Real-Time Page Refresh in Creatio Freedom UI

Business Scenario: Keeping Records and Lists Up-to-Date

Imagine a helpdesk support team where agents pick up tickets and run an approval or escalation process. As soon as a ticket’s status changes (for example, from “In Progress” to “Pending Approval”), every agent viewing the ticket list should see that update immediately. Or consider patient records in a clinic: when a nurse completes a lab report and a process updates the patient’s record, the doctor’s open patient list should reflect the change right away. Without automatic refresh, users might see outdated data and have to reload pages manually, leading to confusion and delays.

AavishkarIT often configures Creatio for businesses with exactly these needs – where real-time visibility of updates drives better user experience and faster decision-making. By enabling Creatio’s built-in live-update feature during implementation, we ensure your team always works with the latest data instantly and seamlessly.

How It Works: The “Live Data Update” Feature in Creatio

Starting in Creatio 8.0.7 (and later), there’s a no-code toggle called Enable live data update on each data object. When this option is turned on for an entity (for example, the “Tickets” or “Cases” object), any open page or list that shows records of that object will automatically refresh after a business process modifies a record. In other words, the system automatically “pushes” the updated data to the user’s screen without any manual steps.

“For Freedom UI, there is a new option where you can set an entity to always automatically refresh the page when it’s updated in a process”.
“Enable live data update” ensures that field changes (like assigning a user to a task) appear immediately on the open page without reloading.

This built-in refresh capability means better user experience and seamless automation. Users stay in context and see updates in real time. According to Creatio’s documentation, enabling this feature makes changes visible immediately: for example, if a user clicks “Assign to me” in a business process, the Owner field on that record updates right away. AavishkarIT leverages this functionality so you don’t have to write custom code or scripts.

Step-by-Step: Enabling Automatic Refresh (No Code Required)

Configuring automatic page refresh is simple and can be done in the Creatio configuration (no developer intervention needed). Here’s a high-level overview of the steps:

1. Identify the data object – determine which record type needs live updates (for example, Help Desk Tickets, Sales Orders, Patient Records, etc.).

2. Open the Object Designer – in the Creatio configuration interface, go to System Designer → Object Designer and select the relevant object.

3. Turn on Live Data Update – in the object’s settings, find the Behavior section (or similar) and check the Enable live data update box. This action tells Creatio to auto-refresh any page or list bound to this object when its data changes.

4. Publish and test – save and publish your changes. Open a Freedom UI page or list for that object and run a process (for example, update a field on a record). The page should now refresh itself automatically, showing the updated data immediately.

No scripting or custom messages are needed. Behind the scenes, Creatio handles sending the update to all open user interface pages. As one Creatio expert notes, enabling this single checkbox “will handle the sending of the message and refreshing any UI bound to the object automatically when the object is modified in processes”.

Business Benefits: Real-Time Data and Seamless Automation

Enabling automatic refresh for your key processes delivers clear business value:

• Better user experience – Users see fresh data instantly, without confusing outdated screens or extra clicks.

• Increased productivity – Eliminating manual refresh steps lets staff focus on their work rather than on the interface.

• Consistent data visibility – All team members viewing a page or list see the same current information after a process runs, reducing errors.

• Rapid decision-making – In fast-paced workflows (e.g. customer support, medical care, or order processing), having the latest data in real time speeds up approvals and next steps.

By leveraging Creatio’s live data update feature, your organization achieves seamless automation – business process updates simply appear in users’ screens. This real-time update aligns with modern expectations for responsive web applications. And because it’s built-in, there’s no additional maintenance of custom code over time.

AavishkarIT’s Role in Enabling Real-Time Updates

At AavishkarIT, we guide clients through best practices and configuration steps to enable real-time refresh in Creatio. During implementation, our consultants will:

• Assess your use cases – Identify which entities (e.g. Service Requests, Orders, Patient Records) need live updates.

• Configure and test – Enable the live update setting and validate that processes trigger automatic page refresh in test scenarios.

• Optimize workflows – Ensure your processes correctly update data and that UI pages are bound to the objects with live updates enabled.

• Train end users – Explain the new behavior so users know they no longer need to manually reload screens.

With AavishkarIT’s support, the entire setup happens behind the scenes. Your team benefits immediately from faster, error-free visibility of process outcomes. Our experience with Creatio implementations means we smoothly integrate this feature into your system’s automation flows, aligning technical setup with your business goals.

Conclusion

Automatic page refresh in Creatio Freedom UI is a powerful feature for improving efficiency and satisfaction. By simply enabling “live data update” on key objects, you ensure that any process-driven change is reflected on users’ screens in real time. For businesses handling ticket updates, approvals, patient care workflows, and more, this translates into better user experience, continuous data synchronization, and truly seamless automation.

AavishkarIT is here to help you make the most of Creatio’s capabilities. Our experts can implement these enhancements quickly, ensuring your team enjoys real-time insights without the complexity of custom development.

Key Takeaways: Creatio’s built-in live-update setting delivers instant page refresh after process changes. Enabling this option (a simple checkbox in the Object Designer) unlocks real-time updates and a smoother workflow for your users – exactly the kind of innovative solution AavishkarIT brings to your Creatio deployment.