The following updates will be rolled out to customers in multiple phases, starting on March 27. If you're not seeing these updates in your environment by then, they will be available to you in the near future. If you have any questions, feel free to contact your CSM.
Navigate more smoothly with our updated All Entities page and modals. A New Experience toggle lets you easily switch between the old and new UI for 30 days after launch, so you can explore the improved interface while still having the option to switch back if needed.
Use the New Experience toggle located at the top right of the screen to compare before and after changes.
Updated Table UI
- UI elements are updated to match the new design for consistency.
| Old UI | New UI |
- Business Name and Tags search is updated with a new Select Search Options dropdown located on the left of the search bar.
| Old UI | New UI |
- The Amalgamation icon has been updated and is located in the same area as the Favorited icon.
| Old UI | New UI |
Updated Combine Entities Modal
- UI elements are updated to match the new design for consistency.
- A red message is added to warn that the Retiring entity must be in "Not Managed" status to allow for the combine action.
| Old UI | New UI |
Updated Share/Exclude to Access Group Modal
- UI elements are updated to match the new design for consistency.
- A Select Access Group button is available to select an access group.
- A Select Exclusion Group button is available to select an exclusion group.
| Old UI | New UI |
| Share |
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Exclude |
Updated New Entity Modal
- UI elements are updated to match the new design for consistency.
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Old UI |
New UI |
NEW Updated Create Entity from Template modal
- UI elements are updated to match the new design for consistency.
- Create more entities from the same template by clicking on the + Create another button.
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Old UI |
New UI |
NEW Custom fields as Editable Columns
- The Edit Columns modal now provides the option to include Custom Fields as displayable Rows when selecting Custom Fields as Columns.
- Drag and drop from the Selected Columns to arrange display order.
- A search bar is added for convenient column name searches.
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Old UI |
New UI |
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Edit Columns Modal with Custom Fields Entity table with Custom Field column Drag & Drop sort order |