{"id":1714,"date":"2023-05-01T07:01:00","date_gmt":"2023-05-01T14:01:00","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=1714"},"modified":"2024-04-11T13:48:25","modified_gmt":"2024-04-11T11:48:25","slug":"whats-new-in-planfix-may-2023","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/news\/whats-new-in-planfix-may-2023\/","title":{"rendered":"What\u2019s New in Planfix: May"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Copying and Pasting in a Link Diagram<\/h2>\n\n\n\n<p>We continue to work on refining the link diagram. This time we have extended the list of commands: we have added key shortcuts for copying and pasting.<\/p>\n\n\n\n<p>CTRL + C = copy one or more blocks\/tasks.<br>CTRL + V = paste copied blocks\/tasks from the clipboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/ch\/RXzcjK.gif\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/ch\/RXzcjK.gif\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Employee and Contact Merging<\/h2>\n\n\n\n<p>Employee and Contact merging now available:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When merging, only email addresses, phone numbers, and task-related actions will be transferred from the contact to the employee, excluding files and data tags.<\/li>\n\n\n\n<li>All employee fields take precedence over contact fields and will not be overwritten during the merging process.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/s8\/oym6hM.jpg\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/s8\/oym6hM.jpg\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">New in Planfix REST API<\/h2>\n\n\n\n<p>Exciting news for all Planfix REST API users! We have expanded the capabilities of working with projects by introducing advanced filters. You can now obtain more precise lists of projects by applying multiple filtering parameters simultaneously. For additional information, please refer to the <a href=\"https:\/\/help.planfix.com\/restapidocs\/\" target=\"_blank\" rel=\"noopener\" title=\"\">specifications<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/WD\/0b745i.jpg\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/WD\/0b745i.jpg\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Folders in Document Templates<\/h2>\n\n\n\n<p>It&#8217;s time to clean up the <a href=\"https:\/\/planfix.com\/features\/documents\/\" target=\"_blank\" rel=\"noopener\" title=\"\">document<\/a> templates. We&#8217;ve added folders to fight this document chaos.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/lO\/kx2YAk.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/lO\/kx2YAk.png\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">New in Automatic Scenarios<\/h2>\n\n\n\n<p>We have added a new event to the <a href=\"https:\/\/planfix.com\/features\/automation\/\" target=\"_blank\" rel=\"noopener\" title=\"\">automatic scenarios<\/a>: &#8220;Task merged with another task.&#8221; The easiest way to use this new feature is to set up a comment for the employee so that after the merge, they can check the data transfer from one task to another, if necessary.<\/p>\n\n\n\n<p>Please note: the scenario is triggered for the task that is merged.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/oo\/QQTsqA.jpg\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/oo\/QQTsqA.jpg\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Global Search in Planfix<\/h2>\n\n\n\n<p>Who hasn&#8217;t tried the updated global search in Planfix? Here&#8217;s an update for you. We&#8217;re making it more and more convenient:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>We&#8217;ve changed the style of the buttons.<\/li>\n\n\n\n<li>Also, we&#8217;ve added a toggle button in the task block that, when enabled, shows only active tasks.<\/li>\n\n\n\n<li>All buttons have been moved to the top to make it easier to set additional search parameters.<\/li>\n\n\n\n<li>An additional click was removed when calling the advanced filter in the comment block. Now you can select the filter condition immediately.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/6s\/Tj5Boo.jpg\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/6s\/Tj5Boo.jpg\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Copying and Pasting in a Link Diagram We continue to work on refining the link diagram. This time we have extended the list of commands:&#8230;<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[8],"tags":[230,438,248,30,36,244],"class_list":["post-1714","post","type-post","status-publish","format-standard","hentry","category-news","tag-automated-script","tag-contact-management","tag-document-templates","tag-mind-map","tag-planfix-rest-api","tag-whiteboard"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/1714","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=1714"}],"version-history":[{"count":17,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/1714\/revisions"}],"predecessor-version":[{"id":3030,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/1714\/revisions\/3030"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=1714"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=1714"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=1714"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}