Apply a Local ID Generator: Difference between revisions

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{{note| If an existing template does not have the [[File:AddLocalIDButtonGrayedOut.png|20px|<span title=""></span>]]  button next to the object ID data field you want to apply a local ID generator to the:
# clear/delete the ID field including the label
# drag it back in again from the source tree.}}
To specify which [[Add a Local ID Generator | item ID number series]] to be used:
<ol>
<ol>
<li>From the '''Customisation''' menu, select '''Data Entry Form Customisation > Template Designer'''.</li>
<li>Create or modify a data entry form template as described in ''[[Data Entry Form Templates]]''.</li>
</ol>
{{note| If an existing template does not have the [[File:AddLocalIDButtonGrayedOut.png|20px|<span title=""></span>]]  button next to the object ID data element you want to apply a local ID generator to, drag the data element to the Data Elements pane to remove it from the template and then add a new object ID data element to the template.}}
<p>To apply a local ID generator to the data element:</p>
<ol start="3">
<li>Double-click the [[File:AddLocalIDButtonGrayedOut.png|20px|<span title=""></span>]] button next to the element.</li>
<li>Double-click the [[File:AddLocalIDButtonGrayedOut.png|20px|<span title=""></span>]] button next to the element.</li>
   
   
[[File:ApplyLocalIDGenerator.png|440px|''Applying a Local ID Generator to the Template'']]
[[File:ApplyLocalIDGenerator.png|600px|center|''Applying a Local ID Generator to the Template'']]


<li>Click the [[File:AddLocalIDButton.png|20px|<span title=""></span>]] button on the Component Property Editor window.</li>
<li>Click the [[File:Generate ID Number.png|20px|<span title=""></span>]] button on the Component Property Editor window.</li>
<li>Select a row in the Local ID Generator Selection window, and click the '''OK''' button.</li>
<li>Select a row in the Local ID Type Selection window, and click the '''OK''' button.</li>
<li>Click the '''OK''' button to close the Component Property Editor window.</li>
<li>Click the '''OK''' button to close the Component Property Editor window.</li>
<li>Save the template as described in ''[[Save a Data Entry Form Template]]''.</li>
<li>Publish the template as described in ''[[Publish a Data Entry Form Template]]''.</li>
</ol>
</ol>


{{NavBox HowTo ID Generator}}
{{NavBox HowTo Data Entry Forms}}
 
[[Category:NAA]]

Latest revision as of 22:25, 17 June 2017

If an existing template does not have the button next to the object ID data field you want to apply a local ID generator to the:
  1. clear/delete the ID field including the label
  2. drag it back in again from the source tree.

To specify which item ID number series to be used:

  1. Double-click the button next to the element.
  2. Applying a Local ID Generator to the Template
    Applying a Local ID Generator to the Template
  3. Click the button on the Component Property Editor window.
  4. Select a row in the Local ID Type Selection window, and click the OK button.
  5. Click the OK button to close the Component Property Editor window.

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