Difference between revisions of "Manage Data Entry Form Attachments"
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You can attach files to a Data Entry Form so that the file can be shared with other IMSMA users. Data Entry Form attachments are managed via the Attachments window. To display the Attachments window, click the [[Image:MFRABtn01.png | Manage Attachments]] button on the Data Entry Form Editor window. | You can attach files to a Data Entry Form so that the file can be shared with other IMSMA users. Data Entry Form attachments are managed via the Attachments window. To display the Attachments window, click the [[Image:MFRABtn01.png | Manage Attachments]] button on the Data Entry Form Editor window. | ||
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+ | The Attachments window contains two sections: | ||
+ | * A filter section for limiting the list of data displayed – You can filter the data displayed in the table by selecting a filter from the list and entering a filter value. Attachments passing the filter are listed in the table. | ||
+ | * A table for the data – By default, the table displays all attachments in IMSMA. To change the sort order of the data, click the column header associated with the attribute on which you would like to sort the data. | ||
[[Image:AttachmentsWindow.png|400px|center|''Attachments window'']] | [[Image:AttachmentsWindow.png|400px|center|''Attachments window'']] | ||
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''Attachments window'' | ''Attachments window'' | ||
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==How to Filter the Attachments Displayed==__NOEDITSECTION__ | ==How to Filter the Attachments Displayed==__NOEDITSECTION__ |
Revision as of 16:48, 23 March 2015
You can attach files to a Data Entry Form so that the file can be shared with other IMSMA users. Data Entry Form attachments are managed via the Attachments window. To display the Attachments window, click the button on the Data Entry Form Editor window.
The Attachments window contains two sections:
- A filter section for limiting the list of data displayed – You can filter the data displayed in the table by selecting a filter from the list and entering a filter value. Attachments passing the filter are listed in the table.
- A table for the data – By default, the table displays all attachments in IMSMA. To change the sort order of the data, click the column header associated with the attribute on which you would like to sort the data.
Attachments window
How to Filter the Attachments Displayed
The filter limits the attachments displayed in the table to only those attachments that contain the filter value.
Attachments Filter window
To filter the attachments displayed in the table:
- Select the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include:
- Data Entry Date – returns attachments with an entry date that contains the specified value.
- File Description – returns attachments with a description that contains the specified value.
- File Name – returns attachments with a file name that contains the specified value.
- MIME Type – returns attachments with a MIME type that contains the specified value.
- Enter a value that the selected attachment filter must contain. Note that the filter is not case-sensitive.
- Click the Apply button.
- The attachments passing your criteria are listed in the table.
How to Add an Attachment
To add an attachment to a Data Entry Form:
- From the Data Entry Form Editor window, click the button.
- The Attachments window displays.
- Click the button.
- The New Attachment window displays.
New Attachment Window
- Click the button.
- The Open window displays.
- From the Open window:
- Navigate to the directory of the file that you would like to attach to the Data Entry Form.
- Click the file name.
- Click the Open button.
- The name of the file displays in the File Name field and the file type displays in the MIME Type field. Note that although the MIME Type field may not always display the correct file type the file will be attached to the Data Entry Form.
- Enter a description for the file in the Description field.
- Click the Upload button.
- The attachment displays in the Attachments window.
Attachments Window
Attachments should be no greater than 10 MB. |
How to Download an Attachment
To download an attachment:
- From the Data Entry Form Editor window, click the button.
- The Attachments window displays.
- Click the row associated with the attachment that you would like to download.
- Click the button.
- The Save window displays.
- From the Save window:
- Navigate to the directory where you would like to save the file.
- Click the Save button.
- A copy of the file is saved to the specified directory on your computer.
How to View or Print Attachments
- Click in the Data Entry Form Editor window.
- The Attachments window opens and displays all files attached to the Data Entry Form.
Use the filter to find an attachment. |
- Print the file from the associated application
How to Remove an Attachment from a Data Entry Form
Removing an attachment detaches it from the Data Entry Form. To remove an attachment from a Data Entry Form:
- Click in the Data Entry Form Editor window.
- Click the row associated with the attachment that you would like to remove.
- Click .
- The Verify Deletion window displays.
- Do one of the following:
- To remove the attachment, click the Yes button.
- To cancel the delete operation, click the No button.