Difference between revisions of "Apply a Local ID Generator"

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{{note| If an existing template does not have the [[File:AddLocalIDButtonGrayedOut.png|20px|<span title=""></span>]]  button next to the object ID data field you want to apply a local ID generator to the:
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# clear/delete the ID field including the label
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# drag it back in again from the source tree.}}
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To specify which [[Add a Local ID Generator | item ID number series]] to be used:
 
<ol>
 
<ol>
<li>From the '''Customisation''' menu, select '''Data Entry Form Customisation > Template Designer'''.</li>
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<li>Double-click the [[File:AddLocalIDButtonGrayedOut.png|20px|<span title=""></span>]] button next to the element.</li>
::The Data Entry Form Template Designer window displays.
 
<li>Create or modify a data entry form template following the instructions in the ''[[Data Entry Form Templates]]'' section.</li>
 
</ol>
 
 
 
{{note| If an existing template does not have the [[File:Local ID Type Button.png|20px|<span title=""></span>]] button next to the object ID data element you want to apply a local ID generator to, drag the data element to the Data Elements pane to remove it from the template and then add a new object ID data element to the template.}}
 
 
 
<ol start="3">
 
<li>From the data entry form template, apply the local ID generator to the object ID data element that you want to have IDs automatically generated for.</li>
 
::a.Double-click the [[File:Local ID Type Button.png|20px|<span title=""></span>]] button next to the object ID data element you want to have IDs automatically generated for.
 
:::The Component Property Editor window displays.
 
 
 
 
 
 
   
 
   
[[File:ApplyLocalIDGenerator.png|440px|''Applying a Local ID Generator to the Template'']]
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[[File:ApplyLocalIDGenerator.png|600px|center|''Applying a Local ID Generator to the Template'']]
  
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<li>Click the [[File:Generate ID Number.png|20px|<span title=""></span>]] button on the Component Property Editor window.</li>
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<li>Select a row in the Local ID Type Selection window, and click the '''OK''' button.</li>
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<li>Click the '''OK''' button to close the Component Property Editor window.</li>
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</ol>
  
::b.Click the [[File:Apply Local ID Type Button.png|20px|<span title=""></span>]] button.
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{{NavBox HowTo Data Entry Forms}}
:::The Local ID Generator Selection window displays.
 
::c.Select the row associated with the local ID generator you want to apply to the object ID data element.
 
::d.Click the '''OK''' button.
 
::e.On the Component Property Editor window, click the '''OK''' button.
 
::f.From the Data Entry Form Template Designer window, save the template following the instructions in the ''[[Save a Data Entry Form Template]]'' section.
 
::g.Publish the template following the instructions in the ''[[Publish a Data Entry Form Template]]'' section.
 
 
 
</ol>
 
  
{{NavBox HowTo ID Generator}}
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[[Category:NAA]]

Latest revision as of 22:25, 17 June 2017

Note.jpg If an existing template does not have the button next to the object ID data field you want to apply a local ID generator to the:
  1. clear/delete the ID field including the label
  2. drag it back in again from the source tree.

To specify which item ID number series to be used:

  1. Double-click the button next to the element.
  2. Applying a Local ID Generator to the Template
  3. Click the button on the Component Property Editor window.
  4. Select a row in the Local ID Type Selection window, and click the OK button.
  5. Click the OK button to close the Component Property Editor window.