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Import a Data Entry Form from a xml File

929 bytes added, 10:39, 29 May 2017
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<p>To The import feature allows you to import a field report Data Entry Forms from an MaXML file one computer/database to the Workbench:</p><ol><li>From the Workbench window, click the [[Image:ImportIcon.png | Import]] button.</li>:The Import Options window displays ([[:Image:ImportOptions.png|Import Options]]). <another computer/ol> [[Image:ImportOptionsdatabase.png|center|''Import Options window'']]<div align="center">''Import Options window''</div>
<ol start="2">{{note| Before you import Data Entry Forms, ensure that:* Custom Defined Fields and option selection values are the same in the exporting and importing databases * the Data Entry Form template name need to be published and active in the importing database * Auxiliary data used must also exist in the importing database with the same GUIDs. }}
<li>Select the {{Warning | Data will '''Import MaXML (Standard Field Reports)only''' optionbe imported for attributes present on the Data Entry Form template in the importing computer/database. For example, if the Data Entry Form(s) that was exported used a template with 50 attributes, but the receiving-end template only contains 20 of the 50 attributes, data will only be imported for these 20 attributes.}} The import Data Entry Form(s) from xml file(s) function is started from the [[Access and Use the Workbench Window|Workbench]].<ol></li>From the Workbench window, click the [[Image:Import.png | Import]] button.[[Image:WB Import xml.png|600px|center]]<lidiv align="center">Click the ''Workbench window'OK''' button.</div></li>:<li>The Field Report Data Entry Form Import Options window displays.</li><li>Click the '''Browse''' button.[[Image:WB Import xml2.png|400px|center]]<div align="center"> '' Data Entry Form Import window''</div></li>:<li>The Open window displays.</li><li>From Use one of the Open windowtwo import xml methods:</li>
<ol type="a">
<li>Navigate to select a folder which will import '''all''' xml files in the directory where the file that you would like to import is located.folder</li><li>Select the select an xml file name.</li></ol>
<li>Click the '''Open''' button.</li>
:In <li>The Data Entry Form Import window is updated.</li><ol type="a"><li>If the import folder method is used, XML Summary section of the Field Report Import windowis filled with ''A directory has been selected''</li><li>If the import file method is used, the number of field reports 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(. <center>{||- valign="top"|[[Image:WB Import xml4.png|300px]][[Image:fig182WB Import xml3.png|Field Report Import window300px]]). ||}</center></li>
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[[Image:fig182.png|center|500px|''Figure 182. Field Report Import window'']]
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''Field Report Import window''
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<li>Click the '''Import''' button.</li>
:<li>The Field Report Data Entry Form Import Options window displays ([[:Image:FieldReportImportOptions2.png|Field Report Import Options]]).  [[Image:FieldReportImportOptions2.png|500px|center|''Field Report Data Entry Form Import Options window'']]
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''Field Report Data Entry Form Import Options window''</div></li><li>In the Field Report Import Options window, select Select one of the options listed in Table 52.</li>:If you do not want to import the field reports, click the '''Cancel''' buttonfollowing table.</ol> 
<center>
{| class="wikitable" width="500900"
|-
| align="center" colspan="2" | '''Table 52. Description of Import Options'''
|-
| width="125pt150pt" | '''If you choose to…'''| width="375pt750pt" | '''The field reportsdata entry forms...'''
|-
| Approve all field reports data entry forms || <p>With The Data Entry Forms will be imported with the current user as ''Approver'' and current date as ''Approved date''.Data Entry Forms with no import errors and complete reconciliation are imported and marked as ''Approved''.</p><p>With Data Entry Forms with import errors and/or incomplete reconciliation are imported, marked as ''Needs ApprovalSaved'', and added to the Workbench.</p>
|-
| Use approval data in the Field Reports Data Entry Forms || <p>That The Data Entry forms will be imported with the ''Approver'' and ''Approved date'' as specified in the Data Entry Forms.Data Entry Forms that have been previously approved and unapproved are imported and marked as ''Approved''.</p><p>That Data Entry Forms that have not been approved are imported, marked as ''Needs ApprovalSaved'', and are added to the Workbench.</p>
|-
| Import only || <p>Are Data Entry Forms are imported, marked as ''Needs ApprovalSaved'', and added to the Workbench.</p>
|}
</center></li><li>Click the '''OK''' button.</li><li>The Information window displays a message stating that the data entry form import is complete.</li> <li>Click the '''Done''' button.</li></ol>
<ol start="8">== Option 1 and 2===__NOEDITSECTION__ <li>Click the '''OK''' button.</li>:The Information window displays a message stating that the field report import is complete. <li>Click the '''Close''' button.</li><li>If you chose the '''Approve all field reportsdata entry forms''' option or the '''Use approval data in the Field ReportsData Entry Forms''' option, the Approval Results window displays ([[:Image:ApprovalResults.png|Approval Results]]). </li></ol>
[[Image:ApprovalResults.png|center|500px|''Approval Results Window'']]
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<p>Field reports Data entry forms that were approved appear in the Approved Field Reports Data Entry Forms section of the Approval Results window. The Approval Date column lists the date and time the reports were approved.</p><p>Reports that were not approved appear in the Non-Approved Field Reports 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''. </p>
<ol>
<ol type="a">
<li>Click the '''Done''' button.</li>
<li>If a field report data entry form was not approved, open the Workbench window and double-click the row associated with the unapproved field reportdata entry form.</li>:<li>The Field Report Data Entry Form Editor window displays.</li><li>Resolve the error on the Reconciliation tab if applicable. See the ''Field reports Data Entry Forms – [[Reconciling ItemsReconcile]]'' section for additional information.</li>
<li>Resolve the error on the Import Issues tab if applicable. When complete, check the '''All Import Issues have been resolved''' checkbox.</li>
<li>Click the '''Approve''' button.</li>
:<li>The Information window displays confirming the field report data entry form was approved.</ol></ol> <ol start="11"><li>If you chose the '''Import Only''' option, the Field Report Import Results window displays ([[:Image:fig184.png|Field Report Import Results]]). </li>
</ol>
=== Option 3===__NOEDITSECTION__ If you chose the '''Import Only''' option, the Data Entry Form Import Results window displays. [[Image:fig184FieldReportImportResultsWindow.png|center|500px|''Figure 184. Field Report Data Entry Form Import Results Window'']]
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''Figure 184. Field Report Data Entry Form Import Results Window''
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<p>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 Field Report Data Entry Form Editor window.</p>
<ol starttype="12a">
<li>Click the '''Done''' button.</li>
:<li>The imported field reports Data Entry Forms will be listed in the Workbench. You will need to reconcile the item records in the field reportsData Entry Forms.</li></ol> 
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