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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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- 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.
- You can create new workflow verdicts, add security to the verdicts and link them with Revision statuses for things such as automatic distribution.
Document Revision Status when workflow ends setting
There's also a new setting added to workflows where you can configure how the status of the revision of a document will be changed when a workflow is completed.
The options are
- Based on workflow results - this means the revision status of a document will be updated based on the verdicts selected in the workflow. This will work together with the Document Approval/ Rejected decided by setting.
- Not based on workflow result - this means that the revision status of a document will not be updated at the end of the workflow based on the workflow result
