Difference between revisions of "Link to Existing Item"
From IMSMA Wiki
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To link an item record to another item record without using the map: | To link an item record to another item record without using the map: | ||
<ol> | <ol> | ||
| − | <li>From the Reconciliation tab of the | + | <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>Click the [[Image:ReconItemRecIcon.png]] button.</li> | ||
<li>Select the '''Link to Existing Item''' option.</li> | <li>Select the '''Link to Existing Item''' option.</li> | ||
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<li>If desired, click the [[Image:ShadesIcon.png]] button to view the item record on the map.</li> | <li>If desired, click the [[Image:ShadesIcon.png]] button to view the item record on the map.</li> | ||
<li>Do one of the following:</li> | <li>Do one of the following:</li> | ||
| − | *Select the '''Replace Existing Item with | + | *Select the '''Replace Existing Item with Data Entry Form Item''' option to completely replace all information on the existing item record with the information on the item record being reconciled. |
| − | *Select the '''Combine Existing Item with | + | *Select the '''Combine Existing Item with Data Entry Form Item''' option to replace only certain attributes of the existing item record with those of the item record being reconciled. |
| − | *Select the '''Link Existing Item with | + | *Select the '''Link Existing Item with Data Entry Form Item''' option to associate item records of different types. |
</ol> | </ol> | ||
{| style="border:2px solid lightgray; float:center; margin:10px;" | {| style="border:2px solid lightgray; float:center; margin:10px;" | ||
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]] | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]] | ||
| − | |align="left" style="padding: 5px 10px 5px 10px"| If you are reconciling an item record with an item record of a different type, only the Link Existing Item with | + | |align="left" style="padding: 5px 10px 5px 10px"| If you are reconciling an item record with an item record of a different type, only the Link Existing Item with Data Entry Form Item option is available to select. |
|} | |} | ||
Revision as of 22:22, 9 May 2013
This section provides instructions for linking item records of different types by using the Reconcile without Map button to select items from a list and by using the Reconcile on the Map button to locate items on the map.
| How To |
|---|
To link an item record to another item record without using the map:
- From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
- Click the
button. - Select the Link to Existing Item option.
- Click the OK button.
- 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.
- Click the OK button.
- The Pick <Item> window displays.
- Click the row for the item record that you would like to reconcile.
- Click the Assign button.
- The Define Association window displays.
- If desired, click the
button to view the item record on the map. - Do one of the following:
- Select the Replace Existing Item with Data Entry Form Item option to completely replace all information on the existing item record with the information on the item record being reconciled.
- Select the Combine Existing Item with Data Entry Form Item option to replace only certain attributes of the existing item record with those of the item record being reconciled.
- Select the Link Existing Item with Data Entry Form Item option to associate item records of different types.
| Represents a tip or note for using IMSMA. | If you are reconciling an item record with an item record of a different type, only the Link Existing Item with Data Entry Form Item option is available to select. |
- Click the OK button.
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