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HELP CENTER NAVIGATION: Contents :: Action Management Help :: Action Management Features :: Text Tutorial
Key Features in the Action Management System
Creating Profile's helps you save settings in Charting Report.
When you enter a report, there may be information that you do not want to view because it is not relevant to what you are doing. To fix this you create a profile, creating and editing profiles are quite easy and it only takes a minute or two to set up.
eBMS Tip: Save time in the future by building profiles for easily selecting pre-saved filter settings.
| Step 1 |
Open up the desired eForm record or create a new one that has eForm linking enabled.
Refer to View a eForm Record, Add New eForm Record and Create a Linked eForm in related topics.
Open up the Linked eForms Panel on the left by clicking on it (if it is not already open)
Select the eForm from the eForm Type dropdown box.
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| Step 2 |
Enter Add New or Add Exisiting button.
Add New - This will add a new Child eForm Record to the eForm that you have selected from the eForm type dropdown box.
Add Exisiting - This will link an already exisiting record as a Child eForm Record to the eForm that you are currently in. To select an already exisiting record, select the eForm from the eForm type dropdown box and click Add Exisiting. Another dropdown box will appear with all of the eForm record ID numbers, just select the correct ID # and press add. |
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| Step 3 |
Press the Save button.
Result: Both of these actions will make the currently viewed record the Parent eForm Record to your selection
Important Note: If the linked eForm that has now become the Child to your currently viewed Parent record, do not attempt to link your child record back to the parent record as a parent. Linked eForms are not for quicklinking or hyperlinking eForms between the two but instead used as a dependent eForm from another to ensure data entry is made quick and automated. This also assists with completing projects and processes. For more information regarding hyperlinking eForms please refer to Design an eForm in related topics
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Additional
Notes |
If the linked eForm got workflow enabled, then the display format in the linked eForm panel is: (colour-code)(eFormName)-(eFormId)-(current status). eg. CRM (25) - Start
Otherwise, it only displays the (eFormName) - (eFormID).
Colour-code depends on selected eForm’s current status.
Colour code will be “Red” for all the states except Close.
Colour code for Closed state is Green.
After you close all the linked eForm, hit Refresh button. All the linked eForms' status are now Closed. Now you can close this eForm |
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Related Topics |
Add an eForm Record From Outside an eForm
My eForms
Search for eForm Record via ID #
View an eForm
View an eForm Record |
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