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Publish a Data Entry Form Template

558 bytes added, 15:37, 19 March 2019
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Publishing ==Good practice==__NOEDITSECTION__ <ol><li>By adding a Page header and Page footer on each page, fields are prevented from drifting upwards when editing a field report published template makes again.<li>Verify in the Logical tree that only 1 item is used.[[Image:Broken widget.png|200px|center]]<br/><div align="center">'' Choose button is an indication that the widget is old''</div><li>Verify in the Logical tree that no widgets are old which may cause problems.<li>Save the template available to other IMSMA users for data entrybefore Publishing. </ol>
{{note|If you think you might need to change the field report at ==Publish a Data Entry Form template==__NOEDITSECTION__ Publishing a later time, you should first save Data Entry Form template makes the field report so that you can modify the existing field report template. Otherwise, you will need available to recreate the field report templateother IMSMA users for data entry. }}<ol>[[Image:DEF designer buttons.png|600px|center]]<br/>
To publish a field report template:<ol><li>Click the '''Publish''' buttonin the Data Entry Form template designer window.</li>The Form Publisher window displays<br/>[[Image:Publish DEF.png|400px|center]]<br/><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 template will be named with the text following the “/” character.
</ol>
{{noteNote|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 set to enter a unique field report name''Inactive''. }}
<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.
}}
<ol start="4">
<li>Click the [[Image:UserManual_ParentOrganisationsIconSelect and Organisation.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 type="a">
<li>Click the row for the organisation that you would like to select as being the report owner.</li>
<li>Click the '''SelectOK''' button.</li>
:The selected organisation’s name displays in the '''Organisation''' field.
</ol>
{{Note | The Organisation ''IMSMA'' is normally used for indicating that the Data Entry Form template is general i.e. not a special made template for one organisation.}}
<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 Summary or Item View Summary windows.  {{ImportantNote |The following errors may occur. information is mandatory: Error: A field report # Data Entry Form name must be entered to publish this form# Organisation }}<li> The Publish Data Entry Form Template function will continue with first checking if all multi-select options exist in the database.<br/>Cause<br/>[[Image: You did not enter a field report nameMissing MS options.png|600px|center]]<div align="center">Error: An Organisation must ''Click on the button Show details and exactly which field is missing what will be selected before shown</div><br/><li>The next check is if all the '''[[Reconcile CDFs When Publishing a field report can be publishedData Entry Form | CDFs in the template exists]]''' in the database.Cause: You did not specify an organisation.</ol>{{NavBox HowTo Data Entry Forms}}[[Category:NAA]]
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