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'''.
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<li>From the '''Customisation''' menu, select '''Data Inventory Manager'''.</li>
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:The Data Inventory Manager window displays.</li>
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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 data category to which you would like to view or edit 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>From the right pane of the Data Inventory Manager window, select the CDF and click the [[Image:FieldViewIcon.png]] button.
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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. </li>
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[[Image:CDF editor2.png|600px|center]]
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<li>Change the information as needed.
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<li>Change the information as needed.</li>
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<li>Click the Save button.</li>
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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.}}</li>
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</ol>
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<li>Do one of the following:
 
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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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{{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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*To discard the custom defined field and close the Custom Defined Field Editor window, click the '''Cancel''' button.
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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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</li></ol>
 
  
 
{{NavBox HowTo Data Elements}}
 
{{NavBox HowTo Data Elements}}
 
[[Category:NAA]]
 
[[Category:NAA]]

Revision as of 22:51, 11 June 2017

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. From the Customisation menu, select 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 editor2.png
  4. Change the information as needed.
  5. Click the Save button.
Note.jpg Changing a CDF will not automatically update existing Data Entry Form Templates that use the CDF.
Data Inventory Manager
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