Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 1. SelectTo add user fields to Transmittals, go to Publication Space settings.

Add a Custom Field to a Transmittal

1. To add custom user fields to your transmittal Publication Space > Settings.

Image Added

2. Click on the Transmittals tab.

3. Add custom fields by clicking Click on the Add custom field button.

4. You can set if these fields are required or not by clicking on the Required tickbox for each Field.

Image Removed

Transmittal user fields when uploading documentsCustom Field button.

4. Choose the type of custom field you require.

Image Added

5. Follow the steps located in User Field Customisation

6. If the user field is required (mandatory) place a tick in the check box in the Required column.

Image Added

Where these Custom Fields Show on the Transmittal

1. After you have uploaded upload your drawings.

Image Modified

2. and are about to distribute them to users on your project you . The distribution window will appear.  Only REQUIRED custom fields will be shown the user fields that must be filled out on Transmittals.
Image Removedin the Fields section of the Transmittal.  .

Image Added

3. Please note that by default we ONLY display the REQUIRED, user fields.Image Removed

Image Added

4. If you need to view and fill out the other user fields that are on the Transmittal, please click on Show all fields.
Image RemovedImage RemovedImage AddedImage Added

Searching by Transmittal user fields

1. To do a search for Transmittals with a user field criteria of a Transmittal.

2. Go to iTWOcx Search by clicking on the search icon in the top right of the toolbar.
Image Modified


3. Select Transmittals are the form type.

4. And under Special fields you will find the Transmittal user fields.
Image RemovedImage Added

5. Select the criteria you want and click on search.

Image Modified