Difference between revisions of "Search for Exporting Data Entry Form"

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(Created page with "It is also possible to export non-approved Data Entry Forms from the Workbench. <ol> <li>Selecting '''Data Entry Form'''in the ''Sea...")
 
 
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It is also possible to [[Export Data Entry Form from Workbench| export non-approved Data Entry Forms from the Workbench]].
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{{Note| The order in the drop-down list for Data Entry Form is strictly alphabetic.}}
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This example shows how to export Approved Progress reports.
 
<ol>
 
<ol>
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<li>Selecting '''Data Entry Form'''in the ''Search Target'' drop-down list.</li>
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<li>Selecting '''Data Entry Form''' in the ''Search Target'' drop-down list.</li>
 
<li>Specify that all criteria should be true (AND)(more details can be found [[And Versus Or |here]]).</li>
 
<li>Specify that all criteria should be true (AND)(more details can be found [[And Versus Or |here]]).</li>
 
<li>Next action is to add the first criterion row by clicking on the [[Image:FieldTemplateIcon.png]] button.</li>
 
<li>Next action is to add the first criterion row by clicking on the [[Image:FieldTemplateIcon.png]] button.</li>
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[[Image:Adv search DEF.png|600px|center]]</li>
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[[Image:Adv search DEF.png|600px|center]]
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<li>Select ''Data Entry Form Status'' in the drop-down list.
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<li>Select ''Data Entry Form Status'' in the drop-down list.</li>
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<li>Specify the status to ''Approved''.</li>
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<li>Specify the status to ''Approved''. It is recommended to always specify status even if ''Approved date'' is used.</li>
 
<li>Next action is to add the second criterion row by clicking on the [[Image:FieldTemplateIcon.png]] button.</li>
 
<li>Next action is to add the second criterion row by clicking on the [[Image:FieldTemplateIcon.png]] button.</li>
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<li>One common criterion is the date range when the Data Entry Forms were approved.</li>
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<li>Select ''Approved Date'' and specify the date range.</li>
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[[Image:Adv search DEF2.png|600px|center]]</li>
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[[Image:Adv search DEF2.png|600px|center]]
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<li>Repeat steps 3–7 for each criterion you would like to add to the search definition.</li>
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<li>Next action is to add the third criterion row by clicking on the [[Image:FieldTemplateIcon.png]] button.</li>
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<li>When all criteria have been added, click on '''Run''' to start the search.</li></ol>
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<li>This criterion is a ''Subobject'' so next action is to click on the [[Image:SubobjectSearchIcon.png‎ | SubObject Search]] button.</li>
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[[Image:Adv search DEF4.png|600px|center]]
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To move a search criterion row or criteria group, select the criterion or group and click [[Image:UpBlueArrow.png]] to move it up or [[Image:DownBlueArrow.png]] to move it down.
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<li>In the next window select ''Type of Activity'' and specify ''Progress report''.</li>
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<li>Click on OK when you are done.</li>
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To delete a search criterion row or criteria group, select the row or the group and click [[Image:EcksButton.png]].
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[[Image:Adv search DEF3.png|600px|center]]
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<li>Back in the main search window, click on '''Run''' to start the search.</li>
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{{note| If you select SQL from the attribute drop-down list, you can enter a valid SQL statement in the value field. See [[Building Searches#SQL criteria|Building Searches]] for more information.}}
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</ol>
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{{New_6.0 | More subobjects have been added in version 6.0 as possible Search Targets.}}
 
  
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When you have filtered the Data Entry Forms you would like to export, click on the [[Image:FieldReportExportIcon.png]] button and follow the instructions for xml-export on page [[Export Search Result]].<br/>
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It is also possible to [[Export Data Entry Form from Workbench| export non-approved Data Entry Forms from the Workbench]].
 
{{NavBox HowTo Search}}
 
{{NavBox HowTo Search}}
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[[Category:COO]]
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[[Category:NAA]]

Latest revision as of 10:42, 18 March 2019

Note.jpg The order in the drop-down list for Data Entry Form is strictly alphabetic.

This example shows how to export Approved Progress reports.

  1. Selecting Data Entry Form in the Search Target drop-down list.
  2. Specify that all criteria should be true (AND)(more details can be found here).
  3. Next action is to add the first criterion row by clicking on the FieldTemplateIcon.png button.
    4. Adv search DEF.png
  4. Select Data Entry Form Status in the drop-down list.
  5. Specify the status to Approved. It is recommended to always specify status even if Approved date is used.
  6. Next action is to add the second criterion row by clicking on the FieldTemplateIcon.png button.
  7. Select Approved Date and specify the date range.
    8. Adv search DEF2.png
  8. Next action is to add the third criterion row by clicking on the FieldTemplateIcon.png button.
  9. This criterion is a Subobject so next action is to click on the SubObject Search button.
    10. Adv search DEF4.png
  10. In the next window select Type of Activity and specify Progress report.
  11. Click on OK when you are done.
    12. Adv search DEF3.png
  12. Back in the main search window, click on Run to start the search.

When you have filtered the Data Entry Forms you would like to export, click on the FieldReportExportIcon.png button and follow the instructions for xml-export on page Export Search Result.
It is also possible to export non-approved Data Entry Forms from the Workbench.

Searching for Data in IMSMANG
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