Difference between revisions of "Reconcile CDFs When Publishing a Data Entry Form"
From IMSMA Wiki
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<li>Do one of the following:</li> | <li>Do one of the following:</li> | ||
::*To add the CDF, click the [[File:FieldTemplateIcon.png|20px]] button. | ::*To add the CDF, click the [[File:FieldTemplateIcon.png|20px]] button. | ||
| − | ::The CDF Editor window displays with data in the fields. Click the '''Save''' button to add the CDF and to reconcile it with the CDF in the Data Entry Form template. | + | [[Image:Reconcile CDFs.png|500px]] |
| + | ::The CDF Editor window displays with data in the fields. | ||
| + | ::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.}} | ||
| + | ::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. | ::*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> | </ol> | ||
Revision as of 07:12, 26 July 2014
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 form contains CDFs which are not in your database. Please reconcile the following CDFs before publishing:”
To reconcile a CDF:
- From the Reconcile CDFs window, select the row associated with the CDF. The row is highlighted.
- Do one of the following:
- To add the CDF, click the
button.
- To add the CDF, click the
- The CDF Editor window displays with data in the fields.
- Enter the name of the CDF.
- 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
button. You will need to select the CDF and click the OK button.
- To resolve the CDF in the Data Entry Form template to an already defined CDF, click the
- Click the Save button to add the CDF and to reconcile it with the CDF in the Data Entry Form template.
 |
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. |
 |
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. |
- Repeat steps 1 and 2 for each CDF.
- 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 available.
- Click the OK button.
- The Data Entry Form is published.
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