Nimblex Custom Systems

Find general support documentation to maintain your EBMS Nimblex custom system

Administrators

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...
Email Template Library
Creating New TemplatesUser can add a new email template by clicking Add New Record. Editing Templates To modify existing templates, the user needs to select an email templa...
Scheduled Events
The Scheduler is for setting up and triggering time-based events to run in the system. Common uses for this include the following: • Generating reminder emails • Automatic...
Import / Export Wedge
The backup area is for exporting and importing wedge files. Wedge files contain information about forms in the system, and by exporting and importing these files, it is po...
Substitutions
Creating Substitutions (Previously known as Temporary Replacements) Any user may be given the ability to operate ‘on behalf of’ another user in the system. This allow...
Maintaining Mail Merge Templates
Mail Merge Templates can be managed on Managed EForm or on a Mail Merge Template Managed List. Note that Mail Merge templates must be saved in .docx format for it to wor...

Input Fields
Input fields are elements that enable users to input information into a record. In order to store data entered by the user. Every input field is linked to a data column. N...

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 ma...
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...

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 to...
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 a...
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 the...
JSON API - Basic Reporting
Record-Rows – filtered record dataThis function is not strictly conformant with JSON API.GET @apiroot/recordrows/{urlencoded eformtype}?filter={filter}&page%5Boffset%5D={st...
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 of ...