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Link to Existing Item

798 bytes added, 12:40, 14 June 2019

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{{Note | To reconcile do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}

To link an item to another item:

<ol>

<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.

[[Image:Recon tab.png|600px|center]]

<div align="center">

'' Reconciliation Tab''

</div>To link an item to another item:<ol><li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.</li>

<li>Click the [[Image:ReconItemRecIcon.png]] button.</li>

<li>Select the '''Link to Existing Item''' option.</li>

<li>Click the '''OK''' button.

[[Image:Recon options3.png|500px|center]]

<div align="center">

'' Reconciliation Options''

</div></li><li>Select the '''Link to Existing Item''' optionThe Pick Object Type window displays.</li><li>Click Select the type of the '''OK''' buttonexisting item record from the Type of Object to Link to drop-down menu.</li>

[[Image:Pick Object Type.png|500px|center]]

<div align="center">

'' Pick Object Type Window''

</div>

{{Note | Item are '''not''' normally ''Linked'' to Locations.}}</li><li>The Pick Object Type Item window displays.The table is not populated with any rows until you have applied a [[Filter Lists| filter]].</li><li>Select Click the type of row for the existing item record from the Type of Object that you would like to Link to drop-down menu. You may check if it is the right item to link to by opening the Summary window of the item by clicking on the [[Image:FieldViewIcon.png]] button.</li>{{Note | Item are ''<li>Click the 'not''Assign' normally ''Linked'' to Locationsbutton.}}

<li>Click the '''OK''' button.</li>

<li>The [[Use the Image:fig61.png|center|500px|''Pick Linking Item Window|'']]<div align="center">''Pick Item window]] displays.Window''<li/div>Click the row for the item record that you would like to reconcile.</li><li>Click the '''Assign''' buttonThe Link Items window displays.</li> If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the [[Image:Recon tab LinkShadesIcon.png|600px|center]]<div align="center">'' Reconciliation Tab Link''</div>button to activate the Map preview.

[[Image:Link Items Window.png|600px|center]]

<div align="center">

'' Link Items Window''

</div>

<li>The Link Items {{New_6.0 | More functions have been added to the Preview window displays.<li>If it is appropriate It amongst other things possible to verify that it add labels. It is the correct existing item that you are linking also possible to by using map preview, click change the [[Image:ShadesIcon.png]] button to activate order of the Map previewthemes.}}</li>

<li>Click the '''OK''' button.</li>

<li>The Reconciliation Tab in the Data Entry Form is updated.[[Image:Recon tab Link.png|600px|center]]<div align="center">'' Reconciliation Tab Link Action''</div></li><li>Repeat the above steps to Link to another existing item.</li><li>Save, Submit or Approve the Data Entry Form.</li></ol>

{{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}}

 

For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].

{{NavBox HowTo Reconcile and Approve}}

 [[Category:COONAA]]

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