20.11 is our final major platform update of 2020, and the Product Team are excited to announce a long list of improvements and new options for iTWO cx users.
This version is headlined by new custom dashboard options that allow for more detail to be added, as well as expanded QR code support that builds on our previous release for greater workflow efficiency.
These are just a few of the many enhancements featured in our 20.11 release.
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The 20.11 release of iTWO cx will begin automatically rolling out across projects as of November 25, 2020. All new features and functionalities on offer are explored below. |
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For eg
Mon-Fri, means Sat-Sun are weekend
Mon-Sat, means Sun is the only weekend
Sun-Thu, means the weekend is Fri-Sat and so on
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Added a link to
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"Open in iTWOcx" for Preview Emails
Preview emails will now include a button called "Open in iTWO cx"
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Changes to the who-to-whom are now logged and can be viewed via the history button.
Added Project Name to the Multi-
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Project Summary
The Multi-project summary table now shows the project name to help you identify projects more easily
Project Admins
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can now edit reference numbers
When ticking "Company Admins" Project Admins and Company Correspondence Admins can now change the reference number.
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Bulk Update Status (Cross-Project) via a Saved Search
The status of forms can now be updated across projects via the saved search bulk status update utility.
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- Select Contact userfield in the post Actions area
- Pick the contact user field you wish to use.
Status Action Buttons - Allow for "between" values
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for Contracts Admin criteria
Staying with action buttons, we have also added support for configuring "in-between" values for Contracts Admin forms.
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This is supported for all CA fields
Related user field -
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Additional criteria for Associating forms
- The related user field now gives you access to additional criteria when searching for forms to associate with the row.
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Here is a sample of that report
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Added Applicability property for user groups
User Groups now have an Applicability property. This can be used to configure which users on the project are able to address a particular group or use it in security settings contexts.
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- Addressing
- On the contact picker (old and the auto-fill)
Publication Space
"Created by" field for Placeholders
Updated API
The API has been updated for the 20.11 release. Please go here for further details
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Publication Space
"Created by" field for Placeholders
When a placeholder is created, a new field has been added to display who created it
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All companies option in contact picker
When creating Auto Field Matching patters, you can now apply it to All companies now with the new All companies option
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Then tick the disable notification tickbox for 1 or more users as required
Configure Author rights for Distributing documents
In this release, we have introduced a new configuration setting that allows you to control which users can Distribute Documents.
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When a user/group/company are configured only those users will be able to distribute documents. The distribute button will be hidden for these users.
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Hid buttons from DTX and TX when the project is in Set Up Phase
When a project is still in the setup phase, the Associate, Split and Respond will now be hidden
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Reports under the Reports section will also include retired folders.
Markup tools -
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Stamps
You can now add a custom Stamp to a document via a Stamp.
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- Once you are on the markup toolbar
- Click on the Stamp icon in the toolbar
- Then pick the stamp you wish to add to the document and click and drag your mouse to add it in the desired size.
- Then click Save
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Searching on Version sets
With this release, you will be able to search on version sets.
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To search inside a version set, open the required version set and add your criteria
Pin to Plan -
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Associate existing forms
You will now be able to add a pin to plan and link existing forms to that pin. This can be done one at a time or in bulk.
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You can now generate a link to a specific page of a document by opening the document and click on the link icon.
With this addition you can generate links to
- The document
- The revision of a document
- A page on a document
Tickbox on Upload page
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to "Show validated files"
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A new tickbox has been added to show or hide validated files. Validated files are files where all required fields have been fill in.
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To Retire a Tender Database you must be configured as a Tender Admin for that Database. |
Changes to Configuring Access for Managing a Tender Database
If you are configured as a Project Level Tender Admin you will be able to access the new Manage Database screen shown above.
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Now, when issuing addenda, you will be able to remove and/or supersede attachments on a package.
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| Please note only attachments can be superseded. Publication Space documents picked for a package cannot be superseded when issuing an addenda. To supersede a document in the Publication Space, you must upload a new revision to the Publication Space. |
Removing a document or an attachment on a package;
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| These files need to contain the same file name and extension in order to supersede the existing attachment |
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Please note only attachments can be superseded. Publication Space documents picked for a package cannot be superseded when issuing an addenda. To supersede a document in the Publication Space, you must upload a new revision to the Publication Space. |
- The addenda page will show you which attachments have been superseded.
- From here you can issue the addenda
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A red X icon will be shown against all documents that were superseded or removed.
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Quality
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Added history for forms created via in-line split from a Document list user
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field
When you split from a document list user field, the form history will now record which row in the table you split from
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