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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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To do this type the revision code, tick show all revisions.
Include markups in a Pin attachment
Any markups that are added before you add a pin on a drawing will be included in the attachment that is captured on the Pinned form.
Bulk updating drawing metadata through import
You can now update metadata for drawings through an excel import.
To begin, go to the publication space import utility
Select update existing documents
Download the template
In the excel template, the Document number is the only required field
- When importing you can update the document title, and all its user field data via the import
- This will update the title of the document and the user field data for all its revisions
When importing blank cells in the excel file you have an option on how you prefer for this to be handled. That is to clear the values for the user field cells which are blank or to keep the existing value
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