Difference between revisions of "Export Data Entry Form from Workbench"

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Exporting a Data Entry Form from the Workbench allows you to export unapproved Data Entry Forms to an .MaXML file. To export Data Entry Forms from the Workbench:
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Exporting a Data Entry Form from the Workbench allows you to export '''non-approved''' Data Entry Forms to a xml file.<ol>
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<ol>
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<li>Select one or more Data Entry Forms and click the [[Image:FieldReportExportIcon.png]] button.
 
[[Image:WB Export xml.png|600px|center]]
 
[[Image:WB Export xml.png|600px|center]]
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<div align="center"> '' Workbench window''</div>
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<div align="center"> '' Workbench window''</div></li>
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<li>Select one or more Data Entry Forms and click the FieldReportExportIcon button. </li>
 
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[[Image:ExportOptionsWindow.png|600px|center]]
 
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<div align="center"> '' Export Options window''</div>
 
 
<li>The Export Options window displays.</li>
 
<li>The Export Options window displays.</li>
 
<li>If appropiate, change number of records per file.</li>
 
<li>If appropiate, change number of records per file.</li>
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<li>If you do not want to include the attachments, check ''Exclude Data Entry Form Attachments data on MaXML export''.</li>
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<li>If you do not want to include the attachments, check ''Exclude Data Entry Form Attachments data on maXML export''.</li>
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<li>Click '''OK'''.</li>
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<li>Click '''OK'''.
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[[Image:ExportOptionsWindow.png|600px|center]]
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<div align="center"> '' Export Options window''</div></li>
 
<li>Specify the directory to which you would like to export the file and the name of the file.</li>
 
<li>Specify the directory to which you would like to export the file and the name of the file.</li>
 
<li>Click the '''Save''' button.</li>
 
<li>Click the '''Save''' button.</li>
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<li>The Export finished window displays.</li>
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<li>Click the '''OK''' button.
 
[[Image:Xml Export confirm.png|500px|center]]
 
[[Image:Xml Export confirm.png|500px|center]]
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<div align="center"> '' Export confirmation window''</div>
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<div align="center"> '' Export confirmation window''</div></li></ol>
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<li>The Export finished window displays.</li>
 
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<li>Click the '''OK''' button.</li>
 
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</ol>
 
  
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{{note| In the [[Advanced Search]] you may use more criteria to select which Data Entry Forms you would like to export than in the Workbench.}}
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{{note| In the [[Search for Exporting Data Entry Form]] you may use more criteria to select which Data Entry Forms you would like to export than in the Workbench.}}
  
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
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[[Category:COO]]
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[[Category:NAA]]

Latest revision as of 09:08, 18 March 2019

Exporting a Data Entry Form from the Workbench allows you to export non-approved Data Entry Forms to a xml file.
  1. Select one or more Data Entry Forms and click the FieldReportExportIcon.png button.
    WB Export xml.png
    Workbench window
  2. The Export Options window displays.
  3. If appropiate, change number of records per file.
  4. If you do not want to include the attachments, check Exclude Data Entry Form Attachments data on maXML export.
  5. Click OK.
    ExportOptionsWindow.png
    Export Options window
  6. Specify the directory to which you would like to export the file and the name of the file.
  7. Click the Save button.
  8. The Export finished window displays.
  9. Click the OK button.
    Xml Export confirm.png
    Export confirmation window
Note.jpg In the Search for Exporting Data Entry Form you may use more criteria to select which Data Entry Forms you would like to export than in the Workbench.
Reconciling and Approving Data in IMSMANG
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