Difference between revisions of "Reconcile as Existing Item"
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<li>Select the '''Reconcile as Existing Item''' option.</li> | <li>Select the '''Reconcile as Existing Item''' option.</li> | ||
<li>Click the '''OK''' button.</li> | <li>Click the '''OK''' button.</li> | ||
− | :The | + | :The [[Use the Pick Linking Item Window|Pick Item Window]] displays. |
<li>Click the row for the item record that you would like to reconcile.</li> | <li>Click the row for the item record that you would like to reconcile.</li> | ||
<li>Click the Assign button.</li> | <li>Click the Assign button.</li> |
Revision as of 09:40, 5 February 2014
How To |
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This section provides instructions for replacing item records and combining item records using the Reconcile button. This method allows you to select items from a list but also locate items on the map if needed.
To update an existing item record:
- 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.
- The Data Entry Form Reconciliation window displays.
- Select the Reconcile as Existing Item option.
- 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 Replace/Combine Item 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.
- Click the OK button.
- Click the Save button on the Data Entry Form Editor window.
- The Information window displays confirming the Data Entry Form was saved.
- Click the Close button on the Information window.
Replace/Combine Item Window
Replace/Combine Item Window with the Map View Selected
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