Difference between revisions of "Export Data Entry Form from Workbench"

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Exporting a Data Entry Form from the Workbench allows you to export unapproved Data Entry Forms to an .MaXML file. To export Data Entry Forms from the Workbench:
 
Exporting a Data Entry Form from the Workbench allows you to export unapproved Data Entry Forms to an .MaXML file. To export Data Entry Forms from the Workbench:
 
<ol>
 
<ol>
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<li>From the '''Data Entry''' menu, select '''Data Entry Forms'''.</li>
+
[[Image:WB Export xml.png|600px|center]]
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<li>From the '''Data Entry Forms''' menu, select '''Workbench'''.</li>
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<div align="center"> '' Workbench window''</div>
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:The Workbench window displays.
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<li>Select one or more Data Entry Forms and click the FieldReportExportIcon button. </li>
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<li>Double-click the row associated with the Data Entry Form you would like to export.</li>
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[[Image:ExportOptionsWindow.png|600px|center]]
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The Data Entry Form Editor opens.
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<div align="center"> '' Export Options window''</div>
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<li>Click the [[Image:ExportUnappIcon.png]] button.</li>
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<li>The Export Options window displays.</li>
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:The Data Entry Form Export window displays.
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<li>If appropiate, change number of records per file.</li>
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<li>In the '''Exported''' by field, enter an identifier to indicate who exported the Data Entry Form.</li>
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<li>If you do not want to include the attachments, check ''Exclude Data Entry Form Attachments data on MaXML export''.</li>
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<li>Specify the directory to which you would like to export the file:</li>
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<li>Click '''OK'''.</li>
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<ol type="a">
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<li>Specify the directory to which you would like to export the file and the name of the file.</li>
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<li>Click the '''Browse''' button.</li>
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<li>Click the '''Save''' button.</li>
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:The Select window displays.
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[[Image:Xml Export confirm.png|500px|center]]
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<li>Navigate to the directory where you would like to save the file.</li>
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<div align="center"> '' Export confirmation window''</div>
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<li>Enter a name for the file in the '''File Name''' field.</li>
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<li>The Export finished window displays.</li>
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<li>Click the '''Select''' button.</li>
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<li>Click the '''OK''' button.</li>
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:A copy of the file is saved to the specified directory on your computer.  
 
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</ol>
 
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<li>Click the '''Export''' button.</li>
 
 
</ol>
 
</ol>
  

Revision as of 16:47, 13 March 2015

Exporting a Data Entry Form from the Workbench allows you to export unapproved Data Entry Forms to an .MaXML file. To export Data Entry Forms from the Workbench:

    WB Export xml.png
    Workbench window
  1. Select one or more Data Entry Forms and click the FieldReportExportIcon button.
    2. ExportOptionsWindow.png
    Export Options window
  2. The Export Options window displays.
  3. If appropiate, change number of records per file.
  4. If you do not want to include the attachments, check Exclude Data Entry Form Attachments data on MaXML export.
  5. Click OK.
  6. Specify the directory to which you would like to export the file and the name of the file.
  7. Click the Save button.
    8. Xml Export confirm.png
    Export confirmation window
  8. The Export finished window displays.
  9. Click the OK button.
Note.jpg In the Advanced Search you may use more criteria to select which Data Entry Forms you would like to export than in the Workbench.
Reconciling and Approving Data in IMSMANG
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