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Customising Grids
Nimbus typically uses a grid to display tabular data. All Nimbus grids allow columns to be resized, the column order to be changed, and to sort by column.Anchor
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Fields used in the Email Jobs Grid
The following details the fields available within the Email Jobs Grid.
Field | Description |
|---|---|
Approval by | System will record the Employee who is set to approve the Job where approval is required |
Client Code | Stored in the Client Code field for the Client |
Client Name | Stored in the Name field for the Client |
Contact Email Address | Stored in the Contact Email address for the Contact |
Contact Name | Stored in the Contact Name field for the Contact |
Created By | Employee name who created the Webform Job |
Docs for signature | Documents which need to be signed |
Docs not signed | Documents which have already been signed |
Downloaded | Last date Webform package was downloaded from Nimbus |
Downloaded By | Name of the user who downloaded the webform |
Email Status | Status of the Email sent (see page for further detail) |
Entity | Stored in the Entity field for the Client |
Followup Subject | Text stored in the Subject: field on a Follow-up Email |
Group | Stored in the Group field for the Client |
Job Id | Internal unique ID stored against each Task |
Job Name | Name of the Email Job |
Job Status | Status of the Job sent (see page for further detail) |
Last Modified | Shows when was the email job last modified |
Last Modified By | Name of Employee who last modified the Email Job |
Last Sent | Date the Job was sent / resent |
Notification | Employee who is set to receive Client Notifications. Will be default employee if no employee is selected on the Edit Client screen. |
Period End | Period end noted in the Email Job schedule tab |
Received | Date Webform checklist is submitted by client. If paper checklist is received, this is the date the Received column is ticked (in the Email Jobs grid). |
Recurs | Date the Job is next set to recur |
Reminder | Date set to remind |
Reminder Sent | Last date reminder sent |
Responsibility | Stored in the Responsibility field for the Client |
Sched. | Date an Email Job is scheduled to be sent (in the future) |
Sched. Reminder |
Sent | Date an Email Job has been sent |
Subject | Text stored in the Subject: field on an Email Job Email |
Submitted Name | Name of the Webform Package submitted by the Client |
Submitted Size | Size of the Webform Package submitted by the Client |
Subscribed | Options are Subscribed or Unsubscribed. If a client clicks the Acknowledge link on the bottom of a Nimbus email, no further emails will be sent to that client. |
Task Status | Status of the Task (see page for further detail) |
Viewed | Date the Client viewed an Email Job email |
Web Form Description | Shows the Webform name |
Changing the Column Width
To change column width, move the mouse cursor over the column header divider. When the cursor changes to a small left arrow, you can drag the column divider left or right:
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Changing the Column Order
To change column order, mouse down on the column header you want to move and drag to the new location. An insertion arrow appears over column dividers as you drag. Mouse up to drop the column in the new location.
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Exporting a Grid
Data from a grid may be exported to a CSV. Alter the Grid to show the data required, and then click the Export to CSV icon at the bottom right-hand side.
Managing the views
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How to select a saved view:
- Select Email Jobs from the Navigation menu
- Open the Email Job Views window
- Select the required View from the list
- Your View will now change to the selected View
Saving a View
When you have created a grid layout of interest, including desired column selection, column widths, sort sequence, and filters, this may be saved with a name for future recall. Click the Email Jobs view button in the top-left.
Under View Name, type how you wish to call the view and click the Save button. If you use the same name as an existing View, it will replace the previously saved View.
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You might find that the view you just created will be handy for other people than just you. By ticking the "Copy to others" box you should be able to copy the newly created view to other staff members. The Access tab will show in the dialog and you will be able to select who should get a copy of the view.
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A Nimbus Administrator can save a view, which can be shared with all staff members who login to Nimbus. Click the Share field and then click OK to save the view. Anchor
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