Difference between revisions of "Search for Exporting Data Entry Form"
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It is also possible to [[Export Data Entry Form from Workbench| export non-approved Data Entry Forms from the Workbench]]. | It is also possible to [[Export Data Entry Form from Workbench| export non-approved Data Entry Forms from the Workbench]]. | ||
+ | |||
+ | This example shows how to export Approved Progress reports. | ||
<ol> | <ol> | ||
− | <li>Selecting '''Data Entry Form'''in the ''Search Target'' drop-down list.</li> | + | <li>Selecting '''Data Entry Form''' in the ''Search Target'' drop-down list.</li> |
<li>Specify that all criteria should be true (AND)(more details can be found [[And Versus Or |here]]).</li> | <li>Specify that all criteria should be true (AND)(more details can be found [[And Versus Or |here]]).</li> | ||
<li>Next action is to add the first criterion row by clicking on the [[Image:FieldTemplateIcon.png]] button.</li> | <li>Next action is to add the first criterion row by clicking on the [[Image:FieldTemplateIcon.png]] button.</li> | ||
− | [[Image:Adv search DEF.png|600px|center]] | + | [[Image:Adv search DEF.png|600px|center]] |
<li>Select ''Data Entry Form Status'' in the drop-down list. | <li>Select ''Data Entry Form Status'' in the drop-down list. | ||
− | <li>Specify the status to ''Approved''.</li> | + | <li>Specify the status to ''Approved''. It is recommended to always specify status even if ''Approved date'' is used.</li> |
<li>Next action is to add the second criterion row by clicking on the [[Image:FieldTemplateIcon.png]] button.</li> | <li>Next action is to add the second criterion row by clicking on the [[Image:FieldTemplateIcon.png]] button.</li> | ||
− | <li> | + | <li>Select ''Approved Date'' and specify the date range.</li> |
− | [[Image:Adv search DEF2.png|600px|center]]</li> | + | [[Image:Adv search DEF2.png|600px|center]] |
− | <li> | + | <li>Next action is to add the third criterion row by clicking on the [[Image:FieldTemplateIcon.png]] button.</li> |
− | <li> | + | <li>This criterion is a ''Subobject'' so next action is to click on the [[Image:SubobjectSearchIcon.png | SubObject Search]] button.</li> |
+ | [[Image:Adv search DEF4.png|600px|center]] | ||
+ | <li>In the next window select ''Type of Activity'' and specify ''Progress report''. | ||
+ | <li>Click on OK when you are done.<li> | ||
+ | [[Image:Adv search DEF3.png|600px|center]] | ||
+ | <li>Back in the main search window, click on '''Run''' to start the search.</li></ol> | ||
To move a search criterion row or criteria group, select the criterion or group and click [[Image:UpBlueArrow.png]] to move it up or [[Image:DownBlueArrow.png]] to move it down. | To move a search criterion row or criteria group, select the criterion or group and click [[Image:UpBlueArrow.png]] to move it up or [[Image:DownBlueArrow.png]] to move it down. |
Revision as of 16:21, 26 May 2017
It is also possible to export non-approved Data Entry Forms from the Workbench.
This example shows how to export Approved Progress reports.
- Selecting Data Entry Form in the Search Target drop-down list.
- Specify that all criteria should be true (AND)(more details can be found here).
- Next action is to add the first criterion row by clicking on the button.
- Select Data Entry Form Status in the drop-down list.
- Specify the status to Approved. It is recommended to always specify status even if Approved date is used.
- Next action is to add the second criterion row by clicking on the button.
- Select Approved Date and specify the date range.
- Next action is to add the third criterion row by clicking on the button.
- This criterion is a Subobject so next action is to click on the button.
- In the next window select Type of Activity and specify Progress report.
- Click on OK when you are done.
- Back in the main search window, click on Run to start the search.
To move a search criterion row or criteria group, select the criterion or group and click to move it up or to move it down.
To delete a search criterion row or criteria group, select the row or the group and click .
If you select SQL from the attribute drop-down list, you can enter a valid SQL statement in the value field. See Building Searches for more information. |
More subobjects have been added in version 6.0 as possible Search Targets. |
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