Searching for Records

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Record

A record stores information that is built into the eForm. An eForm can have many records.

Example:
A Contract eForm defines the information that is captured for a Contract. There may be 50 Contract records in the system, each of which captures data relative to a Contract.

Searching for Records

Supposing you want to find record #40 of the Action eForm, you would take the following steps:

  1. Click on EForms on the Nimblex toolbar. This will navigate you to a screen that lists all the eForms in the system.

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  1. From the list of eForms, click on the eForm from which you want to find a record. In this case, you need to click on the View button next to the Action eForm.

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  1. This will take the user to a tabular report view of Action records. In other words, it is a list of all the records of the Action eForm in a tabular format.

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  1. Here, you can filter from any column. To find record #40, you can simply type '40' into the RecordID column search bar.

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  1. Then click on the View button to navigate to record #40 of the Action eForm.

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