Difference between revisions of "Export Data Entry Form from Workbench"

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Exporting a field report from the Workbench allows you to export unapproved field reports to an .MaXML file. The .MaXML file can then be imported into the handheld device for completion. To export field reports 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 '''Field Reports'''.</li>
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[[Image:WB Export xml.png|600px|center]]
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<li>From the '''Field Reports''' menu, select '''View 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>Click the row associated with the field report you would like to export.</li>
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<li>If appropiate, change number of records per file.</li>
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<li>Click the [[Image:ExportUnappIcon.png]] button.</li>
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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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:The Workbench Field Report Export window displays.
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<li>Click '''OK'''.
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<li>In the '''Exported''' by field, enter an identifier to indicate who exported the field report.</li>
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[[Image:ExportOptionsWindow.png|600px|center]]
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<li>Specify the directory to which you would like to export the file:</li>
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<div align="center"> '' Export Options window''</div></li>
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<ol type="a">
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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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<li>Click the '''Browse''' button.</li>
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<li>Click the '''Save''' button.</li>
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:The Select window displays.
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<li>The Export finished window displays.</li>
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<li>Navigate to the directory where you would like to save the file.</li>
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<li>Click the '''OK''' button.
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<li>Enter a name for the file in the '''File Name''' field.</li>
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[[Image:Xml Export confirm.png|500px|center]]
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<li>Click the '''Select''' button.</li>
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<div align="center"> '' Export confirmation window''</div></li></ol>
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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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{{NavBox HowTo Workbench}}
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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.}}
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{{NavBox HowTo Reconcile and Approve}}
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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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