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Changes to Action buttons are now logged and can be viewed via the history button on the action button.
Log history for Correspondence Workflows
Changes to Correspondence workflows are now logged and can be viewed via the history button
Log history for groups
Changes to User Groups are now logged and can be viewed via the history button.
Log history for Module Admins
Changes to Module Administrators are now logged and can be viewed via the history button.
Log history for Module Matrix
Changes to the Module Matrix are now logged and can be viewed via the history button.
Log history for Rules, List, WF
Changes to the distribution rules, lists and workflows (adding, deleting, editing) are now logged and can be viewed via the history button.
Changes made to individual rules, lists, and workflows can be viewed by clicking on the history button for each of those items.
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Changes to the who-to-whom are now logged and can be viewed via the history button.
Multi-project summary to show project name
The Multi-project summary table now shows the project name to help you identify projects more easily
Project Admins, right to edit reference numbers
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Then pick the documents you wish to update and pick the status you wish to change it to
Status Action Buttons - change addressing without mapping fields
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This is supported for all CA fields
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Related user field - provide more criteria than keyword
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Report on Distribution Rules, Lists & Groups
A report has been added that can be run against Rules, Lists and Groups to report on all the settings within each of those elements
For Rules and Lists, a row per user will be added based on who has been added to Action or Info , along with the settings configured for each of those users.
Here is a sample of that report
Saved Search: No. of Days Delay counts weekend days so make this optional
Selecting Multiple options in Cascading field
Add applicability property for user groups
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Publication Space
"Created by" field for Placeholders
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- To link/associate existing forms , open a document and add a pin
- On the pop up screen select the Associate option
- On the associate screen, search for the forms you wish to associate to the pin and click search
- Then add the forms and click Save
- A pin will be added to the document for each of the you selected.
- You can move the pins to the relevant location by clicking on move and them moving the pins.
- Click the tick icon to save your changes
Printing PS Workflow Config
A button has been added to the Workflow configuration page so that you may print the configuration.
Here is an example of the output
Scanning a QR code to view Documents
QR codes can now be used to access drawings.
To scan a QR code to access a drawing, you need to first add a QR code to the document.
Adding a QR
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code to a drawing
- Go to the mark up tools
- Click and add the QR code to the drawing
- Click Save
The QR code is added to a specific document revision. When scanning the QR Code via the mobile app, the user will be able to view the revision or get access to the latest revision of the document if he has access to it.
Printing a QR code
To print a QR code on a drawing;
- Open the drawing with a QR code
- Click on the Print revisions button
- Include the QR code when printing and click Download
Scanning a QR code to view a drawing
- Open the iTWO cx Mobile app and login
- Once you have logged in click on the Scan icon
- Scan the QR code
The app will check if the revision you have scanned is the latest you can access or whether there are newer revisions of the drawing that you have access to.
If there are newer revisions the app will allow you do download that revision to the app
Show the Workflow Progress on WTX view mode
Stop ability to delete workflows in use
Support adding restricted users to Permissions in PS
Support generating a document We made some user interface changes to the Workflow screen to better indicate at what stage a workflow is.
Steps that are completed are shown with a Green tick as shown below.
Adding restricted users to Permissions
Restricted users can now be added to permissions within the Publication Space
Generating a link to a specific page
You can now generate a link to a specific page on of a document by opening the document and click on the link icon.
Tickbox
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on Upload
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page for "Show validated files" On/Off
TX/ DTX Show / hide option when info has a lot of usersCLONE - Support generating a document link to a specific page on a documentA new tickbox has been added to show or hide validated files. Validated files are files where all required fields have been fill in.
This will save you time when uploading documents to quickly identify which documents still require data to be filled in
GPS Map View in Web
Hide 'New' button on DTX/TX register
Hide folders from users
Recipients Layout on distribution page
Stamps - Feedback
Defects
Dashboard - expand field
Dashboard - Supporting adding more user fields to List
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Dashboards
Support for adding more user fields to List
Included in this release is the ability to customise the List on a dashboard even further. Now you can add up to 15 user fields to the list view.
You can also add up to 3 rows of meta-data, along with the ability to expand a field that spreads across multiple columns.
Adding more user fields to the list layout
Go to the list layout configuration page
- To add a new user field click on the Add button
- When adding a user field you can add a field that spans 1 column or 2
- To add a field click on one of the buttons shown above and then select the user field as required
Adding a new row
To add a new row click on the Add row button
From here you can add more user fields as required
Deleting a field
To Delete a field click on the X
Deleting a row
To Delete a row click on the red X
Expand/Collapse field
You can also expand a single field to span across multiple columns by clicking on the expand column
