Difference between revisions of "Republish Existing Data Entry Form Templates"

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If you add, change, or remove options or custom defined fields that are used in an existing field report template, you will need to manually update the field report templates to reflect the change.  
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If you [[Add values to enumeration list | add, change, or inactivate enumeration value lists]] or custom defined fields that are used in an existing Data Entry Form template, you will need to manually update the Data Entry Form templates to reflect the change.  
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To reflect the changed option values or CDFs in an existing field report:
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To reflect the changed option values or CDFs in an existing Data Entry Form:
 
<ol>
 
<ol>
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<li>Drag the field report template that you would like to modify from the elements pane to the design pane.</li>
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<li>Drag the Data Entry Form template that you would like to modify from the elements pane to the design pane in the Data Entry Form Template Designer window. The templates are located under the Template Folder in the Source Tree pane.</li>
 
A message displays asking if you would like to position the elements in the report template at the cursor location.
 
A message displays asking if you would like to position the elements in the report template at the cursor location.
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<li>To retain the formatting associated with the field report template, click the '''No''' button. To overwrite the formatting associated with the field report template, click '''Yes'''.</li>
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<li>To retain the formatting associated with the Data Entry Form template, click the '''Default Position''' button. To overwrite the formatting associated with the Data Entry Form template, click the '''Mouse Position''' button.</li>
 
The elements display in the design pane.
 
The elements display in the design pane.
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<li>If you are making changes as a result of updated option values, drag the elements affected by the changed option value off of the design pane.</li>  
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<li>If you are making changes as a result of updated option values, clear/delete the elements affected by the changed option value off of the design pane.</li>  
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::The elements are removed from the design pane.
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::The elements are deleted from the design pane.
 
</ol>
 
</ol>
  
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{| class="wikitable"
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{{note| You will need to delete the label and all values off the design pane.}}
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|-
 
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| [[File:LightBulb.png|20px|<span title=""></span>]]  You will need to remove the label and all values off the design pane.  
 
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<ol start="4">
 
<ol start="4">
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<li>Drag the attributes affected by the changed option value or custom defined field from the elements pane to the design pane.  
 
<li>Drag the attributes affected by the changed option value or custom defined field from the elements pane to the design pane.  
 
The element is added to the design pane.</li>
 
The element is added to the design pane.</li>
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<li>Save the field report template.</li>
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<li>Click the '''Save''' button to save the Data Entry Form template.</li>
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<li>Close the Field Report Template Designer window.</li>
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<li>Click the '''Publish''' button to publish the Data Entry Form template. For more information, see ''[[Publish a Data Entry Form Template|Publish a Data Entry Form]]''.</li>  
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<li>Open the Field Report Template Designer window:</li>
 
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<li>Drag the field report template that you saved in step 5 to the design pane.
 
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<li>Publish the field report template. For more information, see ''[[HowTo:Publish a Field Report]]''.</li>  
 
 
</ol>
 
</ol>
  
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{| class="wikitable"
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{{note| To replace the existing Data Entry Form template, you should publish the Data Entry Form using the same Data Entry Form name.}}
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|-
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|[[File:LightBulb.png|20px|<span title=""></span>]]  To replace the existing field report template, you should publish the field report using the same field report name.
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{{NavBox HowTo Data Entry Forms}}
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|}
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[[Category:NAA]]

Latest revision as of 20:26, 19 June 2017

If you add, change, or inactivate enumeration value lists or custom defined fields that are used in an existing Data Entry Form template, you will need to manually update the Data Entry Form templates to reflect the change. To reflect the changed option values or CDFs in an existing Data Entry Form:

  1. Drag the Data Entry Form template that you would like to modify from the elements pane to the design pane in the Data Entry Form Template Designer window. The templates are located under the Template Folder in the Source Tree pane.

    2. A message displays asking if you would like to position the elements in the report template at the cursor location.

  2. To retain the formatting associated with the Data Entry Form template, click the Default Position button. To overwrite the formatting associated with the Data Entry Form template, click the Mouse Position button.

    3. The elements display in the design pane.

  3. If you are making changes as a result of updated option values, clear/delete the elements affected by the changed option value off of the design pane.
    4. The elements are deleted from the design pane.
Note.jpg You will need to delete the label and all values off the design pane.
  1. Expand the item folder in which the attribute is located.
  2. Drag the attributes affected by the changed option value or custom defined field from the elements pane to the design pane. The element is added to the design pane.
  3. Click the Save button to save the Data Entry Form template.
  4. Click the Publish button to publish the Data Entry Form template. For more information, see Publish a Data Entry Form.
Note.jpg To replace the existing Data Entry Form template, you should publish the Data Entry Form using the same Data Entry Form name.
Design Data Entry Forms
General
Get started
Tools
Elements
Properties
Publish
Published
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