The first iTWO cx release for 2022 introduces further enhancements for our platform, headlined by newly refined dashboards for users to get excited about. These new dashboards have been informed by client feedback, making it easier than ever for users to display data the way they want.
...
In this release, we are introducing a new type of user field that will allow you to perform simple calculations based on the user fields on a list control. We are calling it the calculation user field. We believe it will help you supercharge your forms.
| Info |
|---|
Supported user fields are
The calculation user field only supports user fields added to a list control |
...
Go to the calculations tab.
On this tab select the list control that you wish to run your calculations on.
| Info |
|---|
Remember that a form can have more than one list control and you will need to pick the relevant list control to access the user fields assigned to that list control to use them in calculations. |
Pick the field you wish to run calculations on
Select the criteria applicable to the user field type you have selected
Select the display style you wish to show the result of this calculation.
| Info |
|---|
The display as options will change based on the user field you've selected for your calculations along with the criteria you are applying for the calculation. |
Supported Calculations for Different User Fields
...
- the user fields supported
- the applicable criteria for each user field type
- the applicable Display as types for each criterion
Number / Currency User Fields
| Criteria | Description | Display as |
|---|---|---|
| Any | Checks all rows with any value (including empty) | Count, Sum, Average |
| Not Empty | Checks for rows that are not empty in the list | Count, Percentage, Average, Sum |
| Empty | Checks for empty rows in the list | Count, Percentage |
| Equals | Checks all rows for a value equal to what is configured | Count, Percentage, Average, Sum |
| Not Equals | Checks all rows for a value that is not equal to what is configured | Count, Percentage, Average, Sum |
| Greater than | Checks all rows for a value greater than what is configured | Count, Percentage, Average, Sum |
| Greater than or Equal to | Checks all rows for a value greater than or equal to what is configured | Count, Percentage, Average, Sum |
| Less than | Checks all rows for a value less than what is configured | Count, Percentage, Average, Sum |
| Less than or equal to | Checks all rows for a value less than or equal to what is configured | Count, Percentage, Average, Sum |
...
| Tip |
|---|
To view more options you can use your mouse scroll wheel to zoom in and out of the data. You can also use your mouse to click and drag the chart left or right to see more data. |
Chart type
Bar Chart or Line Chart
You can also display various charts as either a bar chart or a line chart.
...
With this configuration when the form is being created the trigger will populate the action user of the form using the value in the contact user field.
...
Publication Space
Make title required for Automatic Distributions
...
With this release, you will be able to rename a user field directly from the Publication Space fields setting page.
...
Tenders
Duplicate a package
For users who can Create new Packages, you can now duplicate issued and draft packages.
...
We've added a link on the documents tab for each added so you can easily review the reason why a particular addendum was sent out.
...
Contracts Administration Improvements
Salaries & Wages - Insert Row
Added a new button next to Add Row called Insert Row
...
- Original Budget (Number) (Manual Entry only)
- Approved Variations (Number) (Manual Entry only)
- Approved Budget (Calc) (Original Budget + Approved Variations)
- Gain / Loss: Approved Budget - Final Forecast Cost (Calculation)
- Append Delta to Worst, Target and Best labels.
- Update Excel export based on new rows / columns and config settings.
Manually
...
Manage Variation Rates and Scope of Work Items
Auditability Improvements
...