Difference between revisions of "Add Form Elements to the Design Pane"

Revision as of 09:10, 17 April 2013

All objects on the field report template are considered elements. Elements include, but are not limited to, labels, text fields, tables, option values, lines, text areas, and date selection tools. The following sections describe the procedures for adding elements to the field report template.

How to Add Report Elements

There are several data elements that can be used across all field report templates. These data elements can be found in the UNCATEGORIZED folder immediately below the Available IMSMA Data Elements folder:

• Date of Report – Used to determine whether data in the field report should overwrite the existing data for the item. Data in the field report will overwrite data in field reports that have an older Date of Report.
• Report ID – If your site has a method for identifying field reports, you can use this field to enter the report identifier.
• Reported By – This field can be used to capture information about the person entering the field report.
• Reported By Position – This field can be used to indicate the position of the person entering the field report.

How to add item attributes

After you have specified the page setup for the field report template, you can begin adding item attributes. To add individual item attributes to the field report:

1. Expand the item folder that contains the attribute by double-clicking the folder name in the elements pane.
2. Expand the data category that contains the item attribute.
3. Click the name of the attribute you would like to add to the field report.
4. While holding down the left mouse button, drag the attribute to the form design pane.
5. When the item attribute’s elements are in the desired position, release the mouse button.

File:Error Message.png If you drag an item attribute to the design pane which has previously been added, the following message displays: At least one of the components you dragged onto the form already exists. Do you want to create a new entity? Click the Yes button if you would like your field report template to capture data for another item record and add the item attribute to the field report template. Otherwise, click the No button; the item attribute will not be added to the field report template.

The element and its label are placed in the form design pane.

File:LightBulb.png You can also add all item attributes to the field report by dragging the folder of the item to the design pane.

6. Repeat the above steps to add additional item attributes to the field report.

When item attributes are dragged to the design pane, they typically include both a text label and the data entry field. The data entry field and label should be kept together to ensure the integrity of the data. Although you can change the label text, be sure to provide a meaningful label so that it is clear to users what data they should enter in the field.

Label and Data Entry Field

In addition to the text label and data entry field, certain item attributes such as date fields, country structure, and geospatial data will also include an icon. You should keep these elements together to ensure the integrity of the data. If any one of the elements is removed, you should remove all related elements.

Figure 152. Elements

As you add and remove item attributes to the form design pane, the Logical Tree pane is updated.




How to Add Text to the Field Report Template

The text tool allows you to add text such as a titles, headings, and page numbers to the template.

Figure 152. Elements

To add text to the field report template:

1. Expand the Tool Folder.
2. Click the Text Tool option and while holding down the mouse button, drag the Text Tool to the form design pane.
3. Release the mouse button when the text is in the desired area of the form design pane.

You can edit the typeface and font size of the text. For more information, refer to HowTo:Change Element Display Properties section.

How to Add an Image to the Field Report Template

The icon tool allows you to add a .jpg or .gif to the report template.

Figure 154. Image Added with the Icon Tool


To add an image to the field report template:

1. Expand the Tool Folder.
2. Under the Tool Folder, click the Icon Tool option.
3. While holding down the mouse button, drag the Icon Tool to the form design pane.
4. Click the Properties button.

The Component Property Editor window displays.

5. From the Component Property Editor window, click the Choose button.
6. Navigate to the location of the image that you would like to add to the field report template.
7. From the Open window, select the image file.
8. Click the Open button.
9. Click the Submit button.

The image is placed on the field report template.

Figure 123. Place Editor Window


Figure 123. Place Editor Window


Figure 123. Place Editor Window


Figure 123. Place Editor Window




Customising IMSMANG Design Data Entry Forms General Data Entry Form Templates · Data Entry Form Template Designer Window · Change an Existing Data Entry Form Template Get started Change the Page Orientation, Margins, or Paper Size · Data Entry Form Fields · Add Item Attributes to the Design Pane · Add Subobject Custom Defined Fields to the Design Pane Tools Add Text to the Data Entry Form Template · Add an Image to the Data Entry Form Template · Add a Scribe Panel to the Data Entry Form Template · Add a Line to the Data Entry Form Template Elements Select Elements within the Design Pane · Select Elements from the Logical Tree · Move Form Elements within the Design Pane · Verify Which Database Field Is Used in the Data Entry Form Template · Delete Selected Elements from the Data Entry Form Properties Align Form Elements · Apply a Local ID Generator · Change Element Display Properties · Customise Tables · Set Required Fields · Set Default Value  · Change Single Selection Option List Publish Save a Data Entry Form Template · Preview a Data Entry Form Template · Publish a Data Entry Form Template · Reconcile CDFs When Publishing a Data Entry Form · Republish Existing Data Entry Form Templates · Share Data Entry Form Templates Published Access and Use the Published Template List · View the Data Entry Form Template · Change the Status of a Published Data Entry Form Template · Delete a Data Entry Form Template