Page Comparison

Responding to forms in RIB CX allows you to:

• Add comments.

• Change the status (where permissions allow).

• Change the action person (where permissions allow).

• Add another

  addressee

  collaborator to the form.

When you respond on a form in RIB CX:

• It is a reply all.

• A new document is not created.

• Your response will be added below the original text. Responses work from the bottom up so the most recent response will be closest to the original text.

• Notifications are sent to all people addressed on the form to alert them of a response.

• You cannot delete people off the

  Address

  Collaborators List but you can add others by typing in the Action or Info section.

• You may be able to add people that the original author could not.

Open Response Window in New Tab / Window 

The user interface for responses to modern forms will now show shows a pop-up window with the ability to open it in a new window/tab. This will maintain consistency between classic and modern form UI to enable a better user experience as users transition their projects to modern forms.Image Removed

Image Added

Click on the Open in a new window/tab icon to open the form in a new tab.

Image Modified

Submit a Response within RIB CX 

1. On the document you wish to respond to, click Respond on the bottom left of the window.

Image Modified

2.

2. Change the addressing to the relevant Action person by either dragging and dropping the user id of existing recipients or by adding additional users by typing their name in the Action field.

Image RemovedImage Added

Note
Where configuration allows you may be able to address more than one recipient.

3.

3. Repeat the step above to add any additional recipients for Info.

4.

3. Change the status if required or permitted to do so.

• Draft - Only visible to the person who created the form.

• Open - Used for the active part of a workflow. Any form in an open status is tracked by the system and will appear in the Hotlist of the action person.

• Closed - Used for the Workflow end. When a form moved to closed status it will be removed from the action person's Hotlist.

• Cancelled - Used to remove a Draft Form.

• Initiated - Optional interim status that a Form sits in between being issued and opened by the action person. Good for starting the workflow as soon as the form is viewed.

Note
Statuses can determine whether a document is tracked on your Hotlist or can be used to identify a step in a workflow.

5.

5. In the Comments field, type your response.

Image RemovedImage Added
6.

6. Once done, click Submit.

Quick Respond within RIB CX

1.

1. When

the

1. previewing a form, it appears in the right-hand

pane of RIB CX, click in the comment field

1. side pane.

2. Click in the Comments section and type your response.

Image Removed Image Added
2.

3. Change the status if require or permitted to do so.

3.

3. Change the Action

person to address the form to the relevant user.4.

3. user if permitted to do so.

4. Add a user to the form.

5. Upload attachments if required. 

5.

3. When complete click Submit.

Insert Attachments or Copy/Paste images into Comments (Modern Forms only)

Modern forms allows allow you to add images and attachments with within comments in 3 ways:

When adding a comment you can

Drag and Drop or Copy and Paste

1. Click into the comments field and drag and drop

(

1. or copy and paste

) to include image

1. your image(s) (jpg, png, bmp)

to the comments area. This is particularly useful if you want to show the image in comments (e.g. perhaps an instructional image that goes with the written comment) Image Removed
3. You can click attachment pin icon to attach a file from your folderImage Removed
4. Insert Attachment button inserts a previously attached document into the comments
Image Removed

1. or attachment(s).

2. Click Submit.

Image Added

Attachment Icon

1. Click on attachment pin icon.

2. Either Drag and Drop or Select Files (this will take you to your computer folder structure).

Image AddedImage Added

Insert Attachment Drop Down

1. Click on the Insert Attachment drop down button.

2. Select from the previously attached images or documents to attach into your current comment.

Image Added

Hide Attachments from Associated Forms by default

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

If you want attachments to be shown, there is an option that says "Show Attachments from Associated Forms" below the attachments section. When ticked only attachments from the associated forms are displayed.Image Removed

Image Added

Reply to an Email to Add a Comment

Note
This is only available when you have your notifications set to preview email. Refer here for how to set this up.

You can also add a comment to an RIB CX form by replying directly to an email notification. 1. On

1. Click on reply from your email application

click on Reply to the RIB CX notification

1. . 

Info
This example is from Outlook. The interface on your email application may be different.

Image RemovedImage Added
2.

2. Add your comment above the email content and click send. This text will be added to form as a response.

Image Removed

3. Click Send.

Reply Image AddedImage Added

Respond to an Email Using the Respond Button

1.

1. You can add a response to the RIB CX form you have received by clicking on the Respond button on the email.

Image RemovedImage Added
2.

2. This will

show you

2. open up the form

information and allow you to fill out the form fields as required.

Image Removed

3. Once you have filled in the necessary data, click on submit.

 

2. in your browser.

3. You can click in the comments section and type your response or if you have user fields on the form to complete you can fill those in too and then click on submit.

Image Added

Respond to an Email Using the Open in RIB CX Button

1. Click on Open in RIB CX.

2. RIB CX will open in your browser.

3. Log in.

4. Go to the form.

Image Added