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New Customisable Home Page

The Customisable Home Page in RIB CX introduces a personalised home page experience, allowing users to tailor their home page to their specific needs. This enhancement provides quick access to the most relevant information and tools.

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What is the Customisable Home Page?

The Customisable Home Page transforms the default two-frame layout into a single-page home page. Users can edit the layout by adding widgets, adjusting configurations, and saving a personalised setup. Admins can also define role-specific or company-wide dashboards.

Key Benefits

  • Personalised Experience: Users can control their home page layout, displaying the most relevant information and tools.

  • Efficiency Boost: Quick access to notifications, tasks, and frequently used features improves productivity.

Core Features:

  • Single-Page Dashboard:

    • Replaces the previous two-frame layout.

    • Becomes the default screen when users log in or click "Activities."

image-20241125-233942.png

  • Widgets for Key Features:

    • Widgets available include:

      • Notifications

      • Hotlist

      • Calendar

      • Training

      • Items Waiting

      • Your Items

      • Create Another

      • HTML Widgets

image-20241125-234023.png

  • Dashboard Editing:

Users can add, remove, and rearrange widgets using drag-and-drop functionality. To edit the home page click on the edit button

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Configurable layout allows resizing widgets and saving custom setups.

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Reset to the system layout at any time with the "Reset to System Layout" button.

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  • Admin-Controlled Homepages:

    • Admins can create dashboards for specific roles, companies, or groups.

    • Dashboards can be assigned to the "Activities" menu for seamless access.

    • Permissions options:

      • Who does this Home Page apply to?: Which users the home page is applicable to

      • Dashboard Admins: Which users can edit and manage this dashboard in config.

To do this you can go to Configure > Dashboards

image-20241126-005745.png

Create a Home Page Dashboard type

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And set access to who can access the homepage

  • Global and User homepage:

    • User-specific homepages are saved globally across all projects.

    • Admin-defined homepages are applied to roles or companies but can be overridden by users.

  • Responsive Layout:

    • Clicking items from the Hotlist or Notifications opens the form in a right-hand for quick access.

    • The home page will reorganise it self automatically to fit the widgets as needed

responsive home page.gif

Admin Features:

Global Homepage Management:

  • Admins can view and manage only global dashboards. This is through Configure > Home Page

  • Dashboards are tied to the "Activities" menu item and cannot be reassigned.

  • Admins can duplicate, retire custom home pages they have created.

  • Admins can only delete custom dashboards created through configure. They cannot delete any System level home pages.

  • The homepage heirarchy is

  1. User customised

  2. Role/Group/Company specific dashboard (configured by Admin)

  3. System level dashboards.

Custom Layout Options:

  • Admins can define default layouts for roles or companies. This can be overriden by a user.

  • Users can reset their dashboards to the admin-defined system layout.

Redesigned Email Notifications Structure

The email notification structure for Correspondence and Publication Space (PS) emails has been redesigned for clarity, consistency, and better usability across devices. This includes improvements to content layout, responsiveness, and compatibility with major email clients.

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General Structure

All email notifications will follow a consistent format with the following sections:

  • Logo: Displays the RIB CX or notification originators company logo at the top of the email.

  • Header Section: Provides key information at a glance.

  • Details Section: Displays additional details about the notification or form changes.

  • Action Button Area: Shows available actions based on the current status of the form.

  • Form Preview Area (Preview Emails only): Displays a form preview for applicable emails.

  • Footer Section: Includes helpful links and resources.

Header Section (Applies to All Emails)

The header section includes:

  • Sender details: The user who sent the email.

  • Reason for the email: e.g., Created, For Info, Late, form update

  • Form details: Type, Reference, and Title.

  • Senders company and project details

image-20241126-023757.png

Details Section (Applies to All Emails)

  • Changes made to the form:

    • User field changes (non-list fields only).

    • Status updates.

    • Addressing details.

    • Comments made (if applicable).

  • Change Limitation: If there are more than 10 changes, only the first 10 will be shown. A message will direct users to view all changes in RIB CX.

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Action Button Area (Applies to All Emails)

  • Displays any available action buttons based on the form's status.

  • Allows users to take immediate action directly from the email.

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Form Preview Area (Preview Emails Only)

  • Displays a visual preview of the form for better context.

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Warning

Footer Section (Applies to All Emails)

  • Links to help users manage notification settings.

  • Access to help resources for using RIB CX.

  • Additional relevant information.

📸 Screenshot: Redesigned Footer Section

Alignment and Responsiveness

  • Centre-Aligned Layout: All emails are centre-aligned, following the style of tender emails.

  • Responsive Design: Fully optimised for desktop and mobile viewing.

This redesigned email structure improves readability and usability while a consistent and professional experience for RIB CX users.

Unified Search Improvements

Search Operators for Standard Fields (Forms) - Global Search

The latest update to unified search introduces comprehensive filtering options for standard fields on forms, improving search capabilities and usability.

We have added search operators to the following standard fields as shown in the table.

The table also shows what operators are supported for search field

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Field TYpe

Related Standard Fields

Equals

Contains

Is Blank

Not contains

NotEquals

between

on

before

after

during

last

1

Text

Ref

Y

Y

/

Y

 

 

 

 

 

 

 

2

Date

Created

 

 

/

 

Y

 Y

Y

Y

Y

Y

Y

3

Due Date

 

 

/

 

Y

 Y

Y

Y

Y

Y

Y

4

First Opened 

 

 

/

 

Y

 Y

Y

Y

Y

Y

Y

5

Modified 

 

 

/

 

Y

 Y

Y

Y

Y

Y

Y

6

Closed 

 

 

/

 

Y

 Y

Y

Y

Y

Y

Y

7

Response On 

 

 

/

 

Y

 Y

Y

Y

Y

Y

Y

8

Select

Project 

 

Y

/

Y

 

 

 

 

 

 

 

9

Status

 

Y

/

Y

 

 

 

 

 

 

 

10

Status Category 

 

Y

/

Y

 

 

 

 

 

 

 

11

Contact

Action

 

Y

/

Y

 

 

 

 

 

 

 

12

Author

 

Y

/

Y

 

 

 

 

 

 

 

13

Action First 

 

Y

/

Y

 

 

 

 

 

 

 

14

Action or Info 

 

Y

/

Y

 

 

 

 

 

 

 

15

Response by 

 

Y

/

Y

 

 

 

 

 

 

 

Search Operators for Standard DOC Fields (Publication Space)

Standard operators have been added the following DOC fields as well.

image-20241126-055919.pngImage Added

Field Type

Related Standard Fields

Contains

Is Blank

IsNot

=

>

>=

<=

<

between

on

before

after

during

last

1

Text

Doc#

 Y

 Y

 Y

 

 

 

 

 

 

 

 

 

 

2

Rev

 Y

 Y

 Y

 

 

 

 

 

 

 

 

 

 

3

Title

 Y

 Y

 Y

 

 

 

 

 

 

 

 

 

 

4

Date

Rev Date

 

 Y

 

 

 

 

 

 Y

 Y

 Y

 Y

 Y

 Y

5

Created 

 

 Y

 

 

 

 

 

 Y

 Y

 Y

 Y

 Y

 Y

6

Distributed 

 

 Y

 

 

 

 

 

 Y

 Y

 Y

 Y

 Y

 Y

7

Select

Rev Discipline

 Y

 Y

 Y

 

 

 

 

 

 

 

 

 

 

 

8

Rev Status

 Y

 Y

 

 

 

 

 

 

 

 

 

 

 

9

Rev Type

 Y

 Y

 Y

 

 

 

 

 

 

 

 

 

 

 

10

Contact

Created by 

 Y

 Y

 

 

 

 

 

 

 

 

 

 

 

Associate Page with New Search Experience

This update introduces a modernised Associate Modal that leverages the New Search Experience 2408, providing users with a seamless way to associate forms from the new, response, or preview screens.

image-20241126-060249.pngImage Added

  • New Search Modal

    • The associate action now opens a modal featuring the updated Unified Search interface.

    • Includes a criteria section with the improved search UI for more intuitive and efficient filtering.

  • Search Results Display

    • Search results are displayed in a grid format, showing the following details:

      • Reference

      • Title

      • Status

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  • Flexible Form Selection

    • Users can:

      • Select one or more forms from the results and add them to the right-hand side for association.

      • Remove selected forms by moving them back to the left-hand side.

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  • Split Remove Logic Support

    • Split remove functionality is restricted to users with the following roles:

      • Project Admins

      • Authors

      • Company Admins

  • Added Split/Associate Tags

    • To clearly indicate which forms have been split or associated.

image-20241126-060730.pngImage Added

Publication Space - Column filtering - search across all pages

Column Filtering feature in the Publication Space (PS), now allows users to find results across all pages for both standard PS fields and user fields.

Key Features:

Improved Column Filtering for Standard PS Fields

Users can now filter standard PS fields across all pages, retrieving results seamlessly. Supported fields include:

  1. Folder/File Name

  2. Doc#

  3. Title

  4. Rev

  5. Rev Status

  6. Rev Type

  7. Rev Discipline

  8. Linked To (supports "contains" searches)

search across all pages.gifImage Added

Consistent Results Across Pages

The column filtering logic mirrors the behaviour of the search functionality, ensuring results from all pages are included in the filtered view.

Search - Related Field - Global/Publication Space

The "Related To" search criterion has been introduced to enhance the flexibility of form and document searches in RIB CX. This feature allows users to search for items based on their relationships to other forms or documents, providing a more precise and detailed search experience.

Key Features:

New "Related To" Standard Field

  1. Added under Standard Fields in the "Add More Criteria" dropdown.

    • Users can include this field in any search query.

image-20241126-070301.pngImage Added

Operator Support

  1. Equals: Matches exact related items.

  2. Contains: Finds items containing one or more input references.

  3. Does Not Contain: Excludes items with one or more specified references as related items.

image-20241126-070350.pngImage Added

Input Structure

  1. Accepts form references or document numbers as input.

  2. Supports multiple values with the following formats:

    • Space-separated: ref#0001 DOC101

    • Comma-separated: ref#0001,DOC101

    • Comma with space: ref#0001, DOC101

    • Space, comma, space: ref#0001 , DOC101

image-20241126-070636.pngImage Added

Search Logic

  1. Finds forms or documents with relationships to the specified references:

    • Example: Searching for DOC101 in "Related To" will return forms or documents linked to DOC101.

  2. Supports wildcard searches (e.g., RFI* or RL*).

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