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

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Revision as of 17:17, 3 February 2014

	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 Template Designer. It is not the name displayed in the Data Entry Form Template Selection window.

To save the Data Entry Form file, click the Save button.

The Save window displays. Enter a file name, and click the Save button.

To cancel the save operation, click the Cancel button.

General	Data Entry Form Templates · Data Entry Form Template Designer Window · Change an Existing Data Entry Form Template

Get started	Change the Page Orientation, Margins, or Paper Size · Data Entry Form Fields · Add Item Attributes to the Design Pane · Add Subobject Custom Defined Fields to the Design Pane

Tools	Add Text to the Data Entry Form Template · Add an Image to the Data Entry Form Template · Add a Scribe Panel to the Data Entry Form Template · Add a Line to the Data Entry Form Template

Elements	Select Elements within the Design Pane · Select Elements from the Logical Tree · Move Form Elements within the Design Pane · Verify Which Database Field Is Used in the Data Entry Form Template · Delete Selected Elements from the Data Entry Form

Properties	Align Form Elements · Apply a Local ID Generator · Change Element Display Properties · Customise Tables · Set Required Fields · Set Default Value · Change Single Selection Option List

Publish	Save a Data Entry Form Template · Preview a Data Entry Form Template · Publish a Data Entry Form Template · Reconcile CDFs When Publishing a Data Entry Form · Republish Existing Data Entry Form Templates · Share Data Entry Form Templates

Published	Access and Use the Published Template List · View the Data Entry Form Template · Change the Status of a Published Data Entry Form Template · Delete a Data Entry Form Template

@@ Line 5: / Line 5: @@
 ::*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.
+::*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 Template Designer. 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 '''Save''' button.
-::*To save the Data Entry Form file, click the '''OK''' button.
+:::The Save window displays. Enter a file name, and click the '''Save''' 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.
-::*To cancel the save operation, click the '''Cancel''' button.
 {{NavBox HowTo Data Entry Forms}}
 [[Category:ELR]]