Difference between revisions of "Enter Organisation Data in the Data Entry Form"
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− | + | You will find more information about Organisations [[Auxiliary Data#Organisations | here]]. | |
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<ol> | <ol> | ||
− | <li>Click the [[Image: | + | <li>Click the [[Image:Select and Organisation.png]] button. |
− | + | [[Image:Org widget NG empty.png|500px|center]]</li> | |
− | + | <li>The Organisation Selection window displays. | |
− | [[Image: | + | [[Image:Select an Organization 2.png|center|500px|''Organisation Selection Window'']] |
<div align="center"> | <div align="center"> | ||
− | '' | + | ''Organisation Selection Window'' |
− | </div> | + | </div></li> |
− | + | <li>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:</li> | |
− | < | ||
− | <li>If you would like to limit the | ||
<ol type="a"> | <ol type="a"> | ||
− | <li>Select the attribute on which you would like to apply the filter from the '''Filter''' list. Filter options for | + | <li>Select the attribute on which you would like to apply the filter from the '''Filter''' list. Filter options for Organisations include:</li> |
<ul> | <ul> | ||
− | <li>'' | + | <li>''Active'' – returns all active Organisations.</li> |
− | <li>'' | + | <li>''Category'' - returns Organisations with a category that is either the specified value or not.</li> |
− | <li>'' | + | <li>''Name'' – returns Organisations with a name that is either similar to or contains the specified value.</li> |
+ | <li>''Organisation ID'' – returns Organisations with an ID that is either similar to or contains the specified value.</li> | ||
+ | <li>''Parent'' - returns Organisations with a parent that is either the specified value or not.</li> | ||
</ul> | </ul> | ||
<li>Enter a value that the selected attribute must match.</li> | <li>Enter a value that the selected attribute must match.</li> | ||
<li>Click the '''Apply''' button.</li> | <li>Click the '''Apply''' button.</li> | ||
+ | {{note|You can also click the '''Show All''' button to see all of the Organisations.}} | ||
</ol> | </ol> | ||
− | <li>Click the row for the | + | <li>Click the row for the Organisation that you would like to select.</li> |
− | <li>Click the '''OK''' button. | + | <li>Click the '''OK''' button. The Organisation name displays in the Data Entry Form Editor window. |
− | + | ||
− | </ol> | + | |
+ | {{New_6.0 | To clear a previously-entered Organisation from a Data Entry Form, click the [[Image:Select and Organisation.png]] button, check the '''No Selection''' checkbox, and click '''OK'''.}}</li></ol> | ||
+ | |||
+ | {{NavBox HowTo Enter Data}} | ||
+ | |||
+ | [[Category:CRI]] |
Latest revision as of 11:23, 16 February 2015
You will find more information about Organisations here.
- Click the button.
- The Organisation Selection window displays.
Organisation Selection Window
- 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:
- 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.
- Enter a value that the selected attribute must match.
- Click the Apply button.
- Click the row for the Organisation that you would like to select.
- 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 button, check the No Selection checkbox, and click OK.
You can also click the Show All button to see all of the Organisations. |