HELP CENTER NAVIGATION: Contents :: eForms / Workflow :: How to Use My eForms :: Text Tutorial
My eForms
My eForms is a workflow management tool which tracks all of sent or received eForms/processes by other eBMS users. An eForm sent out from the user who logs into the system will be recorded into “Sent eForm”. Any eForms sent to the users will be recorded into “Received eForms”. Users can view and filter displayed My eForms.
eBMS Versions Pro & Enterprise Tip: To utilise the power of My eForms and improve your workflow and communications within the organisation, encourage all users to use workflow and My eForms reguarly.
eBMS Enterprise Tip: Use the scheduler to automate your procceses and workflow.
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| Step 1 |
Click on My eForms tab.
Select Received eForms option. |
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| Step 2 |
You can see all the eForms assigned to the user who logged into the system.
The screen will display important information regarding all the assigned eForm. It includes eFormId, eForm Name, Description, Date, Sender’s User Name, Status and Priority. There are different colours corresponding to the level of priorities
eg. ‘1-Very High’ “2-High”, “3-Medium”, “4-Low” ,“5-Very Low”. |
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| Step 3 |
Click on the View link
A new window is opened. This window displays the eForm record that has been assigned to you.
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| Additional Notes |
You can also view eForms which you have assigned to your co-workers by clicking on Sent eForms option.
You can sort eForms by clicking on eFormId, eForm Name, Date, Sender, description, current status and Priority.
Note: It also possible to move the column, change the column's width and filter. Refer to Resizing Columns and Moving Columns in related topics.
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Related Topics
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Add an eForm Record From Inside an eForm
Add an eForm Record From Outside an eForm
eForm Filter
Enable Workfow
How to use Workflow in an eForm
Search for eForm Record via ID #
Send Email in Workflow
View an eForm
View an eForm Record
Workflow Transaction Report
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