Nimblex features a number of concepts specific to the platform. Below we will discuss some of these to get you familiar with commonly-used terms.
An eForm acts as an input template. When you input information into the eForm, that information is not stored in the eform. Instead it is stored in a new Record that is created for this information.
Data entry forms are the main type of form you will interact with during regular use. These are covered in detail in later sections.
A Record is the actual information stored from an eForm. If the eForm is the folder template, then the Records are the loose pieces of paper within the folder. Usually when you’re editing a Record, you’ll be using the eForm view above to modify individual fields.
The Tabular Report is a quick, easy way to view data stored in Records on an eForm. Most users can modify the tabular report profiles to suit their individual needs.
a Portal is an eForm configured like a Menu that usually serves as a landing page for a particular user group or function. Portals usually have links to key areas of the system, and searchable lists of important records.
A Dashboard is an eForm designed to be used as a tool for understanding details across a large number of records in the system. For example, here is a Reporting Dashboard that is generally used for viewing overall statistics from the system.