Difference between revisions of "Link to Existing Item"

From IMSMA Wiki
Jump to: navigation, search
(Version 6.0)
Line 15: Line 15:
 
<li>Click the row for the item record that you would like to reconcile.</li>
 
<li>Click the row for the item record that you would like to reconcile.</li>
 
<li>Click the '''Assign''' button.</li>  
 
<li>Click the '''Assign''' button.</li>  
:The Define Association window displays.
+
:The Link Items window displays.
 
<li>If desired, click the [[Image:ShadesIcon.png]] button to view the item record on the map.</li>
 
<li>If desired, click the [[Image:ShadesIcon.png]] button to view the item record on the map.</li>
<li>Do one of the following:</li>
+
<li>Select the '''Link Existing Item with Data Entry Form Item''' option to associate item records.</li>
*Select the '''Replace Existing Item with Data Entry Form 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 Data Entry Form Item''' option to replace only certain attributes of the existing item record with those of the item record being reconciled.
 
*Select the '''Link Existing Item with Data Entry Form Item''' option to associate item records of different types.  
 
 
</ol>
 
</ol>
 
{{note| If you are reconciling an item record with an item record of a different type, only the Link Existing Item with Data Entry Form Item option is available to select.}}
 
 
 
<ol start="11">
 
<ol start="11">
 
<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>

Revision as of 17:08, 8 January 2014

This section provides instructions for linking item records of different types by using the Reconcile without Map button to select items from a list and by using the Reconcile on the Map button to locate items on the map.

To link an item record to another item record without using the map:

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
  2. Click the ReconItemRecIcon.png button.
  3. Select the Link to Existing Item option.
  4. Click the OK button.
  5. The Pick Object Type window displays.
  6. Select the type of the existing item record from the Type of Object to Link to drop-down menu.
  7. Click the OK button.
  8. The Pick <Item> window displays.
  9. Click the row for the item record that you would like to reconcile.
  10. Click the Assign button.
  11. The Link Items window displays.
  12. If desired, click the ShadesIcon.png button to view the item record on the map.
  13. Select the Link Existing Item with Data Entry Form Item option to associate item records.
  1. Click the OK button.