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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
1. To add an action button go to the Form type you wish to add it to.
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8. And also set permissions. This will define who can see this Action buttons.
Configuration Pre-Conditions
Pre-conditions define when the Control appears.
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2. From there you can define user field values that must be matched for the button to appear.
Additional Pre-Condition Options on Contract Admin forms
On CA forms you can configure Pre Conditions based on additional CA options.
Matches Assessment
"Matches Assessment" allows the status action button configuration of CA forms.
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If the amount is the same the system will dynamically update the list of status action buttons and display them when changing the assessment amount on a variation.
Currency and Number Field Criteria
Currency and Number fields have been added to the status action button criteria list.
You can configure the same field more than once to support configuring numbers between two others.
"Between" Values for Contracts Admin Criteria
Configuring "in-between" values for Contracts Admin forms.
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This is supported for all CA fields
Configuring Post Conditions
Post conditions define what happens when the Control is clicked or selected.
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2. And also Change the Document Addressing based on the options shown below.
Contact User Field
1. Select Contact user field in the post Actions area
2. Pick the contact user field you wish to use.
Mapping User Fields
The action person can be set by using the configured mapping user field.
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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.
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On Dashboards, there will be a pop up alerting you that a comment is required.
Change Info User
You can now configure an action button to update the info user of a form.
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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
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