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Timeline view for forms
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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Create a Single Form Mode timeline
- Selec Select the form type you wish to see in a timeline
- Then select the criteria for the forms you wish to display.
- Pick the columns you wish to see in the timeline
- Select whether you would like to group your forms by a particular a field (fields with options are supported)
- Configure the order by which you want to see these forms
- Configure the start and end date fields
- Click Save
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Create a Multiple Form Mode timeline
- Select multiple form type
- Pick the parent form type
- Configure the forms you wish to display
- Pick the columns you wish to display
- Pick the group by field from the parent form and sorting
- In the timeline, config pick the task form you wish to display
- Pick the criteria for the task forms you wish to display
- Pick the start and end dates
Other Enhancements