Changes

Jump to: navigation, search

Link to Existing Item

2,194 bytes removed, 12:40, 14 June 2019
no edit summary
This section provides instructions for linking item records of different types by using the Reconcile without Map button {{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to select items from a list User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and by using the Reconcile on the Map button to locate items ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on the mappermissions.}}
To link an item record to another item record without using the map:
<ol>
<li>From the Reconciliation tab of the Field Report Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.[[Image:Recon tab.png|600px|center]]<div align="center">'' Reconciliation Tab''</div></li><li>Click the [[Image: ReconItemRecIcon.png]] button.</li>:The Field Report Reconciliation window displays.
<li>Select the '''Link to Existing Item''' option.</li>
<li>Click the '''OK''' button.
[[Image:Recon options3.png|500px|center]]
<div align="center">
'' Reconciliation Options''
</div></li>
<li>The Pick Object Type window displays.</li>
<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.
[[Image:Pick Object Type.png|500px|center]]
<div align="center">
'' Pick Object Type Window''
</div>
{{Note | Item are '''not''' normally ''Linked'' to Locations.}}</li>
<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists| filter]].</li>
<li>Click the row for the item record that you would like to Link to.
You may check if it is the right item to link to by opening the Summary window of the item by clicking on the [[Image:FieldViewIcon.png]] button. </li>
<li>Click the '''Assign''' button.
<li>Click the '''OK''' button.</li>
[[Image:The Pick Object Type window displaysfig61.<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li><li>Click the 'png|center|500px|''OK''' button.</li>:The Pick <''ItemWindow''> window displays. See [[Pick Item Window]] for additional information.{{HowTo<div align="center">''s|[[HowTo:Use the Pick Linking Item Window|Use the Pick Linking Item Window]]}}''<li/div>Click the row for the item record that you would like to reconcile.</li><li>Click the '''Assign''' button.</li> :The Define Association Link Items window displays.<li>If desiredit is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the [[Image:ShadesIcon.png]] button to view the item record on activate the mapMap preview.</li><li>Do one of the following[[Image:</li>*Select the '''Replace Existing Item with Field Report Item''' option to completely replace all information on the existing item record with the information on the item record being reconciledLink Items Window.*Select the '''Combine Existing Item with Field Report Item''' option to replace only certain attributes of the existing item record with those of the item record being reconciled. See [[Combining Item Recordspng|600px|center]] for additional information.*Select the '<div align="center">''Link Existing Item with Field Report ItemItems Window''' option to associate item records of different types. </oldiv>
{{New_6.0 | style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2More functions have been added to the Preview window.png|25px|Represents a tip or note for using IMSMA MobileIt amongst other things possible to add labels.]]|align="left" style="padding: 5px 10px 5px 10px"| If you are reconciling an item record with an item record It is also possible to change the order of a different type, only the Link Existing Item with Field Report Item option is available to selectthemes. |}}</li>
<ol start="11">
<li>Click the '''OK''' button.</li>
<li>The Reconciliation Tab in the Data Entry Form is updated.[[Image:Recon tab Link.png|600px|center]]<div align="center">'' Reconciliation Tab Link Action''</div></li><li>Repeat the above steps to Link to another existing item.</li><li>Save, Submit or Approve the Data Entry Form.</li></ol>
To link an item record to another item record using the map:<ol><li>From the Reconciliation tab of the Field Report Editor window, select the row associated with the item record you would like to reconcile.</li><li>Click the [[Image:ShadesIcon.png]] button.</li><li>From the IMSMA Navigation window:</li><ol type="a"><li>Select the field report item record from which {{Note | If you would like to define a link from the Report Items tab.</li><li>Select remove the item record(s) to which you would like to link the field report item record from the appropriate item tab(s).</li><li>Click the [[Image:LinkItemRecIcon.png]] button.</li><p>If only two item records of the same type are selected, the Define Association window displays.</p><p>If only two item records of different types are selected, the Link Items window displays.</p><p>If more than two item records are selected, the Identify Selection window displays and lists all item records that are selected. Check the two item records for which you would like to define a link and click the '''Linkbefore''' button. Depending on the selection you madehave approved, either select the Define Association window or the Link Items window displays.</p><li>Click row and click the [[Image:ShadesIconuAIBtn01.png| Unlink]] button to view the item record on the map.</li><li>Do one of the following:</li>*Select the '''Replace Existing Item with Field Report Item''' option to completely replace all information on the existing item record with the information on the item record being reconciled.*Select the '''Combine Existing Item with Field Report Item''' option to replace only certain attributes of the existing item record with those of the item record being reconciled. See [[Combining Item Records]] for additional information.*Select the '''Link Existing Item with Field Report Item''' option to associate item records of different types.</ol></ol>}}
{| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|For more information on how to do data entry, see [[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.Use the Data Entry Form Editor Window]]|align="left" style="padding: 5px 10px 5px 10px"| If you are reconciling an item record with an item record of a different type, only the Link Existing Item with Field Report Item option is available to select. |}
<ol start="7">{{NavBox HowTo Reconcile and Approve}}<li>Click the '''OK''' button.</li><p>The newly defined link is added to the Report Items tab in the IMSMA Navigation window.</p><li>Click the [[ImageCategory:ReturnReconIcon.pngNAA]] button on the IMSMA Navigation window to return to the Field Report Editor window.</li><li>Click the '''Save''' button on the Field Report Editor window.</li>:The Information window displays confirming the field report was saved.<li>Click the '''Close''' button.</li></ol>
6,632
edits

Navigation menu