iTWO cx Tips & Tricks – Push Form Configuration to Projects

For our new blog series, we will be asking our iTWO cx Consultant team to take us through their best iTWO cx tips & tricks that help users to work as efficiently as possible. This month, we spoke to our Senior Consultant Carl Beetge about the Push Form Configuration to Projects function.

iTWO cx offers a lot of flexibility for our users. Forms are a huge part of the program, but if the standard form layout doesn’t suit your particular requirements, it can be amended for a certain project by a variety of different elements. These could include new fields, lists and tables, to record grouping, categorisation or tagging. An example of this can be found below (with the new additions highlighted in red).

Oftentimes, we find that users will make changes to a form layout on a particular project, and they then would like to push that form layout to other projects in order to save time. This is something that’s possible to do in iTWO cx with a little trick called the “Push Form Configuration to Projects” utility. This, as the function states, will push this form and its layout to multiple projects; a massive timesaver if you have many projects currently on the go. The steps to implement this are laid out below:

Step 1: Navigate to the Utilities section of iTWO by selecting the cog next to your account name and then choosing Utilities from the drop-down menu. Under the section called Form Management, you’ll see the utility called “Push Form Configuration To Projects”. Please note that in some cases, non-admin users may not have the ability to see this option as it is controlled via permissions from your project admin.

Step 2: Clicking on this will bring up a window as per the one below. Select the form/s you would like to push to the other projects, and the projects in question.

Step 3: Once you’ve selected the Form Types and Projects, simply push the “Process” button, which will instantly push the form/s configuration!

Step 4: Now, the forms have been successfully copied to those selected projects. When a user logs on to any of the projects listed below the form will be available.

This is just one of the many ways that iTWO cx offers a great amount of flexibility to our users, allowing them to configure their project set-up in a way that better suits their requirements! With functions such as Push Form Configuration to Projects, users can save time and finish projects faster for a more profitable result.

To find out more about how iTWO cx can work for your business, feel free to contact your local iTWO cx sales team today!