Who is this article for?

Ideagen EHSQ Enterprise or Decani administrators who want to know about changes to the platform

No elevated permissions are required

Release 2.64.4 introduces a series of user experience enhancements designed to streamline navigation, improve efficiency, and create a more intuitive interface across Primary Navigation, Dashboards, and Record Screens.

Many of these enhancements will be automatically applied for all users on June 25, 2026, ensuring a seamless transition without disruption.

 

No action required: Enhancements marked as automatic will be applied to all users on June 25, 2026 with no configuration needed.

Several new features can be configured and tailored by administrators, enabling you to create an experience that aligns with your team’s workflows. This article focuses on features that require or benefit from administrator configuration. 

For a full overview of end‑user changes, refer to Exploring the Phase 1 UI redesign.

Primary navigation

Configure Quick 'Create New' buttons

1. Navigate to the Admi Dashboard screen.
2. Create a custom Quick Create toolbar and select the record types to include (for example: New Incident, New Observation, New Permit).
3. Assign the toolbar to the relevant dashboard.

ADMIN CONFIG REQUIRED: Configure Quick Create toolbars via the Dashboard Admin screen. Without configuration, the toolbar area will be empty on dashboards.

Add your organization’s logo to the application header

Release 2.64.4 introduces limited white labelling, and you can now display your organization’s logo in the application header alongside Ideagen branding. It’s a great way to reinforce your organization’s identity within the platform.

This is optional — the header works perfectly without a logo.

• Upload and configure your logo via Admin Settings.

ADMIN CONFIG REQUIRED: Navigate to Admin Settings and upload your organization logo to activate header white labelling.

Dashboards

Bring the Create New modal to life with icons and colors

The Shortcuts tab in the Create New modal now features a rich icon-based grid layout that can be colored and grouped to allowing you to create a more visual experience for your user's ad make it easier to distinguish between them. 

Dashboards now include colored module icons in the breadcrumbs and page title areas, giving the platform a consistent look.

ADMIN CONFIG REQUIRED: Assign shortcut group icons via Admin Settings to activate the icon-forward grid display in the Create New modal.

Module developers can set the icons from the Module Builder “Module” tab by choosing the module color and icon. 

• Shortcut group icons: assign via Admin Settings.
• Module-level icons and colors require Application Engineer configuration. Your Customer Success Manager will communicate this timeline separately.

Enable module icons and colors across dashboards

ADMIN CONFIG REQUIRED: Full icon and color display require Application Engineer configuration in module builder. Contact your Customer Success Manager to arrange this.

Record screens

Surface custom field icons in the required fields helper

Fields can also now be configured to show custom field icons in this display – the selected icon can denote either the field type or the field meaning. Displaying icons requires 

Field icons are a defined using the field behaviors rule targets – meaning they can be static (ALWAYS rule) or dynamic/rules-driven. 

1. Add a new behavior
2. Choose the “Field Icon” behavior Type
3. Select the icon
4. Apply a rule
5. Add additional icons for other rules if desired
6. Save

ADMIN CONFIG REQUIRED: Configure custom field icons in module builder (via Application Engineer) to surface them in the required fields helper dropdown.

New “Grid: Button Menus” Type

The newest “Grid: Button Menus” display type, presents child records (such as Incident Types) as a visually organized button grid rather than a traditional table row list. Front-line workers can quickly identify and select the correct record type at a glance — faster interaction, reduced errors, purpose-built for operational workflows.

 Both Button Style and Menu Style with child fields are supported. The grid displays up to 3 fields per child item. 

THIS DISPLAY TYPE IS OPTIONAL: existing table-row child displays continue to work as before.

Button Display Child: Sub-Type 

Some buttons may need a secondary selector. This can be configured with a third field that is added to the child level table. 

Displayed are visible fields in field order as described in the rules below:

1. Column rules (by field order):
   • 1st Field – “Label/Prompt”
     • Supported field types: Character (Sm/L), Picklist, Reference
     • First *visible* field of these types becomes the button label
   • 2nd Field – primary selection:
     • Supported field types: Checkbox, Picklist, Reference
     • Reference fields are displayed automatically as a autocomplete (search pop-up not supported – e.g. for hierarchical search)
     • First visible checkbox
   • 3rd Field – secondary selection:
     • Supported field types: picklist, reference, Character (Sm)
     • Only shown if 2nd field is a checkbox AND the field is visible
2. Button Icon:
   • Icon is based on rule-defined selection
   • When no icon is selected, the default icon is shown
3. All fields:
   • Invisible fields (when rules run) are always hidden
   • Visible fields not included in the above criteria are always hidden
   • No limit to fields in the grid, but fields are only visible if they meet the criteria above
   • Defaulted data is retained and reportable, even for fields hidden by exclusionary criteria above
   • No special naming conventions are required
   • Field prompts and icons are rules driven