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- Preview Email notifications. These can be clicked without needing to login to the project to progress the Workflow. The buttons are compatible on desktop emails as well as emails received via your mobile phone.
- Dashboards. They can trigger a form based on trigger configuration.
Types of Action Buttons
Buttons
These are simply buttons that can be added to the toolbar of an iTWOcx form. They can be configured to be visible based on some pre-conditions.
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Project Administrators can create action buttons for any new form type they create.
Select
Select Action buttons work in conjunction with a mapping Select field. It allows you to pick a value from a drop down that auto updates the iTWOcx form addressing based on the mapping user field used in the configuration.
They are only displayed in a special type of List that can be accessed via a Dashboard.
Basic Configuration
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6. Give it a Colour.
7. Give it an Icon.
8. And also set permissions. This will define who can see this Action buttons.
Configuration Pre-Conditions
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On CA forms you can configure Pre Conditions based on additional CA options.
Matches Assessment
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You can configure the same field more than once to support configuring numbers between two others.
"Between" Values for Contracts Admin Criteria
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This has been implemented by enabling the user to select the same criteria twice when configuring the pre conditions
This is supported for all CA fields
Configuring Post Conditions
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2. And also Change the Document Addressing based on the options shown below.
Contact User Field
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2. Pick the contact user field you wish to use.
Mapping User Fields
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Prerequisites - You must have an action button configured for the first status of the form
You must have this action button configured to update the action based on a mapping user field.
When creating a new form of this type the action area will be greyed.
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When creating the new form you simply set the mapping user field value and click on the action button.
This will submit the form and automatically update the action person on the form based on the mapping user field configuration
User(s)
You can configure status action buttons to directly change addressing without requiring a mapping field.
When User(s) is selected you can configure a group, a user or multiple users.
Requires Comment Option
With this option turned on you can force a user to enter a comment prior to clicking on the Status Action button.
This applies to the Response Window
And Email Response.
On Dashboards, there will be a pop up alerting you that a comment is required.
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- Contact user field
- Mapping user field
- Or a specific user
Change Due Date
Similar to the above you can also configure the action button to update the due date of a form and move it forward by however many days as desired
If you apply a status action against the first DRAFT (not cancelled or approved) it will be displayed when creating the form.
For more on status buttons refer to Workflow Action Buttons
History Log for Action Button Changes
Changes to Action buttons are now logged and can be viewed via the history button on the action button.
