Difference between revisions of "View and/or Change Custom Defined Fields"

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You can change the label, description, and active status of CDFs. You can also change the values for multiple selection or single selection CDFs. To view and/or change custom defined fields:
 
You can change the label, description, and active status of CDFs. You can also change the values for multiple selection or single selection CDFs. To view and/or change custom defined fields:
 
<ol>
 
<ol>
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<li>From the '''Customisation''' menu, select '''Data Inventory Manager'''.</li>
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<li>In the '''Customisation''' menu &rarr; '''Data Inventory Manager'''.</li>
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:The Data Inventory Manager window displays.
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[[Image:DIM category.png|600px|center]]
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<li>From the left pane of the Data Inventory Manager window, select the item and data category to which you would like to add a CDF.</li>
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<li>In the left pane of the Data Inventory Manager window, select the data category where the CDF is.</li>
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<li>Click the [[Image:FieldViewIcon.png]] button.</li>
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<li>In the right pane of the Data Inventory Manager window, select the CDF and click the [[Image:FieldViewIcon.png]] button.</li>
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:The CDF Editor window displays.  
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<center>
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<li>Change the information as needed. Note that you can only change the label or description.</li>
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{| class="wikitable"
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|-
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| [[Image:CDF editor3.png|400px]]
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| width="10pt" |
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| [[Image:CDF editor2.png|600px]]
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|}
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</center>
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<li>The CDF editor looks different depending on data type.</li>
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<li>Change the information as needed.</li>
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<li>Click the Save button.</li>
 
</ol>
 
</ol>
  
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{{note|List values can only be changed if the custom defined field is not yet used in a published data entry form template.
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{{Note|Changing a CDF will not automatically update existing Data Entry Form Templates that use the CDF.}}
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}}
 
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<ol start="5">
 
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<li>Do one of the following:</li>
 
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*To save the custom defined field and close the Custom Defined Field Editor window, click the Save button.
 
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</ol>
 
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{{note|If you would like to update the custom defined field in existing data entry form templates, you will need to update and republish the data entry form template.
 
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}}
 
  
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==Copy button==__NOEDITSECTION__
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[[Image:DIM copy button1.png|600px|center]]
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This button allows copying the different value options of a CDF to another software e.g. Word and Excel, which can be useful for documentation.
 
<ol>
 
<ol>
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*To discard the custom defined field and close the Custom Defined Field Editor window, click the '''Cancel''' button.
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<li>Click on the '''Copy''' button which copies all the values in the left column. </li>
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<li>Switch to the other software. </li>
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[[Image:DIM copy button2.png|600px|center]]
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<li>Paste in values by using e.g. Ctrl+V. </li>
 
</ol>
 
</ol>
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{{NavBox HowTo Data Elements}}
 
{{NavBox HowTo Data Elements}}
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[[Category:NAA]]

Latest revision as of 19:14, 17 June 2017

Contents

You can change the label, description, and active status of CDFs. You can also change the values for multiple selection or single selection CDFs. To view and/or change custom defined fields:

  1. In the Customisation menu → Data Inventory Manager.
    2. DIM category.png
  2. In the left pane of the Data Inventory Manager window, select the data category where the CDF is.
  3. In the right pane of the Data Inventory Manager window, select the CDF and click the FieldViewIcon.png button.
    4. CDF editor3.png CDF editor2.png
  4. The CDF editor looks different depending on data type.
  5. Change the information as needed.
  6. Click the Save button.
Note.jpg Changing a CDF will not automatically update existing Data Entry Form Templates that use the CDF.

Copy button

DIM copy button1.png

This button allows copying the different value options of a CDF to another software e.g. Word and Excel, which can be useful for documentation.

  1. Click on the Copy button which copies all the values in the left column.
  2. Switch to the other software.
    3. DIM copy button2.png
  3. Paste in values by using e.g. Ctrl+V.
Data Inventory Manager
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