Unified Search Experience

What is the new Unified Search Experience?

Searching in RIB CX is getting a major overhaul! Say hello to a more efficient, intuitive, and powerful search experience. While we've maintained the core functionality of your searches, we've significantly improved the interface, performance, and added exciting new features. We have also ensured the new search experience is unified or consistent between searching globally as well as within the Publication Space. Ensuring you have a consistent user experience across the board.

• New User Interface: Redesigned to be more intuitive and easy to access.

• Quick Keyword Search: Access keyword searches quickly and effortlessly.

• Consistent Search Interface: Enjoy a consistent search experience across all modules.

• Pin/Unpin Criteria: Customise your search with the ability to pin and unpin criteria.

• Enhanced Search Operators: Utilise new and consistent search operators for more precise results.

These enhancements are based on extensive user feedback and are designed to make searching in RIB CX seamless and user-friendly.

What have we changed?

Read on to learn more about the new search experience in RIB CX, its features, and how it differs from the old experience. We've also included information to help make your transition to the new interface smoother and more efficient.

Always available Keyword Search

We have introduced a new search input box in the main header of RIB CX to enhance the search experience.

Search Functionality:

1. Users can type in a keyword and press Enter or click the search button.

2. Upon clicking or pressing Enter, the search will run, load the results, and navigate to the advanced criteria page.

3. Users can also click "Show All Criteria" to go directly to the advanced filters page

The Advanced Criteria page

You can begin a search without typing in a keyword by clicking on the All Criteria button

This will take you to the Advanced Criteria page

The Advanced Criteria page allows you to run a search by adding criteria

Add more criteria to your search faster

To begin a search you can pick a Form Type or Status.

You can then add User Field criteria by clicking on + More Criteria and searching for the field you need. From here you can pick the options you require and click search.

As menttioned above, you can access all the available Criteria by clicking on the + More Criteria option

The dropdown displays the Selected Fields, Standard Fields and User Fields.

You can add any of these fields to your criteria by ticking the check box next to them and clicking done. You can select one or more fields at a time

You can also search for the fields using the search box at the top of the dropdown list

Filter Field Options more intuitively

You can filter fields with options as by typing into the input box to find the option you want, or by simply selecting the options you need.

New Search Operators

We have introduced a number of new search operators to help you find exactly what you need.

For User Fields with options we have added (Select, Radio, Checkbox)

• equals

• not equal

• is blank

For numeric fields we have added (Currency, Number)

• equals

• not equals

• greater than

• greater than or equals

• less than

• less than or equal

• between

Date Fields

• between

• on

• before

• after

• during

• last

Contact Fields

• contains

• logged in user

• logged in user company

For a list of what operators are supported for which field please visit this link.

Expanded Document Fields in Global Search for Transmittals.

We have expanded on the available Document Fields when performing a Distribution, or Transmittal search. Now you can find the Distributions you are looking for by searching all your Document Criteria.

The list of supported fields now include

• Documents

• Created

• Created By

• Discipline

• Distributed

• Distributed To

• DistributeTransmittal #

• Distribution Status

• Doc#

• File Format

• File Name

• First Uploaded

• Folder

• Locked Status

• Modified

• Not Distributed To

• Notes

• Previously Distributed To

• Rev

• Rev Date

• Rev Status

• Title

• Transmittal #

• Type

• Uploaded

• Uploaded By

Changes to Keyword Searching Operators

We have also updated how keyword searching behaves with this release. Previously when you typed in multiple keywords it would perform an OR search. Meaning that results were based on finding a match for either of the keywords you typed in.

This has been changed to find results where BOTH keywords typed in need to match for a result to be returned

Pin and Unpin fields for easy access

Criteria that you often use can now be pinned against a Form Type. As an example if you are always searching on the Trade field for a Defect, you can pin the Trade field to the criteria for Defects, so that you do not need to add to your criteria the next time you select a Defect.

You can pin a field by hovering over the field and clicking on the Pin icon

Or you can click on the Pin icon when you add the field from the More criteria drop down

To unpin, you can click on the icon on the More criteria drop down

Or you can hover over your pinned field and unpin it.

Customising the look and feel

The new interface comes out of the box with 3 different layout options for the search criteria page. Allowing you to use RIB CX in the most efficient manner for your workflow and set up.

This UI toggle allows you to swap the layout of the criteria fields to a format that suits you best.

The 3 options are

• Auto width - takes up the least amount of screen real estate by auto sizing the fields to match your input

• Column view - fields are laid out in a 3 column structure

• List view - field are laid out 1 per row.

Reset your Criteria

To clear or reset your criteria click on the Reset Crteria button

Picking Columns from a List table is more intuitive now

When trying to add columns from a list to your search you can do so by picking from the Table view selection drop down

Display Transmittals as Documents or Distributions

Select how you’d like to view your Transmittals - as either documents within the DTX’s or as a register of DTX’s.

Searching in the Publication Space

One of the key components of the new search overhaul is the consistent interface between Global search and Publication Space search.

This offers a seamless experience across the product. All the tools and enhancements discussed above will also apply to searching within the Publication Space.

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Tools for Admins

As Admins, you have the ability to configure the default pinned criteria for each form type as well as the Publication Space.

• Form Types:

• Navigate to the Form Type config page and click on "Configure Default Pinned Criteria."

• Add the fields you prefer to have as default criteria for each user when they select that form type.

• Optionally, override any pinned criteria users have configured by setting the default for all users.

• Publication Space:

• Go to Publication Space Settings and Views.

• Configure the default pinned criteria in the same way.

• These fields will be pinned as criteria for all users.

Publication Space

Report - Documents Requiring Distribution (Company/User)

With this release, we are introducing two new reports to the Publication Space. These reports will make it easy to identify documents that need to be distributed, either by company/user or by document.

Grouped By Company

The "By Company" report allows you to search for documents that need to be distributed to different companies based on what was previously distributed to their users.

This report groups results by company and shows how many new revisions of documents need to be distributed to each company's members.

Tip
If you wish to search for documents distributed to individual users within a company please tick the Compwny-Wide Search. Without it ticked the report will search only for documents distributed directly to a company entity such as RIB-*

Summary View

The summary view groups results by individual companies and shows how many new revisions of documents need to be distributed to each company's members.

Detailed View

Results are grouped by company and show individual users within each company, along with which revisions they have received.

• Orange: User has received a previous revision but not the latest.

• Green: User has received the latest revision.

• Empty: User has never received the document.

Grouped By User

Results are grouped by individual users, allowing you to see the distribution status for each user.

Distribute from the report

Once you've selected the documents you wish to distribute, click "Distribute" to load the auto-distribution screen.

Save the Report

You can also save the report for future use, allowing you to run it as a pre-filled search whenever needed.

Requires Distribution by Document

For each document, this report lists pending distributions where at least one user has received a previous revision but not the latest one.

Workflows - Adjust reviewers at the time of applying workflow.

From the August release, you will be able to edit workflow steps when applying a workflow, enhancing flexibility and control over workflow configurations. This feature provides greater flexibility in managing workflows, allowing users to tailor workflow steps to meet specific needs at the time of application.

• Editable Workflow Steps:

  • When applying a workflow template to documents, users can now click setting icon in the step to edit the workflow steps

  • The step details will be displayed, allowing users to make changes.

• Editable Fields:

  • Step Reviewer: Users can change the assigned reviewers.

  • Duration: Users can modify the duration of each step.

• Update Reviewers:

  • Users can change the reviewers and and duration click "Update" to apply the changes.

  • When the workflow is applied, the updated reviewers will be addressed instead of the configured users from the template.

Workflows - Enumerate User Groups as Individual Steps

We have added a new setting to the workflow step configuration called "Enumerate User Groups as Individual Steps," providing enhanced flexibility in workflow management.

• Setting Addition:

  • A new option, "Enumerate User Groups as Individual Steps," is available in the step settings.

• Enumeration Logic:

• If this option is selected, the following logic will be applied:

  • When a group is added as a step reviewer, the single step will automatically break out into multiple steps, one for each reviewer in the group.

  • Each individual step can be assigned a verdict during a review.

  • The step name for each step will be the original step name followed by the reviewer name (use code for now).

• Display and Functionality:

  • These individual steps will be displayed in the workflow review screen.

  • The functionality supports on-the-fly workflow step changes, ensuring the steps are updated accordingly.

  • Auto-generated steps will be shown along with the decision node.

• Special Cases Handling:

  • If a group contains another group, role, or company, it will be treated as a single entity.

  • If the step contains a single user and a group set to enumerate, both the single user step and individual group steps will be displayed.

  • If a single user is in multiple groups, they will only have one individual step.

Workflow Report - Export Collapsed view

When exporting the Workflow report you now have the option export the summary view (collapsed view) or the detailed view (expanded view)

Workflows - Skip Parallel Step for One User

When skipping a parallel step in a workflow, RIB CX now allows you to skip the step for just one user within that parallel step.

• Allows individual user steps to be skipped without affecting other reviewers.

• Users must still provide a reason before skipping that step

Workflow - New Download options while WTX is in progress

With this release, any user in the workflow (current reviewers and info users) can download the original file, all markups, or the latest file while the workflow is in progress.

Workflows - Modified date for a document is updated when markups are added

The modified date is now updated when a markup revision is uploaded.

Workflows - Delegate a Step to Multiple Users

We have updated the Delegate screen to enhance usability and functionality, incorporating the following features:

• Delegate to Multiple Users:

  • Users can now delegate a step to one or more users.

• Modern Contact Picker:

  • The contact picker has been updated to the modern picker for a more intuitive user experience.

• Parallel Step Restriction:

  • Delegation to a user within the same parallel step is not allowed to prevent conflicts.

• Notification:

  • New users will be notified as usual when they are delegated a step.

• Step Handling:

  • Delegated steps with multiple users will now be treated as steps with multiple assignees.

Distribution - Easier distribution of markups from a Workflow

We have introduced new features and options to enhance the workflow summary and distribution capabilities, providing greater control and flexibility for users.

Distribute Options:

Added the following options under "Distribute

• Original File

• All Markups

• Latest Markup

Add to Basket Options:

Added the following options under "Add to Basket":

• Original File

• All Markups

• Latest Markups

Revision Selection:

• Users can distribute or add to the basket the selected revision(s) for a single or multiple documents.

• When adding to the basket, only the selected revisions will be included.

DTX Creation:

• When distributing, a DTX will be created that specifically includes only the selected revisions.

WTX Configuration Option:

Added a new option in WTX config for "Distribute Markups on Workflow Completion" with the following choices:

• Do not distribute

• All markups

• Latest markups

Automatic DTX Generation:

• When set to "All markups" or "Latest markups," a DTX will be automatically generated for the workflow reviewers, including the configured revisions. This will be one DTX with all the reviewers.

• If there are info users configured for workflow completion, they will be added to the same DTX.

DTX Title and Author:

• The title of the DTX will be the same as the Workflow title.

• The author of the DTX will be the WTX author.

Document - History Tab user interface update

We've updated the history tab of a document to a table view, making the information easier to review.

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Additionally, we've added a dropdown list for revisions, allowing you to switch revisions and see which users have access to each one.

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Distribution Transmittals - Record redistributions on the DTX history

Document - History Tab user interface update

We've updated the history tab of a document to a table view, making the information easier to review.

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Additionally, we've added a dropdown list for revisions, allowing you to switch revisions and see which users have access to each one.

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Distribution Transmittals - Record redistributions on the DTX history

When a user accesses a Distribution Transmittals (DTX) and clicks "Distribute," the new DTX will be associated with the original DTX and displayed in the "Linked" section.

A new history record will be added, showing the user name and include a comment such as “Distributed x of y documents on DTX#XXXX.”

The DTX will also be a clickable link in the comments.

Update Import Utility Changes - Notes Field / Rev Column

We have introduced several new features and improvements to the Excel import functionality for updating documents, providing greater flexibility and accuracy in data management.

1. Revision Column (Rev):

   • Added an optional "Rev" column to the import/update Excel file.

   • Users can choose to fill it in or leave it blank.

2. Notes Field:

   • Added a "Notes" field to the PS Excel import file template to update documents.

   • Users can enter document numbers along with revisions and import data so that specific notes can be imported against a specific revision.

3. Notes Import:

   • Users can fill in the "Notes" field and import values for each row.

   • Imported values will be stored and recorded against the respective document.

4. Revision Matching:

   • The system will match document numbers and revisions to update the relevant revisions.

   • Only the specified revisions will be updated based on the provided data.

4. Handling Blank Revisions:

   • If the "Rev" column is left blank, the system will treat it as updating the latest revision the user can access.

   • Example: If Revision C is the latest and "Rev" is blank, it will update Revision C.

5. User Field Updates:

   • For user fields specific to a revision, the system will update the specific revisions.

   • For non-revision-specific user fields, only the latest revision will be updated.

6. Duplicate Revision Handling:

   • If a document has multiple revisions marked as the same (e.g., Revision A), the system will update the latest accessible revision marked as A.

7. History Tracking:

   • A history log will be added to the document and revision where values are updated via import, ensuring traceability.

Forms

Document Triggers - Auto tick row checkbox if associated forms in that row are closed

We have introduced new capabilities for document triggers based on user field changes, specifically making document list user fields available for selection. These enhancements provide more granular control over document triggers and user field updates, improving automation and user experience.

• User Field Selection: Document list user fields can now be selected in trigger criteria.

• Status Category Lookup: When using a document list user field in the criteria, the system will look up the status category type of the forms in the document list user field.

• Configurable Status Category: Users can configure criteria such as "Doclist User Field Status Category Type = Closed."

• Action Performed Selection: For these types of triggers you can configure which user must perform the action in order to run the trigger.

• Trigger Logic: When responding to a form with such a trigger, the system checks the forms in the document list user field. If they match the configured criteria (e.g., all forms are in a status category of closed), the trigger runs and updates any post actions.

• User Field Settings Update: In user field settings, a tickbox will appear below the editable field if there are triggers that update that field.

  • Tickbox Functionality: If the user ticks this box, a list of triggers that will update this user field is shown. If ticked, the field in the form will not be editable manually and will only update based on the trigger. If not ticked, the user can manually edit it if they have edit rights.

• Empty Doc List Handling: If the document list user field is empty, the trigger will not run, and the field will still be locked and uneditable if set to only update via a trigger

Forms - Preview action button post actions

We have introduced a new hover feature for modern forms that displays post actions for an action button when the user hovers over the action button

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Feature Details:

• Hover to Display Post Actions:

  • When hovering over the action button, a popover will appear showing detailed post actions for that button

  • Post actions include:

    • Action User: Which user the forms action will change to. It could show Author, Mapped Field, Individual user or a contact field

    • Status: What status the form will change to

    • Info: Which user the form Info will change to. It could show Author, Mapped Field, Individual user or a contact field

    • Due Date: Any changes to the due date

    • Comment Requirement: Indicates if a comment is required.

• Popover Interaction:

  • Users can move the mouse off the action button to hide the pop up

  • Users can click on the action button to proceed as normal.

• Availability:

  • This feature will also be available on the preview screen as well as the form response screen

Forms - Common fields mandatory on specific form types

We have added new options to the user field screen for better control over mandatory fields in form types.

1. Common and Required User Fields:

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• When a user field is set to "Common" and the "Required" option is enabled, two new options are displayed:

  • All Form Types where field is included

  • Specific Form Types

• Default Setting:

  • The default is set to "All Form Types where field is included."

• Specific Form Types Configuration:

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• If the user selects "Specific Form Types," a new button for "Configure Form Types" will appear.

• Clicking this button opens the "Manage Common Fields" window with a dropdown set to "Mandatory Form Types."

• Mandatory Form Type Selection:

  • Users can select which form types to make the field mandatory on from this window.

  • Changes are logged in the user field history.

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Form Type Handling:

Document Triggers - Prevent fields updated via a Trigger from being editable

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• User Field Settings Enhancement:

  • A tickbox will now be displayed in the user field security settingss, but only if there are triggers that update that field below the editable field.

• Trigger List Display:

  • If the user ticks the tickbox, a list of triggers that will update this user field will be shown.

• Field Editability:

  • If the tickbox is selected, the field within the form becomes non-editable and will only update based on the trigger.

  • If the tickbox is not selected, the user can manually edit the field, provided they have the necessary edit rights per normal security protocols.

  • When hovering over a field that is updated by triggers, this message will be shown; "This field cannot be manually edited. It will be updated by the following triggers: [Trigger name]."

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Forms - Preview action button post actions

We have introduced a new hover feature for modern forms that displays post actions for an action button when the user hovers over the action button

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Feature Details:

• Hover to Display Post Actions:

  • When hovering over the action button, a popover will appear showing detailed post actions for that button

  • Post actions include:

    • Action User: Which user the forms action will change to. It could show Author, Mapped Field, Individual user or a contact field

    • Status: What status the form will change to

    • Info: Which user the form Info will change to. It could show Author, Mapped Field, Individual user or a contact field

    • Due Date: Any changes to the due date

    • Comment Requirement: Indicates if a comment is required.

• Popover Interaction:

  • Users can move the mouse off the action button to hide the pop up

  • Users can click on the action button to proceed as normal.

• Availability:

  • This feature will also be available on the preview screen as well as the form response screen

Forms - Common fields mandatory on specific form types

We have added new options to the user field screen for better control over mandatory fields in form types. This means that you can configure a common field to be required on specific form types.

• New Field Creation:

  • When creating a new field and enabling Common + Required, the "Configure Form Type" button will not be shown initially.

  • After saving, the "Configure Form Type" button will appear.

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• Existing Fields:

  • For existing fields with Common ON + Required ON, the "Configure Form Type" button will be shown next to it.

  • If the user disables "Required" for certain form types, the required toggle for that type will be set to OFF.

  • The configure form types button will be shown regardless if the field is set to required or not

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• Configure Form Types Button:

  • Clicking the "Configure Form Types" button opens the Manage Common Fields window.

  • The dropdown is set to Mandatory Form Types.

  • Users can select which form types to make the field mandatory on.

  • Changes are logged in the user field history.

• Mandatory Form Type Selection:

  • Users can select which form types to make the field mandatory on from this window.

  • Changes are logged in the user field history.

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• Set Required on Specific Form types

  • All form types with this common field will be updated to set the field as "Required" for the specified form types.

  • The field will only be mandatory on the configured form types.

• Form Type Handling:

  • When pushing or importing a form type, these settings will be copied to the destination project.

Status Report - Allow rearranging of columns view in status report

You can now customise the Status Report by rearranging the columns to better suit your reporting needs.

Simply click into the column picker and drag and drop to rearrange the columns in the report.

Date First Opened renamed to Date First Viewed

To avoid confusion, we have renamed the "Date First Opened" column to "Date First Viewed" to more accurately reflect the date being recorded.

Renamed Attention to Action

Columns that referenced Attention has been updated to Action for consistency across the platform

Handover Report - Turn off Audit trail from exported PDFs

On the handover report configuration page, we have added a new tickbox called "Download without Audit Trail."

• Default Setting: The tickbox is unticked by default.

• Functionality: If the user ticks this box, the generated PDFs will not show the changers' and viewers' details.

• Audit Trail: If the box is left unticked, the PDFs will still download with the audit trail included.

DocList User Field Search - Search by Reference or Keyword

We have updated the Doc List User Field - Link Existing tab for both classic and modern forms to support keyword and reference searching

• Dropdown Search: Added a dropdown to search by reference or keyword.

• Reference Search: Reference search functions the same as a normal reference search by finding the form based on the reference number you end. This is is the fasted way to get results.

• Wildcard Searches: Supports wildcard searches (e.g., DEF*).

• Search Initiation: Supports pressing Enter to start the search.

• Keyword Search Results: When performing keyword searches, results are sorted by modified date.

User Fields - History logs added when a user field is created

We have introduced a history log feature for user field creation, ensuring comprehensive tracking and transparency.

• History Log Creation: A log is added whenever a user field is created.

• Applicable Sources: This applies to user fields created from the user field page, form designer, modern and classic forms, and form push/import.

• Recorded Details: The log records all settings and their saved values, the type of the user field at creation, and who created it and when.

Forms - Hide attachments form associated forms by default

When responding to a form that has associated forms with attachments, unselected attachments are not shown by default.

Default Attachment Display: When responding to a form that has associated forms with attachments, unselected attachments are not shown by default.

Show Attachments Option: Added a tickbox labeled "Show Attachments from Associated Forms" below the attachments section. When ticked, only attachments from the associated forms are displayed.

Support for copy pasting user codes into contact picker

Contact Picker Enhancement: When a user pastes a comma-separated list of user IDs into the new contact picker, it will automatically find and display the corresponding contacts.

ID Recognition: The contact picker checks for user IDs (e.g., rib-am), company IDs (e.g., rib-*), group names (e.g., groupname), and roles.

Calculation User Field - More than One Criteria

We have updated the User Field Calculation tab to support more complex configurations and criteria, providing greater flexibility and precision in calculations.

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• Multiple Criteria Support:

  • Users can now add one or more user fields and set multiple criteria within the calculation configuration.

  • All conditions must be met (AND conditions) for the calculation to run.

• Aggregate Calculations Only:

  • This update supports aggregate calculations only.

  • Outside list fields and per row calculations are not supported in this configuration.

• UI Adjustments:

  • The outside list calculation section has been moved under the Calculation Config area.

  • The per row calculations have also been relocated under the Calculation Config area.

• Calculation Display Options:

  • Calculations can be displayed as percentages or counts only.

Action Buttons - Real time refresh of buttons when Calculation fields are used in pre-conditions

We have introduced a new feature to enhance the responsiveness of action buttons when calculation fields are used in pre-conditions.

• Real-Time Button Refresh:

  • Action buttons will now refresh in real time when calculation fields used in their pre-conditions are updated.

• Example Scenario:

  • If a button should appear when "percentage complete" equals 100%, the button will now display immediately when this condition is met, rather than only after submitting the form.

• Dynamic Updates:

  • As you edit the form, any changes in the calculation fields will trigger an immediate refresh of the action buttons, ensuring they reflect the latest data.

Searching - allow searching by company, role for list fields filtering

We have improved the search functionality for contact fields in lists to provide more comprehensive results based on company and role associations.

1. Company-Based Search:

• When a user searches for a contact field by company, the results will now include rows that match the company or any user within that company.

• Example: Searching for "MC-" will show rows with "MC-" or any users within that company, such as "MC-PA."

• Role-Based Search:

• When a user searches for a contact field by role, the results will include rows that match the role or any user or company associated with that role.

• Example: Searching for "SUB" (where "MC-" has the role of SUB) will show rows with "SUB," "MC-," and "MC-PA."

Address everyone or a company or role on a Form (Modern Forms)

We have introduced new addressing options that allow users to address "everyone on the project/all" or specific companies or roles without needing to enumerate each recipient.

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1. Addressing Options:

   • Users can now address "everyone on the project/all" or select specific companies or roles via a rule or list.

   • Enumeration of individual recipients is not required.

2. Form Creation:

   • When a form is created using these addressing options, only one form will be generated.

3. Addressing Section Display:

   • In the addressing section, the name of the company or role applied by the rule will be shown.

4. Notification:

   • Users are still notified based on their action notification settings when addressed in this manner.

Forms - Hide attachments from Internal Comments

We have implemented new features to control the visibility of attachments added via internal comments, ensuring they are only accessible to the appropriate users.

Attachment Visibility:

Attachments added through internal comments are visible only to the author of the internal comment and users from the author's company.

Thumbnail View:

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A locked icon is displayed on attachments in the thumbnail view to indicate they are internal for the internal comment author/company users.

List View:

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In the list view, a locked icon is shown in the row for attachments that are internal to the internal comment author/company.

Visibility for Users from Other Companies:

Internal Attachments are

• hidden from the thumbnail view for users from other companies.

• hidden from the list view for users from other companies.

• hidden from the attachment list view in registers for users from other companies.

• hidden from thumbnail columns in registers for users from other companies.

Visibility for Users from the Author's Company:

Attachments continue to be visible in all areas for users from the internal comment author's company.

API Support:

These visibility controls are supported via the API.

Handover Reports:

Internal attachments will not be downloaded in handover reports for users who do not have access.

Utilities

Bulk Import Correspondence - User Interface Upgrade

We've upgraded the interface for the Correspondence Import utility to make it easier for you to import data from other sources into RIB CX.

• Wizard Style: The utility now follows our standard wizard format, allowing you to first import your Excel file and then import your attachments to those forms.

• Enhanced Summary Screen: The summary screen has been improved to display data more clearly, making it easier for you to review what you are about to import.

• Error Validation: Issues in the Excel file are highlighted in red, providing clear visual cues for necessary corrections.

• Import Status Column: A new column indicates which rows will be imported and which will be skipped due to missing information or errors.

• Filter Toggle: A new toggle allows you to quickly filter the summary table to show only the rows that will be skipped, so you can easily resolve them in your Excel file.

Push Form Configuration - Additional User Fields Options

We have introduced new options in the Push Form configuration under User Fields, enhancing the flexibility and control over how user fields are managed during the push process.

• Accessing Options:

  • To access these additional options, the User Field setting must be toggled on.

• Radio Button Options:

  • The options are available as radio buttons, allowing only one to be selected at a time.

• Options Available:

  • Push and Add to Existing

  • Push and Overwrite Existing

• Push and Add to Existing:

  • Adds new options from the source to the destination.

  • Does not update existing option codes or descriptions in the destination.

• Push and Overwrite Existing:

  • Updates descriptions and overwrites existing options in the destination with matching codes from the source.

  • Disables options in the destination that are not in the source.

  • Deletes options from the destination that are not in the source.

  • Adds options to the destination that are in the source but not already present in the destination.

  • If a source option is disabled, it updates the description of the destination and disables it (if the option is in use).

  • If a source option is deleted, it updates the description of the destination and deletes it (if the option is not in use; if in use, it disables it).

• Logging:

  • Form Type History: Logs the selected option used during the push for the form type.

  • User Field (UF) History: Logs the selected option used when pushing the User Field.

Dashboards

Dashboard - Edit Graph Name

When editing a graph name, you are now able to give is a custom name

This will be shown in the dashboard as the graph header along with it showing it in the dashboard widget edit screen.

Dashboard Select Field - Show code / description

When configuring dashboard widgets with user fields, we now display both the code and description for each option.

API

Update Form Title via the API

Users with the appropriate permissions can now update a form title through the REST API using the Document/Update endpoint.

Forms Designer

Modern Forms - Automatically add asterix next to required User Field labels

When a User Field (UF) is added to the form designer, and a label is linked to the UF and marked as required, an asterisk (*) will automatically be added at the end of the label to indicate its required status.

Example:

• Zone *

QR Code Form Element

We have added a new QR Code element to the form designer.

• Drag and Drop: Users can drag and drop the QR Code element into the layout, similar to the image element.

• Display Placeholder: Once added, the QR Code element will display as [QR Code Element].

• Empty QR Code: When creating a new form, an empty QR Code element will be shown on the new form screen.

• QR Code Generation: After the form is created, a QR code will be generated based on the form link and updated on the form.

• QR Code Format: The format of the QR code is https://mobile.itwocx.com/?qr=type={QR Code Type}|{Project Id}|{Form Type Id}|{Document Id}.

• QR Code Scanning: When scanned using the RIB CX app, the form will load if the user has access to it.

Contracts Admin

Display Certified to Date Amount Once in Control Sheets for Variations with Multiple Budget Lines Linked

If a variation has multiple BGT lines linked, the control sheet was showing the variation twice and calculating the certified to date amount twice, resulting in an incorrect total. We have corrected this issue to ensure the certified to date amount is calculated accurately, even when a variation is linked to multiple budget lines.

Validation for Variation Line Deletion and Editing

To improve data integrity and user experience, we have implemented new validation rules for variations:

• Prevent Deletion of Claimed Lines: Users can no longer delete a variation line if an amount has been claimed and certified against it.

• Restrict Value Edits: Users cannot edit the value of a variation line to be less than the certified amount.

• Visual Feedback: When the delete button is disabled, hovering over it will show a tooltip displaying the certified amount, providing clear feedback on why the action is restricted.

These changes ensure that variations reflect accurate financial data and prevent inadvertent data modification.

New Linked Forms Section on Budget History Page

We have added a new "Linked Forms" section to the Budget History Page to enhance visibility and accessibility of related forms.

• Linked Forms Display: This section will show any forms linked to the specific budget line via a Budget Link user field

• Form Details: For each linked form, the following details will be displayed:

  • LINK: Clickable reference number link to the form.

  • ACTION: Current action user name(s).

  • DATE: Issued date.

  • TITLE: Form title.

  • STATUS: Status of the form.

• Multiple Budget Lines: If a form is linked to multiple budget lines, it will be displayed on all relevant budget lines.

• Draft Forms: Will not be shown

• PDF Inclusion: This new section will also be included in the Budget History PDF.

• Supported types - All forms with a budget link user field linking to a particular line items, Tender Pacakges.

New Cost To Complete Calculation Column on Budget Form

We have added a new feature to the Budget form to help understand the cost of work remaining by adding the cost to complete column to the budget history

• Cost To Complete Calculation Column: A new column has been added to the Budget form to display the CTC (Cost to Complete) calculation. To add it to the budget form, enable it from budget settings.

This enhancement provides greater flexibility and better financial insights for project cost management.

New Optional Forecast Column for Tender Packages

We have added a new optional column to the Budget form to enhance financial forecasting. This must be enabled in the Budget form settings.

• Forecast Column for Tender Packages: This column allows Tender Packages to appear as a Forecast column and be included within the Forecast Final Cost amount.

• Applicable Packages: This feature only applies to issued tender packages (Open Status) that are not closed (Accepted or Awarded).

• Support: This feature supports both normal and linked budgets.

CA - Excel Import - Consider Status action button workflows

We have implemented an update to improve the handling of CA form types during import:

• Disable Status Selection:

  • When importing forms, if a CA form type has action buttons configured against the draft status, the status selection will be disabled to prevent conflicts.

• UI Update:

  • The form import interface has been updated as per below to block statuses being selected

Tenders

Tenders - Downloading documents from Document tab

We have introduced several enhancements to the Tenders - Document tab to improve document management and download processes.

• Tickboxes for Document Sets: Added tickboxes for each set of documents within a tender package for easy selection.

• Download Button: Added a download button for each document set in a tender package.

• Large Data Set Warning: If downloading all documents, users will be warned about large data sets using the same logic as for bidders.

• Email Notification: When a large download is is ready, users will receive an email notification.