Contact User Field - With this option yoAction buttons take common iTWOcx Forms actions and convert them into a Single Click. This makes for a speedy and simple process when managing Workflows.
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.
When they are clicked, they can be configured to trigger some post actions.
Ability for Project Admins to create action buttons
Project Administrators will be able to 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 Config
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.
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.
Action Buttons
Status
Change addressing without mapping fields
You can configure status action buttons to directly change addressing without requiring a mapping field
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- Custom - When picked you can configure a group, a user, multiple users
- Contact User Field - With this option you can change the addressing based on a Contact Userfield on the form
Configuring Custom
- Select Custom in the post Actions area
- Pick the users
Configuring User Field
- Select Contact userfield in the post Actions area
- Pick the contact user field you wish to use.
Set action person when creating a new form via mapping user fields
The action person on a new form can be also set by using the configured mapping user field.
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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
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When creating a new form of this type the action area will be greyed.
You can still set the info users as required.
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
Allow for "between" values for contracts admin criteria
Staying with action buttons, we have also added support for configuring "in-between" values for Contracts Admin forms.
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This is supported for all CA fields
Action
Email Notifications
From June 2019, Action buttons will also be shown on the 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 emails received via your mobile phone.
Dashboards
Action buttons are also shown on the Dashboards. They can trigger a form based on trigger configuration.
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