click the plus and select the Account & Contact sections that appear in the list, then remove the ones already there.