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Publish a Data Entry Form Template

63 bytes added, 21:51, 9 May 2013
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Publishing a field report Data Entry Form template makes the template available to other IMSMA users for data entry.
{{note|If you think you might need to change the field report Data Entry Form at a later time, you should first save the field report Data Entry Form so that you can modify the existing field report Data Entry Form template. Otherwise, you will need to recreate the field report Data Entry Form template.
}}
To publish a field report Data Entry Form template:
<ol>
<li>Click the '''Publish''' button.</li>
The Form Publisher window displays.
<li>Enter a name for the report in the '''Field Report Data Entry Form Name''' field. The Field Report Data Entry Form Name is a required value. When entering a field report Data Entry Form name, note that:</li>
*The name can be no longer than 38 characters.
*The name can contain special characters.
*Using the “/” character within the name will create a subdirectory within the My Templates directory. The new subdirectory will be named with the text preceding the “/” character. The field report Data Entry Form template will be named with the text following the “/” character.
</ol>
{{note|If you enter a name used by an already published field report Data Entry Form template, the existing field report Data Entry Form template will be overwritten. To prevent this from happening, be sure to enter a unique field report Data Entry Form name.
}}
<ol start="4">
<li>Enter the version number for the field report Data Entry Form in the '''Version''' field.</li>
</ol>
{{note|The version number is not required. If you do not enter a version, IMSMA will assign a version of “1.0” to the field report Data Entry Form template.
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<ol start="4">
<li>Click the [[Image:UserManual_ParentOrganisationsIcon.png]] button to select an organisation. Note that in order to publish the field reportData Entry Form, it must be associated with an organisation.</li>
:The Organisation Selection window displays.
<li>From the Organisation Selection window:</li>
</ol>
<li>Click the '''Publish''' button.</li>
:A message displays indicating the form was published successfully. If a field report Data Entry Form template exists with the same name, the existing template will be marked as inactive. Field reports Data Entry Forms using the now inactive template can still be viewed from the Location View or Item View windows.
</ol>
{{Important|The following errors may occur.
Error: A field report Data Entry Form name must be entered to publish this form.Cause: You did not enter a field report Data Entry Form name.Error: An Organisation must be selected before a field report Data Entry Form can be published.
Cause: You did not specify an organisation.
}}
{{NavBox HowTo Data Entry Forms}}
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