Key Items

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

1. Select the form type you wish to see in a timeline
2. Then select the criteria for the forms you wish to display.
3. Pick the columns you wish to see in the timeline
4. Select whether you would like to group your forms by a particular a field (fields with options are supported)
5. Configure the order by which you want to see these forms
6. Configure the start and end date fields
7. Click Save

Create a Multiple Form Mode timeline

1. Select multiple form type
2. Pick the parent form type
3. Configure the forms you wish to display 
4. Pick the columns you wish to display
5. Pick the group by field from the parent form and sorting
6. In the timeline, config pick the task form you wish to display
7. Pick the criteria for the task forms you wish to display
8. Pick the start and end dates

Other Enhancements