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Manage Data Entry Form Attachments

3,399 bytes added, 19:32, 21 December 2012
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You can attach files to a field report so that the file can be shared with other IMSMA users. Field report attachments are managed via the Attachments window ([[:Image:AttachmentsWindow.png|Attachments Window]]). To display the Attachments window, click the [[Image:AttachIcon.png]] button on the Field Report Editor window.  [[Image:AttachmentsWindow.png|center|''Attachments window'']]<div align="center">''Attachments window''</div> 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. The data displayed in the table is sorted in descending order by entry date. 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. ==How to Filter the Attachments Displayed=Viewing and Printing an AttachmentThe filter limits the attachments displayed in the table to only those attachments that contain the filter value. By default, the filter list in the Attachments window is set to ''All''. The ''All'' filter returns all attachments associated with the field report to the table. [[Image:AttachmentsFilter.png|center|''Attachments Filter window'']]<div align="center">''Attachments Filter window''</div> To filter the attachments displayed in the table:
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<li>Click [[ImageSelect the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include:mFRABtn01</li>* ''All'' – returns all attachments.png]] in * ''Entry Date'' – returns attachments with an entry date 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.* ''Size'' – returns attachments with a file size that contains the specified value.* ''Description'' – returns attachments with a description that contains the specified value.* ''guid'' – returns attachments that possess a specific globally unique identifier (GUID).<li>Enter a value that the selected attachment filter must contain. Note that the Field Report Editor windowfilter is not case-sensitive.</li>:The Attachments: Default <li>the '''Apply'''button.< Item /li>'' Form window opens and displays all files attached to :The attachments passing your criteria are listed in the field reporttable.
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{| style="border=How to Add an Attachment==To add an attachment to a field report:2px solid lightgray; float<li>From the Field Report Editor window, click the [[Image:center; marginAttachIcon.png]] button.</li>:10px;"The Attachments window displays.  |align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2Attachments.png|25pxcenter|Represents a tip or note for using IMSMA Mobile.500px|''Attachments Window'']]|<div align="leftcenter" style="padding: 5px 10px 5px 10px"| Use the filter to find an attachment.>''Attachments Window''|}</div>
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<li>Select a file from Click the attachments list[[Image:AttachUpIcon.png]] button.</li>:The New Attachment window displays.</ol> [[Image:NewAttachment.png|center|500px|''New Attachment Window'']]<div align="center">''New Attachment Window''</div> <ol start="3"><li>Click the [[Image:mFRABtn02OpenIcon.png]]button.</li>:The Open window displays.<li>From the Open window:</li><ol type="a"><li>Navigate to the directory of the file that you would like to attach to the field report.</li><li>Click the file displays in name.</li><li>Click the associated application'''Open''' button.</li></ol>
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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 field report.
{| style="border:2px solid lightgray; float:center; margin:10px;"
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| If the file does not display, check your Windows settingsAttachments should be no greater than 10 Mb.
|}
<ol start="45"><li>Print Enter a description for the file in the '''Description''' field.</li><li>Click the '''Upload''' button.</li>:The attachment displays in the Attachments window. </ol> ==How to Download an Attachment==To download an attachment:<ol><li>From the Field Report Editor window, click the [[Image:AttachIcon.png]] button.</li>:The Attachments window displays. <li>Click the row associated with the attachment that you would like to download.</li><li>Click the [[Image:AttachDownIcon.png]] button.</li>:The Save window displays. <li>From the Save window:</li><ol type="a"><li>Navigate to the directory where you would like to save the file.</li><li>Click the '''Save''' button.</li>:A copy of the file is saved to the specified directory on your computer. </ol></ol> ==How to Remove an Attachment from a Field Report==Removing an attachment detaches it from the field report. To remove an attachment from a field report: <ol><li>Click [[Image:mFRABtn01.png]] in the Field Report Editor window.</li><li>Click the row associated applicationwith the attachment that you would like to remove.</li><li>Click [[Image:EcksButton.png]].</li>:The Verify Deletion window displays.<li>Do one of the following:</li>* To remove the attachment, click the '''Yes''' button.* To cancel the delete operation, click the '''No''' button.
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==Downloading an AttachmentHow to View or Print Attachments==
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<li>Click [[Image:mFRABtn01.png]] in the Field Report Editor window.</li>
<li>Select a file in the :The Attachments: Default ''< Item >'' Form window.</li><li>Click [[Image:mFRABtn03.png]].</li><li>Select a location for the opens and displays all files attached file, and then click '''Save'''.</li>:The file is saved to the selected locationfield report.
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==Uploading an Attachment==
{| style="border:2px solid lightgray; float:center; margin:10px;"
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:StopSign2bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]|align="left" style="padding: 5px 10px 5px 10px"| If Use the file does not display, check your Windows settingsfilter to find an attachment.
|}
<olstart="2"><li>Click [[Image:mFRABtn01.png]] in Select a file from the Field Report Editor windowattachments list.</li><li>Click [[Image:mFRABtn04mFRABtn02.png]] in the Attachments: Default ''< Item >'' Form window.</li><li>Click [[Image:mFRABtn05.png]] The file displays in the New Attachment window to browse for a file.</li><li>Select a file and click '''Upload'''.</li><li>To add more attachments, repeat steps 1-4</li>:The total number of attached files is listed next to the [[Image:mFRABtn01.png]] buttonassociated application.
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==Removing an Attachment==
{| style="border:2px solid lightgray; float:center; margin:10px;"
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:StopSign2bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| If the file does not display, check your Windows settings.
|}
<olstart="4"><li>Click [[Image:mFRABtn01.png]] in Print the Field Report Editor window.</li><li>Select a file in from the Attachments: Default ''< Item >'' Form window.</li><li>Click [[Image:EcksButton.png]], and then click '''Yes''' to confirm.associated application</li>:The attached file is removed from the field report and no longer displays in the list.
</ol>
[[Category:IMSMANG]]
[[Category:How To]]
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