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.