Manage Data Entry Form Attachments - Revision history

Alnaucler at 18:26, 20 July 2019

2019-07-20T18:26:01Z

← Older revision		Revision as of 20:26, 20 July 2019
Line 6:		Line 6:
	* A table for the attachments		* A table for the attachments
	[[Image:AttachmentsWindow.png\|500px\|center\|''Attachments window'']]		[[Image:AttachmentsWindow.png\|500px\|center\|''Attachments window'']]
	~~<div align="center">~~
	~~''Attachments window''~~
	~~</div>~~

	==Filter the Attachments Displayed==__NOEDITSECTION__		==Filter the Attachments Displayed==__NOEDITSECTION__
Line 28:		Line 25:

	[[Image:Attachments.png\|center\|400px\|''Attachments Window'']]		[[Image:Attachments.png\|center\|400px\|''Attachments Window'']]
	~~<div align="center">~~
	~~''Attachments Window''~~
	~~</div></li>~~
	<li>Click the [[Image:Upload Attachment.png \| Upload an Attachment]] button. The New Attachment window displays.		<li>Click the [[Image:Upload Attachment.png \| Upload an Attachment]] button. The New Attachment window displays.

	[[Image:NewAttachment.png\|center\|400px\|''New Attachment Window'']]		[[Image:NewAttachment.png\|center\|400px\|''New Attachment Window'']]
	~~<div align="center">~~
	~~''New Attachment Window''~~
	~~</div></li>~~
	<li>Click the [[Image:OpenIcon.png \| Upload an Attachment]] button. The Open window displays.</li>		<li>Click the [[Image:OpenIcon.png \| Upload an Attachment]] button. The Open window displays.</li>
	<li>From the Open window</li>		<li>From the Open window</li>

Alnaucler at 18:24, 20 July 2019

2019-07-20T18:24:56Z

← Older revision		Revision as of 20:24, 20 July 2019
Line 13:		Line 13:
	The filter limits the attachments displayed in the table to only those attachments that contain the filter value.		The filter limits the attachments displayed in the table to only those attachments that contain the filter value.

	[[Image:AttachmentsFilter.png\|~~500px~~\|center\|''Attachments Filter window'']]		[[Image:AttachmentsFilter.png\|600px\|center\|''Attachments Filter window'']]

	To filter the attachments displayed in the table		To filter the attachments displayed in the table

Alnaucler at 18:24, 20 July 2019

2019-07-20T18:24:31Z

← Older revision		Revision as of 20:24, 20 July 2019
Line 5:		Line 5:
	* A filter section for limiting the list of attachments displayed		* A filter section for limiting the list of attachments displayed
	* A table for the attachments		* A table for the attachments
	[[Image:AttachmentsWindow.png\|~~400px~~\|center\|''Attachments window'']]		[[Image:AttachmentsWindow.png\|500px\|center\|''Attachments window'']]
	<div align="center">		<div align="center">
	''Attachments window''		''Attachments window''

Alnaucler at 18:18, 20 July 2019

2019-07-20T18:18:40Z

← Older revision		Revision as of 20:18, 20 July 2019
Line 2:		Line 2:
	You can attach files to a Data Entry Form so that the file can be shared with other IMSMA users. Data Entry Form attachments are managed via the Attachments window. To display the Attachments window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button on the Data Entry Form Editor window.		You can attach files to a Data Entry Form so that the file can be shared with other IMSMA users. Data Entry Form attachments are managed via the Attachments window. To display the Attachments window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button on the Data Entry Form Editor window.

	The Attachments window contains two sections:		The Attachments window contains two sections
	* A filter section for limiting the list of ~~data displayed – You can filter the data~~ displayed ~~in the table by selecting a filter from the list and entering a filter value. Attachments passing the filter are listed in the table.~~		* A filter section for limiting the list of attachments displayed
	* A table for the ~~data – By default, the table displays all~~ attachments ~~in IMSMA. To change the sort order of the data, click the column header associated with the attribute on which you would like to sort the data.~~		* A table for the attachments

	[[Image:AttachmentsWindow.png\|400px\|center\|''Attachments window'']]		[[Image:AttachmentsWindow.png\|400px\|center\|''Attachments window'']]
	<div align="center">		<div align="center">
Line 15:		Line 14:

	[[Image:AttachmentsFilter.png\|500px\|center\|''Attachments Filter window'']]		[[Image:AttachmentsFilter.png\|500px\|center\|''Attachments Filter window'']]
	~~<div align="center">~~
	~~''Attachments Filter window''~~
	~~</div>~~

	To filter the attachments displayed in the table:		To filter the attachments displayed in the table
	<ol><li>Select the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include:</li>		<ol><li>Select the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include</li>
	* ''Data Entry Date'' – returns attachments with an entry date that contains the specified value.		* ''Data Entry Date'' – returns attachments with an entry date that contains the specified value.
	* ''File Description'' – returns attachments with a description that contains the specified value.		* ''File Description'' – returns attachments with a description that contains the specified value.
Line 29:		Line 25:

	==Add an Attachment==__NOEDITSECTION__		==Add an Attachment==__NOEDITSECTION__
	~~To add an attachment to a Data Entry Form:~~
	<ol><li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button. The Attachments window displays.		<ol><li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button. The Attachments window displays.

Line 43:		Line 38:
	</div></li>		</div></li>
	<li>Click the [[Image:OpenIcon.png \| Upload an Attachment]] button. The Open window displays.</li>		<li>Click the [[Image:OpenIcon.png \| Upload an Attachment]] button. The Open window displays.</li>
	<li>From the Open window:</li>		<li>From the Open window</li>
	<ol type="a">		<ol type="a">
	<li>Navigate to the directory of the file that you would like to attach to the Data Entry Form.</li>		<li>Navigate to the directory of the file that you would like to attach to the Data Entry Form.</li>
Line 56:		Line 51:

	==Download an Attachment==__NOEDITSECTION__		==Download an Attachment==__NOEDITSECTION__
	~~To download an attachment:~~
	<ol>		<ol>
	<li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button. The Attachments window displays. </li>		<li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button. The Attachments window displays. </li>
Line 83:		Line 77:

	==Delete an Attachment==__NOEDITSECTION__		==Delete an Attachment==__NOEDITSECTION__
	~~Deleting an attachment detaches it from the Data Entry Form.~~
	<ol>		<ol>
	<li>Click [[Image:mFRABtn01.png \| Manage Attachments]] in the Data Entry Form Editor window.</li>		<li>Click [[Image:mFRABtn01.png \| Manage Attachments]] in the Data Entry Form Editor window.</li>

Alnaucler at 21:37, 17 June 2017

2017-06-17T21:37:40Z

← Older revision		Revision as of 23:37, 17 June 2017
Line 82:		Line 82:
	</ol>		</ol>

	==~~Remove~~ an Attachment==__NOEDITSECTION__		==Delete an Attachment==__NOEDITSECTION__
	~~Removing~~ an attachment detaches it from the Data Entry Form. ~~To remove an attachment from a Data Entry Form:~~		Deleting an attachment detaches it from the Data Entry Form.

	<ol>		<ol>
	<li>Click [[Image:mFRABtn01.png \| Manage Attachments]] in the Data Entry Form Editor window.</li>		<li>Click [[Image:mFRABtn01.png \| Manage Attachments]] in the Data Entry Form Editor window.</li>
	<li>Click the row associated with the attachment that you would like to ~~remove~~.</li>		<li>Click the row associated with the attachment that you would like to delete.</li>
	<li>Click [[Image:EcksButton.png \| ~~Remove~~ Selected Attachment]]. The Verify Deletion window displays.</li>		<li>Click [[Image:EcksButton.png \| Delete Selected Attachment]]. The Verify Deletion window displays.</li>
	<li>~~Do one of the following:~~		<li>Click the '''Yes''' button.</li>
	* To remove the attachment, click the '''Yes~~''' button.~~
	* To cancel the delete operation, click the '''No''' button.</li>
	</ol>		</ol>

Dionysia at 15:52, 23 March 2015

2015-03-23T15:52:51Z

← Older revision		Revision as of 17:52, 23 March 2015
Line 11:		Line 11:
	</div>		</div>

	==~~How to~~ Filter the Attachments Displayed==__NOEDITSECTION__		==Filter the Attachments Displayed==__NOEDITSECTION__
	The filter limits the attachments displayed in the table to only those attachments that contain the filter value.		The filter limits the attachments displayed in the table to only those attachments that contain the filter value.

Line 20:		Line 20:

	To filter the attachments displayed in the table:		To filter the attachments displayed in the table:
	<ol>		<ol><li>Select the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include:</li>
	<li>Select the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include:</li>
	* ''Data Entry Date'' – returns attachments with an entry date that contains the specified value.		* ''Data Entry Date'' – returns attachments with an entry date that contains the specified value.
	* ''File Description'' – returns attachments with a description that contains the specified value.		* ''File Description'' – returns attachments with a description that contains the specified value.
Line 27:		Line 26:
	* ''MIME Type'' – returns attachments with a MIME type that contains the specified value.		* ''MIME Type'' – returns attachments with a MIME type that contains the specified value.
	<li>Enter a value that the selected attachment filter must contain. Note that the filter is not case-sensitive.</li>		<li>Enter a value that the selected attachment filter must contain. Note that the filter is not case-sensitive.</li>
	<li>Click the '''Apply''' button.~~</li>~~		<li>Click the '''Apply''' button. The attachments passing your criteria are listed in the table.</li></ol>
	:The attachments passing your criteria are listed in the table.
	</ol>

	==~~How to~~ Add an Attachment==__NOEDITSECTION__		==Add an Attachment==__NOEDITSECTION__
	To add an attachment to a Data Entry Form:		To add an attachment to a Data Entry Form:
	<ol><li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button.~~</li>~~		<ol><li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button. The Attachments window displays.
	:The Attachments window displays.

	[[Image:Attachments.png\|center\|400px\|''Attachments Window'']]		[[Image:Attachments.png\|center\|400px\|''Attachments Window'']]
Line 40:		Line 36:
	''Attachments Window''		''Attachments Window''
	</div></li>		</div></li>
	<li>Click the [[Image:Upload Attachment.png \| Upload an Attachment]] button.		<li>Click the [[Image:Upload Attachment.png \| Upload an Attachment]] button. The New Attachment window displays.
	:The New Attachment window displays.

	[[Image:NewAttachment.png\|center\|400px\|''New Attachment Window'']]		[[Image:NewAttachment.png\|center\|400px\|''New Attachment Window'']]
Line 47:		Line 42:
	''New Attachment Window''		''New Attachment Window''
	</div></li>		</div></li>
	<li>Click the [[Image:OpenIcon.png \| Upload an Attachment]] button.~~</li>~~		<li>Click the [[Image:OpenIcon.png \| Upload an Attachment]] button. The Open window displays.</li>
	:The Open window displays.
	<li>From the Open window:</li>		<li>From the Open window:</li>
	<ol type="a">		<ol type="a">
Line 59:		Line 53:

	<li>Enter a description for the file in the '''Description''' field.</li>		<li>Enter a description for the file in the '''Description''' field.</li>
	<li>Click the '''Upload''' button.~~</li>~~		<li>Click the '''Upload''' button. The attachment displays in the Attachments window. </li></ol>
	:The attachment displays in the Attachments window.
	</ol>

	==~~How to~~ Download an Attachment==__NOEDITSECTION__		==Download an Attachment==__NOEDITSECTION__
	To download an attachment:		To download an attachment:
	<ol>		<ol>
	<li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button.~~</li>~~		<li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button. The Attachments window displays. </li>
	:The Attachments window displays.
	<li>Click the row associated with the attachment that you would like to download.</li>		<li>Click the row associated with the attachment that you would like to download.</li>
	<li>Click the [[Image:AttachDownIcon.png \| Download Selected Attachment]] button.~~</li>~~		<li>Click the [[Image:AttachDownIcon.png \| Download Selected Attachment]] button. The Save window displays. </li>
	:The Save window displays.
	<li>From the Save window:</li>		<li>From the Save window:</li>
	<ol type="a">		<ol type="a">
	<li>Navigate to the directory where you would like to save the file.</li>		<li>Navigate to the directory where you would like to save the file.</li>
	<li>Click the '''Save''' button.~~</li>~~		<li>Click the '''Save''' button. A copy of the file is saved to the specified directory on your computer. </li>
	:A copy of the file is saved to the specified directory on your computer.
	</ol>		</ol>
	</ol>		</ol>

	==~~How to~~ View or Print Attachments==__NOEDITSECTION__		==View or Print Attachments==__NOEDITSECTION__
	<ol>		<ol>
	<li>Click [[Image:mFRABtn01.png \| Manage Attachments]] in the Data Entry Form Editor window.~~</li>~~		<li>Click [[Image:mFRABtn01.png \| Manage Attachments]] in the Data Entry Form Editor window. The Attachments window opens and displays all files attached to the Data Entry Form.
	:The Attachments window opens and displays all files attached to the Data Entry Form.
	~~</ol>~~

	{{note\| Use the filter to find an attachment.}}		{{note\| Use the filter to find an attachment.}}</li>

	~~<ol start="2">~~
	<li>Select a file from the attachments list.</li>		<li>Select a file from the attachments list.</li>
	<li>Click [[Image:ViewIcon.png \| View Selected Attachment]].~~</li>~~		<li>Click [[Image:ViewIcon.png \| View Selected Attachment]]. The file displays in the associated application.
	:The file displays in the associated application.
	~~</ol>~~

	{{note\| If the file does not display, check your Windows settings. For example, in Windows Control Panel, select Programs, then select Default Programs, and then select Associate a file type or protocol with a program. Then you can change the default programs that open file types.}}		{{note\| If the file does not display, check your Windows settings. For example, in Windows Control Panel, select Programs, then select Default Programs, and then select Associate a file type or protocol with a program. Then you can change the default programs that open file types.}}</li>

	~~<ol start="4">~~
	<li>Print the file from the associated application</li>		<li>Print the file from the associated application</li>
	</ol>		</ol>

	==~~How to~~ Remove an Attachment ~~from a Data Entry Form~~==__NOEDITSECTION__		==Remove an Attachment==__NOEDITSECTION__
	Removing an attachment detaches it from the Data Entry Form. To remove an attachment from a Data Entry Form:		Removing an attachment detaches it from the Data Entry Form. To remove an attachment from a Data Entry Form:

Line 105:		Line 88:
	<li>Click [[Image:mFRABtn01.png \| Manage Attachments]] in the Data Entry Form Editor window.</li>		<li>Click [[Image:mFRABtn01.png \| Manage Attachments]] in the Data Entry Form Editor window.</li>
	<li>Click the row associated with the attachment that you would like to remove.</li>		<li>Click the row associated with the attachment that you would like to remove.</li>
	<li>Click [[Image:EcksButton.png \| Remove Selected Attachment]].~~</li>~~		<li>Click [[Image:EcksButton.png \| Remove Selected Attachment]]. The Verify Deletion window displays.</li>
	:The Verify Deletion window displays.		<li>Do one of the following:
	<li>Do one of the following:~~</li>~~
	* To remove the attachment, click the '''Yes''' button.		* To remove the attachment, click the '''Yes''' button.
	* To cancel the delete operation, click the '''No''' button.		* To cancel the delete operation, click the '''No''' button.</li>
	</ol>		</ol>

	{{NavBox HowTo Enter Data}}		{{NavBox HowTo Enter Data}}

	[[Category:CRI]]		[[Category:CRI]]

Dionysia at 15:48, 23 March 2015

2015-03-23T15:48:32Z

← Older revision		Revision as of 17:48, 23 March 2015
Line 1:		Line 1:
	{{TOC right}}		{{TOC right}}
	You can attach files to a Data Entry Form so that the file can be shared with other IMSMA users. Data Entry Form attachments are managed via the Attachments window. To display the Attachments window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button on the Data Entry Form Editor window.		You can attach files to a Data Entry Form so that the file can be shared with other IMSMA users. Data Entry Form attachments are managed via the Attachments window. To display the Attachments window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button on the Data Entry Form Editor window.

			The Attachments window contains two sections:
			* A filter section for limiting the list of data displayed – You can filter the data displayed in the table by selecting a filter from the list and entering a filter value. Attachments passing the filter are listed in the table.
			* A table for the data – By default, the table displays all attachments in IMSMA. To change the sort order of the data, click the column header associated with the attribute on which you would like to sort the data.

	[[Image:AttachmentsWindow.png\|400px\|center\|''Attachments window'']]		[[Image:AttachmentsWindow.png\|400px\|center\|''Attachments window'']]
Line 6:		Line 10:
	''Attachments window''		''Attachments window''
	</div>		</div>

	~~The Attachments window contains two sections:~~
	*A filter section for limiting the list of data displayed – You can filter the data displayed in the table by selecting a filter from the list and entering a filter value. Attachments passing the filter are listed in the table.
	*A table for the data – By default, the table displays all attachments in IMSMA. To change the sort order of the data, click the column header associated with the attribute on which you would like to sort the data.

	==How to Filter the Attachments Displayed==__NOEDITSECTION__		==How to Filter the Attachments Displayed==__NOEDITSECTION__

Dionysia at 09:08, 16 February 2015

2015-02-16T09:08:49Z

← Older revision		Revision as of 11:08, 16 February 2015
Line 1:		Line 1:
	{{TOC right}}		{{TOC right}}

	You can attach files to a Data Entry Form so that the file can be shared with other IMSMA users. Data Entry Form attachments are managed via the Attachments window. To display the Attachments window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button on the Data Entry Form Editor window.		You can attach files to a Data Entry Form so that the file can be shared with other IMSMA users. Data Entry Form attachments are managed via the Attachments window. To display the Attachments window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button on the Data Entry Form Editor window.

Line 13:		Line 12:

	==How to Filter the Attachments Displayed==__NOEDITSECTION__		==How to Filter the Attachments Displayed==__NOEDITSECTION__

	The filter limits the attachments displayed in the table to only those attachments that contain the filter value.		The filter limits the attachments displayed in the table to only those attachments that contain the filter value.

Line 34:		Line 32:

	==How to Add an Attachment==__NOEDITSECTION__		==How to Add an Attachment==__NOEDITSECTION__
	~~<p>~~To add an attachment to a Data Entry Form:~~</p>~~		To add an attachment to a Data Entry Form:
	<ol>		<ol><li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button.</li>
	<li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png \| Manage Attachments]] button.</li>
	:The Attachments window displays.		:The Attachments window displays.
	~~</ol>~~

	[[Image:Attachments.png\|center\|400px\|''Attachments Window'']]		[[Image:Attachments.png\|center\|400px\|''Attachments Window'']]
	<div align="center">		<div align="center">
	''Attachments Window''		''Attachments Window''
	</div>		</div></li>
			<li>Click the [[Image:Upload Attachment.png \| Upload an Attachment]] button.
	<~~ol start="2"~~>
	<li>Click the [[Image:Upload Attachment.png \| Upload an Attachment]] button.~~</li>~~
	:The New Attachment window displays.		:The New Attachment window displays.
	~~</ol>~~

	[[Image:NewAttachment.png\|center\|400px\|''New Attachment Window'']]		[[Image:NewAttachment.png\|center\|400px\|''New Attachment Window'']]
	<div align="center">		<div align="center">
	''New Attachment Window''		''New Attachment Window''
	</div>		</div></li>

	<~~ol start="3"~~>
	<li>Click the [[Image:OpenIcon.png \| Upload an Attachment]] button.</li>		<li>Click the [[Image:OpenIcon.png \| Upload an Attachment]] button.</li>
	:The Open window displays.		:The Open window displays.
Line 63:		Line 54:
	<li>Click the file name.</li>		<li>Click the file name.</li>
	<li>Click the '''Open''' button.</li>		<li>Click the '''Open''' button.</li>
	<~~/ol~~>		<li>The name of the file displays in the '''File Name''' field and the file type displays in the MIME Type field. Note that although the '''MIME Type''' field may not always display the correct file type the file will be attached to the Data Entry Form.</li></ol>
	~~</ol>~~

	The name of the file displays in the '''File Name''' field and the file type displays in the MIME Type field. Note that although the '''MIME Type''' field may not always display the correct file type the file will be attached to the Data Entry Form.

	{{note\| Attachments should be no greater than 10 MB.}}		{{note\| Attachments should be no greater than 10 MB.}}

	~~<ol start="5">~~
	<li>Enter a description for the file in the '''Description''' field.</li>		<li>Enter a description for the file in the '''Description''' field.</li>
	<li>Click the '''Upload''' button.</li>		<li>Click the '''Upload''' button.</li>

Alnaucler at 05:09, 22 November 2014

2014-11-22T05:09:12Z

← Older revision		Revision as of 07:09, 22 November 2014
Line 68:		Line 68:
	The name of the file displays in the '''File Name''' field and the file type displays in the MIME Type field. Note that although the '''MIME Type''' field may not always display the correct file type the file will be attached to the Data Entry Form.		The name of the file displays in the '''File Name''' field and the file type displays in the MIME Type field. Note that although the '''MIME Type''' field may not always display the correct file type the file will be attached to the Data Entry Form.

	{{note\| Attachments should be no greater than ~~100 Mb~~.}}		{{note\| Attachments should be no greater than 10 MB.}}

	<ol start="5">		<ol start="5">

Laura: Version 6.0

2014-03-03T15:20:39Z

Version 6.0

← Older revision		Revision as of 17:20, 3 March 2014
Line 14:		Line 14:
	==How to Filter the Attachments Displayed==__NOEDITSECTION__		==How to Filter the Attachments Displayed==__NOEDITSECTION__

	The filter limits the attachments displayed in the table to only those attachments that contain the filter value~~. By default, the filter list in the Attachments window is set to ''All''. The ''All'' filter returns all attachments associated with the Data Entry Form to the table~~.		The filter limits the attachments displayed in the table to only those attachments that contain the filter value.

	[[Image:AttachmentsFilter.png\|500px\|center\|''Attachments Filter window'']]		[[Image:AttachmentsFilter.png\|500px\|center\|''Attachments Filter window'']]
Line 106:		Line 106:
	</ol>		</ol>

	{{note\| If the file does not display, check your Windows settings.}}		{{note\| If the file does not display, check your Windows settings. For example, in Windows Control Panel, select Programs, then select Default Programs, and then select Associate a file type or protocol with a program. Then you can change the default programs that open file types.}}

	<ol start="4">		<ol start="4">