Core
Timeline view for forms
With this release, we are introducing a new way to view forms within iTWO cx. Teams can use the timeline view to plot their tasks chronologically — giving you a single place to see scope and deadlines while having the ability to make changes when things come up along the way.
The timeline view is a view to visualise the same information of your forms as a timeline.
Get started with the timeline view
When you are on a form register click on the Views button in the toolbar. Then select the Timeline option
This will swap your list of forms to the timeline view and use the Issued Date and Due Date of each of the forms to display it over a timeline.
You can view the timeline by Date, Week, Month or Year
Saving a Timeline view
You can save a timeline as a report you can you access any time from the menu. To save the timeline as a menu item click on the Save button
Provide a name for the timeline view, and set who can view and edit the timeline and select a folder for where you wish to see it in the menu. Then click save
Creating a new timeline
You can also create a new timeline from the configure area and customise the view through the config page.
In configure click on Schedules
This will show you a list of all available schedules on the project.
From here click on Add new schedule
Different schedule types
Single form
With a single form schedule, you can pick a single form type, and display these forms in a timeline using date fields on the form.
You can also customise the columns that appear in the timeline view by adding columns from the column picker config area.
Multiple forms (Task form)
With a multiple forms set-up, you can display a single associated form type that belongs to a parent form.
As an example, we can display all the Audit forms associated with all Lots in a timeline view.
Create a Single Form Mode timeline
- Select the form type you wish to see in a timeline
- Then select the criteria for the forms you wish to display.
- Pick the columns you wish to see in the timeline
- Select whether you would like to group your forms by a particular a field (fields with options are supported)
- Configure the order by which you want to see these forms
- Configure the start and end date fields
- Click Save
Create a Multiple Form Mode timeline
- Select multiple form type
- Pick the parent form type
- Configure the forms you wish to display
- Pick the columns you wish to display
- Pick the group by field from the parent form and sorting
- In the timeline, config pick the task form you wish to display
- Pick the criteria for the task forms you wish to display
- Pick the start and end dates
Review documents on multiple workflows at the same time
With this release, you will be able to review documents on multiple workflows at the same time. This is done through a new type of workflow we have introduced as part of this release.
Now, workflows can be configured as either Locked workflows or Not locked workflows.
- Locked workflows will lock the documents on these workflows from being superseded and also prevent you from adding them to another workflow.
- Not locked workflows will not lock the documents on these workflows. You still still not be able to supersede these documents but you may add them to another workflow of the type Not locked.
An overview of how the Do not lock documents workflows will work
- Documents can be added to 1 or more workflows of this type.
- You cannot add documents in this type to a locked workflow or vice versa
- Document revision status will not be changed at the end of the workflows.
Eg
- Doc is uploaded in For review status
- Will be shown as For Review in the uploaded rev status while on the workflow.
- Once the workflow or workflows end ends the revision status will remain For review
- All workflow verdicts will be recorded and displayed in the summary as we do now.
- When the workflow ends, documents that were set to Approved will be automatically distributed based on the Document Approval/Rejection setting
Migrating Workflow verdicts to a new settings page
- Previously the workflow verdicts were linked with a revision status and were configured on the Revision Status page.
- With this release, we are migrating the workflow verdicts to a new page called Workflow verdicts.
- This means that Workflow Verdicts can now be configured independently of the Revision Status.
- This will give users further flexibility when configuring workflows.
- You can create new workflow verdicts, add security to the verdicts and link them with Revision statuses for things such as automatic distribution.
Document Revision Status when workflow ends setting
There's also a new setting added to workflows where you can configure how the status of the revision of a document will be changed when a workflow is completed.
The options are
- Based on workflow results - this means the revision status of a document will be updated based on the verdicts selected in the workflow. This will work together with the Document Approval/ Rejected decided by setting.
- Not based on workflow result - this means that the revision status of a document will not be updated at the end of the workflow based on the workflow result
Interface update to Notifications and the Hotlist
The Hotlist and the Notifications list interface has gotten a fresh update.
The notification list is updated to show information more clearly and we have also swapped the structure of the notifications to a grid in the background.
View unread notifications
There is a new option to quickly filter unread notifications in the notification list
New Calendar Interface
The Calendar has also been given an interface refresh.
You now have the option to view the Calendar in Day, Week, Month configurations.
You can also filter the Calendar by form type and status.
Publication Space
Search revisions across revision history
Now you can search for a specific revision within the revision history by searching by its revision code.
To do this type the revision code, tick show all revisions.
