Difference between revisions of "Enter Organisation Data in the Data Entry Form"
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| − | To enter organisation data using the [[Image: | + | To enter organisation data using the [[Image:Select and Organisation.png]] button: |
<ol> | <ol> | ||
| − | <li>Click the [[Image: | + | <li>Click the [[Image:Select and Organisation.png]] button.</li> |
:The Organisation Selection window displays. | :The Organisation Selection window displays. | ||
</ol> | </ol> | ||
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</ol> | </ol> | ||
| − | {{note|To clear a previously-entered organisation from a data entry form, click the [[Image: | + | {{note|To clear a previously-entered organisation from a data entry form, click the [[Image:Select and Organisation.png]] button, check the '''No Selection''' checkbox, and click '''OK'''.}} |
{{NavBox HowTo Enter Data}} | {{NavBox HowTo Enter Data}} | ||
Revision as of 22:07, 16 September 2013
To enter organisation data using the 
button:
- Click the
button. - The Organisation Selection window displays.
Organisation Selection Window
- If you would like to limit the organisations displayed in the Organisation Selection window you can do so by applying a filter. To apply a filter to the organisations:
- Select the attribute on which you would like to apply the filter from the Filter list. Filter options for organisations include:
- Is Active – returns all active organisations.
- Organisation ID – returns organisations with an ID that is either similar to or contains the specified value.
- Name – returns organisations with a name that is either similar to or contains the specified value.
- Enter a value that the selected attribute must match.
- Click the Apply button.
- Click the row for the organisation that you would like to select.
- Click the OK button.
- The organisation name displays in the Data Entry Form Editor window.
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To clear a previously-entered organisation from a data entry form, click the button, check the No Selection checkbox, and click OK.
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