Sytex Updates 2026!

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This week in Sytex

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New features

• “Assign to me” button on unassigned tasks. Claim an unassigned task in one click from the task quick view or the Assignments sidebar — Sytex picks the right slot (assigned staff or supplier) based on your role.
• Finance context in the task window. Tasks linked to quotations, purchase orders, or sales orders now show those documents in a new Finance context section, with one-click navigation to each record. The list respects view permissions.
• Click to copy deliverable codes. Code chips in a task’s activity feed and sidebar (TA-, WBS-, FO-, QO-, PO-, and more) are now clickable to copy the code to your clipboard, with a confirmation toast.
• Jump to the form that produced a scope progress entry. Scope-of-work progress recorded through a form now shows the form’s code (for example, FO-##-#####) next to the progress amount, with a one-click button to open the originating form.
• Baseline dates and plan status in workflow data reports. The Workflows (WBS) data report source adds Workflow baseline start date, Workflow baseline finish date, Workflow has delay, Workflow plan status (On plan / Delayed / Very delayed), and Workspace name as columns and filters.
• Full-screen import selector. Opening the Import tool from the main menu now lands on a full-screen selector that groups every importable type by module (Activities, Locations, Materials & stock, People & companies, Engineering, Finance, Other), with accent-insensitive search and a Recently used row for one-click reuse.
• Link workflow documents to location documents by name. Workflow document templates can now bind to location documents in three modes — Do not link, Publish to location, or Take from location — using an exact, case-insensitive name match. Publish targets (Client, Network element, Site) are configurable per template.

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Updates

• Auto-assign yourself when you move a task forward. Advancing a task’s status from any entry point (task panel, status button, or content edits) now assigns you automatically when the task has no assignee and your role matches the expected role. Existing assignees are respected, and the new assignee propagates to assignment groups.
• Site Inventory updates stock state from the item tag. Confirming a Site Inventory operation now applies the operational state implied by each item’s tag — Encontrado activo sets Active, Encontrado inactivo sets Inactive, No encontrado sets Not found — and refreshes the stock’s last-verified date in all three cases. Expect previously masked state changes to surface on your next inventory.

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Tabs in the task window

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What’s new

• Overview tab — groups everything that describes the task: name, locations, description, stoppers, automations, activities, subtasks, scope of work, context, finance context, files, and discussion. Two sub-sections, Activities and Discussion, let you jump straight to those parts of the overview.
• Chats tab — opens the task’s chat thread inline, filtered to the current task, so conversations stay in the same window as the work they’re about.
• Breadcrumbs with entity name — the breadcrumb bar at the top of the task window now includes the task’s name alongside its code, giving you more context when several task windows are open.

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When this applies

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How to use it

1. Open any task.
2. Use the tab bar at the top of the task window to switch between Overview and Chats.
3. Within Overview, click the Activities or Discussion sub-section to scroll the page to that section.

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Workflow tasks now respect “wait for predecessors” from the new task view

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What changed

• Wait for predecessors before start — a task with this setting can no longer leave Open until every predecessor task is closed.
• Wait for predecessors before completion — a task with this setting can no longer move to a completed status until every predecessor task is closed.
• First task in a workflow — if the task has no predecessors but its workflow’s parent task is not yet available, starting the task is blocked until the parent task becomes available.
• Cancellations are not affected — you can still cancel a task even if its predecessors are open.

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When this applies

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Task quick-add lists every active workflow template

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What changed

• The template list excludes templates whose status is marked as inactive.
• The template list excludes templates that do not have an active version yet — drafts without a published version stay hidden so you can’t create tasks from them.
• The previous hardcoded status filter was removed, so renaming or reorganizing your workflow statuses no longer hides templates from quick-add.

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When this applies

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How to use it

1. Open Quick add task and focus the workflow template field.
2. Pick any active template from the list. Inactive templates and templates without an active version are not listed.

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Custom fields in the task window now use a responsive grid

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What changed

• Custom fields are arranged in up to 3 columns and automatically adjust based on the width of the task window.
• Text area fields span the full width for easier reading and start with 2 lines of height.
• Date and date and time fields span the full width so the date, time, and action buttons stay on a single line.
• The layout collapses from 3 columns down to 1 as the window gets narrower, so the form stays readable on smaller screens.

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When this applies

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Active stoppers now block automatic task completion

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What changed

• When a required document is uploaded, accepted, or otherwise satisfied, the task only auto-completes if it has no stoppers in an open status.
• If at least one stopper on the task is still open, the task stays in its current status until the stopper is resolved.
• Once all stoppers are closed, the next change that satisfies the requirements will complete the task as before.
• Manual completion is unchanged — this only affects the automatic path triggered by required documents.

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When this applies

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Suppliers can cancel and reopen stoppers with the right permission

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What’s new

• Cancel a stopper as a supplier — supplier users with Edit task permission on their supplier can move a stopper to a cancelled status, just like internal users with the same permission.
• Reopen stopper in supplier context — the Change status back to open permission for stoppers can now be assigned at the Supplier level, in addition to General, Operational unit, and Project.

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When this applies

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How to use it

1. Open the supplier’s permission profile.
2. Grant Edit task to allow the supplier to cancel stoppers on their tasks.
3. To allow reopening, also grant Stopper · Change status back to open at the Supplier scope.
4. The supplier user can now change a stopper’s status to cancelled or back to open from the stopper detail view.

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Pin the Status section in the task sidebar

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What’s new

• Pin button — each pinnable sidebar section has a thumbtack button next to its expand/collapse arrow. Click it to pin the section so it sticks to the top while you scroll the rest of the sidebar.
• Unpin anytime — click the thumbtack again to return the section to the normal scroll flow.
• Status is pinned by default — the Status section opens pinned so the current status, transitions, and approval actions are always visible.
• Dedicated collapse control — expand and collapse now happen through the chevron button on the right of the section header. Clicking the heading itself no longer toggles the section, which makes the pin and collapse actions easier to use together.

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When this applies

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How to use it

1. Open any task to display the task sidebar.
2. Locate the Status section header.
3. Click the thumbtack icon to pin or unpin the section. When pinned, the section stays at the top of the sidebar as you scroll.
4. Use the chevron button on the right of the header to collapse or expand the section.

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Search forms by UUID in automations

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What’s new

• A new Form UUID input is available in the Search form action.
• When you provide a UUID, the action returns that form immediately and ignores the other filters.
• UUIDs are accepted with or without dashes — both 550e8400-e29b-41d4-a716-446655440000 and 550e8400e29b41d4a716446655440000 work.
• The field is optional, so existing automations keep working without changes.
• At least one filter is still required — template, site, task, workflow, or form UUID.

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When to use it

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How to use it

1. Open the automation you want to edit, or create a new one.
2. Add or select a Search form action.
3. In Form UUID, paste the UUID of the form you want to fetch, or map it from a previous step’s output.
4. Save the automation. The action returns the matching form, or fails with a “form not found” error if no form in your organization has that UUID.

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Task locations now show code and name

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When this applies

• In the task locations editor, when you open the Client, Network element, or Site selectors.
• On the selected chips after you pick a location.

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See who else is viewing the same task or grid

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What’s new

• Live viewers indicator in the task window. Up to 3 avatars of other users currently viewing the task appear in the window header. The list updates in real time as people open and close the task.
• Live viewers indicator in the grids window. The same indicator now appears on grids, so you can see who else is looking at the same data report.
• Full viewers list on click. Click the avatar stack to open an overlay with every user currently viewing the record, including those beyond the first 3.
• Auto cleanup. Viewers disappear automatically when they close the window, navigate away, or lose connection — no manual refresh required.

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When this applies

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Jump to the form that produced a scope progress entry

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What’s new

• Form code badge. Scope progress rows recorded via a form show the form’s code (for example, FO-##-#####) inline with the progress quantity and the user who completed it.
• Open related form. A new arrow button next to the badge opens the originating form in a window, so you can review its answers, photos, and metadata in context.

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When this applies

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How to use it

1. Open a task and go to the Scope of work section.
2. For any progress entry recorded through a form, look for the form code next to the user’s name.
3. Click the arrow button to open the related form in a side window.

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Auto-assign yourself when you move a task forward

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What’s new

• Consistent auto-assignment across entry points. Whether you change a task’s status from the task panel, the status button in the task detail view, or by editing task content, Sytex now applies the same rule: if the task has no assignee and your role matches the task’s expected role, you become the assignee.
• Role-aware assignment. Supplier users are set as the task’s assigned supplier and supplier responsible. Staff users with a role that matches the task’s expected role are set as assigned staff.
• Existing assignees are respected. Tasks that already have an assignee are never reassigned — your status change goes through, but the assignee stays the same.
• Group propagation. When the task belongs to an assignment group, the new assignee propagates to the rest of the group, the same way it already did from the task panel.

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When this applies

• The task has no assignee for your user type (no assigned staff for staff users, no assigned supplier for contractor users).
• Your role matches the task’s expected role. If it doesn’t, the status change still works but the task stays unassigned.

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”Assign to me” button on unassigned tasks

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What’s new

• Quick-view action. The task quick view shows an Assign to me button in the assignees row when the task has no assigned staff, supplier, or supervisor.
• Task window sidebar action. The same button is available in the Assignments section of the full task window’s sidebar, so you can claim a task while reviewing its details.
• Role-aware routing. Sytex picks the correct assignment automatically — staff users are set as assigned staff, supplier users as supplier assigned user.
• Optimistic update in the quick view. Your avatar appears in the assignees row right away from the quick view, while the sidebar version shows a loading state until the change is confirmed.

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When to use it

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How to use it

1. Open the task quick view, or open the full task window and expand the Assignments section in the sidebar.
2. Click Assign to me.
3. The task is assigned to you and the button disappears.

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Finance context in the task window

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What’s new

• A new Finance context section appears in the task window, below the existing context documents section.
• Each item lists the document type (with its icon), code, name, associated company (supplier or client), and current status.
• Supported document types are quotations, purchase orders, and sales orders.
• Click any item to open the document directly — useful when you need to check pricing, the supplier on a PO, or the status of a related quotation.
• The list respects permissions: a document only appears for users who can view that document type.

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When this applies

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Click to copy deliverable codes in the task window

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When this applies

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How to use it

1. Open a task and locate any deliverable that displays a code chip next to its title.
2. Hover the chip to see the Copy code tooltip.
3. Click the chip — the code is copied to your clipboard and a Copied to clipboard toast confirms the action.

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Link workflow documents to location documents by name

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What’s new

• Link document with location — a new section in the workflow template document configuration with three modes:
  • Do not link — keep the workflow document independent from any location document.
  • Publish to location — when the task starts, create or update a location document at the matching location using the workflow document’s content.
  • Take from location — when the task starts, look up an existing location document at the location and use it as the workflow document.
• Location document name — type the name to bind to, or pick from suggestions of names already used in your location document templates. Names are matched using exact, case-insensitive comparison after trimming whitespace.
• Where to publish — when Publish to location is selected, toggle whether the document is pushed to the Client, Network element, and/or Site.
• Source template tracking — generated location documents now remember the location document template they came from, which improves traceability and makes future automations more reliable. Existing location documents were backfilled automatically.

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When this applies

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How to use it

1. Open a workflow template and edit a task.
2. Open the deliverable window for the document you want to configure (form, file, engineering form, quotation, purchase order, material operation, site access request, task, or workflow deliverable).
3. In Link document with location, choose Publish to location or Take from location.
4. In Location document name, search for an existing name or type a new one. If you leave it empty, the workflow document’s own name is used.
5. For Publish to location, choose where the resulting location document should be pushed (Client, Network element, Site).
6. Save the template. The new binding takes effect for tasks created from the template going forward.

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Site Inventory now updates stock state from the item tag

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What changed

• Encontrado activo sets the stock’s operational state to Active.
• Encontrado inactivo sets the stock’s operational state to Inactive.
• No encontrado sets the stock’s operational state to Not found, even when the item has no contractual status.
• The stock’s last-verified date is now updated for No encontrado as well, not only for the two Encontrado variants.

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When this applies

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What to expect

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Pick what to import from a full-screen selector

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What’s new

• Modules with a fixed order. Types are grouped under Activities, Locations, Materials & stock, People & companies, Engineering, Finance, and Other.
• Accent-insensitive search. Type in the search bar at the top to filter across every module — for example, typing items matches Ítems.
• Recently used types. Your last 5 selections are remembered per browser, and the most recent 3 appear in a Recently used row at the top of the selector for one-click reuse.
• Card layout for short lists. If you have 8 or fewer importable types, the selector switches to a roomier card grid instead of the compact module list.
• Type chip with Change button. After you pick a type, the selection appears as a chip in the toolbar. Click Change to return to the selector and pick a different one — your previous pick moves to Recently used.
• Deprecated full shipments hidden. The legacy Full Shipments import is no longer offered in the selector.

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When this applies

• Direct entry points still skip the selector. Opening the importer from a module’s quick-add (for example, Forms) or from the global search window’s Import option continues to load the importer with the type already selected.
• The selector only appears when you open the import tool from the main menu, without a pre-selected content type.

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How to use it

1. Open the Import tool from the main menu.
2. Browse the modules, or start typing in the search bar to filter.
3. Click a type to open the importer with that content type loaded.
4. To switch types, click Change on the chip in the toolbar and pick another one — recent picks appear at the top.

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Baseline dates and plan status in workflow data reports

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What’s new

• Workflow baseline start date and Workflow baseline finish date — the original baseline dates captured for each workflow, available as columns and as filters with relative date support.
• Workflow has delay — a boolean flag that is True when the current finish plan date is past the baseline finish date, False when it is on or before, and empty when either date is missing.
• Workflow plan status — a categorical field with three values:
  • On plan — finish plan date is on or before the baseline finish date.
  • Delayed — finish plan date is past the baseline finish date by up to 10 days.
  • Very delayed — finish plan date is more than 10 days past the baseline finish date.
• Workspace name — the workspace name is now available alongside the existing Workspace code column, so reports can display human-readable workspace labels.

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When this applies

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How to use it

1. Open or create a data report using the Workflows (WBS) source.
2. Add the new columns from the field picker: Workflow baseline start date, Workflow baseline finish date, Workflow has delay, Workflow plan status, and Workspace name.
3. Optionally, filter by Baseline start date, Baseline finish date, Has delay, or Plan status (with options On plan, Delayed, Very delayed) to focus on the workflows you care about.

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This week in Sytex

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New features

• Task authorship tracking. Every task now shows a Created by line with the author’s avatar, username, and creation date and time — useful for auditing field activity and tracing where work originated.
• Require a minimum number of videos per entry. Form templates support a new Minimum videos setting, counted separately from photo minimums, so collaborators can be asked to attach video evidence.
• Bulk paste into search filters. Paste a multi-line list of codes into supported task filters (Network element, Client, Workflow) to select many items at once.
• Find quotations by code in the global search bar and quotations search. Type a QO-##-##### code or supplier name in the top-bar search or the quotations search window to jump straight to the quotation — the same way task (TA), workflow (WBS), and form (FO) searches already work.
• Rename and isolate datasources of the same type in grids. Grids that combine multiple datasources of the same type (for example, two Tasks joins) now auto-number and support inline renaming, with filters scoped to each datasource independently.
• Search workflows by assigned contractor in automations. The Search workflow automation action gains an Assigned supplier input to target the right workflow alongside existing filters.
• Search quotations by code in the global search bar. Type a quotation code (for example, QO-26-00123) into the quotations search box to jump straight to the record — the same Elasticsearch-powered experience already available for tasks (TA), workflows (WBS), and forms (FO). Searches also match the supplier name when present.

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Updates

• Unlimited scheduling when a role has no task limits. The task scheduler now lets you schedule freely on tasks whose assigned role has no quota configured (or no role is assigned). Drag-to-select also kicks off scheduling in one step. See the task scheduler guide for a refresher on planning.
• Faster access to wizards from the + menu. The + menu lists your 5 most-recently-used wizards first, and a new See all wizards dialog adds search across every wizard. The list reorders per browser as you use it.
• Stronger validations for quotations. Quotation currency, budget, supplier, and task fields lock once items exist or the quotation is confirmed; budgets must be approved, started, not expired, and currency-matched. A new PO badge in the quotation header signals when the quotation is linked to a purchase order.
• Link a purchase order to a quotation with a different supplier. When linking a quotation to a purchase order item, the supplier no longer has to match. PO administrators can pick the final supplier on the PO without changing the quotation, since pricing and budget control stay on the purchase order side.
• Task protection against accounting changes. Tasks with contabilized quotations or purchase orders can no longer be deleted, cancelled, or disassociated from PO lines, preventing accidental loss of accounting data.
• Workflow locations preloaded in task quick-add. Creating a task from a workflow template now pre-fills client, network element, and site fields when the template has location options enabled, and displays proper entity names instead of raw identifiers.
• Subtasks now follow workflow template restrictions. Clicking Sub task opens an Add subtask dialog showing the subtask templates allowed by the parent workflow. If Restrict subtask types is enabled, free-form subtasks are blocked.
• Accounting service pack.
  • Price lists support server-side search, infinite scroll in pages of 50, an item count indicator, and preserve unsaved edits across searches and scrolling.
  • Numeric fields in price lists, quotations, quotation types, and purchase orders are right-aligned, select their value on click, and now show tooltips.
  • Subtotal and total rows in quotation and PO item tables use Σ icons, plus truck and percent icons for shipping and tax on POs.
  • The price list badge on quotation items is shortened to PL and is clickable for staff to open the source price list — including on newly added items.
  • Quotation and purchase order statuses use a consistent color palette so you can scan lists at a glance.
• Clearer visual cue for completed milestones. Completed milestones in workflow views show a green background and a green flag icon, and are visually distinct from selected and pending milestones.
• Full date and time tooltip on discussion messages. Hover over a relative timestamp (for example, “5 minutes ago”) to see the exact date and time, formatted to your language and region.
• Clickable code links in aggregated and pivot grids. Code cells in the first source of an aggregated or pivot data report are clickable again and navigate back to the underlying record.
• Faster grid editing on large data reports. Entering edit mode on a data report grid now fetches up to 1,000 rows instead of the full dataset (which can reach 15,000 rows), so the editor stays responsive on big grids. Exiting edit mode reloads the full dataset automatically.

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Bug fixes

• Tax distribution on purchase order items now rounds to 2 decimals so totals match displayed values.
• Price list picker category colors no longer collide — colors are assigned by insertion order instead of by hash.
• Quotation type items that omit a grouped purchase order item description now fall back to the task name.
• Rejecting a quotation no longer releases its budget consumption, keeping budget tracking accurate across multiple quotations.
• Task date filters are now fully inclusive. Filtering tasks by Created or Last edited date now includes every task within the selected end day, so single-day ranges (for example, today through today) return results created or edited at any time on that day.

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Find quotations by code in the global search bar

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What’s new

• Quotations in the global search bar. Typing a full or partial QO-##-##### code in the top-bar search now returns a Quotations result group, alongside the existing Tasks, Workflows, and Forms groups.
• Search by supplier. Typing the supplier name (or supplier code) in the same box also returns quotations linked to that supplier.
• Quotations search window. The per-module quotations search uses the same fast lookup, so the Contains text… box now matches on quotation code and supplier too.
• Permission-aware. The Quotations group only appears for users with the View quotations permission.

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How to use it

• From anywhere in Sytex: click the global search bar in the top bar, type the quotation code (for example, QO-24-00123) or the supplier name, and pick the matching result.
• From the accounting module: open the Quotations search window, type the code or supplier in Contains text…, and apply the search.

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Link a purchase order to a quotation with a different supplier

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What changed

• When you link a Quotation Order (QO) to a Purchase Order (PO) item, the QO supplier no longer has to match the PO supplier.
• PO administrators keep full control of the final supplier on the purchase order, since pricing and budget management are owned by the PO.
• Quotation pricing is unchanged when the supplier differs — the PO inherits the QO’s items and amounts as before.

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When to use it

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How to use it

1. Open a purchase order and add or edit an item.
2. In the Quotation field, pick any approved quotation, even if its supplier differs from the PO supplier.
3. Save the item. The PO keeps the supplier set on its header; the QO keeps its own supplier.

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Faster grid editing on large data reports

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What’s new

• Edit mode caps the data fetch at 1,000 rows, so the editor stays responsive even on grids with tens of thousands of rows.
• The grid auto-reloads with the lighter dataset when you enter edit mode, and reloads the full dataset when you exit.
• Other views that consume data report data — for example, form answers — keep loading the complete dataset and are not affected.

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When this applies

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Auto-reopen tasks when required documents become unsatisfied

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What’s new

• A new Reopen when requirements are unsatisfied option is available on task templates, workflow structure tasks, and tasks — alongside the existing Complete when requirements are satisfied option.
• When enabled, a closed task whose required documents stop being satisfied (because a document was rejected, cancelled, or unlinked) is automatically transitioned back to an open status.
• Milestones that were marked complete by the task roll back to incomplete in the same step.
• The task’s original availability date, who closed it, and when it was closed are preserved across the reopen, so audit history stays intact.
• Subscribers receive the same notification they get on auto-completion.

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When this applies

• The task must have Reopen when requirements are unsatisfied enabled.
• The task must currently be in a closed status with required documents attached.
• If the parent workflow is already closed, the task is left as-is — closed workflows are not reopened.

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How to use it

1. Open the task template, workflow structure task, or task you want to configure.
2. Enable Reopen when requirements are unsatisfied.
3. Save your changes — the task will now reopen automatically whenever a required document stops being satisfied.

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Unlimited scheduling when a role has no task limits

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What’s new

• Days without quota show a Confirm button with no usage counter, so you can schedule on any available day without restrictions.
• Tasks without an assigned role can be scheduled freely through the task scheduler — they are no longer blocked by the task limiter.
• Drag-to-select: dragging a task card in the scheduler now automatically selects it for planning, so you don’t need a separate click to start scheduling.

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When this applies

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Search workflows by assigned contractor in automations

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What’s new

• A new Assigned supplier input is available in the Search workflow action.
• You can combine it with the existing filters — template, project, site, network element, client, status, assigned staff, and parent workflow — to narrow down the workflow you want to act on.
• The field is optional, so existing automations keep working without changes.

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How to use it

1. Open the automation you want to edit, or create a new one.
2. Add or select a Search workflow action.
3. In Assigned supplier, pick the contractor whose workflow you want to find.
4. Add other filters as needed to make the search unique, then save the automation.

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Accounting service pack: price lists, quotations, and purchase orders

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Price list items: search and infinite scroll

• Server-side search filters items as you type, with a debounced input and a clear button.
• Infinite scroll loads items in pages of 50 as you scroll, so big catalogs no longer freeze the window.
• An item count indicator shows how many items match your search. When a price list has 1000 or more items, click the indicator to load the exact total.
• New items you add stay visible across searches and pages, so you don’t lose them when filtering.
• Unsaved edits are preserved when you search or scroll — your dirty changes survive until you save or discard them.

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Numeric fields aligned and easier to edit

• Numeric inputs (quantity, price, discount, tax, shipping) are now right-aligned for cleaner columns.
• Click into any numeric field to select its full value, so you can overwrite it immediately without manually highlighting.
• Tooltips now appear on every field, explaining what each one does.

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Quotation and purchase order item totals

• The Σ (sigma) icon marks subtotals, and a bold solid sigma marks the row total.
• Truck and percent icons mark shipping and tax on purchase orders.
• Subtotal and total cells use a grey background and a non-editable cursor, making it clear they’re computed values.

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Quicker access to price lists from quotations

• The price list badge on quotation items is now shortened to PL and is clickable for staff users — selecting it opens the source price list directly.
• The badge also works on newly added quotation items, not just saved ones.

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Status colors

• Quotation: To confirm (grey), Confirmed (blue), Processed (purple), Dismissed (red).
• Purchase Order: To confirm (grey), Confirmed (blue), Sent (orange), Invoiced (lime), Paid (purple).

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Bug fixes

• Tax distribution on purchase order items now rounds to 2 decimals, so totals match the displayed values.
• Price list picker category colors no longer collide — colors are now assigned by insertion order instead of by hash.
• Quotation type items that omit a grouped purchase order item description fall back to the task name.

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Paste a list of values into search filters for bulk selection

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What’s new

• Bulk paste in option filters. Paste a list of values (one per line) into a supported filter’s search box to add the matching options to your selection in bulk.
• Paste hint icon. A paste icon appears in the filter’s search box when bulk paste is available, so you know which filters support it.
• Clear button in “Contains text” search. The search field now includes a clear button to quickly reset what you typed.
• Supported filters in task search. Bulk paste is currently enabled for Network element, Client, and Workflow filters on the task search window, matching values against their codes.

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How to use it

1. Open the task search window and click the filter you want to use (for example, Network element).
2. Copy a list of codes or identifiers from your spreadsheet or text file — one value per line.
3. Paste into the filter’s search box. Sytex searches all pasted values at once and selects every match.
4. Review the selected results, then apply the filter.

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Rename and isolate datasources of the same type in grids

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What’s new

• Automatic numbering. When a grid has two or more datasources of the same type, each one is labeled with a number — for example, Tasks 1, Tasks 2. A single datasource keeps its original label (Tasks).
• Inline renaming. Click the label on a datasource card to edit it. Type a descriptive name (for example, Installation tasks) and press Enter to save, or Escape to cancel. Clearing the field restores the automatic label.
• Persistent names. Custom names are saved with the grid definition and remain after you reload.
• Isolated filters per datasource. Filters applied to one datasource no longer affect other joins of the same type. You can now filter the same column with different values on each instance — for example, status Open on Tasks 1 and status Closed on Tasks 2.

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How to use it

1. Open a grid that has at least two datasources of the same type.
2. On the Datasources panel, click the label on a card to rename it, or leave the automatic number in place.
3. Add filter chips to each datasource. Each filter now applies only to that datasource.

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Subtasks now follow workflow template restrictions

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What’s new

• When you click Sub task in a task window, Sytex fetches the subtask templates defined by the workflow and shows them in an Add subtask dialog.
• If the workflow template has Restrict subtask types enabled, only the predefined templates are available — free-form subtasks are blocked.
• If subtask types aren’t restricted, the dialog also includes a New subtask button so you can still create a free-form subtask alongside the template list.
• Tasks that don’t belong to a workflow template continue to use the standard quick-add flow.

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How to use it

1. Open a task and click Sub task.
2. In the Add subtask dialog, pick one of the listed templates to create a subtask preconfigured from that template.
3. If available, click New subtask to create a free-form subtask instead.

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Full date and time tooltip on discussion messages

• Tooltip appears on hover over the timestamp in any discussion message.
• The date and time format adapts to your language and region settings.
• No configuration is required.

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Clickable code links in aggregated and pivot grids

• The code column of the first source in the report now links to the related entity, even when the grid is aggregated or pivoted.
• When a group contains a single first-source entity (for example, grouping by task code), the link takes you to that exact record.
• When a group contains several first-source entities, the link is best-effort and lands on one representative record from the group.
• Code columns from other sources stay link-less in aggregated grids to avoid ambiguous navigation.
• Cell editing remains disabled on aggregated reports — this update only restores navigation.

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Require a minimum number of videos per entry

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What’s new

• A new Minimum videos setting is available per form entry in the form editor.
• Photo and video minimums are counted separately: a video no longer satisfies a Minimum photos requirement, and a photo does not count toward Minimum videos.
• Entries with multimedia disabled cannot also require videos. Saving that combination returns a validation error.
• Review status is automatically dropped when an entry falls below its video minimum, mirroring the existing behavior for photos.
• AI auto-analysis still runs on photos only — videos are not analyzed yet.

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How to use it

1. Open the form template editor and select an entry that allows multimedia.
2. In the media section, set Minimum videos to the number of videos collaborators must attach.
3. Save the template. Existing forms keep working unchanged — the setting is stored inside the entry’s extra configuration, so no migration is required.

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Clearer visual cue for completed milestones

• Completed milestones display a green background.
• The milestone flag icon turns green once the milestone is complete.
• Completed, selected, and pending milestones are now visually distinct from each other.

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Task authorship tracking

• 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.

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Faster access to wizards from the + menu

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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.

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Stronger validations for quotations (QO)

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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

• 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.

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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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Task protection against accounting changes

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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

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Workflow locations preloaded in task quick-add

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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