EForms

  • Updated

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This area allows you to create new forms, or edit existing forms.

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Clicking on the Tools button will reveal a set of options for managing any individual form. The top section of the dropdown relates to reporting, and the bottom section is administrative functions.

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Here is a run through of what this option above allows the user to do:

Area

Functions
Tabular Report Accesses the Nimblex Tabular Reporting environment in the context of the selected form.
Charting Report Accesses the Nimblex Charting Reporting environment in the context of the selected form.
Calendar Report Accesses the Nimblex Calendar Reporting environment in the context of the selected form.
Manage eForm Manages the properties of the form. This includes adding/updating mail merge template files, and the ability to delete the form (this is not reversible).
Modify Design Accesses the eForm designer for the form.
View Revisions

Views a list of all the times that the eForm design was changed. This can indicate if a form was changed within a particular period. Through this it is also possible to restore historical revisions, which can be helpful if there has been some corruption or mistake in the current version of the design. It is worth noting that if you restore to a revision that does not include a particular column that the current design has, then you may lose any data stored in those added columns.
Export

Exports the eForm definition in xml. This can be used as a backup method for the form design. This export can also be imported into other systems, a common practice in deployments from dev sites to production sites. It is worth noting that this export does not include any data; it is solely the eForm configuration which includes the layout, column definitions and controls attributed to the form.
Rename Renames the eForm - use with caution as this could cause errors in any area where the form's name is mentioned in formulas. This specifically impacts instances where the DB_LOOKUP / DB_REPORT functions are used.