Difference between revisions of "Export a Data Entry Form from the Summary Window"

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<p>To export a data entry form:</p>
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[[Image:Summary window toolbar.png|350px|center]]
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<div align="center">
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'' Summary window toolbar''
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</div>
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<p>To export a Data Entry Form:</p>
 
<ol>
 
<ol>
 
<li>Click the [[Image:FieldReportIcon.png | Data Entry Form]] button.</li>
 
<li>Click the [[Image:FieldReportIcon.png | Data Entry Form]] button.</li>
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:The Data Entry Forms window lists the data entry forms associated with the item.
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[[Image:DEF pick window.png|500px|center]]
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<li>Select the row associated with the data entry form that you would like to export.</li>
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<div align="center">
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'' Data Entry Forms window''
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</div>
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<li>The Data Entry Forms window lists the Data Entry Forms associated with the item.
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<li>Select the row associated with the Data Entry Form that you would like to export.</li>
 
<li>Click the [[Image:FieldReportExportIcon.png | Export Data Entry Forms]] button.</li>
 
<li>Click the [[Image:FieldReportExportIcon.png | Export Data Entry Forms]] button.</li>
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:The Data Entry Form Export window displays.
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<li>The Data Entry Form Export window displays.
 
<li>Enter your name in the '''Exported by''' field or leave it blank.</li>
 
<li>Enter your name in the '''Exported by''' field or leave it blank.</li>
 
<li>Click the '''Browse''' button and navigate to the directory where you would like to save the file.</li>
 
<li>Click the '''Browse''' button and navigate to the directory where you would like to save the file.</li>
 
<li>In the Select window, enter the name of the file in the '''File Name''' field.</li>  
 
<li>In the Select window, enter the name of the file in the '''File Name''' field.</li>  
 
<li>Click the '''Select''' button.</li>
 
<li>Click the '''Select''' button.</li>
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<li>If you want to export the data entry form without its attachments, check the '''Exclude Data Entry Form Attachment data''' checkbox.</li>
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<li>If you want to export the Data Entry Form without its attachments, check the '''Exclude Data Entry Form Attachment data''' checkbox.</li>
 
<li>In the Data Entry Form Export window, click the '''Export''' button.</li>
 
<li>In the Data Entry Form Export window, click the '''Export''' button.</li>
 
:The Export Complete window displays.
 
:The Export Complete window displays.

Revision as of 19:38, 9 March 2015

350px

Summary window toolbar

To export a Data Entry Form:

  1. Click the Data Entry Form button.
    2. DEF pick window.png

    Data Entry Forms window

  2. The Data Entry Forms window lists the Data Entry Forms associated with the item.
  3. Select the row associated with the Data Entry Form that you would like to export.
  4. Click the Export Data Entry Forms button.
  5. The Data Entry Form Export window displays.
  6. Enter your name in the Exported by field or leave it blank.
  7. Click the Browse button and navigate to the directory where you would like to save the file.
  8. In the Select window, enter the name of the file in the File Name field.
  9. Click the Select button.
  10. If you want to export the Data Entry Form without its attachments, check the Exclude Data Entry Form Attachment data checkbox.
  11. In the Data Entry Form Export window, click the Export button.
    12. The Export Complete window displays.
  12. Click the OK button.
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