Difference between revisions of "Save a Data Entry Form Template"

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{{note| A few important notes:
<th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th>
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*The name should not contain special characters like  “\” @ &
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*When saving changes to an existing Data Entry Form template, the name must be exactly the same. The name is case-sensitive.
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[[HowTo:Apply a Local ID Type|Apply a Local ID Type]]<br />
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*Templates that you create are saved in the My Templates folder and are stored in the ''C:\IMSMAng\client\FormTemplates\MyTemplates'' folder.
[[HowTo:View or Change a Local ID Type| View or Change a Local ID Type]]<br />
 
[[HowTo:Save a Field Report Template| Save a Field Report Template]]<br />
 
[[HowTo:Preview a Field Report|Preview a Field Report]]<br />
 
[[HowTo:Publish a Field Report|Publish a Field Report]]<br />
 
  
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*The file name that you enter is the name of the file that is stored in the ''C:\IMSMAng\client\FormTemplates\MyTemplates'' folder for the Data Entry Form and the name displayed under the ''My Templates'' folder of the Data Entry Form Template Designer. It is not the name displayed in the Data Entry Form Template Selection window.
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<ol>
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<li>To save the Data Entry Form file, click the '''Save''' button in the Data Entry Form Template Designer window.</li>
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<li>The Save window displays. Enter a file name, and click the '''Save''' button.</li>
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<li>To cancel the save operation, click the '''Cancel''' button.</li>
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{{NavBox HowTo Data Entry Forms}}
  
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[[Category:NAA]]
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| [[File:LightBulb.png|20px|<span title=""></span>]] A few important notes:
 
::*The name should not contain the “\” character.
 
::*When saving changes to an existing field report template, the name must be exactly the same. The name is case-sensitive.
 
 
 
::*Templates that you create are saved in the My Templates folder and are stored in the <''IMSMA Installation Directory''>\client\FormTemplates\MyTemplates directory.
 
 
 
::*The file name that you enter is the name of the file that is stored in the <IMSMA Installation Directory>\client\FormTemplates\MyTemplates directory for the field report and the name displayed under the ''My Templates'' folder of the Field Report Manager. It is not the name displayed in the Field Report Template Selection window.
 
 
 
|}
 
 
 
Do one of the following:
 
::*To save the field report file, click the '''OK''' button.
 
:::If you enter a name that has previously been used, the prompt, “This template already exists. Do you want to overwrite it?” displays.
 
::*To cancel the save operation, click the '''Cancel''' button.
 
 
 
[[Category: Maintaining IMSMA]] [[Category: Network Environment]] [[Category: Field Reports]]
 

Latest revision as of 15:56, 29 May 2017

Note.jpg A few important notes:
  • The name should not contain special characters like “\” @ &
  • When saving changes to an existing Data Entry Form template, the name must be exactly the same. The name is case-sensitive.
  • Templates that you create are saved in the My Templates folder and are stored in the C:\IMSMAng\client\FormTemplates\MyTemplates folder.
  • The file name that you enter is the name of the file that is stored in the C:\IMSMAng\client\FormTemplates\MyTemplates folder for the Data Entry Form and the name displayed under the My Templates folder of the Data Entry Form Template Designer. It is not the name displayed in the Data Entry Form Template Selection window.
  1. To save the Data Entry Form file, click the Save button in the Data Entry Form Template Designer window.
  2. The Save window displays. Enter a file name, and click the Save button.
  3. To cancel the save operation, click the Cancel button.