Difference between revisions of "Link to Existing Item"
From IMSMA Wiki
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'' Pick Object Type Window'' | '' Pick Object Type Window'' | ||
</div> | </div> | ||
| − | + | <li>The Pick Object Type window displays. | |
<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li> | <li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li> | ||
| + | {{Note | Item are '''not''' normally ''Linked'' to Locations.}} | ||
<li>Click the '''OK''' button.</li> | <li>Click the '''OK''' button.</li> | ||
| − | + | <li>The [[Use the Pick Linking Item Window|Pick Item window]] displays. | |
<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> | ||
| Line 33: | Line 34: | ||
'' Link Items Window'' | '' Link Items Window'' | ||
</div> | </div> | ||
| − | + | <li>The Link Items window displays. | |
| − | <li>If | + | <li>If it 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 activate the Map preview.</li> |
| − | |||
| − | |||
<li>Click the '''OK''' button.</li> | <li>Click the '''OK''' button.</li> | ||
</ol> | </ol> | ||
{{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}} | {{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}} | ||
| − | + | ||
{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
[[Category:COO]] | [[Category:COO]] | ||
Revision as of 18:33, 9 March 2015
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To reconcile Data Entry Forms, your IMSMANG user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. Data Entry Form and Link. Contact your IMSMANG Administrator if you have questions on permissions. |
Reconciliation Tab
To link an item to another item:
- From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
- Click the
button. - Select the Link to Existing Item option.
- Click the OK button.
- The Pick Object Type window displays.
- Select the type of the existing item record from the Type of Object to Link to drop-down menu.
- Click the OK button.
- The Pick Item window displays.
- Click the row for the item record that you would like to reconcile.
- Click the Assign button.
- The Link Items window displays.
- If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the
button to activate the Map preview. - Click the OK button.
Reconciliation Options
Pick Object Type Window
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Item are not normally Linked to Locations. |
Reconciliation Tab Link
Link Items Window
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If you would like to remove the link before you have approved, select the row and click the  button.
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