Manage eForm Records
  • 14 Sep 2020
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Manage eForm Records

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Bulk Change Record Workflow

Users with access to this function can make changes to the Assignee, Status, Priority and Originator fields of a number of records at once.

  1. Click the Control Panel gear icon

  2. Under the eForm Records section, click Bulk Change Record Workflow

  3. Select the records you would like to modify by clicking the checkboxes on the left side or holding CTRL and clicking individual records, or hold Shift and click a start and end point to select a range

  4. Click the Edit button.

  5. For each field you want to edit, click the checkbox on the left and select a value using the dropdown fields on the right.

  6. Click the Apply button to save these new values to the selected records.

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Update Text Indexes

Users with access to this function can update the text indexes used for full text search. This is necessary if you change which columns are indexed. You can do this in the eForm designer by changing the value ‘Include in Text Index?’.

  1. Click the Control Panel gear icon

  2. Under the eForm Records section, click Update Text Indexes.

  3. Select an eForm (eg. “Staff”) using the dropdown marked “Which eForm”

  4. Enter the desired record IDs (eg. “1, 3, 5-10”) into the box marked “Only records in range:”

  5. Click Reindex to update the text indexes for the specified records.

Delete eForm Records

Users with Delete permissions to a given eForm are able to delete individual records by visiting the record page:

  1. On the Record page, click the Delete button on the top bar to delete the loaded record

  2. A confirmation window will appear asking if you are sure you want to delete this record. ClickOk ” to delete the record, or “Cancel ” to return to the page.

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Users with sufficient permissions are able to access the Delete eForm Records page from the Control Panel, from which they are able to bulk delete a number of records.

  1. Click the Control Panel gear icon

  2. Under the eForm Records section, click Delete Records.

  3. Select an eForm (eg. “Staff”)

  4. Enter the desired record IDs (eg. “1, 3, 5-10”) into the box marked “Only records in range:”

  5. Click Delete to delete these records.

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See Also

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