Difference between revisions of "Share Data Entry Form Templates"

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The Data Entry Form templates listed in the My Templates folder of the elements pane in the Data Entry Form Template Designer window are the templates that you have created. Each of these templates has an associated XML or FFML file located in the ''C:\IMSMAng\client\FormTemplates\MyTemplates'' folder.  
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<th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th>
 
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[[HowTo:View the Field Report Template|View the Field Report Template]]<br />
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{{note| These steps are done outside of IMSMA.}}
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[[HowTo:Create a Template for the Handheld Device|Create a Template for the Handheld Device]]<br />
 
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[[HowTo:Change the Status of a Published Field Report Template|Change the Status of a Published Field Report Template]]<br />
 
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[[HowTo:Share Field Report Templates|Share Field Report Templates]]<br />
 
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[[Field Report Templates for the Handheld]]<br />
 
  
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To share a template with other sites using IMSMA:
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<ol>
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<li>Open Windows Explorer.</li>
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<li>Locate the files in the ''C:\IMSMAng\client\FormTemplates\MyTemplates'' folder that are associated with the Data Entry Form template(s) that you would like to share.</li>
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<li>E-mail the Data Entry Form template’s XML file(s) to the person(s).</li>
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<li>The person receiving the file(s) will need to copy the file(s) into their ''C:\IMSMAng\client\FormTemplates\MyTemplates'' folder. After the file(s) have been copied into the folder, open the Template Designer and the shared the Data Entry Form template are available in the My Templates node.</li>
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</ol>
  
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{{note| A few important notes:
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::*Templates can be shared even if they are not published.
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::*The file can be renamed but it must have an .ffml extension. Renaming the file also changes the file name in the ''My Templates'' folder.
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::*When sharing Data Entry Form templates, the CDFs and option selection must be [[Reconcile CDFs When Publishing a Data Entry Form | reconciled during publishing]].
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}}
  
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The field report templates listed in the My Templates folder of the elements pane are the templates that you have created. Each of these templates has an associated XML or FFML file located in the <''IMSMA Installation Direcotry''>\client\FormTemplates\MyTemplates folder.
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{{NavBox HowTo Data Entry Forms}}
  
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{| class="wikitable"
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[[Category:NAA]]
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|-
 
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| [[File:LightBulb.png|20px|<span title=""></span>]] These steps are done outside of IMSMA.
 
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|}
 
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To share a template with other sites using IMSMA:
 
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<ol>
 
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1. Open Windows Explorer.
 
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2. Locate the files in the <IMSMA Installation Directory>\client\FormTemplates\MyTemplates folder that are associated with the field report template(s) that you would like to share.
 
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3. E-mail the field report template’s XML file(s) to the person(s).
 
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4. The person receiving the file(s) will need to copy the file(s) into their <IMSMA Installation Directory>\client\FormTemplates\MyTemplates folder. After the file(s) have been copied into the folder, the IMSMA client will need to be restarted to make the field report template available from the My Templates folder.
 

Latest revision as of 15:58, 29 May 2017

The Data Entry Form templates listed in the My Templates folder of the elements pane in the Data Entry Form Template Designer window are the templates that you have created. Each of these templates has an associated XML or FFML file located in the C:\IMSMAng\client\FormTemplates\MyTemplates folder.

Note.jpg These steps are done outside of IMSMA.

To share a template with other sites using IMSMA:

  1. Open Windows Explorer.
  2. Locate the files in the C:\IMSMAng\client\FormTemplates\MyTemplates folder that are associated with the Data Entry Form template(s) that you would like to share.
  3. E-mail the Data Entry Form template’s XML file(s) to the person(s).
  4. The person receiving the file(s) will need to copy the file(s) into their C:\IMSMAng\client\FormTemplates\MyTemplates folder. After the file(s) have been copied into the folder, open the Template Designer and the shared the Data Entry Form template are available in the My Templates node.
Note.jpg A few important notes:
  • Templates can be shared even if they are not published.
  • The file can be renamed but it must have an .ffml extension. Renaming the file also changes the file name in the My Templates folder.
  • When sharing Data Entry Form templates, the CDFs and option selection must be reconciled during publishing.
Design Data Entry Forms
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