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:
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Exporting a Data Entry Form from the Workbench allows you to export '''non-approved''' Data Entry Forms to a xml file.<ol>
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<ol>
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<li>Select one or more Data Entry Forms and click the [[Image:FieldReportExportIcon.png]] button.
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<li>From the '''Data Entry''' menu, select '''Data Entry Forms'''.</li>
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[[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></li>
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:The Workbench window displays.
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<li>The Export Options window displays.</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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<li>If appropiate, change number of records per file.</li>
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The Data Entry Form Editor opens.
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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>Click the [[Image:ExportUnappIcon.png]] button.</li>
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<li>Click '''OK'''.
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:The Data Entry Form Export window displays.
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[[Image:ExportOptionsWindow.png|600px|center]]
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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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<div align="center"> '' Export Options window''</div></li>
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<li>Specify the directory to which you would like to export the file:</li>
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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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<ol type="a">
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<li>Click the '''Save''' button.</li>
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<li>Click the '''Browse''' button.</li>
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<li>The Export finished window displays.</li>
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:The Select window displays.
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<li>Click the '''OK''' button.
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<li>Navigate to the directory where you would like to save the file.</li>
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[[Image:Xml Export confirm.png|500px|center]]
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<li>Enter a name for the file in the '''File Name''' field.</li>
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<div align="center"> '' Export confirmation window''</div></li></ol>
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<li>Click the '''Select''' 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>
 
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</ol>
 
  
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{{note|Please read [[Export a Data Entry Form to a MaXML File|this]] for an alternative way of exporting a Data Entry Form to an MaXML format}}
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{{note| In the [[Search for Exporting Data Entry Form]] you may use more criteria to select which Data Entry Forms you would like to export than in the Workbench.}}
  
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
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[[Category:COO]]
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[[Category:NAA]]

Latest revision as of 08:08, 18 March 2019

Exporting a Data Entry Form from the Workbench allows you to export non-approved Data Entry Forms to a xml file.
  1. Select one or more Data Entry Forms and click the FieldReportExportIcon.png button.
    WB Export xml.png
    Workbench 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.
    ExportOptionsWindow.png
    Export Options window
  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. The Export finished window displays.
  9. Click the OK button.
    Xml Export confirm.png
    Export confirmation window
Note.jpg In the Search for Exporting Data Entry Form 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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