Link to Existing Item: Difference between revisions

Revision as of 17:39, 9 March 2015

	To reconcile Data Entry Forms, your IMSMA^NG 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 IMSMA^NG Administrator if you have questions on permissions.

Reconciliation Tab

To link an item to another item:

From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
Click the button.

Reconciliation Options

Select the Link to Existing Item option.
Click the OK button.

Pick Object Type Window

The Pick Object Type window displays.
Select the type of the existing item record from the Type of Object to Link to drop-down menu.

	Item are not normally Linked to Locations.

Click the OK button.
The Pick Item window displays.
Click the row for the item record that you would like to Link to.
Click the Assign button.

Link Items Window

The Link Items window displays.
If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the button to activate the Map preview.
Click the OK button.

Reconciliation Tab Link Action

The Reconciliation Tab in the Data Entry Form is updated.

	If you would like to remove the link before you have approved, select the row and click the button.

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@@ Line 24: / Line 24: @@
 <li>Click the '''OK''' button.</li>
 <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 reconcile.</li>
+<li>Click the row for the item record that you would like to Link to.</li>
 <li>Click the '''Assign''' button.</li>
-[[Image:Recon tab Link.png|600px|center]]
-<div align="center">
-'' Reconciliation Tab Link''
-</div>
 [[Image:Link Items Window.png|600px|center]]
 <div align="center">
@@ Line 38: / Line 34: @@
 <li>Click the '''OK''' button.</li>
+[[Image:Recon tab Link.png|600px|center]]
+<div align="center">
+'' Reconciliation Tab Link Action''
+</div>
+<li>The Reconciliation Tab in the Data Entry Form is updated.
 </ol>

	Using IMSMA^NG
}}<table cellspacing="0" class="nowraplinks hlist {{#if:Using IMSMA^NG\|{{#switch:autocollapse\|plain\|off=\|#default=collapsible {{#if:autocollapse\|autocollapse\|autocollapse}}}}}} {{#switch:\|subgroup\|child\|none=navbox-subgroup" style="border-spacing:0;;\|#default=navbox-inner" style="border-spacing:0;background:transparent;color:inherit}};;">{{#if:Using IMSMA^NG\|

{{{above}}}

Link to Existing Item: Difference between revisions

Revision as of 17:39, 9 March 2015

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