Difference between revisions of "Move Fields Between Data Categories"

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{{Note | The focus have to been on the category you want to move from. If the node/item is selected you cannot select more than one field/CDF.}}
<th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th>
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[[Image:DIM enum2.png|600px|center]]
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">How To information</td>
 
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<td style="padding-bottom: 0.2em; text-align: left">
 
[[Data Categories]]<br />
 
[[HowTo: View Item Attributes within Data | View Item Attributes within Data ]]<br />
 
[[HowTo: Change a Data Category Name| Change a Data Category Name]]<br />
 
[[HowTo: Remove a Data Category| Remove a Data Category]]<br />
 
[[HowTo: Move Item Attributes into a Data Category|  Move Item Attributes into a Data Category]]<br />
 
<br />
 
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</tr>
 
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">IMSMA Topics</td>
 
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<td style="padding-bottom: 0.2em; text-align: left">
 
[[HowTo:Filter Item Attributes| Filter Item Attributes]]<br />
 
[[Customed Defined Fields (CDF)]]<br />
 
[[Field Report Templates]]<br />
 
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To move item attributes into a data category:
 
 
<ol>
 
<ol>
<li>Display the item attribute in the right pane by either selecting the data category it is currently contained in from the left pane, or by selecting the item attribute from the left pane.</li>  
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<li>Display the fields in the right pane by selecting the data category in the left pane.</li>  
<li>Select the row associated with the item attribute that you would like to move.</li>
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<li>Select the row(s) associated with the field(s) that you would like to move.</li>
<li>Click the [[File:Move.png|20px|<span title=""></span>]] button.</li>  
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<li>Click the [[File:UserManual MoveSelectedItemAttributeIcon.png]] button.</li>  
::The Change Category: ''ItemAttributeName'' window displays.
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[[Image:Add DIM category2.png|center|390px|''Change Category Window'']]
<li>Do one of the following:</li>
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<div align="center">
::*To move the item into a new data category, select the ''New Category'' option and enter the name for the new category in the field.
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''Change Category Window''
::*To move the item into an existing data category, select the ''Existing Category'' option and select the category name from the list.  
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</div>
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<li>To move the field(s) into a new data category, select the ''New Category'' option and enter the name for the new category in the field.</li>
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<li>To move the item into an existing data category, select the ''Existing Category'' option and select the category name from the list. </li>
 
<li>Click the '''OK''' button.</li>  
 
<li>Click the '''OK''' button.</li>  
 
</ol>
 
</ol>
 
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{{Note | The Source column will be updated and show the new Category for the field that you moved. But you need to refresh the DIM by either:
[[Category: Administering IMSMA]] [[Category: Data Inventory Manager]]
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# select another Category and go back
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# reopen the DIM
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in order to see the final result. }}
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{{NavBox HowTo Data Elements}}
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[[Category:NAA]]

Latest revision as of 13:25, 2 July 2021

Note.jpg The focus have to been on the category you want to move from. If the node/item is selected you cannot select more than one field/CDF.
DIM enum2.png
  1. Display the fields in the right pane by selecting the data category in the left pane.
  2. Select the row(s) associated with the field(s) that you would like to move.
  3. Click the UserManual MoveSelectedItemAttributeIcon.png button.
  4. Change Category Window

    Change Category Window

  5. To move the field(s) into a new data category, select the New Category option and enter the name for the new category in the field.
  6. To move the item into an existing data category, select the Existing Category option and select the category name from the list.
  7. Click the OK button.
Note.jpg The Source column will be updated and show the new Category for the field that you moved. But you need to refresh the DIM by either:
  1. select another Category and go back
  2. reopen the DIM

in order to see the final result.