Action buttons take common iTWOcx Forms actions and convert them into a Single Click. This makes for a speedy and simple process when managing Workflows.

Action buttons are shown on:

• Preview Email notifications. These can be clicked without needing to login to the project to progress the Workflow. The buttons are compatible on desktop emails as well as emails received via your mobile phone.
• Dashboards. They can trigger a form based on trigger configuration.

Types of Action Buttons

Buttons

These are simply buttons that can be added to the toolbar of an iTWOcx form. They can be configured to be visible based on some pre-conditions.

When they are clicked, they can be configured to trigger some post actions.

Project Administrators can create action buttons for any new form type they create.

Select

Select Action buttons work in conjunction with a mapping Select field. It allows you to pick a value from a drop down that auto updates the iTWOcx form addressing based on the mapping user field used in the configuration.

They are only displayed in a special type of List that can be accessed via a Dashboard.

Basic Configuration

1. To add an action button go to the Form type you wish to add it to.

2. Edit the status config.

3. Then click on Add Action.

4. From here you can select the type of Action Control it is (Button or Select).

5. Give it a title.

6. Give it a Color.

7. Give it an Icon.

8. And also set permissions. This will define who can see this Action buttons.

Configuration Pre-Conditions

Pre-conditions define when the Control appears. 

1. By default the first option will be the Status criteria.

2. From there you can define user field values that must be matched for the button to appear.

Additional Pre-Condition Options on Contract Admin forms

On CA forms you can configure Pre Conditions based on additional CA options.

Additional Status Action Button Config Criteria for CA Forms

"Matches Assessment" allows the status action button configuration of CA forms.

When configured, you can use it to hide/show buttons based on whether the assessment amount of a variation is equal to the total of the variation

If the amount is the same the system will dynamically update the list of status action buttons and display them when changing the assessment amount on a variation.

Configuring Post Conditions

Post conditions define what happens when the Control is clicked or selected.

You can.

1. Change the status to something else.

2. And also Change the Document Addressing based on the options shown below.

You can configure status action buttons to directly change addressing without requiring a mapping field

To enable this:

1. Custom - When picked you can configure a group, a user, multiple users
2. Contact User Field - With this option you can change the addressing based on a Contact Userfield on the form

Custom User(s)

1. Select Custom in the post Actions area
2. Pick the users

Contact Userfield

1. Select Contact userfield in the post Actions area
2. Pick the contact user field you wish to use.

Mapping Userfields

The action person on a new form can be also set by using the configured mapping user field. 

When creating a new form of this type the action area will be greyed.

You can still set the info users as required.

When creating the new form you simply set the mapping user field value and click on the action button.

This will submit the form and automatically update the action person on the form based on the mapping user field configuration

Currency and Number Field Criteria 

Currency and Number fields have been added to the status action button criteria list.

You can configure the same field more than once to support configuring numbers between two others.

"Between" Values for Contracts Admin Criteria

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 to select the same criteria twice when configuring the pre conditions

This is supported for all CA fields

Requires Comment Option

With this option turned on you can force a user to enter a comment prior to clicking on the Status Action button.

This applies to the Response Window

And Email Response.

On Dashboards, there will be a pop up alerting you that a comment is required.