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Documentation Index

Fetch the complete documentation index at: https://docs.sytex.io/llms.txt

Use this file to discover all available pages before exploring further.

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May 12, 2026

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Task authorship tracking

You can now see who created a task and when, directly from the task window.
  • A new Created by line appears at the bottom of every task, showing the author’s avatar, username, and creation date and time.
  • The information is read-only and is filled in automatically when the task is created, whether it was added manually, generated by a workflow, or produced by an automation.
  • Use it to quickly trace the origin of a task when reviewing field activity, auditing work, or following up on assignments.
No configuration is required — open any task to view its author and creation timestamp.
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May 12, 2026

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Faster access to wizards from the + menu

We made it quicker to launch the wizards you use most often from the + menu in the web app.

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What’s new

  • Recent wizards at the top. The + menu now lists your 5 most recently used wizards first, so your go-to flows are always one click away.
  • First-time defaults. Before you’ve launched any wizards, the menu shows the first 5 available wizards so you can get started right away.
  • Automatic updates. The list re-orders itself each time you run a wizard — most recent first.
  • Search all wizards. A new See all wizards option opens a dialog with a search box, so you can find any wizard by name even when you have a long list.

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How to use it

  1. Click the + button in the top bar.
  2. Pick one of the 5 recent wizards listed at the top, or select See all wizards.
  3. In the Wizards dialog, start typing the wizard name in the search box and click the result to launch it.
Your recent-wizard list is stored per browser, so each teammate sees the wizards they personally use most.
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May 12, 2026

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Stronger validations for quotations (QO)

We hardened the quotation flow so the data stays consistent with budgets and purchase orders. These rules apply automatically — no setup required.

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Budget consistency

  • The budget you pick on a quotation must be approved, started, and not expired, and its currency must match the quotation currency.
  • The budget picker now only lists budgets that match the quotation currency.
  • The currency field appears before the budget field, since the currency determines which budgets you can choose.
  • Budget consumption now tracks the quotation total accurately, even when several quotations share a budget.
  • Rejecting a quotation no longer releases its budget consumption.

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Field locking

To prevent inconsistent data, some fields lock once a quotation has items or reaches a confirmed status:
  • Supplier and Task: locked when the quotation has items, or once it is confirmed or beyond.
  • Budget: locked when budget editing is restricted, when the quotation has items, or once it is confirmed or beyond.
  • Currency: locked when a budget is assigned, when the quotation has items, or once it is confirmed or beyond.
Locks update immediately after you save — you no longer need to reopen the quotation.

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Purchase order protection

  • You cannot change the status of a quotation that is linked to an active purchase order.
  • You cannot delete a quotation that is linked to an active purchase order.
  • Cancelled purchase orders no longer count as linked, so they don’t block these actions.
  • Only approved quotations can be linked to a purchase order item.
  • When auto-creating a purchase order from a quotation, the supplier is no longer required — the PO inherits the quotation’s supplier when present.

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Quotation window improvements

  • A new PO badge in the quotation header shows when the quotation is linked to a purchase order, with a quick visual indicator and access permission check.
  • A new manual items filter toggle lets you show only manually added items.
  • Switching between tabs in the quotation window now preserves your scroll position and form state.
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May 12, 2026

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Task protection against accounting changes

To prevent accidental loss of accounting data, Sytex now blocks certain actions on tasks that already have contabilized quotations or purchase orders (those in confirmed, approved, processed, sent, invoiced, or paid status).

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What is blocked

  • Deleting a task that has a contabilized quotation or purchase order line.
  • Cancelling a task (from either the legacy or the new task window) when contabilized documents exist.
  • Disassociating a purchase order line from a task while the purchase order is contabilized.

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What still works

  • Tasks without contabilized quotations or purchase orders can be deleted, cancelled, and edited as before.
  • The UNDO action on a soft-deleted task continues to restore purchase order line associations intact.

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What you’ll see

When you attempt a blocked action, Sytex returns a validation error explaining that the task has contabilized quotations or purchase orders. To proceed, first revert the related document to a non-contabilized status, or remove the link from the document instead of from the task.
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May 12, 2026

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Workflow locations preloaded in task quick-add

When you create a task from a template inside a workflow diagram, the task quick-add form now automatically fills in the workflow’s locations (client, network element, and sites) whenever the template has location options enabled.

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What’s new

  • Location fields are pre-filled from the workflow when you select a template that has location options enabled
  • The task quick-add form now displays proper entity names instead of raw identifiers when locations are pre-populated
  • Preloaded locations can still be changed manually before creating the task