Difference between revisions of "Reconcile CDFs When Publishing a Data Entry Form"
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If you attempt to publish a field report template from another IMSMA installation, you may be required to reconcile the CDFs in the field report template to CDFs that are defined in IMSMA. Reconciliation is necessary to ensure that the data is associated with the correct CDF. | If you attempt to publish a field report template from another IMSMA installation, you may be required to reconcile the CDFs in the field report template to CDFs that are defined in IMSMA. Reconciliation is necessary to ensure that the data is associated with the correct CDF. | ||
If you attempt to publish a field report template that contains CDFs which have been defined outside of your IMSMA installation, the Reconcile CDFs window displays with a message stating, “This form contains CDFs which are not in your database. Please reconcile the following CDFs before publishing:” | If you attempt to publish a field report template that contains CDFs which have been defined outside of your IMSMA installation, the Reconcile CDFs window displays with a message stating, “This form contains CDFs which are not in your database. Please reconcile the following CDFs before publishing:” | ||
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[[File:Reconcile CDFs.png|440px|''Figure 169. Reconcile CDFs'']] | [[File:Reconcile CDFs.png|440px|''Figure 169. Reconcile CDFs'']] | ||
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::The CDF Editor window displays with data in the fields. Click the '''Save''' button to add the CDF and to reconcile it with the CDF in the field report template. | ::The CDF Editor window displays with data in the fields. Click the '''Save''' button to add the CDF and to reconcile it with the CDF in the field report template. | ||
::*To resolve the CDF in the field report template to an already defined CDF, click the [[File:Pencil.png|20px|<span title=""></span>]] button. You will need to select the CDF and click the Select button. | ::*To resolve the CDF in the field report template to an already defined CDF, click the [[File:Pencil.png|20px|<span title=""></span>]] button. You will need to select the CDF and click the Select button. | ||
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::After you have reconciled all CDFs in the field report template, the '''OK''' button in the lower, right corner of the Reconcile CDF window becomes available. | ::After you have reconciled all CDFs in the field report template, the '''OK''' button in the lower, right corner of the Reconcile CDF window becomes available. | ||
<li>Click the '''OK''' button.</li> | <li>Click the '''OK''' button.</li> | ||
| − | ::The field report is published. | + | ::The field report is published. |
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Revision as of 19:39, 16 October 2012
If you attempt to publish a field report template from another IMSMA installation, you may be required to reconcile the CDFs in the field report template to CDFs that are defined in IMSMA. Reconciliation is necessary to ensure that the data is associated with the correct CDF.
If you attempt to publish a field report template that contains CDFs which have been defined outside of your IMSMA installation, the Reconcile CDFs window displays with a message stating, “This form contains CDFs which are not in your database. Please reconcile the following CDFs before publishing:”
To reconcile a CDF:
- From the Reconcile CDFs window, select the row associated with the CDF. The row is highlighted.
- Do one of the following:
- To add the CDF, click the File:Add.png button.
- The CDF Editor window displays with data in the fields. Click the Save button to add the CDF and to reconcile it with the CDF in the field report template.
- To resolve the CDF in the field report template to an already defined CDF, click the File:Pencil.png button. You will need to select the CDF and click the Select button.
- Repeat steps 1 and 2 for each CDF.
- After you have reconciled all CDFs in the field report template, the OK button in the lower, right corner of the Reconcile CDF window becomes available.
- Click the OK button.
- The field report is published.
| File:LightBulb.png When reconciling CDFs of the data type single-selection or multiple-selection, the CDF to which you are resolving to must contain the values specified in the field report template CDF. |
