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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[[HowTo:Create a Template for the Handheld Device|Create a Template for the Handheld Device]]<br />
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{{note| These steps are done outside of IMSMA.}}
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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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[[Handheld Form List Window]]<br />
 
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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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{| class="wikitable"
 
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| [[File:LightBulb.png|20px|<span title=""></span>]] These steps are done outside of IMSMA.
 
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To share a template with other sites using IMSMA:
 
To share a template with other sites using IMSMA:
 
<ol>
 
<ol>
 
<li>Open Windows Explorer.</li>
 
<li>Open Windows Explorer.</li>
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<li>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.</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 field report template’s XML file(s) to the person(s).</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 <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.</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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{{note| A few important notes:
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| [[File:LightBulb.png|20px|<span title=""></span>]] A few important notes:
 
 
::*Templates can be shared even if they are not published.
 
::*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 in the file directory also changes the file name in the ''My Templates'' folder.
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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 field report templates, the CDFs and option selection values must be the same or the field report template will not publish (case-sensitive).
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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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{{NavBox HowTo Data Entry Forms}}
  
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[[Category:NAA]]

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.
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