Unified Search Experience
What is the new Unified Search Experience?
Searching in RIB CX is getting a major overhaul! Say hello to a more efficient, intuitive, and powerful search experience. While we've maintained the core functionality of your searches, we've significantly improved the interface, performance, and added exciting new features. We have also ensured the new search experience is unified or consistent between searching globally as well as within the Publication Space. Ensuring you have a consistent user experience across the board.
New User Interface: Redesigned to be more intuitive and easy to access.
Quick Keyword Search: Access keyword searches quickly and effortlessly.
Consistent Search Interface: Enjoy a consistent search experience across all modules.
Pin/Unpin Criteria: Customise your search with the ability to pin and unpin criteria.
Enhanced Search Operators: Utilise new and consistent search operators for more precise results.
These enhancements are based on extensive user feedback and are designed to make searching in RIB CX seamless and user-friendly.
What have we changed?
Read on to learn more about the new search experience in RIB CX, its features, and how it differs from the old experience. We've also included information to help make your transition to the new interface smoother and more efficient.
Always available Keyword Search
We have introduced a new search input box in the main header of RIB CX to enhance the search experience.
Search Functionality:
Users can type in a keyword and press Enter or click the search button.
Upon clicking or pressing Enter, the search will run, load the results, and navigate to the advanced criteria page.
Users can also click "Show All Criteria" to go directly to the advanced filters page
The Advanced Criteria page
You can begin a search without typing in a keyword by clicking on the All Criteria button
This will take you to the Advanced Criteria page
The Advanced Criteria page allows you to run a search by adding criteria
Add more criteria to your search faster
To begin a search you can pick a Form Type or Status.
You can then add User Field criteria by clicking on + More Criteria and searching for the field you need. From here you can pick the options you require and click search.
As menttioned above, you can access all the available Criteria by clicking on the + More Criteria option
The dropdown displays the Selected Fields, Standard Fields and User Fields.
You can add any of these fields to your criteria by ticking the check box next to them and clicking done. You can select one or more fields at a time
You can also search for the fields using the search box at the top of the dropdown list
Filter Field Options more intuitively
You can filter fields with options as by typing into the input box to find the option you want, or by simply selecting the options you need.
New Search Operators
We have introduced a number of new search operators to help you find exactly what you need.
For User Fields with options we have added (Select, Radio, Checkbox)
For numeric fields we have added (Currency, Number)
equals
not equals
greater than
greater than or equals
less than
less than or equal
between
Date Fields
between
on
before
after
during
last
Contact Fields
contains
logged in user
logged in user company
For a list of what operators are supported for which field please visit this link.
Expanded Document Fields in Global Search for Transmittals.
We have expanded on the available Document Fields when performing a Distribution, or Transmittal search. Now you can find the Distributions you are looking for by searching all your Document Criteria.
The list of supported fields now include
Changes to Keyword Searching Operators
We have also updated how keyword searching behaves with this release. Previously when you typed in multiple keywords it would perform an OR search. Meaning that results were based on finding a match for either of the keywords you typed in.
This has been changed to find results where BOTH keywords typed in need to match for a result to be returned
Details of all the changes to keyword searching can be found here
Pin and Unpin fields for easy access
Criteria that you often use can now be pinned against a Form Type. As an example if you are always searching on the Trade field for a Defect, you can pin the Trade field to the criteria for Defects, so that you do not need to add to your criteria the next time you select a Defect.
You can pin a field by hovering over the field and clicking on the Pin icon
Or you can click on the Pin icon when you add the field from the More criteria drop down
To unpin, you can click on the icon on the More criteria drop down
Or you can hover over your pinned field and unpin it.
Customising the look and feel
The new interface comes out of the box with 3 different layout options for the search criteria page. Allowing you to use RIB CX in the most efficient manner for your workflow and set up.
This UI toggle allows you to swap the layout of the criteria fields to a format that suits you best.
The 3 options are
Auto width - takes up the least amount of screen real estate by auto sizing the fields to match your input
Column view - fields are laid out in a 3 column structure
List view - field are laid out 1 per row.
Reset your Criteria
To clear or reset your criteria click on the Reset Crteria button
Picking Columns from a List table is more intuitive now
When trying to add columns from a list to your search you can do so by picking from the Table view selection drop down
Display Transmittals as Documents or Distributions
Select how you’d like to view your Transmittals - as either documents within the DTX’s or as a register of DTX’s.
Searching in the Publication Space
One of the key components of the new search overhaul is the consistent interface between Global search and Publication Space search.
This offers a seamless experience across the product. All the tools and enhancements discussed above will also apply to searching within the Publication Space.
As Admins, you have the ability to configure the default pinned criteria for each form type as well as the Publication Space.
Form Types:
Navigate to the Form Type config page and click on "Configure Default Pinned Criteria."
Add the fields you prefer to have as default criteria for each user when they select that form type.
Optionally, override any pinned criteria users have configured by setting the default for all users.
Publication Space:
Go to Publication Space Settings and Views.
Configure the default pinned criteria in the same way.
These fields will be pinned as criteria for all users.
Publication Space
Publication Space
Report - Documents Requiring Distribution (Company/User)
With this release, we are introducing two new reports to the Publication Space. These reports will make it easy to identify documents that need to be distributed, either by company/user or by document.
Grouped By Company
The "By Company" report allows you to search for documents that need to be distributed to different companies based on what was previously distributed to their users.
This report groups results by company and shows how many new revisions of documents need to be distributed to each company's members.
Summary View
The summary view groups results by individual companies and shows how many new revisions of documents need to be distributed to each company's members.
Detailed View
Results are grouped by company and show individual users within each company, along with which revisions they have received.
Orange: User has received a previous revision but not the latest.
Green: User has received the latest revision.
Empty: User has never received the document.
Grouped By User
Results are grouped by individual users, allowing you to see the distribution status for each user.
Distribute from the report
Once you've selected the documents you wish to distribute, click "Distribute" to load the auto-distribution screen.
Save the Report
You can also save the report for future use, allowing you to run it as a pre-filled search whenever needed.
Requires Distribution by Document
For each document, this report lists pending distributions where at least one user has received a previous revision but not the latest one.
Workflows - Adjust reviewers at the time of applying workflow.
From the August release, you will be able to edit workflow steps when applying a workflow, enhancing flexibility and control over workflow configurations. This feature provides greater flexibility in managing workflows, allowing users to tailor workflow steps to meet specific needs at the time of application.
Editable Workflow Steps:
When applying a workflow template to documents, users can now click setting icon in the step to edit the workflow steps
The step details will be displayed, allowing users to make changes.
Editable Fields:
Update Reviewers:
Users can change the reviewers and and duration click "Update" to apply the changes.
When the workflow is applied, the updated reviewers will be addressed instead of the configured users from the template.
Workflows - Enumerate User Groups as Individual Steps
We have added a new setting to the workflow step configuration called "Enumerate User Groups as Individual Steps," providing enhanced flexibility in workflow management.
Setting Addition:
Enumeration Logic:
Workflow Report - Export Collapsed view
When exporting the Workflow report you now have the option export the summary view (collapsed view) or the detailed view (expanded view)
Workflows - Skip Parallel Step for One User
When skipping a parallel step in a workflow, RIB CX now allows you to skip the step for just one user within that parallel step.
Workflow - New Download options while WTX is in progress
With this release, any user in the workflow (current reviewers and info users) can download the original file, all markups, or the latest file while the workflow is in progress.
Document - History Tab user interface update
We've updated the history tab of a document to a table view, making the information easier to review.
Additionally, we've added a dropdown list for revisions, allowing you to switch revisions and see which users have access to each one.
Workflows - Modified date for a document is updated when markups are added
The modified date is now updated when a markup revision is uploaded.
Workflows - Delegate a Step to Multiple Users
We have updated the Delegate screen to enhance usability and functionality, incorporating the following features:
Distribution Transmittals - Record redistributions on the DTX history
When a user accesses a Distribution Transmittals (DTX) and clicks "Distribute," the new DTX will be associated with the original DTX and displayed in the "Linked" section.
A new history record will be added, showing the user name and include a comment such as “Distributed x of y documents on DTX#XXXX.”
The DTX will also be a clickable link in the comments.
Update Import Utility Changes - Notes Field / Rev Column
We have introduced several new features and improvements to the Excel import functionality for updating documents, providing greater flexibility and accuracy in data management.
Revision Column (Rev):
Notes Field:
Added a "Notes" field to the PS Excel import file template to update documents.
Users can enter document numbers along with revisions and import data so that specific notes can be imported against a specific revision.
Notes Import:
Revision Matching:
Handling Blank Revisions:
If the "Rev" column is left blank, the system will treat it as updating the latest revision the user can access.
Example: If Revision C is the latest and "Rev" is blank, it will update Revision C.
User Field Updates:
For user fields specific to a revision, the system will update the specific revisions.
For non-revision-specific user fields, only the latest revision will be updated.
Duplicate Revision Handling:
History Tracking:
Forms
We have introduced new capabilities for document triggers based on user field changes, specifically making document list user fields available for selection. These enhancements provide more granular control over document triggers and user field updates, improving automation and user experience.
User Field Selection: Document list user fields can now be selected in trigger criteria.
Status Category Lookup: When using a document list user field in the criteria, the system will look up the status category of the forms in the document list user field.
Configurable Status Category: Users can configure criteria such as "Doclist User Field Status Category = Closed."
Trigger Logic: When responding to a form with such a trigger, the system checks the forms in the document list user field. If they match the configured criteria (e.g., all forms are in a status category of closed), the trigger runs and updates any post actions.
Forms - Preview action button post actions
We have introduced a new hover feature for modern forms that displays post actions for an action button when the user hovers over the action button
Feature Details:
We have added new options to the user field screen for better control over mandatory fields in form types.
Common and Required User Fields:
When a user field is set to "Common" and the "Required" option is enabled, two new options are displayed:
Default Setting:
Specific Form Types Configuration:
If the user selects "Specific Form Types," a new button for "Configure Form Types" will appear.
Clicking this button opens the "Manage Common Fields" window with a dropdown set to "Mandatory Form Types."
Set Required on Specific Form types
User Field Display (For Specific Form types)
If the field is set to "Required" and is required for the current form type, the form type toggle will be turned on.
If the field is set to "Required" but not required for the current form type, the form type toggle will be turned off.
Automatic Updates:
Manage Common Fields Access:
Users can access "Manage Common Fields" and configure mandatory form types via the dropdown.
Clicking "Update" shows a confirmation message (e.g., "23 Forms will be updated with the new settings").
Users can confirm or cancel the update.
Form Type Handling:
When pushing or importing a form type, these settings will be copied.
When creating a new project, these settings will also be copied.
Status Report - Allow rearranging of columns view in status report
You can now customise the Status Report by rearranging the columns to better suit your reporting needs.
Simply click into the column picker and drag and drop to rearrange the columns in the report.
Date First Opened renamed to Date First Viewed
To avoid confusion, we have renamed the "Date First Opened" column to "Date First Viewed" to more accurately reflect the date being recorded.
Renamed Attention to Action
Columns that referenced Attention has been updated to Action for consistency across the platform
Handover Report - Turn off Audit trail from exported PDFs
On the handover report configuration page, we have added a new tickbox called "Download without Audit Trail."
Default Setting: The tickbox is unticked by default.
Functionality: If the user ticks this box, the generated PDFs will not show the changers' and viewers' details.
Audit Trail: If the box is left unticked, the PDFs will still download with the audit trail included.
DocList User Field Search - Search by Reference or Keyword
We have updated the Doc List User Field - Link Existing tab for both classic and modern forms to support keyword and reference searching
Dropdown Search: Added a dropdown to search by reference or keyword.
Reference Search: Reference search functions the same as a normal reference search by finding the form based on the reference number you end. This is is the fasted way to get results.
Wildcard Searches: Supports wildcard searches (e.g., DEF*).
Search Initiation: Supports pressing Enter to start the search.
Keyword Search Results: When performing keyword searches, results are sorted by modified date.
User Fields - History logs added when a user field is created
We have introduced a history log feature for user field creation, ensuring comprehensive tracking and transparency.
History Log Creation: A log is added whenever a user field is created.
Applicable Sources: This applies to user fields created from the user field page, form designer, modern and classic forms, and form push/import.
Recorded Details: The log records all settings and their saved values, the type of the user field at creation, and who created it and when.
When responding to a form that has associated forms with attachments, unselected attachments are not shown by default.
Default Attachment Display: When responding to a form that has associated forms with attachments, unselected attachments are not shown by default.
Show Attachments Option: Added a tickbox labeled "Show Attachments from Associated Forms" below the attachments section. When ticked, only attachments from the associated forms are displayed.
Contact Picker Enhancement: When a user pastes a comma-separated list of user IDs into the new contact picker, it will automatically find and display the corresponding contacts.
ID Recognition: The contact picker checks for user IDs (e.g., rib-am), company IDs (e.g., rib-*), group names (e.g., groupname), and roles.
Calculation User Field - More than One Criteria
We have updated the User Field Calculation tab to support more complex configurations and criteria, providing greater flexibility and precision in calculations.
Multiple Criteria Support:
Aggregate Calculations Only:
UI Adjustments:
Calculation Display Options:
We have introduced a new feature to enhance the responsiveness of action buttons when calculation fields are used in pre-conditions.
Searching - allow searching by company, role for list fields filtering
We have improved the search functionality for contact fields in lists to provide more comprehensive results based on company and role associations.
Company-Based Search:
When a user searches for a contact field by company, the results will now include rows that match the company or any user within that company.
Example: Searching for "MC-" will show rows with "MC-" or any users within that company, such as "MC-PA."
When a user searches for a contact field by role, the results will include rows that match the role or any user or company associated with that role.
Example: Searching for "SUB" (where "MC-" has the role of SUB) will show rows with "SUB," "MC-," and "MC-PA."
Utilities
Utilities
Bulk Import Correspondence - User Interface Upgrade
We've upgraded the interface for the Correspondence Import utility to make it easier for you to import data from other sources into RIB CX.
We have introduced new options in the Push Form configuration under User Fields, enhancing the flexibility and control over how user fields are managed during the push process.
Dashboards
Dashboards
Dashboard - Edit Graph Name
When editing a graph name, you are now able to give is a custom name
This will be shown in the dashboard as the graph header along with it showing it in the dashboard widget edit screen.
Dashboard Select Field - Show code / description
When configuring dashboard widgets with user fields, we now display both the code and description for each option.
API Changes
API
Users with the appropriate permissions can now update a form title through the REST API using the Document/Update endpoint.
Forms Designer
When a User Field (UF) is added to the form designer, and a label is linked to the UF and marked as required, an asterisk (*) will automatically be added at the end of the label to indicate its required status.
Example:
We have added a new QR Code element to the form designer.
Drag and Drop: Users can drag and drop the QR Code element into the layout, similar to the image element.
Display Placeholder: Once added, the QR Code element will display as [QR Code Element].
Empty QR Code: When creating a new form, an empty QR Code element will be shown on the new form screen.
QR Code Generation: After the form is created, a QR code will be generated based on the form link and updated on the form.
QR Code Format: The format of the QR code is https://mobile.itwocx.com/?qr=type={QR Code Type}|{Project Id}|{Form Type Id}|{Document Id}
.
QR Code Scanning: When scanned using the RIB CX app, the form will load if the user has access to it.
Contract Admin
Contracts Admin
Display Certified to Date Amount Once in Control Sheets for Variations with Multiple Budget Lines Linked
If a variation has multiple BGT lines linked, the control sheet was showing the variation twice and calculating the certified to date amount twice, resulting in an incorrect total. We have corrected this issue to ensure the certified to date amount is calculated accurately, even when a variation is linked to multiple budget lines.
Validation for Variation Line Deletion and Editing
To improve data integrity and user experience, we have implemented new validation rules for variations:
Prevent Deletion of Claimed Lines: Users can no longer delete a variation line if an amount has been claimed and certified against it.
Restrict Value Edits: Users cannot edit the value of a variation line to be less than the certified amount.
Visual Feedback: When the delete button is disabled, hovering over it will show a tooltip displaying the certified amount, providing clear feedback on why the action is restricted.
These changes ensure that variations reflect accurate financial data and prevent inadvertent data modification.
New Linked Forms Section on Budget History Page
We have added a new "Linked Forms" section to the Budget History Page to enhance visibility and accessibility of related forms.
Linked Forms Display: This section will show any forms linked to the specific budget line via a Budget Link user field
Form Details: For each linked form, the following details will be displayed:
LINK: Clickable reference number link to the form.
ACTION: Current action user name(s).
DATE: Issued date.
TITLE: Form title.
STATUS: Status of the form.
Multiple Budget Lines: If a form is linked to multiple budget lines, it will be displayed on all relevant budget lines.
Draft Forms: Will not be shown
PDF Inclusion: This new section will also be included in the Budget History PDF.
Supported types - All forms with a budget link user field linking to a particular line items, Tender Pacakges.
We have added a new feature to the Budget form to help understand the cost of work remaining by adding the cost to complete column to the budget history
This enhancement provides greater flexibility and better financial insights for project cost management.
New Optional Forecast Column for Tender Packages
We have added a new optional column to the Budget form to enhance financial forecasting. This must be enabled in the Budget form settings.
Forecast Column for Tender Packages: This column allows Tender Packages to appear as a Forecast column and be included within the Forecast Final Cost amount.
Applicable Packages: This feature only applies to issued tender packages (Open Status) that are not closed (Accepted or Awarded).
Support: This feature supports both normal and linked budgets.
We have implemented an update to improve the handling of CA form types during import:
Tenders
Tenders
Tenders - Downloading documents from Document tab
We have introduced several enhancements to the Tenders - Document tab to improve document management and download processes.
Tickboxes for Document Sets: Added tickboxes for each set of documents within a tender package for easy selection.
Download Button: Added a download button for each document set in a tender package.
Large Data Set Warning: If downloading all documents, users will be warned about large data sets using the same logic as for bidders.
Email Notification: When a large download is is ready, users will receive an email notification.