Difference between revisions of "Save a Data Entry Form Template"

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| [[File:LightBulb.png|20px|<span title=""></span>]] A few important notes:
 
| [[File:LightBulb.png|20px|<span title=""></span>]] A few important notes:
 
::*The name should not contain the “\” character.
 
::*The name should not contain the “\” character.
::*When saving changes to an existing field report template, the name must be exactly the same. The name is case-sensitive.
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::*When saving changes to an existing Data Entry Form template, the name must be exactly the same. The name is case-sensitive.
  
 
::*Templates that you create are saved in the My Templates folder and are stored in the <''IMSMA Installation Directory''>\client\FormTemplates\MyTemplates directory.  
 
::*Templates that you create are saved in the My Templates folder and are stored in the <''IMSMA Installation Directory''>\client\FormTemplates\MyTemplates directory.  
  
::*The file name that you enter is the name of the file that is stored in the <IMSMA Installation Directory>\client\FormTemplates\MyTemplates directory for the field report and the name displayed under the ''My Templates'' folder of the Field Report Manager. It is not the name displayed in the Field Report Template Selection window.
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::*The file name that you enter is the name of the file that is stored in the <IMSMA Installation Directory>\client\FormTemplates\MyTemplates directory for the Data Entry Form and the name displayed under the ''My Templates'' folder of the Data Entry Form Manager. It is not the name displayed in the Data Entry Form Template Selection window.
  
 
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|}
  
 
Do one of the following:
 
Do one of the following:
::*To save the field report file, click the '''OK''' button.
+
::*To save the Data Entry Form file, click the '''OK''' button.
 
:::If you enter a name that has previously been used, the prompt, “This template already exists. Do you want to overwrite it?” displays.
 
:::If you enter a name that has previously been used, the prompt, “This template already exists. Do you want to overwrite it?” displays.
 
::*To cancel the save operation, click the '''Cancel''' button.
 
::*To cancel the save operation, click the '''Cancel''' button.

Revision as of 22:50, 9 May 2013

File:LightBulb.png A few important notes:
  • The name should not contain the “\” character.
  • When saving changes to an existing Data Entry Form template, the name must be exactly the same. The name is case-sensitive.
  • Templates that you create are saved in the My Templates folder and are stored in the <IMSMA Installation Directory>\client\FormTemplates\MyTemplates directory.
  • The file name that you enter is the name of the file that is stored in the <IMSMA Installation Directory>\client\FormTemplates\MyTemplates directory for the Data Entry Form and the name displayed under the My Templates folder of the Data Entry Form Manager. It is not the name displayed in the Data Entry Form Template Selection window.

Do one of the following:

  • To save the Data Entry Form file, click the OK button.
If you enter a name that has previously been used, the prompt, “This template already exists. Do you want to overwrite it?” displays.
  • To cancel the save operation, click the Cancel button.