Changes

Jump to: navigation, search

Reconcile CDFs When Publishing a Data Entry Form

53 bytes removed, 17:14, 19 June 2017
no edit summary
If you attempt to publish a Data Entry Form template from another IMSMA installation, you may be required to reconcile the CDFs in the Data Entry Form 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 Data Entry Form template that contains CDFs which have been defined outside of your IMSMA installation, the Reconcile CDFs window displays with a message stating, “This ''This form contains CDFs which are not in your database. Please reconcile the following CDFs before publishing:''
[[File:Reconcile CDFs.png|center|440px]]
To reconcile a CDF:
<ol>
<li>From the Reconcile CDFs window, select the row associated with the CDF.</li><li>To resolve the CDF in the Data Entry Form template to an already existing CDF<ol type="a">The row is highlighted<li>Click the [[File:FieldViewIcon.png|20px]] button.</li>Select the CDF you would like to use in the list.<li>Do one of Click the following:'''OK''' button. </ol><li>::*To add the a new CDF, click the [[File:FieldTemplateIcon.png|20px]] button. [[Image:Reconcile CDFs.png|center|500px]]::The CDF Editor window displays with data in the fields. <ol type="a">::<li>Enter the name of the CDF.
{{New_6.0 | The rules for CDF name has changed to: The name should be no longer than 60 characters and should not contain periods (.), underscores (_), or capital letters. In addition it cannot start with a digit.}}
::<li>Click the '''Save''' button to add the CDF and to reconcile it with the CDF in the Data Entry Form template. ::*To resolve the CDF in the Data Entry Form template to an already defined CDF, click the [[File:FieldViewIcon.png|20px]] button. You will need to select the CDF and click the '''OK''' button.
</ol>
{{note| 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 Data Entry Form template CDF. If any values are missing the addition of the values should be done in the Data Inventory Manager since the CDF already exists.}}
<ol start = "3"><li>Repeat steps 1 and 2 above for each CDF.</li>::<li>After you have reconciled all CDFs in the Data Entry Form template, the '''OK''' button in the lower, right corner of the Reconcile CDF window becomes availableactive.
<li>Click the '''OK''' button.</li>
::<li>The Data Entry Form is published.
</ol>
6,632
edits

Navigation menu