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With this release, we are introducing a new way to view forms within iTWO cx. Teams can use the timeline view to plot their tasks chronologically — giving you a single place to see scope and deadlines while having the ability to make changes when things come up along the way.
The timeline view is a view to visualise the same information of your forms as a timeline.
Get started with the timeline view
When you are on a form register click on the Views button in the toolbar. Then select the Timeline option
This will swap your list of forms to the timeline view and use the Issued Date and Due Date of each of the forms to display it over a timeline.
You can view the timeline by Date, Week, Month or Year
Saving a Timeline view
You can save a timeline as a report you can you access any time from the menu. To save the timeline as a menu item click on the Save button
Provide a name for the timeline view, and set who can view and edit the timeline and select a folder for where you wish to see it in the menu. Then click save
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- Doc is uploaded in For review status
- Will be shown as For Review in the uploaded rev status while on the workflow.
- Once the workflow or workflows end ends the revision status will remain For review
- All workflow verdicts will be recorded and displayed in the summary as we do now.
- When the workflow ends, documents that were set to Approved will be automatically distributed based on the Document Approval/Rejection setting
Migrating Workflow verdicts to a new settings page
- Previously the workflow verdicts were linked with a revision status and were configured on the Revision Status page.
- With this release, we are migrating the workflow verdicts to a new page called Workflow verdicts.
- This means that Workflow Verdicts can now be configured independently of the Revision Status.
- This will give users further flexibility when configuring workflows.