Difference between revisions of "Apply a Local ID Generator"

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{{note| If an existing template does not have the [[File:AddLocalIDButtonGrayedOut.png|20px|<span title=""></span>]]  button next to the object ID data field you want to apply a local ID generator to the:
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# clear/delete the ID field including the label
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# drag it back in again from the source tree.}}
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To specify which [[Add a Local ID Generator | item ID number series]] to be used:
 
<ol>
 
<ol>
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<li>From the '''Customisation''' menu, select '''Field Reports'''.</li>
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<li>Double-click the [[File:AddLocalIDButtonGrayedOut.png|20px|<span title=""></span>]] button next to the element.</li>
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<li>From the '''Field Reports''' menu, select '''Design Templates'''.</li>
 
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::The Field Report Template Designer window displays.
 
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<li>Create or modify a field report template following the instructions in the ''[[Data Entry Form Templates]]'' section.</li>
 
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{| class="wikitable"
 
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| [[File:LightBulb.png|20px|<span title=""></span>]]  If an existing template does not have the [[File:Local ID Type Button.png|20px|<span title=""></span>]] button next to the object ID data element you want to apply a local ID type to, drag the data element to the Data Elements pane to remove it from the template and then add a new object ID data element to the template.
 
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|}
 
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<li>From the field report template, apply the local ID type to the object ID data element that you want to have IDs automatically generated for.</li>
 
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::a.Double-click the [[File:Local ID Type Button.png|20px|<span title=""></span>]] button next to the object ID data element you want to have IDs automatically generated for.
 
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:::The Component Property Editor window displays.
 
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[[File:Accessing the Component Property Editor Window.png|440px|''Figure 168.Accessing the Component Property Editor Window'']]
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[[File:ApplyLocalIDGenerator.png|600px|center|''Applying a Local ID Generator to the Template'']]
  
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<li>Click the [[File:Generate ID Number.png|20px|<span title=""></span>]] button on the Component Property Editor window.</li>
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<li>Select a row in the Local ID Type Selection window, and click the '''OK''' button.</li>
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<li>Click the '''OK''' button to close the Component Property Editor window.</li>
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</ol>
  
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::b.Click the [[File:Apply Local ID Type Button.png|20px|<span title=""></span>]] button.
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{{NavBox HowTo Data Entry Forms}}
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:::The Local ID Type Selection window displays.
 
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::c.Select the row associated with the local ID type you want to apply to the object ID data element.
 
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::d.Click the '''OK''' button.
 
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::e.On the Component Property Editor window, click the '''OK''' button.
 
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::f.From the Field Report Template Designer window, save the template following the instructions in the ''[[HowTo:Save a Data Entry Form Template]]'' section.
 
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::g.Publish the template following the instructions in the ''[[HowTo:Publish a Data Entry Form Template]]'' section.
 
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</ol>
 
  
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{{NavBox HowTo ID Generator}}
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[[Category:NAA]]

Latest revision as of 22:25, 17 June 2017

Note.jpg If an existing template does not have the button next to the object ID data field you want to apply a local ID generator to the:
  1. clear/delete the ID field including the label
  2. drag it back in again from the source tree.

To specify which item ID number series to be used:

  1. Double-click the button next to the element.
    2. Applying a Local ID Generator to the Template
  2. Click the button on the Component Property Editor window.
  3. Select a row in the Local ID Type Selection window, and click the OK button.
  4. Click the OK button to close the Component Property Editor window.
Design Data Entry Forms
General
Get started
Tools
Elements
Properties
Publish
Published
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