Nimblex Custom Systems

Find general support documentation to maintain your EBMS Nimblex custom system

Administrators

Assign Categories
Categories are used to 'tag' various forms in the system. The main application for this is to enable users to show forms under a specific category when browsing via the E...
Workflow Transaction Report
Track the changes of System fields across records. This report displays a row for anytime one of these events happens: • A record is created. • A record changes status. • ...
System Functions
The Functions page lists the functions of the system to a very granular level and provides an ability to enable or disable functions across roles. Clicking on any specifi...
Import EForm Design
To import an eForm, you must first have an eForm file; this can be obtained through exporting an eForm. Copy a Form Design from One System to Another The typical usage f...
Email Settings
From this screen you can do the following: • Specify an email server which emails from the system must pass through. • Re-route all system emails to a specific email addre...
Credentials
Credentials allow you to run system function under another user's privilege level. A case would be if a user clicks a button that needs to update a record that the user us...

Logging Into Nimblex
A user needs a username and a password to log into their system. Once you type in the username and password, click the Login button and you will see the Main Entry Portal ...
Changing your Nimblex Password
On the Toolbar, click the User Profile icon and then select My Profile. Click Change Password. Enter your New Password, then enter the same password in Confirm New Pass...
Toolbars
Below is the navigation bar that appears on every page in the Nimblex platform. Icon Description Home Shows the Main Entry Portal of the system. My Records Shows ...
eForms
An eForm acts as an input template. It might look like a paper form you use to collect information. When you input information into the eForm, that information is not st...
Acting as Another User
Acting as another user gives you all the access that the other user has in the system. The first thing required for you to act as another user is for the substitution to b...
Record Relationships
When a system is modelled in Nimblex, it is possible to set up a Parent/Child Relationship. In Nimblex, a simple hierarchical relationship is supported where each record m...

Creating a Tabular Report Profile
You can have as many Tabular Report Profiles for an eForm as you require. Each eForm will have two default profiles, Summary or All Columns, and you cannot change the set...
Accessing Tabular Reports
You can follow the steps below to access your Tabular Report functionality. Click on the EForms tab at the top panel of your screen. This will open up your list of Catego...
Exporting Tabular Report
Nimblex allows users to export a Tabular Report Profile into various formats. Exporting Tabular Report Profile Follow the steps to export a Tabular Report: Select a Profi...
Advanced Filtering
To search for a small number of records in a large list, users can employ a filter. When you define a filter, you are laying out a set of criteria that your results must m...
Remote Columns
Remote Columns refer to columns from a different eForm. Adding a Remote Column Select a Profile [1] that you wish to change or customise. Click the icon in the top left c...
Advanced Columns
Adding an Advanced Column Select a Profile [1] that you wish to change or customise. Click the icon in the top left [2] to open the side panel to view Profile Properties....

Introduction to Nimblex JSON API
Nimblex 5.4 and above include a JSON API. This feature is intended to allow for integration options without direct VendorPanel intervention. The JSON API is a mechanism ...
JSON API - Records
This page defines the API for accessing records within your Nimblex system, including management of record objects as well as relationships between records and documents...
JSON API - Record Attachments
This document defines the API used for managing attachments attached to records. Functions for uploading and downloading attachments are non-conformant with JSON API, as t...
JSON API - Basic Reporting
Record-Rows – filtered record data This function is not strictly conformant with JSON API. GET @apiroot/recordrows/{urlencoded eformtype}?filter={filter}&page%5Boffset%5D=...
JSON API - Roles
This page explains the API functions for the querying and updating of roles within your Nimblex system. Roles are polymorphic, where a role is one of: user, group or guest...
JSON API - Role Memberships
Note that according to http://jsonapi.org/format/#crud-updating-to-many-relationships, to-many relationships are required to have an array as their data object. Get List o...