We are delighted to announce our August-23 release. 

Highlights

• A new intuitive Dashboard Builder
• On-demand analytics for form types
• Automatically update user fields based on logic
• New User Field Experience

Dashboards

A new intuitive Dashboard Builder

HIGHLIGHT

Introducing our new drag-and-drop dashboard builder experience - a powerful addition to iTWO cx that streamlines how you configure your dashboards to facilitate your reporting needs. Easily customise widgets, resize, and arrange them on a single screen without the need to navigate to multiple tabs and pages. 

Here is a summary of all the changes

The New Widget and Layout Screens

We have combined the widgets and layout screens to one single page so that you can visually build your dashboard from one single page. No need to create widgets in the widget tab and then add them to the layout in the layout tab.

The available widgets remain the same but we have given all the widgets an updated look and feel.

Widgets are separated in to 2 tabs.

• New - where you can create new widgets
• Unused - widgets you have created but have not been added to the layout.

The layout area is now a drag-and-drop canvas where widgets can be added via drag-and-drop and removed with ease. 

We have also made improvements to the available area where widgets can be displayed when viewing a dashboard. Your dashboards can now show more information your project.

Creating New Dashboards

To create a new dashboard you now simply go to your existing Dashboard list under the configure module and click Create Dashboard

From here you will be able to fill in the details to create the new dashboard 

• Provide a dashboard name
• Which group the dashboard belongs to
• Pick a template for the dashboard
• Mode
  • Create new folder - will allow you to create a new folder and link the dashboard to that menu item
  • Link to existing - will allow you to link the new dashboard to an existing menu item (as long as no other dashboard is linked to that menu item)
  • No Folder - will simply create the dashboard without linking it to any menu item. You can do link this dashboard to a menu item at any another time if required.
• Folder path - where you'd like to dashboard to appear in the menu
• Who can access this dashboard - allows you to configure who will be able to see the dashboard.

Creating New Widgets

To create new widgets in the new dashboard interface, click the New tab.

This tab will display all the widget types that can be created.

To create a new widget, simply click and drag it onto the layout and give it a name and click save.

Resize, reposition widgets with drag and drop

The new layout screen allows you to drag and move widgets around. If the drop area has enough space to add the new widget it will add it there and reposition the other widgets to fit the screen.

You can also resize widgets by dragging the border to the size you require. The other widgets will adjust their position accordingly.

Placeholder widgets 

We've added a new widget type called a placeholder widget to enable to you customise your dashboard layout to suit your needs. 

In the example below you may wish the graph widget to appear in the next row. To do so, we can add a placeholder widget to take up the space to push the graph widget to the 2nd row.

You can also drag the placeholder widget to the position you require to create the exact layout that you require. 

You can add as many placeholder widgets to the layout as you need.

Removing a widget

To remove a widget from the layout click on the X icon in the widget hear 

When a widget is removed, it will be automatically replaced with a placeholder widget so your layout remains intact.

The widget that is removed will be available in the Unused Tab

Deleting a widget

To delete a widget click on the X icon next to widget in the unsused tab

Editing a widget

To edit a widget click on the edit (pencil) icon in the widget header or in the unused tab

On-demand analytics for form types

HIGHLIGHT

We are excited to introduce an update to our former statistics page as a new On-Demand Dashboard for all form types. Now, users can easily access valuable insights and analytics for any form type that captures metadata. The on-demand dashboard allows you to effortlessly report across all metadata fields, providing comprehensive data-driven decision-making. Want to revisit the data in the future? No problem! Save the dashboard as a report for convenient access later on.

View the statistics dashboard

To view the statistics dashboard open any form register and click on views and then statistics

This will generate the dashboard on demand with the default layout that includes count widgets for total, open , late and closed forms as well as graph charts for all selectable user fields (Select, Checkbox, Radio, Cascading)

Save the dashboard

To save the dashboard click on the save button and fill in the required details

Updated Project Report

The project report has always been converted to an on-demand dashboard.

You can access it by clicking on the Project Report button

The project report has count widgets to display

• Forms created in the last 30, 60, 90 days
• Forms over due by 7, 30, 90 days

Charts for

• Forms open/closed by module
• Forms outstanding by module
• Forms open by month
• Forms Open/closed by Month
• Created by Top 10 companies
• Per module/open closed by month

You can also save the dashboard by clicking on the save button

Forms

Automatically update user fields based on logic

HIGHLIGHT

We have empowered users with even more control and flexibility over form configurations. With the "Based on User Field Change" option, you can now easily set triggers based on specific user field values, including checkboxes, select, and radio buttons, both inside and outside of a list. This allows you to initiate actions and updates dynamically, optimising your form workflow like never before.

Our intuitive interface ensures a seamless setup process, enabling you to define post-conditions for when the trigger's criteria are met. Choose from supported fields Date and Contact to populate with the current date and time or the logged-in user's ID/name. And to ensure data accuracy, the option to clear fields when conditions are not matched is available.

Whether it's updating a contact and date field outside of a list or within a list, the trigger functionality is now more powerful and versatile, enabling easy automation across your forms.

How to configure trigger

Create a form trigger and select the based on user field change option

Select the user field and the field value you wish to use to start the trigger

If the form should not update when the condition is not met, you can select the clear fields when not matched options

Select your post conditions for what to do when this condition is met

Trigger with fields outside of a list

Below is an example of a trigger configured to update a contact and date field outside of a list when the checkbox is ticked as Yes

Trigger with fields inside of a list

Below is an example of a trigger configured to update a contact and date field within a list list when the checkbox is ticked as Yes

As the trigger is applicable to the whole list control, each row can be updated with the same trigger.

Document List User Field Improvements

HIGHLIGHT

What is a dynamic document list user field?

Introducing the Dynamic Document List User Field - we are thrilled to offer you a powerful new functionality that simplifies form management and saves valuable time. With this enhancement, the document list user field can now automatically populate relevant forms based on predefined criteria, eliminating the need for manual searching and linking. The Display Mode lets you choose between a progress bar or a list format for viewing associated forms, while the Update Mode ensures seamless data synchronization

Let's have a look at all the changes.

Upgrades to the Document List user field

Settings tab

Added a new tab to configure dynamic and manual mode.

Dynamic and Manual mode

• Dynamic mode allows you to configure the criteria that you wish use for searching and automatically adding forms to the user field.
• Manual mode for a document list behaves the same way as it does now, where you would manually link forms to the document list user field.

Display Mode

Display mode allows you to define how the list document list user field will be shown when viewing the form

Progress bar will show the associated forms to the document list via a progress bar that shows Open, Late and Closed forms.

List of forms will show the associated forms as it does now i.e. a comma separated list

List style

(applicable only for progress bar display mode) allows you to define if you wish to see the forms associated to the document list expanded or collapsed by default.

Update mode

Defines when the form will be updated when configured as dynamic

On form update - the dynamic field is updated when the form is updated. An update to the form is defined as a response to the form

On view - the dynamic field is updated based on viewing the form in the configured time period. (15 mins, hourly, daily)

Configuring Dynamic Mode

In the general tab select the form types that you wish to associate to the document list user field

Then in the settings tab select the dynamic mode radio button

From here you can build your criteria to find the relevant forms to associate automatically to the user field

Form fields

Are fields available outside of any list control on the form type you are configuring the dynamic field

List fields

Are fields within a list of the form type you are configuring the dynamic field

Once a field from a list is selected, the available fields will be further refined to only show the remaining fields within that same list (if a form type has multiple list controls)

Click save to save your changes.

Form view with Dynamic Mode

When viewing the form after the document list user field is set to dynamic mode, the document list user field will automatically fill in the rows based on matching criteria.

In the example below it will search for forms where

Zone = Zone 1

Discpline = Auto Train protection

WBS = Phase 1 / Adelaide Yard

The field has found 3 forms that match this criteria and associated them with the first row

Configuring Manual Mode

In manual mode you can configure whether to display the forms associated with the document list user field as a progress bar or a list of forms

And whether the table for each row is auto expanded or collpased if configured as a progress bar

Form view with Manual mode

The document list user field can be shown as a progress bar or a list of fields.

On form response you can edit the document list user field.

Filter and save status report

With this release you can now filter the status report by columns and save it with the filters applied.

We have also upgraded the column picker user interface to be consistent with the rest of the product and added the action user as an option you can add to the layout.

Customise Icon for reports

We added an icon picker so you can customise what these reports look like in the menu. 

• Publication Space saved searches
• Timeline reports
• Status report
• Related report

Group a saved search by Form Type

For saved searches (with multiple Form Types) you now have the option to group results by form type

If you combine this settings with the Show Entry Date picker option you will be able to filter the results based on entry date

Additional Columns that can be filtered

Contact Filtering has been applied to these fields

Date Filtering has been applied to these fields

Text Filtering has been applied to these fields

Publiction Space

Add an image as a stamp

With this release you can now configure custom images to be added to documents as stamps.

Click Add stamp to create a new stamp

Select type as image

Give the stamp a name and upload your image

Then click save.

When marking up a document within the publication space or a workflow you can add it to the document by clicking on the stamp button on the markup toolbar.

Add attachments to a document

Under the Views tab enable the Attachment tab

Once the tab is turned on for documents within the publication space a new tab will be displayed called attachments

From here you can add attachments againt the document

Attachments added to a document are not revision specific i.e. they are accessible from each revision of a document

These attachments will be accessible by any user who has access to that document

You can add attachments against a document from within the publication space or a workflow.

New User Field Experience

HIGHLIGHT

As part of our ongoing efforts to enhance the user experience and streamline iTWO cx, we are pleased to announce significant improvements to the user field page in this release. Building upon the unified configuration page introduced in April 2023, we have further simplified and consolidated all core configurations for a form type. This upgrade ensures a more intuitive and user-friendly interface, making it easier than ever to manage and customise user fields.

A Summary of the key changes are shown below.

Left hand menu for easy navigation

Options organised by Basic, Formatting and Advanced Settings

Filterable, Sortable options page

Open a user field in a new tab

Tenders

Complex Commitments

With this release you can create tender packages that are directly integrated with your Linked Budgets

Configuration

In the TPKG form type we have added a new menu item called Contract Admin

From here you can optionally 

• Show Linked Budget Line Column in prce submissions
• Configure whether it is required for a Linked Budget Line to be selected for all first level lines

Creating a package

Once the option to show linked budget lines in price submissions has been turned on the TPKG config, enable the price submissions option in the package config.

Now you can create a package you would normally. And on the price submissions tab of the package creation wizard you will be able to select the budget you wish to 

Once the budget is selected, the available budget and variance will be based on the budget lines you select from the budget 

• Available budget is based on the linked budget rows that are linked to a Price Submissions row
  • The calculation is performed by looking up the approved amount in the budget for each row that is used in the price submissions
  • Less final forecast cost for those Rows

• Variance is the available budget total - the total of the price submission amount entered for that the row 

An example of how the calculations will be processed.

Scenario 1

All sub rows are linked rows are linked

• 002 -> No link
• 002.001 -> Link to line BGT LINE
• 002.002 -> Link to line BGT LINE

Available budget is based on the linked budget rows that are linked to a Price Submissions row

Scenario 2

• 001 -> Link to line A
• 001.001 -> No link
• 001.002 -> No link

Available budget is based on budget line linked to the parent row less final forecast cost for that row

Price submissions amount is the total of the PS sub items under this parent

Variance is available budget - price submission total.

Scenario 3

• 003 -> Link to line C
• 003.001 -> No link
• 003.002 -> Link to line D

Available budget is based on budget line linked to the parent row - final forecast cost for that row

For the parent PS row we count the price submissions under that level which DO NOT have a budget link associated with it

For the sub item that is linked we count the price submission amount for that row

Variance is availble budget total - price submission total

Submitting a Bid

A bidder will submit a bid as normal in this process. The bidder will not able to see the price submission details used when creating the package nor the linked budget row column

Awarding a package

When awarding the bid the user will be able to automatically create a contract which will transfer over all the price submission and linked budget line details to the new contract

Creating another package linked to the same budget.

When creating another package linked to the same budget these considerations will need to be taken note of

• If the other packages linked to the same budget are still in an Issued state
  • The available budget will be based on Approved budget - final forecast cost - the price submissions total for that row from other issued package
• If the other packages linked to the same budget are Awarded 
  • The available budget will be based on Approved budget - final forecast cost (which may include any amounts from any Issued contracts linked to that row)