Difference between revisions of "Import a Data Entry Form from a xml File"

Revision as of 17:21, 2 March 2015

To import a data entry form from an MaXML file to the Workbench:

1. From the Workbench window, click the button.

The Data Entry Form Import window displays.

2. Click the Browse button.

The Open window displays.

3. From the Open window:
1. Navigate to the directory where the file that you would like to import is located.
2. Select the file name.
3. Click the Open button.

In the Data Entry Form Import window, the number of data entry forms and the number of objects associated with the reports are displayed in the XML Summary section of the window. The contents of the file are displayed in the Raw XML View section.

Data Entry Form Import window

Data Entry Form Import window

4. Click the Import button.

The Data Entry Form Import Options window displays.



Data Entry Form Import Options window

5. In the Data Entry Form Import Options window, select one of the options listed in the following table.

If you do not want to import the data entry forms, click the Cancel button.

8. Click the OK button.

The Information window displays a message stating that the data entry form import is complete.

9. Click the Done button.
10. If you chose the Approve all data entry forms option or the Use approval data in the Data Entry Forms option, the Approval Results window displays.

Data entry forms that were approved appear in the Approved Data Entry Forms section of the Approval Results window. The Approval Date column lists the date and time the reports were approved.

Reports that were not approved appear in the Non-Approved Data Entry Forms section. The Non-Approval column lists the reasons they were not approved. Possible reasons include Reconciliation Incomplete, Import Error, and Unknown Error.

1. Click the Done button.
2. If a data entry form was not approved, open the Workbench window and double-click the row associated with the unapproved data entry form.

The Data Entry Form Editor window displays.

3. Resolve the error on the Reconciliation tab if applicable. See the Data Entry Forms – Reconcile section for additional information.
4. Resolve the error on the Import Issues tab if applicable. When complete, check the All Import Issues have been resolved checkbox.
5. Click the Approve button.

The Information window displays confirming the data entry form was approved.

11. If you chose the Import Only option, the Data Entry Form Import Results window displays.

The Imported Items section of the window lists the items that were imported. Any errors that occurred during the import are noted in the Error Log section of the window. You can save the error log to a file by clicking the Save Log button. You can also view import errors on the Import Issues tab of the Data Entry Form Editor window.

12. Click the Done button.

The imported Data Entry Forms will be listed in the Workbench. You will need to reconcile the item records in the Data Entry Forms.