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.

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:

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.

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

Standard Email Jobs Views

There are 7 standard views that are configured with Email Jobs. These are available to all staff and are as follows:

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.

Copy to others

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.

Saving a Shared View

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.

Email Jobs Grid