HELP CENTER NAVIGATION: Contents :: General :: Using Categories :: Text Tutorial
Using Categories
Creating categories ensures easier navigation around various sections of eBMS.
Categories are always displayed in the left panel whenever available.
When Wide Search checkbox is ticked the selected categories will ensure that either of the selected categories are filtered. When Wide Search is unticked it will filter only what is selected.
eBMS Tip: Save time in the future by creating custom categories to suit your business. This will help departments jump to eForms that are only applicable to them. If you cannot see the categories panel, please ensure the left hand categories panel is open. You can hold ctrl to select multiple categories.
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| Setting Up Categories for eForms |
To save categories for eForms, open up the desired eForm in the eForm designer. Refer to Open eForm Designer in related topics.
Open the Properties panel.
Click the Categories tab.
Select a desired category and click add (each category can only be added one at a time).
Once satisfied press apply.
Then click the save button. |
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| Setting Up Categories for Quicklinks |
To save a categories for a Quicklink either create a new Quicklink or edit an existing one. Refer to Creating Quicklinks in related topics.
Click the Category Tab.
Hold ctrl to select multiple categories.
Click the Save button. |
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| Adding Custom Categories |
To add new categories open the eForms tab.
Open the Categories panel.
Select the Lists category
Open the Categories eForm.
Refer to View an eForm in related topics
Add a new record to that eForm.
Type in the desired new category in the empty text field.
Click Save.
Results: The new category is now ready to be used to set eForms accordingly.
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Related Topics |
Change the Position of Columns
Creating Quicklinks
eForm Filter
Open eForm Designer
Resize Columns
Sort the Columns
Using Categories
Using Profiles in Charting Report
Using Profiles in Tabular Report
View an eForm
View an eForm Record
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