Template Updates: redesign and conditions up to 3 levels

We’ve redesigned the Templates tool to make it more powerful, flexible, and easier to use.

You can now create structures with up to three levels (item > subitem > sub-subitem) and add conditions to subitems, allowing you to build more advanced workflows without losing clarity.

✨ New capabilities

• Support for up to 3 levels in Template structures:

  • Items

  • Subitems

  • Sub-subitems

• Conditions are now also available in subitems

• Ability to create dynamic workflows by displaying elements based on selected answers

• New, more agile and intuitive flow for adding elements

• “Collapse all” button to improve navigation in large Templates

⚙️ Configuration and behavior

• Subitems automatically inherit part of the parent item configuration

• Settings such as periodicity are automatically applied to associated subitems

• Validations to ensure compatible structures and prevent unsupported configurations

• Automatic restrictions for item types that do not support subitems

• Validation of active tools before allowing links or associations

🎨 Design and user experience improvements

• Redesigned forms for:

  • Alerts

  • Incidents

  • Action plans

  • Notifications

• Improved creation and editing of items and sections

• Visual adjustments in Control Panel, App, and reports

• Clearer and more organized navigation in complex structures

• Improved management of large Templates through section collapsing