Action buttons take common iTWOcx Forms Action buttons take common iTWO cx form actions and convert them into a Single Click. This This makes for a speedy and simple process when managing Workflows.
Action buttons are shown on:
- 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.
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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.
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.
2. Edit the status config.
3. Then click on Add Action.
4. From here you can select the type of Action Control it is (Button or Select).
5. Give it a title.
6. Give it a ColorColour.
7. Give it an Icon.
8. And also set permissions. This will define who can see this Action buttons.
Configuration Pre-Conditions
Pre-conditions define when the Control appears.
1. By default the first option will be the Status criteria.
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.
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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.
In between values allow you to configure for example: An amount between two values eg: 25,000 < Amount < 50,000.
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
Post conditions define what happens when the Control is clicked or selected.You can.
1. Change the status to something else.
2. And also Change the Document Addressing based on the options shown below.
You can configure status action buttons to directly change addressing without requiring a mapping field
To enable this:
- 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
Custom User(s)
- Select Custom in the post Actions area
- Pick the users
Contact Userfield
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Contact User Field
1. Select Contact user field in the post Actions area
2. Pick the contact user field you wish to use.
Mapping
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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
Prerequisites - You must have an action button configured for the first status of the form
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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
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.
In between values allow you to configure for example: An amount between two values eg: 25,000 < Amount < 50,000.
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
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.
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On Dashboards, there will be a pop up alerting you that a comment is required.
Action Button Workflow Improvements
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Change Info
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User
You can now configure an action button to update the info user of a form.
You can update the info using
- Contact user field
- Mapping user field
- Or a specific user
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Change
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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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