Core Platform

Document Triggers

What are document triggers?

Form Triggers are on automation tool that connects your forms together. You can connect two or more forms to automate repetitive tasks with just a few clicks.

How do triggers work?

Triggers work in an If-this-then-that model. They are configured in two parts.

First the trigger event - where you can configure which action or event within the iTWOcx system will activate the trigger.

This can be configured by selecting a form type and choosing the trigger event. Currently, iTWOcx supports 3 types of trigger actions

• On form creation
• When a form is responded to
• When a form is created or responded to

Then you configure the statuses that are relevant to the trigger event

For eg we can create a trigger where we say "when a Form is created in Open status " do x,y,z action

Secondly, we must configure what action takes place when the trigger event occurs

Here we can configure from options where can

• Update the current form
• Update the most recently issued linked form of a certain type
• Update form linked to a tender package

You can then choose the form type that will be used for the action. After that, you can configure which user fields are to be updated

You can then update those fields with either the

• Project Date time (Date User Fields)
• Current Logged in user (Contact User Fields)
• Copy the user field value from the form that triggers the event (for this the user field must exist on both forms and the code, description and the options must match)

Click Add Another to add more user fields to update

Or Click on the X to remove a user field

Contracts Admin

Manual Retention Adjustments

An additional field has been added to a Claim form to manually assess retention values.

This field is only editable while the claim is an Open status and can be added to the Claim form type by the contract admin. The setting is shown in Configure > Form Types

This positive / negative amount adjusts the automatically calculated retention amount. The manual retention amount carries forward to future claims. (under Previously Certified)

When assessing a claim, if previously certified manual retention is not equal to 0, the user will be shown a prompt to adjust the amount as required