Changes

Summary Templates

136 bytes added, 11:24, 8 July 2013
no edit summary
The following sections describe how to complete common tasks in the Summary Designer window. For a complete list of the available functions, refer to [[Customise Views#View Designer User Interface Buttons | Summary Designer User Interface Buttons]].
==Customising a Summary==__NOEDITSECTION__
#From the [[IMSMA Navigation Window]], click '''Customisation > Summary Manager'''.
#Select an item from the '''Object''' menu to display its complete list of views.
#Click the [[Image:EditIcon.png | 20px | Edit]] button to open the [[Customise Views | Summary Designer]] window.
===Adding Data Elements===__NOEDITSECTION__
----
''Data Elements'' are the relevant information (gathered during [[Entering Data into IMSMANG#Entering Data into the Data Entry Form Template| data entry]]) that display on an item's summary. You can move existing data elements around in the design pane, and resize, relabel, or delete them. You can also add from a library of elements by dragging them from the data tree to the design pane. With certain exceptions, only one instance of the same data element can be added to each tab.
# If you are editing a table, refer to [[Customise Tables]].
===Adding Graphic Elements===__NOEDITSECTION__
----
''Graphic Elements'' make up the visual layout of an item's summary, and are unaffected by data entry. They are the [[Customise Views#Lines | lines]] that border or separate sections, [[Customise Views#Text Boxes | text boxes]] where messages can be written, and [[Customise Views#Images | images]] (like photographs, maps, and diagrams) that add to the visual aesthetic. All graphic elements are located in the Summary Designer data tree, inside the '''Tool Folder'''.
====Lines====__NOEDITSECTION__
# Click the tab on which you want to add the line.
# Drag the '''Line Tool''' from the Tool folder in the data tree to the design pane.
# Double-click the line to edit its width, length, and orientation.
====Text Boxes====__NOEDITSECTION__
# Click the tab on which you want to add the text box.
# Drag the '''Text Tool''' from the Tool folder in the data tree to the design pallate.
# Double-click the text box to add the desired text (in place of the default "Text Tool") and edit the font style and size. Note that the text box borders will expand or contract to fit its contents.
====Images====__NOEDITSECTION__
# Click the tab on which you want to add the image.
# Drag the '''Icon Tool''' from the Tool folder in the data tree to the design pane.
# Double-click the Icon Tool widget to resize its boundaries and choose an image file to import. Note that the Icon Tool borders will expand or contract to fit the imported file.
===Saving a Summary===__NOEDITSECTION__
----
When you have finished customizing your summary, do one of the following:
Remember to [[Publish and Archive Views#Publishing a View| publish]] the summary if you want to activate it in IMSMA. Note that you can save separate summaries with the same name in the Summary Manager.
===Summary Designer User Interface Buttons===__NOEDITSECTION__
----
The following table lists all of the GUI buttons avaiable in the Summary Designer window and their purposes:
4,913
edits