Difference between revisions of "Link to Existing Item"
From IMSMA Wiki
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| + | {{Note | To reconcile Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }} | ||
This section provides instructions for linking item records of different types. | This section provides instructions for linking item records of different types. | ||
To link an item record to another item record without using the map: | To link an item record to another item record without using the map: | ||
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{{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}} | {{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}} | ||
| + | {{Note | Item are '''not''' normally ''Linked'' to Locations. Items are assigned to Locations.}} | ||
{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
[[Category:COO]] | [[Category:COO]] | ||
Revision as of 00:13, 2 March 2015
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To reconcile Data Entry Forms, your IMSMANG user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. Data Entry Form and Link. Contact your IMSMANG Administrator if you have questions on permissions. |
This section provides instructions for linking item records of different types. To link an item record to another item record without using the map:
- From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
- Click the
button. - Select the Link to Existing Item option.
- Click the OK button.
- The Pick Object Type window displays.
- Select the type of the existing item record from the Type of Object to Link to drop-down menu.
- Click the OK button.
- The Pick Item window displays.
- Click the row for the item record that you would like to reconcile.
- Click the Assign button.
- The Link Items window displays.
- If desired, click the
button to view the item record on the map. - Select the Link Existing Item with Data Entry Form Item option to associate item records.
- Click the OK button.
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If you would like to remove the link before you have approved, select the row and click the  button.
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Item are not normally Linked to Locations. Items are assigned to Locations. |
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