Difference between revisions of "Enter Organisation Data in the Data Entry Form"

Revision as of 08:48, 25 February 2014

To enter organisation data using the File:Organisation.jpg button:

1. Click the File:Organisation.jpg button.

The Organisation Selection window displays.

2. If you would like to limit the organisations displayed in the Organisation Selection window you can do so by applying a filter. To apply a filter to the organisations:
1. Select the attribute on which you would like to apply the filter from the Filter list. Filter options for organisations include:
• Active – returns all active organisations.
• Category - returns organisations with a category that is either the specified value or not.
• Name – returns organisations with a name that is either similar to or contains the specified value.
• Organisation ID – returns organisations with an ID that is either similar to or contains the specified value.
• Parent - returns organisations with a parent that is either the specified value or not.
2. Enter a value that the selected attribute must match.
3. Click the Apply button.
3. Click the row for the organisation that you would like to select.
4. Click the OK button.

The organisation name displays in the Data Entry Form Editor window.

To clear a previously-entered organisation from a data entry form, click the File:Organisation.jpg button, check the No Selection checkbox, and click OK.