We are delighted to announce our April-23 release. 

Highlights

• Workflow Templates For Correspondence Forms
• Visually Create and Edit Workflows
• New User Interface for Standard Reports
• Per revision metadata for Documents
• Per row calculations

Workflows

Workflow Templates For Correspondence Forms

HIGHLIGHT

In construction project management, a workflow is a set of tasks or activities that must be completed in a specific order to achieve a desired outcome. Workflows can involve various stakeholders, such as architects, engineers, contractors, and project managers, who need to collaborate and communicate effectively to ensure that tasks are completed on time and within budget. A workflow typically involves the flow of information between different stakeholders, with each party responsible for completing specific tasks and providing input at various stages of the process.

iTWO cx Forms allows you to map your workflows and create one or more Workflow Templates to streamline your Forms. You can use Action Buttons to set up multiple templates or Workflows for a single Form Type, increasing flexibility in how you manage your forms within a project. This results in greater efficiency, improved communication, and better outcomes overall.

How to Create a workflow

To create a workflow, go to the Workflow tab on your forms configuration tab

This page shows you a list of all available Workflows for your Form Type - in this case an Request for Information (RFI) form.

Click on Add New to create a new Workflows.

Give your new Workflow a name, and who is applicable to. Click update

Then click on View Workflow.

Add your Action Buttons to build up your workflows as required and then click save.

How to Apply a  Workflow

When creating the Form Type required, a new screen will be displayed allowing you select the Workflow you wish to apply to the form.

Then click on Create with Workflow.

What about existing Action Button Workflows?

When this feature is rolled out, your current Action Button Workflows will be converted to a system-generated Workflow. You will not need to make any selections when creating these form types. However, when you create additional Workflow Templates, you will be required to make a selection prior to creating your forms. The example below shows the system-generated Workflow.

Visually Create and Edit Workflows

HIGHLIGHT

We are excited to announce a major upgrade to the Visual Workflow Builder feature, with added capabilities such as adding and editing action buttons, distribution rules, and document triggers. With the new add/edit feature, users can easily add buttons to a workflow that trigger specific actions when clicked. This allows for greater control and customisation of workflows, making them more tailored to your needs.

The distribution rules feature allows users to set rules for how forms are distributed within a workflow, ensuring that tasks are assigned to the right people and that the workflow operates smoothly and efficiently. In addition, the new document triggers feature allows users to set triggers that automate a number of tasks based on specific criteria, saving time and reducing errors.

All of these features are seamlessly integrated into the Visual Workflow Builder, which has also been upgraded to include the ability to edit action buttons, distribution rules, and document triggers. This makes it easier than ever to create, manage, and customise workflows to meet your specific needs.

Let's take a closer look.

How to Add/ Edit an Action Button

Once you are in the Visual Workflow Builder, you can click on the Add Action Button option.

This will load up the Action Button creation screen. From here you can fill in the pre and post-conditions for the Action Button along with who has access to it.

To edit an existing Action Button, click on the Action Button to access is details.

How to Add/Edit a Document Trigger

To add a Document Trigger click on Add Document Trigger option

Fill in the Trigger details and click save

To edit the Trigger, expand it and then click on the Edit button

How to Add Edit a Distribution Rule/List

To Add or Edit a Distribution Rule or List, click on the Add Rule/List button in the addressing section of the Visual Workflow Builder

New User Interface for Standard Reports

HIGHLIGHT

In this release, we are rolling out upgrades to the login, activity, waiting-on, and related reports on iTWO CX. These upgrades provide greater visibility into user activity and the status of construction project workflows, allowing for more effective monitoring and management.

Login Report

We've revamped the login report on iTWO CX. With a new and improved interface, users can now enjoy a more user-friendly experience when generating reporting on project logins. Additionally, cross-project reporting capabilities have been added, allowing for greater insight into user activity across multiple projects

Features include

• Cross-project reporting
• Ability to filter by Role/Company

Activity Report

With the upgraded Activity Report, users can now view forms created by users in one or more projects, with the ability to filter by company or company role, as well as module and form type. This upgrade provides greater visibility into user activity, allowing for more effective monitoring and management of construction project workflows.

Features include

• Cross-project reporting
• Ability to filter by Role/Company
• Ability to filter by Module/Form Type

Waiting on Report

A new and improved waiting-on-report, with a brand new interface and flexible reporting capabilities, users can now view forms that are currently waiting on a user across multiple projects. This upgrade provides greater visibility into the status of construction project workflows, allowing for more effective tracking. 

Features include

• Cross-project reporting
• Ability to filter by Module/Form Type
• Ability to filter by Company/User
• Ability to group by module then and form type or form type then user
• Ability to drill through into the detail and see the forms waiting on a single user.

Related Report

Users can now report on the progress of linked forms to a parent form, with the ability to drill through into the details of each form. This provides greater visibility into the status of particular progress. Eg the completion of Work Lots.

Additionally, with this release, you can save this report so that it can be run at a future time allowing you to tailor this report to various processes. 

Features include

• Selecting a parent form
• Selecting the fields to display for the parent form
• Ability to filter criteria for the parent form.
• A table view of results allows you to drill through into the details.
• Progress reporting for each parent form using the related forms (Open, Late, Closed)
• Ability to save the report for future access.

Document Triggers

New Trigger Actions

Added these Trigger Actions

1. Commented on

2. Create or Commented On

3. Updated

4. Created or Updated

Definitions

1. Created = A new form is created. (Draft or Issued)

2. Status Changed = An existing form’s status is changed.

3. Commented On = Adding a text based response to the form, which will show up under the comments section.

4. Updated = Form Revision or Addressing Change or Status Change or Comment or User Field Change or Adding Attachment or Due Date / Titles etc.

Applies to all places that support triggers

• Modern Forms

  • Create

  • Respond

  • Quick Reply

• Classic Forms

  • Create

  • Respond

  • Quick Reply

• Inline Edit Saved Search

• Import Utilities

Select multiple form types for Triggers

Added support for selecting multiple form types when creating document triggers. 

Trigger a URL

This new addition to Document Triggers, called Trigger a URL, will allow users to trigger a URL and post relevant data to the API through a method of their choice - GET or POST. 

Once the user selects the Trigger a URL option, they can paste a custom URL in the input box provided. The software will then replace the project name, document ID, and form type with the syntax provided by the user. Users can include ProjectName, DocumentId, DocTypeCode (e.g. COR, CTR, CLM etc.), and DocCode (e.g. GEN, RFI etc.) in the syntax.

When the trigger is executed, the relevant data will be posted to the API, with a form of replace being used to standardise the syntax, making it easy to integrate other applications with iTWO cx.

The feature supports methods

• • Get

  • Post

  • Put
  • Delete

Forms

Show or Hide a Section of a form based on a user field value

HIGHLIGHT

We are launching a new Logic feature that allows users to configure conditions for showing or hiding sections of a form based on user input. The Logic feature provides real-time feedback to users as they select values for the field that is configured, making it easier to configure forms for different use cases. This feature is particularly useful when working with complex forms that have many sections, and it saves time and makes it easier to create custom forms that meet the needs of specific projects.

Importing links to a Document List User Field

With this release, you will be able to import links to Forms and Documents through excel imports to a List. 

Calculations

Per-row calculations for lists

HIGHLIGHT

With this release, we are adding the ability to add calculation user fields to lists. With this upgrade, you'll have greater control and flexibility in managing project data, as you'll be able to perform per-row calculations within a list.

One of the key benefits of this feature is the ability to configure simple calculations using multiple fields in the list, with the option to display the results as numbers, currency, or percentages. Whether you need to calculate costs, timelines, or other project metrics, this powerful new capability will save you time and effort, while ensuring accuracy and consistency.

New Config Interface

PREVIEW/BETA RELEASE

We're rolling out a major overhaul of our configuration pages, specifically designed to make form-type configuration simpler and more intuitive. With this update, we have consolidated all relevant configuration pages for a single form type into a single, easy-to-use interface. This means that you can quickly access all of the settings and configurations needed to manage your construction project forms in one central location, without having to navigate multiple pages or menus.

To further simplify the user experience, we've grouped common functionality under easy-to-access categories. This includes standard settings, form designer, user fields,  workflows, distribution rules, lists, and document triggers. With everything organized in a clear and concise manner, you'll be able to quickly find the configuration options you need and make changes to your form types with ease.

We understand that construction project management can be complex, which is why we are constantly striving to make our software as user-friendly as possible. This latest update is just one example of our ongoing commitment to simplifying the process of managing construction forms. We believe that this update will help you get your work done faster and more efficiently, allowing you to focus on what really matters – the success of your construction projects.

The New Form Type Config page

Key Features

• Filterable columns for quick access to forms
• Bulk toggle on/off a role to provide quick access
• All settings are grouped under an easy to access menu on the left
• A single page to access, the config pages, form designer, user fields, workflows and more.

Searching

Export to excel with images

Exporting to excel will now carry any images you have in your layout (thumbnails) to the exported excel file.

Filter registers/searches by a column and export data to excel.

Added the ability to filter a register or search results by a column and export the filtered results to excel

Create a form inline

Introducing a new feature to our saved search with a single form type and register set to editable that allows you to create forms as new rows in the saved search. We have added two options to turn on and off options for entry date and add new entry. 

With the new date picker, users can easily change the entry date to a past date, which updates the grid to show forms that were created on the selected date. However, the entry date cannot be set to the future.

Additionally, if the form has any required fields, the add entry button will not work.

Publication Space

Per revision metadata.

This new feature is a major enhancement to our Publication Space Settings, specifically under Custom Fields. Now, per field, there is a new configuration option called "Value per revision." By enabling this option, the system stores a unique value for the field per uploaded revision.

Additionally, when searching, the system will now display the different values per revision, providing a more comprehensive view of the document's history. This is also reflected in the Excel export and in the basket.

For distribution, users will see the value for the specific revision(s) they have been distributed. When editing, the system will only update the selected revision, ensuring data accuracy and consistency.

This new feature allows for better tracking and management of custom field data, making it easier to view and maintain information across multiple revisions of a Document.

Add a Document Link Column

We are adding a new feature that allows you to add a link column to your Publication Space grid and saved searches. This new feature allows you to easily access and view the link to your documents right from your Publication Space view

Additionally, the data in the Link column can be exported to Excel, where links will be displayed as clickable hyperlinks. 

Linked Forms column

We are excited to announce the addition of the Linked column for Publication Space (PS) folder views and saved searches. With this new feature, users can quickly and easily see which forms are linked to Documents within the Publication Space.

The Linked column will only show linked forms and exclude DRI, TX/DTX, and WTX forms. 

The Linked column also supports exporting to Excel, making it easy to share and analyze data with others. It is available for both pre-existing and newly created saved searches, allowing users to quickly add the Linked column to their preferred search results.

We have ensured that only linked documents that the current user can access will be displayed in the Linked column. Additionally, links will open in a new tab for easy navigation.

Distribute Placeholders

A new configuration option has been added under Publication Space Settings > Transmittals for "Allow Distribution of Placeholders".

If this option is set to "Yes", users will be able to select one or more placeholders from a PS folder or basket and distribute them to a user on the project. This will create a DTX with the selected placeholders, and the recipient can click on the folder path to access the folder they need to upload the required documents.

This feature simplifies the process of distributing placeholders, making it easier for project teams to collaborate and manage their documents efficiently.

Ability to search documents by Uploaded Company

You can now search for documents uploaded by a certain company in these areas.

1. Autocomplete search

2. Standard search

3. Global search

Tenders

Bid Evaluation

Ability to amend "Cost Planner" Label

On the bid eval report - the word Cost Planner will now be dynamic based on the package issuer's company role.

Allow Tender Package Addendums to be created without issuing notifications.

When issuing an addenda users can now untick reset submissions. When unticked the system will show a new option called called Send Notifications

User can optionally turn this off and issue the addenda. When notifications are turned off and the addenda is issued we record it in the history of the package.

Include the difference from the budget in Bid Evaluation Report

When a package is created and it is not linked to a Package Procurement Form with a budget link the following changes have been implemented.

• On bid evaluation - Price Submissions tab - Shows the Variance to estimate row at the bottom (Note currently this row only shows if the package was created with a PPF with Budget link)

• The variance amount will be calculated as follows

  • Total of price submissions tab when issuing the package - bidders submission amount

• Changed the words Variance to Estimate to show the package issuing company name

Admin Tools

Manage Common fields

We've added a new utility that will allow you to manage the common fields on your project with ease. With this new utility, you will be able to add or exclude common fields from one or more form types in a simple and intuitive interface. This will give you greater control over the information that is collected on your forms and help you ensure that your project is properly organised.