Difference between revisions of "Link to Existing Item"
From IMSMA Wiki
| (One intermediate revision by the same user not shown) | |||
| Line 23: | Line 23: | ||
{{Note | Item are '''not''' normally ''Linked'' to Locations.}}</li> | {{Note | Item are '''not''' normally ''Linked'' to Locations.}}</li> | ||
<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists| filter]].</li> | <li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists| filter]].</li> | ||
| − | <li>Click the row for the item record that you would like to Link to. You may | + | <li>Click the row for the item record that you would like to Link to. |
| + | 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> | ||
<li>Click the '''Assign''' button. | <li>Click the '''Assign''' button. | ||
<li>Click the '''OK''' button.</li> | <li>Click the '''OK''' button.</li> | ||
| Line 52: | Line 53: | ||
{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
| − | [[Category: | + | [[Category:NAA]] |
Latest revision as of 12:40, 14 June 2019
 |
To 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:
- From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
Reconciliation Tab
- Click the
button. - Select the Link to Existing Item option.
- Click the OK button.
Reconciliation Options
- The Pick Object Type window displays.
- Select the type of the existing item record from the Type of Object to Link to drop-down menu.
Pick Object Type Window
Item are not normally Linked to Locations. - The Pick Item window displays. The table is not populated with any rows until you have applied a filter.
- Click the row for the item record that you would like to Link to.
You may check if it is the right item to link to by opening the Summary window of the item by clicking on the
button. - Click the Assign button.
- Click the OK button.
- The Link Items window displays.
- If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the
button to activate the Map preview.
Link Items Window
More functions have been added to the Preview window. It amongst other things possible to add labels. It is also possible to change the order of the themes. - Click the OK button.
- The Reconciliation Tab in the Data Entry Form is updated.
Reconciliation Tab Link Action
- Repeat the above steps to Link to another existing item.
- Save, Submit or Approve the Data Entry Form.
Pick Item Window
| |
If you would like to remove the link before you have approved, select the row and click the  button.
|
For more information on how to do data entry, see Use the Data Entry Form Editor Window.
| |||||||||||||||||||||
