21.04 Release

The first major iTWO cx update of 2021 sets a foundation for the remainder of the year, with our development teams introducing a host of new features for improved data structure, navigation and user experience.  

A new and improved grid structure for List Views is now available, making it easier to view and manage large lists. This new functionality extends to all form types, as well as saved searches. Inline edit controls have also been revamped to allow for smoother workflows with this update. 

The 21.04 release of iTWO cx will begin automatically rolling out across projects as of April 14, 2021. All new features and functionalities on offer are explored below.

Core

Meet the new List View

We are making some big changes to our list views this year and this release acts as the foundation for these key changes. Our list views - or register views - for all form types have a brand new look. These changes also extend to saved searches.

All your data are now structured in a grid view so that it is easier to view and navigate.  Below are a few of the benefits of switching to this structure.

Drag to resize columns

Hover your mouse at the border of a column and click and drag the columns to resize them

Auto resize column to fit

Double click on the header border to auto resize the column so that all the data can be seen

Swap between pages of results

The new paginated control allow you to switch between pages, jump to a specific page or move to the last page or the first with a few clicks

Fixed headers while scrolling

Now you can scroll your results while the header rows are fixed at the top

Fixed Summary and Filter controls

Scroll horizontally within the grid while the Summary and Filter controls are always in view for quick acccess

Updated Inline Edit Controls

Inline edit controls have been upgraded with a better user experience. 

Auto filter for Select user fields

When editing a select user field, you can auto filter the list with the handy search control built into the editor

Auto filter for Contact user fields

Contact user fields also have an auto filter search option that allows you to quickly filter the list of users, companies, groups and roles.

Date picker with improved calendar control

Checkbox selections as simple options

A checkbox user field will be shown as a simple set of options that you can select to add to the form.

Cascading field interface change

The cascading field will now be shown in as an expandable set of options ( a tree view)

You should also see an uptick in performance when loading your lists. We hope you enjoy these changes and that it will make working with lists a better experience. Additional features such as filtering on the grid columns as well as the ability to customize your register views will roll out over the course of the year.

Select multiple options in Cascading User Fields

We've added support for selecting more than one value in a cascading user field. Here's how it works.

In the config for a cascading user field, there is now an "Allow Multiple" option.

Once this is turned on you will be able to select from one of 2 options.

1. Simple mode

2. Advanced mode

In Simple Mode - you will only be able to select multiple cascading values at the last level.

In Advanced mode - you will be able to select the values at parent and sub levels.

The look of a cascading user field has also changed. It now resembles a tree structure that you expand to find the value that is needed. 

Logging changes on Project Details

Changes made on the project details page are now captured in our standard history logs.

Logging changes made to Saved Searches

With this release, changes made to a saved search will be logged under the new history log.

Report on documents created by a Saved Search

You will now be able to see the execution history of saved searches that run on a schedule.

Navigate to the Schedule tab of a saved search

Click on Schedule History

This report will display a list of all the times this schedule ran and record all forms that were created as part of running the schedule. 

Display Retired folders under Correspondence

A "Show Retired" button has been added to display any deleted folders under correspondence.

When clicked it will display the retired folders in a crossed-out state.

Renaming user fields to link/unlink from the Form

When renaming a user field you now have the option to link the new code with the form or to unlink the new code from the form. 

If you choose to unlink the user field from the form you can recreate a new user field with the old code and it will automatically link it with the form.

Apply Notification settings across projects

As a user, you will now be able to set your notification settings as required and apply those same settings to all projects that you are registered under. 

Note that your registered accounts on multiple projects will need to be associated with the same email address.

To do so, set your notification settings to your desired options

Then tick the apply to all projects option

Click Save

Set default notifications for new users

As an Administrator, you can now customize the default notifications a new user added to a project will inherit. 

There are two ways you can do this.

If you are a Company Administrator you will be able to configure this at a company level.

First, go to the Company Details page

Click on the Default Notifications button as shown 

Set the notification settings up the way you require a new user to inherit them when they are added.

Click Save.

Now when a new user is added to the project they will inherit these settings.

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If you are a  Project Admin, you can configure these settings for each Project Role in the project.

To do set this up - first, go to the Configure module

Click on Modules > Contacts

From here click the Edit Notification Defaults button and make the changes as needed and click save

With this setup, all companies belonging to that role will inherit these settings

Ability to remove additional email address from your account

Now you can remove any invalid email addresses from your account by clicking on the red x button.

Ability for Project Admins to create action buttons

With this release, Project Administrators will be able to create action buttons for any new form type they create.

Resetting Notification List view

Reset the notification list view back to it's default view by going to the Notification list options and clicking on the Reset button

Hide the Split mode options from a form

The "Split mode" buttons can be hidden from a form type via the form configuration page. 

Go to the form type that you wish to hide this option for

Under the split section, you will see an option to Show mode and Security options

To hide this option untick the setting

To show the options - tick the setting

Once ticked you can also control which users will have access to it. 

Publication Space

Added ability to remove attachments from a Distribution Transmittal

We have provided the same flexibility our forms have when it comes to removing attachments to Distribution Transmittals.

To remove an attachment - simply click on the trash can icon

And confirm the changes

Better upload progress indicators

Added an upload progress column to the upload page to clearly show the upload status of each document

Hiding the Skip and Apply Workflow button when it's not required

Hid the Skip and Apply Workflow button when workflows are not configured as it was unnecessary on the user interface.

Added view config settings to Standard Fields

You can customize the way Standard Fields are displayed in the Publication Space using the view setting.

This option can be found in the Settings > Fields tab under the Publication Space.

Added ability for the user to remove markups uploaded manually

When you upload markup manually - you now have the ability to remove it - prior to completing your review.

Dashboards

Added extra colors to widgets

You can customize your dashboards even further with the additional colors we've added in this release.

Added ability to Keyword search a list

In the Dashboard listview, you can now perform keyword searching to filter your search results. 

The results will be based on the keywords you type in being anywhere on the form. The results will be based on the iTWO cx Search Operators

Mobile

Support for Default User Field values

With this release, default user field values will be supported on the iOS and Android Apps. These values will be populated when a new form is created on the app.

Support for Splitting a form

You will now be able to lock fields on existing forms on the app and create a new form with those fields auto copying across into the new form. 

This will mimic the split functionality on the online version of iTWO cx.

To do this, click on the lock icon to turn on the lock icon for the the fields that you wish to copy across to the new form. 

Lock the fields you wish to copy across

Then click on the Save

On the pop up that is shown, tap on Save and Create New

This will save the existing form and automatically create a new form with the values from the original form copied across. 

Better interface for managing Conflicts

A conflict can occur when the data on the app and the online version of iTWO cx is not the same. When this happens the user will be provided with a pop-up with the option to select which values he would like to save for that particular form.

With this release, when a conflict occurs, a pop-up will automatically be shown to alert the user of the conflicts that have occurred.

Additionally, if there are unresolved conflicts, the Conflict pop-up will be automatically shown when the user logs in to the app. 

Support for Multiple Lists

The iTWO cx app previously had a limitation when it came to the number of List controls that are could be shown on a form. With this release, we have removed this restriction so that any number of list controls configured on the form will also be shown on the app.

When multiple list controls are configured, the List tab will show you the number of lists available.

Simply select the list you want to edit to access it.

Support for selecting multiple options in Cascading User Fields

As with the core platform change to support multiple selections for cascading user fields, the mobile app will support this change too.

Tenders

Trades import template will now include existing trades

When you download the trades import template, it will now include all the existing trades so that you can avoid duplicates when reimporting the the excel file.

Contracts Administration

Split to another form from a Claim

Previously, when you clicked split from a claim, and another claim existed in an open status,  the system would prompt you to withdraw the claim and create new one. 

However, if you wanted to split to another form type in this scenario - there was no option to do so.

We have resolved this problem in this release by adding a Split to New button that will take the user to the form type selection screen. This will allow you you pick the form type you require and complete your process.

Added Budget Link to Contracts and Forecast

Added config option to show the Budget Link under Contracts and Forecasts.

When enabled, show the linked budget picker when editing the Contract and Forecasts

Create Budget as normal

Create Contract and link the required rows back to a budget line item

Create variations and also link them back to the same budget line items

Now when we look at the Control Sheet we see this

Claims still behave the same way as before

Added Control Sheet Config page

To view the Control Sheet based on the Linked Budget Line item we set this on CA Config

And change the mode as shown below

Quality

Added ability to download attachments from a single row in the list control

When using list controls, you can now click on an attachment and choose whether to download a single attachment or download all attachments from that row.

These attachments will be downloaded as a zip file. 

Added ability to create as many custom split buttons as required

In the form, configuration click on the new Custom Split Button

To add a new custom split button click on Manage Custom Splits button under the form type configuration.

The in the new pop up window you can click on the "Add New Button" to create a new Button

Give the button a name

Select the form type you wish to split to when the button is clicked

You can also configure whether the button appears in the toolbar as well as the document list user field if it is configured on the form type.

After adding the row and settings the options as needed click save on the row to create this custom split button

To edit a buttons details, you can click the edit button

You can retire the split buttons by clicking on the Retire button on the row

Integration

Added ability to import bidders from iTWO 4.0 to iTWO cx

Added ability to import project contacts from iTWO 4.0 to iTWO cx 

The first major iTWO cx update of 2021 sets a foundation for the remainder of the year, with our development teams introducing a host of new features for improved data structure, navigation and user experience.  

A new and improved grid structure for List Views is now available, making it easier to view and manage large lists. This new functionality extends to all form types, as well as saved searches. Inline edit controls have also been revamped to allow for smoother workflows with this update. 

The 21.04 release of iTWO cx will begin automatically rolling out across projects as of April 14, 2021. All new features and functionalities on offer are explored below.