Difference between revisions of "Apply a Local ID Generator"

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<ol>
 
<ol>
<li>From the '''Customisation''' menu, select '''Field Reports'''.</li>
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<li>From the '''Customisation''' menu, select '''Data Entry Forms'''.</li>
<li>From the '''Field Reports''' menu, select '''Design Templates'''.</li>  
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<li>From the '''Data Entry Forms''' menu, select '''Design Templates'''.</li>  
::The Field Report Template Designer window displays.
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::The Data Entry Form Template Designer window displays.
<li>Create or modify a field report template following the instructions in the ''[[Data Entry Form Templates]]'' section.</li>
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<li>Create or modify a data entry form template following the instructions in the ''[[Data Entry Form Templates]]'' section.</li>
  
 
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<li>From the field report template, apply the local ID type to the object ID data element that you want to have IDs automatically generated for.</li>
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<li>From the data entry form template, apply the local ID type 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.  
 
::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.
 
:::The Component Property Editor window displays.
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::d.Click the '''OK''' button.
 
::d.Click the '''OK''' button.
 
::e.On the Component Property Editor window, click the '''OK''' button.
 
::e.On the Component Property Editor window, click the '''OK''' button.
::f.From the Field Report Template Designer window, save the template following the instructions in the ''[[HowTo:Save a Data Entry Form Template]]'' section.
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::f.From the Data Entry Form Template Designer window, save the template following the instructions in the ''[[HowTo:Save a Data Entry Form Template]]'' section.
 
::g.Publish the template following the instructions in the ''[[HowTo:Publish a Data Entry Form Template]]'' section.
 
::g.Publish the template following the instructions in the ''[[HowTo:Publish a Data Entry Form Template]]'' section.
  

Revision as of 10:39, 6 June 2013

  1. From the Customisation menu, select Data Entry Forms.
  2. From the Data Entry Forms menu, select Design Templates.
  3. The Data Entry Form Template Designer window displays.
  4. Create or modify a data entry form template following the instructions in the Data Entry Form Templates section.
  5. File:LightBulb.png If an existing template does not have the File:Local ID Type Button.png button next to the object ID data element you want to apply a local ID type 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.
  6. From the data entry form template, apply the local ID type to the object ID data element that you want to have IDs automatically generated for.
  7. a.Double-click the File:Local ID Type Button.png button next to the object ID data element you want to have IDs automatically generated for.
    The Component Property Editor window displays.


    Figure 168.Accessing the Component Property Editor Window


    b.Click the File:Apply Local ID Type Button.png button.
    The Local ID Type Selection window displays.
    c.Select the row associated with the local ID type 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 HowTo:Save a Data Entry Form Template section.
    g.Publish the template following the instructions in the HowTo:Publish a Data Entry Form Template section.