Action buttons take common iTWOcx Forms actions and convert them into a Single Click. This makes for a speedy and simple process when managing Workflows.
Types of Action Buttons
Buttons
These are simply buttons that can be added to the toolbar of an iTWOcx form. They can be configured to be visible based on some pre-conditions.
When they are clicked, they can be configured to trigger some post actions.
Ability for Project Admins to create action buttons
Project Administrators will be able to create action buttons for any new form type they create.
Select
Select Action buttons work in conjunction with a mapping Select field. It allows you to pick a value from a drop down that auto updates the iTWOcx form addressing based on the mapping user field used in the configuration.
They are only displayed in a special type of List that can be accessed via a Dashboard.
Basic Config
1. To add an action button go to the Form type you wish to add it to.
2. Edit the status config.
3. Then click on Add Action.
4. From here you can select the type of Action Control it is (Button or Select).
5. Give it a title.
6. Give it a Color.
7. Give it an Icon.
8. And also set permissions. This will define who can see this Action buttons.
Configuration Pre-Conditions
Pre-conditions define when the Control appears.
1. By default the first option will be the Status criteria.
2. From there you can define user field values that must be matched for the button to appear.
Additional Pre-Condition Options on Contract Admin forms
On CA forms you can configure Pre Conditions based on additional CA options.
Configuring Post Conditions
Post conditions define what happens when the Control is clicked or selected.
You can.
1. Change the status to something else.
2. And also Change the Document Addressing based on the options shown below.
Status action buttons - change addressing without mapping fields
You can configure status action buttons to directly change addressing without requiring a mapping field
To enable this:
- Custom - When picked you can configure a group, a user, multiple users
- Contact User Field - With this option you can change the addressing based on a Contact Userfield on the form
Configuring Custom
- Select Custom in the post Actions area
- Pick the users
Configuring User Field
- Select Contact userfield in the post Actions area
- Pick the contact user field you wish to use.
Status action buttons - allow for "between" values for contracts admin criteria
Staying with action buttons, we have also added support for configuring "in-between" values for Contracts Admin forms.
In between values allow you to configure for example
An amount between two values eg: 25,000 < Amount < 50,000
This has been implemented by enabling the user to select the same criteria twice when configuring the pre conditions
This is supported for all CA fields
Action buttons on Email Notifications
From June 2019, Action buttons will also be shown on the Preview Email notifications. These can be clicked without needing to login to the project to progress the Workflow.
The buttons are compatible on desktop emails as emails received via your mobile phone.
Action buttons on Dashboards
Action buttons are also shown on the Dashboards. They can trigger a form based on trigger configuration.
