Link to Existing Item - Revision history

Alnaucler at 11:40, 14 June 2019

2019-06-14T11:40:58Z

← Older revision		Revision as of 13:40, 14 June 2019
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	{{Note \| Item are '''not''' normally ''Linked'' to Locations.}}</li>		{{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>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 ~~view~~ the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] ~~icon~~. </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 '''Assign''' button.
	<li>Click the '''OK''' button.</li>		<li>Click the '''OK''' button.</li>

Alnaucler at 06:59, 18 March 2019

2019-03-18T06:59:13Z

← Older revision		Revision as of 08:59, 18 March 2019
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	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}
	[[Category:~~COO~~]]		[[Category:NAA]]

Dionysia at 18:27, 23 March 2015

2015-03-23T18:27:43Z

← Older revision		Revision as of 20:27, 23 March 2015
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	{{Note \| To do Data Entry and/or Submit/Approve 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. }}		{{Note \| To do Data Entry and/or Submit/Approve 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. }}

			To link an item to another item:
			<ol>
			<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
	[[Image:Recon tab.png\|600px\|center]]		[[Image:Recon tab.png\|600px\|center]]
	<div align="center">		<div align="center">
	'' Reconciliation Tab''		'' Reconciliation Tab''
	</div>		</div></li>
	~~To link an item to another item:~~
	~~<ol>~~
	~~<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.~~</li>
	<li>Click the [[Image:ReconItemRecIcon.png]] button.</li>		<li>Click the [[Image:ReconItemRecIcon.png]] button.</li>
			<li>Select the '''Link to Existing Item''' option.</li>
			<li>Click the '''OK''' button.
	[[Image:Recon options3.png\|500px\|center]]		[[Image:Recon options3.png\|500px\|center]]
	<div align="center">		<div align="center">
	'' Reconciliation Options''		'' Reconciliation Options''
	</div>		</div></li>
	<li>~~Select the '''Link to Existing Item''' option~~.</li>		<li>The Pick Object Type window displays.</li>
	<li>~~Click~~ the ~~'''OK''' button~~.~~</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]]		[[Image:Pick Object Type.png\|500px\|center]]
	<div align="center">		<div align="center">
	'' Pick Object Type Window''		'' Pick Object Type Window''
	</div>		</div>
	<li>The Pick ~~Object Type~~ window displays.		{{Note \| Item are '''not''' normally ''Linked'' to Locations.}}</li>
	<li>~~Select~~ the ~~type of~~ the ~~existing~~ item record ~~from the Type of Object~~ to Link to ~~drop-down menu~~.</li>		<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists\| filter]].</li>
	~~{{Note \| Item are '~~''~~not~~''' ~~normally~~ '~~'Linked'' to Locations~~.}}		<li>Click the row for the item record that you would like to Link to. You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] icon. </li>
			<li>Click the '''Assign''' button.
	<li>Click the '''OK''' button.</li>		<li>Click the '''OK''' button.</li>
	[[Image:fig61.png\|center\|500px\|''Pick Item Window'']]		[[Image:fig61.png\|center\|500px\|''Pick Item Window'']]
	<div align="center">''Pick Item Window''		<div align="center">''Pick Item Window''
	</div>		</div></li>
	<li>The ~~Pick Item~~ window displays~~. The table is not populated with any rows until you have applied a [[Filter Lists\| filter]]~~.		<li>The Link Items window displays.
	<li>~~Click the row for~~ the item ~~record~~ that you ~~would like to Link~~ to~~. You may view the Summary window of an item clicking on~~ the [[Image:~~FieldViewIcon~~.png]] ~~icon. </li>~~		<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>Click~~ the ~~'''Assign''' button~~.~~</li>~~
	[[Image:Link Items Window.png\|600px\|center]]		[[Image:Link Items Window.png\|600px\|center]]
	<div align="center">		<div align="center">
	'' Link Items Window''		'' Link Items Window''
	</div>		</div>
	~~<li>The Link Items window displays.~~
	~~<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>~~

	{{New_6.0 \| More functions have been added to the Preview window. It amongst other things possible to add labels. It is also possible to change the order of the themes.}}		{{New_6.0 \| More functions have been added to the Preview window. It amongst other things possible to add labels. It is also possible to change the order of the themes.}}</li>

	<li>Click the '''OK''' button.</li>		<li>Click the '''OK''' button.</li>
			<li>The Reconciliation Tab in the Data Entry Form is updated.
	[[Image:Recon tab Link.png\|600px\|center]]		[[Image:Recon tab Link.png\|600px\|center]]
	<div align="center">		<div align="center">
	'' Reconciliation Tab Link Action''		'' Reconciliation Tab Link Action''
	</div>		</div></li>
			<li>Repeat the above steps to Link to another existing item.</li>
	<li>~~The Reconciliation Tab in the Data Entry Form is updated.~~		<li>Save, Submit or Approve the Data Entry Form.</li></ol>
	<li>Repeat the above steps to Link to another existing item.
	<li>Save, Submit or Approve the Data Entry Form.</li>

	</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.}}

	For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].		For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].

	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}
	[[Category:COO]]		[[Category:COO]]

Dionysia: Dionysia moved page Reconcile by Linking to an Existing Item Record to Link to Existing Item without leaving a redirect

2015-03-23T18:22:31Z

Dionysia moved page Reconcile by Linking to an Existing Item Record to Link to Existing Item without leaving a redirect

← Older revision	Revision as of 20:22, 23 March 2015
(No difference)

Alnaucler at 20:00, 14 March 2015

2015-03-14T20:00:13Z

← Older revision		Revision as of 22:00, 14 March 2015
Line 35:		Line 35:
	<li>The Link Items window displays.		<li>The Link Items window displays.
	<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>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>

			{{New_6.0 \| More functions have been added to the Preview window. It amongst other things possible to add labels. It is also possible to change the order of the themes.}}

	<li>Click the '''OK''' button.</li>		<li>Click the '''OK''' button.</li>

Alnaucler at 10:56, 11 March 2015

2015-03-11T10:56:57Z

← Older revision		Revision as of 12:56, 11 March 2015
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	{{Note \| To do ~~data entry~~ and/or ~~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. }}		{{Note \| To do Data Entry and/or Submit/Approve 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. }}

	[[Image:Recon tab.png\|600px\|center]]		[[Image:Recon tab.png\|600px\|center]]

Alnaucler at 14:02, 10 March 2015

2015-03-10T14:02:51Z

← Older revision		Revision as of 16:02, 10 March 2015
Line 44:		Line 44:
	<li>The Reconciliation Tab in the Data Entry Form is updated.		<li>The Reconciliation Tab in the Data Entry Form is updated.
	<li>Repeat the above steps to Link to another existing item.		<li>Repeat the above steps to Link to another existing item.
			<li>Save, Submit or Approve the Data Entry Form.</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.}}

			For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].
	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

	[[Category:COO]]		[[Category:COO]]

Alnaucler at 12:19, 10 March 2015

2015-03-10T12:19:48Z

← Older revision		Revision as of 14:19, 10 March 2015
Line 1:		Line 1:
	{{Note \| 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. }}		{{Note \| To do data entry and/or 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. }}

	[[Image:Recon tab.png\|600px\|center]]		[[Image:Recon tab.png\|600px\|center]]

Alnaucler at 09:18, 10 March 2015

2015-03-10T09:18:59Z

← Older revision		Revision as of 11:18, 10 March 2015
Line 23:		Line 23:
	{{Note \| Item are '''not''' normally ''Linked'' to Locations.}}		{{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~~.		[[Image:fig61.png\|center\|500px\|''Pick Item Window'']]
	<li>Click the row for the item record that you would like to Link to.</li>		<div align="center">''Pick Item Window''
			</div>
			<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists\| filter]].
			<li>Click the row for the item record that you would like to Link to. You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] icon. </li>
	<li>Click the '''Assign''' button.</li>		<li>Click the '''Assign''' button.</li>
	[[Image:Link Items Window.png\|600px\|center]]		[[Image:Link Items Window.png\|600px\|center]]

Alnaucler at 16:45, 9 March 2015

2015-03-09T16:45:36Z

← Older revision		Revision as of 18:45, 9 March 2015
Line 23:		Line 23:
	{{Note \| Item are '''not''' normally ''Linked'' to Locations.}}		{{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>The [[Use the Pick Linking Item Window\|Pick Item ]] window displays.
	<li>Click the row for the item record that you would like to Link to.</li>		<li>Click the row for the item record that you would like to Link to.</li>
	<li>Click the '''Assign''' button.</li>		<li>Click the '''Assign''' button.</li>