Create a Form
1. Click the plus icon (+) on Project Toolbar to open the 'Create New Document' window.
2. Select the form type you wish to create by either typing the name of the form in the search bar or by selecting it from the list of available types from the correspondence menu.
3. The new document window will display.
4. Type a heading for the document in the Title field. All iTWO cx forms must have a title.
5. Choose the status of the document.
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There are 5 default status types.
- Draft - Only visible to the person who created the form.
- Open - Used for the active part of a workflow. Any form in an open status is tracked by the system and will appear in the Hotlist of the action person.
- Closed - Used for the Workflow end. When a form moved to closed status it will be removed from the action person's Hotlist.
- Cancelled - Used to remove a Draft Form.
- Initiated - Optional interim status that a Form sits in between being issued and opened by the action person. Good for starting the workflow as soon as the form is viewed.
6. Address the document to the recipient by typing their name or user id and hitting enter.
Alternatively, click on the Action button to display your project address book.
| Note |
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The project address book contains the names of all users with whom you can communicate with through iTWOcxiTWO cx. |
7. Add relevant recipients for Info by repeating the steps above.
8. Attach any relevant files by clicking UPLOAD MANAGER to drag and drop , or BROWSE LIST to attach documentsor select files.
9. Where user fields User Fields appear on a document, select the appropriate option.
10. Type the content of your document in the Comment section.
11. Click submit to issue the form.
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Submit.
| Tip |
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If you created the document with a DRAFT status, you can issue it to those addressed by clicking the Issue icon at the bottom of the document. You can also Edit it and when ready click on Issue or click QuickCancel to Cancel and Remove this document (Nobody addressed will receive it). |
Move Users Between Action and Info
We have added an option to quickly move users between Action and Info via the address book.
To move a user, select the user and click on the up or down arrow
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buttons.