Difference between revisions of "Link to Existing Item"

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<li>The Link Items window displays.
 
<li>The Link Items window displays.
 
<li>If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the [[Image:ShadesIcon.png]] button to activate the Map preview.</li>
 
<li>If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the [[Image:ShadesIcon.png]] button to activate the Map preview.</li>
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{{New_6.0 | 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.}}
  
 
<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>

Revision as of 21:00, 14 March 2015

Note.jpg 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.
Recon tab.png

Reconciliation Tab

To link an item to another item:

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
  2. Click the ReconItemRecIcon.png button.
  3. Recon options3.png

    Reconciliation Options

  4. Select the Link to Existing Item option.
  5. Click the OK button.
  6. Pick Object Type.png

    Pick Object Type Window

  7. The Pick Object Type window displays.
  8. Select the type of the existing item record from the Type of Object to Link to drop-down menu.
  9. Note.jpg Item are not normally Linked to Locations.
  10. Click the OK button.
  11. Pick Item Window
    Pick Item Window
  12. The Pick Item window displays. The table is not populated with any rows until you have applied a filter.
  13. Click the row for the item record that you would like to Link to. You may view the Summary window of an item clicking on the FieldViewIcon.png icon.
  14. Click the Assign button.
  15. Link Items Window.png

    Link Items Window

  16. The Link Items window displays.
  17. If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the ShadesIcon.png button to activate the Map preview.
  18. New 6.0.png 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.
  19. Click the OK button.
  20. Recon tab Link.png

    Reconciliation Tab Link Action

  21. The Reconciliation Tab in the Data Entry Form is updated.
  22. Repeat the above steps to Link to another existing item.
  23. Save, Submit or Approve the Data Entry Form.
Note.jpg If you would like to remove the link before you have approved, select the row and click the Unlink button.

For more information on how to do data entry, see Use the Data Entry Form Editor Window.