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

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[[Image:Summary window toolbar.png|350px|center]]
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To export a Data Entry Form from a [[Summary Window]]:
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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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<li>Select the row associated with the Data Entry Form that you would like to export.</li>
 
<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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[[Image:Summary window DEF Export window.png|350px|center]]
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<div align="center">
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'' Data Entry Form Export window''
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</div>
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<li>The Data Entry Form Export window displays.
 
<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>
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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>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>
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:The Export Complete window displays.
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<li>The Export Complete window displays.
 
<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>
 
</ol>
 
</ol>
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{{NavBox HowTo Viewing and Browsing}}
 
{{NavBox HowTo Viewing and Browsing}}
  
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[[Category:COO]]
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[[Category:NAA]]

Latest revision as of 09:08, 18 March 2019

To export a Data Entry Form from a Summary Window:

  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. Summary window DEF Export window.png

    Data Entry Form Export window

  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.
  13. Click the OK button.
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