More efficiency. More flexibility. More time back in your day.

That’s the heart of what RIB CX 25.04 is all about. Designed to streamline your workflows and cut down on repetitive tasks, this release empowers users to work smarter, stay organised and keep projects moving seamlessly.

The rollout to customers begins from 9 April 2025— get ready to experience an even better version of CX!

Customisable Home Page

New Cross-Project Summary Widget for Home Page

Feature Overview

Previously, users managing tasks across multiple projects had to manually navigate between projects to track their pending notifications or hotlist items, making task management cumbersome and inefficient. This update introduces a new Cross-Project Summary widget for the home page, enabling users to quickly identify and manage their tasks from multiple projects in one centralised location.

https://www.loom.com/share/babb345f1e794e33ba7912e1f011e6d4

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Widget Functionality

• Users can add the Cross-Project Summary widget to their personalised home page layout.

• Displays a summary list of projects with outstanding Notifications or Hotlist items.

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Columns Displayed:

• Project Name (Code)

• User Code

• Notifications (clickable link)

• Hotlist (clickable link)

Link Behaviour:

• Clicking the numbers under Notifications or Hotlist opens the specific project in a new tab, directly at the relevant page.

Visibility & Interaction

• Only projects with at least one notification or hotlist item are displayed.

• Shows a clear message ("No projects with notifications or hotlist items") if there are no items to display.

• Pagination applies after 10 projects, enabling easy navigation through multiple pages.

• Users can sort the widget table by any displayed column.

• Users can the list filter by each header.

 

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• 1 Customisable Home Page
  • 1.1 New Cross-Project Summary Widget for Home Page
  • 1.2 New "Favourites" Menu for Quick Access to Key Items
  • 1.3 New Home Page Widget: Favourites
  • 1.4 Dashboard Widgets Now Available on User Home Pages
• 2 Publication Space
  • 2.1 Draft Distribution Management (Add/Remove Documents)
  • 2.2 Display Linked Document Revisions in DRI Register
  • 2.3 DRI Import and Logging Enhancements for Markup Revisions
  • 2.4 Addressing Layout Options for Transmittals (TX/DTX) in PS
  • 2.5 Dynamic Status Updates in DRI Reports
  • 2.6 Improved Comment Entry Experience on WTX (Workflow Transmittal) Pages
  • 2.7 Upload and Match Multiple Offline Markups at Once
  • 2.8 Workflow Preview Screen – Download Options for Markups
• 3 Smart Forms
  • 3.1 Form History - Comment and System Log Filtering for Forms
  • 3.2 Attachments - Filtering Attachments by Source in Forms
  • 3.3 Linked Forms - Managing Linked Forms with Toggles and Grid View
  • 3.4 Attachments User Interface - New Attachment Grid for Better File Management in Forms
  • 3.5 Calculation Field - Label-Only Display Option
  • 3.6 Automations - Status-Based Section Expansion in Multi-Section Forms
  • 3.7 Automations - Default Values in User Fields Now Trigger Form Logic on Create
  • 3.8 Text Fields - Setting Default Rich Text in Forms
  • 3.9 Forms – Audit Logs - Detailed Update Logs for Document Changes
  • 3.10 Dynamic Document Lists - Cascading Field Search Scope
• 4 Searching
  • 4.1 Automatic Addition of Search Criteria as Columns in Global Search Results
  • 4.2 Updated Contact Picker in Global and PS Search
• 5 Contracts Adminstration
  • 5.1 Searching - Claims - Expanded Columns for Improved Financial Visibility
  • 5.2 Searching - Contract Form - Expanded Columns for Enhanced Financial Management
  • 5.3 Searching - Linked Budget Searching
• 6 Import Utilities
  • 6.1 Form-Type Specific Excel Templates for Bulk Form Creation
  • 6.2 Excel Import - Optional List Validation in Excel Templates for Bulk Form Creation
  • 6.3 Flexible Import of User Field Values Using Codes or Descriptions
  • 6.4 Utilities - Excel Import - Auto-Applying Distribution Rules on Excel Form Imports
• 7 Tenders
  • 7.1 Bid Evaluation Report: Show Only Submitted Bids

New "Favourites" Menu for Quick Access to Key Items

Feature Overview

Users managing large-scale projects often had to manually navigate through complex menus or rely on external notes to access frequently used items like saved searches, forms, folders, and documents. This update introduces a new Favourites menu, making it easy to pin and quickly access key items—helping users work faster and stay organised throughout the day.

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New "Favourites" Menu Functionality

Quick Access Menu

• A new menu item named Favourites is now available under the Activities menu.

• Clicking on Favourites loads a page displaying frequently accessed items organised clearly for quick selection.

Grid Structure and Organisation

• The grid displays items grouped by type, sorted alphabetically (A-Z):

  • Saved Searches

  • Reports

  • Publication Space Folders

  • Documents

  • Forms

• Users can easily expand or collapse each group to simplify viewing.

• Items within each group are sorted alphabetically (A-Z) for quick identification.

Actions: Users can manage their favourites directly from this column:

• Remove: Quickly remove an item by clicking the star icon.

• Edit: For Saved Searches, an edit option appears if the user has edit permissions.

Accessing Favourites

• Clicking on a favourite item opens in a new tab.

Adding Items to Favourites

Users can quickly favourite items directly:

• Saved Searches: Click the star icon next to the saved search name.

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• Reports: Click the star icon next to the report name in the menu.

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• Folders (Publication Space):

  • Star icon appears when hovering over the folder row.

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• Documents (Publication Space)

  • Star icon appears when hovering over the folder row.

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• Forms:

  • The Star Icon appears on the toolbar or on hover in the hotlist/notification lists.

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New Home Page Widget: Favourites

Feature Overview

Along with the favourites menu item, this update introduces a new Favourites widget, providing instant visibility and access to frequently used Saved Searches, Reports, Folders, Documents, and Forms directly on the user’s customisable home page.

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Widget Availability and Description

• Users can now add a new widget named Favourites to their home page layout.

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Widget Structure and Display

Columns Displayed:

• Description: Clearly identifies each favourite item by:

  • Saved Search: Saved Search description

  • Report: Report name as listed in the menu

  • Publication Space Folder: Folder name

  • Document: Document Number - Title

  • Form: Reference - Title

• Type: Indicates the item type along with an associated icon:

Interactivity and Access

• Clicking on an item opens the favourite in a new browser tab.

Favourite Management from Widget

• When hovering over a favourite item, a filled star icon appears, indicating the item is a favourite.

• Clicking the star icon allows users to remove the item from favourites:

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Sorting, Filtering, and Pagination

• Default Sort: Items are sorted by creation date, with the most recently favourited items at the top.

• Supports manual sorting by users.

• Pagination displays a maximum of 10 favourites per page.

• Filtering options include:

  • Search by Description (contains search)

  • Type Filter (dropdown selection to filter by item type)

Dashboard Widgets Now Available on User Home Pages

Feature Overview

Dashboard widgets—such as Count, Graph, 2-D, and Label widgets—were only available within module dashboards. With this update, those same widgets can now be added directly to users' home pages, giving teams immediate visibility into key project metrics and making it easier to track progress without extra navigation.

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Home Page Dashboard Widgets

Dashboard widget Integration

• Added the new tab in the homepage that displays standard dashboard widgets you can add to your homepage.

• Users can now easily customise their home page by adding standard dashboard widgets

Supported Widgets

The following standard dashboard widgets are now supported directly on the home page:

• Count Widgets

• Graph Widgets

• 2-D Widgets

• Label Widgets

Publication Space

Draft Distribution Management (Add/Remove Documents)

Feature Overview

Previously, when saving distributions as drafts, users had limited options for adjusting the included documents. To change the selection, users had to discard the draft and begin again. This update gives users greater flexibility by allowing documents to be added or removed from existing drafts at any point before the final distribution, reducing duplication of effort.

Flexible Draft Editing Options

Adding Documents via Distribution Screen

• While performing a distribution, users can now seamlessly add additional documents to an existing draft:

  • Click on the "Add to Draft" option during distribution.

  • A modal window will appear, prompting the user to select an existing draft.

  • After selecting a draft and confirming, the updated draft modal immediately displays, reflecting the added documents.

  • Users receive a confirmation message at the bottom of the screen.

Adding Documents from the Basket

• Users can also conveniently add documents directly from the Basket:

  • Select documents from the Basket, and then click "Add to Draft" from the Tools dropdown.

  • A modal window allows users to select the draft to update.

  • Once confirmed, the draft modal refreshes, clearly showing the documents just added.

  • A clear confirmation message appears at the bottom of the interface.

Removing Documents from Drafts

• Documents can now be effortlessly removed from drafts:

  • Click the "X" icon beside any document within the draft modal to remove it before distribution.

Display Linked Document Revisions in DRI Register

Feature Overview

Currently, when users create a Design Review Issue (DRI) linked to a construction document or drawing revision, the linked revision information is not visible directly within the DRI register. Users must individually open each DRI to access this information. This update introduces a new column, Document Revision, in the DRI register to display the linked document revision directly, providing immediate access from the register.

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New Column: Document Revision

Column Functionality

• Column Name: "Document Revision"

• Displayed Information: Shows the linked document in the format DocNum(Revision), e.g., ABC123(Rev2).

• Clickable Link: Clicking the revision link opens the associated document directly in a new browser tab.

Visibility and Interaction

• Available in both:

  • Search Results

  • DRI Register View

• Column supports:

  • Sorting: Users can sort by the revision column.

  • Filtering (contains search): Allows quick searches within revisions.

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Search Criteria Enhancement

• Added as a standard search criterion on DRI forms.

• Supports searching based on document numbers, using familiar "reference column" syntax:

  • DRI#0001 DRI#0002

  • DRI#0001,DRI#0002

  • DRI#0001, DRI#0002

  • DRI#0001 ,DRI#0002

  • DRI#0001 , DRI#0002

DRI Import and Logging Enhancements for Markup Revisions

Feature Overview

Previously, when creating Design Review Issues (DRIs) on Markup Revisions (MU Revs), the system linked these DRIs to the original source document rather than the specific markup revision. This made it challenging for users to accurately track and manage DRIs associated with specific markup revisions. This update ensures consistent and accurate linking of DRIs directly to their associated MU Revisions—both via Excel imports and the web interface.

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Consistent DRI Linking to Markup Revisions (MU Revs)

Excel Import Enhancements

• Users can now import DRIs from Excel files and correctly link them directly to a specific Markup Revision (e.g., A-MU1), rather than defaulting to the original source document (A).

• Existing DRIs remain unaffected; only newly imported DRIs adhere to this updated linking logic.

Web Interface Updates

• When users log new DRIs from the web interface (via the log issue button) directly on a Markup Revision, these DRIs will now correctly link to the MU Rev (A-MU1), matching the Excel import behavior.

• This consistent behavior ensures clarity and accuracy in tracking DRIs across all user workflows.

Updating Existing DRIs via Import

• Users can also update existing DRIs to link them explicitly to specific MU Revisions using Excel import, providing greater flexibility and accuracy in maintaining project data.

Addressing Layout Options for Transmittals (TX/DTX) in PS

Feature Overview

Users managing Transmittals (TX/DTX) often faced limited control over how addressing information was displayed, making it harder to review or configure recipient details efficiently. This update introduces flexible addressing layout options within Transmittal settings, bringing the experience in line with what’s already available in Forms and giving users more clarity and control.

New Addressing Layout Configuration in Transmittal Settings

Customisable Addressing Fields

Users can now toggle the visibility of the following addressing fields:

• Name

• Company

• Address

• Business Number

• Email

• Mobile

This provides clear control over what recipient details are displayed in Transmittals.

Default Sort Order

Users can configure how recipients are sorted by default within Transmittals, choosing between:

• Sort by Company

• Sort by Name

Addressing Layout Visibility Settings

A new setting allows users to define when the addressing layout is shown in Transmittals:

• Always Show – Layout is consistently visible upon loading.

• On Demand (default) – Layout is shown only when explicitly selected.

Consistent Dynamic Display

• The configured addressing layout dynamically updates based on user preferences.

• These settings apply consistently across all Transmittals (TX/DTX), ensuring uniformity in user experience

Dynamic Status Updates in DRI Reports

Feature Overview

When users updated the status of a Design Review Issue (DRI), the change didn’t appear in the DRI Report until the page was refreshed or reloaded—disrupting the workflow. With this update, status changes are now reflected in real time within the report view, allowing users to stay focused and confident that the data they’re seeing is always up to date.

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Real-Time Status Update Functionality

Immediate Status Reflection

• Upon submitting a DRI status change, the corresponding status in the DRI Report now updates instantly without page refresh or additional user actions.

Error Handling

• If an error occurs during the status update (e.g., submission fails), users see a clear and informative error message.

• Errors do not disrupt or alter other information displayed on the DRI Report.

Consistent Browser Support

Dynamic status updates function seamlessly across all major browsers:

• Chrome

• Edge

• Firefox

Improved Comment Entry Experience on WTX (Workflow Transmittal) Pages

Feature Overview

Previously, reviewers adding comments on WTX pages were limited to a single-line text area, making it difficult to review longer comments without scrolling. This update introduces dynamic resizing of the comment window, providing reviewers with full visibility of their comments as they type.

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Auto Comment Window Adjustment

Automatic Height Adjustment

• The comment box now automatically expands vertically as reviewers type, displaying the full text of their comments without manual resizing.

Maximum Height Limit and Scrollbar

• To maintain clarity and usability, the comment window expands up to a predefined maximum height (approximately 5-10 lines).

• If the comment exceeds this maximum height, a vertical scrollbar appears within the comment area, ensuring continued easy navigation and visibility.

Upload and Match Multiple Offline Markups at Once

Feature Overview

Uploading offline markups one file at a time made the review process slow and repetitive—especially for large batches. This update allows users to upload multiple offline markup files at once, with the system automatically matching each file to its corresponding document, speeding up the workflow and reducing manual effort.

What’s New

Bulk Upload Support

• Users can now select multiple files in a single upload action from the Offline Markup upload screen.

• The system will attempt to automatically match each file to its corresponding document based on filename or other matching rules already in place.

Workflow Preview Screen – Download Options for Markups

Feature Overview

The WTX (Workflow Transmittal) preview screen has been updated to give users more flexibility when downloading documents. Instead of being limited to just the original file, you can now choose whether to download the original version, all historical markups, or only the latest markups. This brings the workflow preview experience in line with the standard document viewer across the platform.

Download Options Now Available

When you're viewing documents on the workflow preview screen (before entering review mode), you’ll see expanded download options:

These options are accessible via the arrow icon next to the Download button.

Smart Forms

Form History - Comment and System Log Filtering for Forms

Feature Overview

Previously, when reviewing forms, comments entered by users and system-generated transaction logs appeared mixed together. This made it difficult to quickly find relevant information. To solve this, new filter toggles have been added to let you easily choose between viewing user comments, system logs, or both.

How It Works

Switching Between Comments and System Logs

In the comments area, you'll see two filter toggles:

• Comments (default ON): Displays only user-entered comments, excluding any automated system logs.

• System Logs (default OFF): Displays only automated, transaction-type logs generated by the system.

Use these toggles individually or together to control exactly what information appears.

Showing Changes

Next to these toggles is a tickbox called "Show Changes":

• If both Comments and System Logs toggles are ON, ticking "Show Changes" highlights changes for all displayed items.

• If only the Comments toggle is ON, ticking "Show Changes" highlights changes only within user comments.

Viewing Details of Users (Viewers)

Ticking the "Viewers" checkbox displays details of users who viewed the currently visible items. This will match whatever you currently have displayed (comments, system logs, or both).

Remembering Your Preferences

The filters you choose are automatically remembered and applied whenever you view other forms, saving you from having to set them repeatedly.

Example Filter Combinations:

Attachments - Filtering Attachments by Source in Forms

Feature Overview

Forms in RIB CX often include attachments added at different stages and from various sources—during form creation, as part of a comment, or through a user field. Until now, all attachments were displayed together, making it difficult to distinguish where each one came from. This update introduces toggle controls in the attachments section, allowing users to filter and view attachments based on their origin.

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Attachment Source Filters

You can now toggle between three attachment types:

These toggles work in both thumbnail view and list view.

Toggle Combinations

Each toggle works independently. You can turn one, two, or all three ON or OFF, and the view will update accordingly.

Example Scenarios:

• Form ON only → Shows only form-based attachments

• Form + Inline ON → Shows both form attachments and comment attachments

• All three ON → Displays all attachments across the form

• All toggles OFF → No attachments will be shown until a toggle is enabled

Linked Forms - Managing Linked Forms with Toggles and Grid View

Feature Overview

When working with forms that have links to other forms—whether through associations, splits, or user fields—it can be difficult to see how each one is related. Previously, all linked forms were displayed together with no separation. This update introduces toggles and a grid layout in the Linked section, allowing you to filter and view linked forms based on how they were added.

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What’s New

Toggle Filters for Linked Forms

The Linked section now includes three toggles that let you control which linked forms are shown. You can turn each one on or off to adjust your view:

Updated Grid View

Linked forms are now displayed in a grid layout, making them easier to read, sort, and filter.

Key Features in the Grid:

• Sortable Columns: Click any column header to sort the list by that value.

• Search Filter: Use a contains search to quickly find linked forms.