Core
Allow Project Admins to save / edit statistics report
From this release Project Admins will be able to save and edit statistics reports. This will enable you admins to customise the reports to the needs of their projects and provide the required information to the users on the project.
Saving the Statistics Report
- To to save the Statistics Report, you will need to load a form list first.
- From here click on the Statistics button on the toolbar to load up the Statistics report
- Click on the cog icon then click on save.
- Save the report to the desired location.
Edit the layout
To edit the layout, you can drag and drop different charts to the position you desire
There are also various other options in the menu to help you customise the report
Automatically select projects for admins when retiring users
When retiring a user and selecting the "Retire from all project where the I am an Admin" option, the system will now automatically select all the projects the user is an admin as default so no selection needs to be done for the "Select Project(s)" field.
Configurable weekends for projects
We've introduced a new configuration option at a project level where you can customise and define which days are the working days within a week.
This option can be located under Configure > Project details
You can to define the work start and end date by picking a week start day and and week end day
The days outside of this will be considered the weekend
These weekend days are what will be considered in the due date configuration for weekend.
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
Include a link to open in iTWOcx for Preview Emails
Preview emails will now include a button called "Open in iTWO cx"
When clicked (if the user is not logged in) it will ask you to provide your login details and once you have logged in, the form will be shown on the right-hand side.
If the user is logged in the form will be displayed on the right-hand frame directly
Log history for Action Buttons
Changes to Action buttons are now logged and can be viewed via the history button on the action button.
Log history for Correspondence Workflows
Changes to Correspondence workflows are now logged and can be viewed via the history button
Log history for groups
Changes to User Groups are now logged and can be viewed via the history button.
Log history for Module Admins
Changes to Module Administrators are now logged and can be viewed via the history button.
Log history for Module Matrix
Changes to the Module Matrix are now logged and can be viewed via the history button.
Log history for Rules, List, WF
Changes to the distribution rules, lists and workflows (adding, deleting, editing) are now logged and can be viewed via the history button.
Changes made to individual rules, lists, and workflows can be viewed by clicking on the history button for each of those items.
Log Who-to-whom matrix changes
Changes to the who-to-whom are now logged and can be viewed via the history button.
Multi-project summary to show project name
The Multi-project summary table now shows the project name to help you identify projects more easily
Project Admins, right to edit reference numbers
When ticking "Company Admins" Project Admins and Company Correspondence Admins can now change the reference number.
Saved Search - Bulk Update Status (Cross-Project)
The status of forms can now be updated across projects via the saved search bulk status update utility.
To do so, create a saved search with results from multiple projects
Then pick the documents you wish to update and pick the status you wish to change it to
Status Action Buttons - change addressing without mapping fields
You can now configure status action buttons to directly change addressing without requiring a mapping field
To enable this we've added two new options:
- Custom - When picked you can configure a group, a user, multiple users
- Contact User Field - With this option you can chang the addressing based on a Contact Userfield on the form
Configuring Custom
- Select Custom in the post Actions area
- Pick the users
Configuring User Field
- Select Contact userfield in the post Actions area
- Pick the contact user field you wish to use.
Status Action Buttons - Allow for "between" values on Contracts Admin criteria
Staying with action buttons , we have also added support for configuring "in between" values for Contracts Admin forms.
In between values allow you to configure for example
An amount between two values eg: 25,000 < Amount < 50,000
This has been implemented by enabling the user select the same criteria twice when configuring the pre conditions
This is supported for all CA fields
Add applicability property for user groups
Related user field - provide more criteria than keyword
- The related user field now give you the access to additional criteria when searching for forms to associate to the the row.
- To access additional criteria;
- Click on the Menu icon
- This will open the Associate search window. Giving you access to the full set of criteria for searching.
- Once you perform your search. Add the results you require, and click done.
Report on Distribution Rules, Lists & Groups
Saved Search: No. of Days Delay counts weekend days so make this optional
Selecting Multiple options in Cascading field
Publication Space
"Created by" field for Placeholders
When a placeholder is created, a new field has been added to display who created it
Add - All companies option
When creating Auto Field Matching patters, you can now apply it to All companies now with the new All companies option
Disable notifications during distribution
Disable all notification when distributing documents by clicking on the new disable button.
You can disable notifications for a single user or all users
Click on the notification settings button
Then tick the disable notification tickbox for 1 or more users as required
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.
The setting can be found under Publication Space > Settings > Transmittals
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.
Hide buttons from DTX and TX when project is in Set Up Phase
When a project is still in the setup phase, the Associate, Split and Respond will not be hidden
History for Retired Folders
When a folder is retired a history entry will not be added in the PS settings > History page
Reports under the Reports section will also include retired folders.
Markup tools - Add a stamp
You can now add a custom Stamp to a document via a Stamp.
The configuration can be found under Publication Space > Settings > Transmittals
Creating a Stamp
To add a new stamp click on Add stamp
- Give it a name
- Configure who has access to the Stamp
- And pick a color.
- Then click Save.
- You can view a preview of what your Stamp will look like, by hovering over the preview button
Adding a Stamp to the document
You can add a stamp to a document by going opening a document from the Publication Space or by marking it up during a workflow.
- 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
Option to search on Version set
Pin to Plan - associate existing forms
Printing PS Workflow Config
QR Code - Publication Space (Online)
Restrict max distribution amount to 2000 docs.
Show the Workflow Progress on WTX view mode
Stop ability to delete workflows in use
Support adding restricted users to Permissions in PS
Support generating a document link to a specific page on a document
Tickbox in Upload grid for "Show validated files" On/Off
TX/ DTX Show / hide option when info has a lot of users
CLONE - Support generating a document link to a specific page on a document
GPS Map View in Web
Hide 'New' button on DTX/TX register
Hide folders from users
Recipients Layout on distribution page
Stamps - Feedback
Defects
Dashboard - expand field
Dashboard - Supporting adding more user fields to List