Difference between revisions of "Add Item Attributes to the Design Pane"

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After you have specified the page setup for the field report template, you can begin adding item attributes.  
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After you have specified the page setup for the data entry form template, you can begin adding item attributes.  
To add individual item attributes to the field report:  
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To add individual item attributes to the data entry form:  
 
<ol>
 
<ol>
 
<li>Expand the item folder that contains the attribute by double-clicking the folder name in the elements pane.</li>
 
<li>Expand the item folder that contains the attribute by double-clicking the folder name in the elements pane.</li>
 
<li>Expand the data category that contains the item attribute.</li>
 
<li>Expand the data category that contains the item attribute.</li>
<li>Click the name of the attribute you would like to add to the field report.</li>
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<li>Click the name of the attribute you would like to add to the data entry form.</li>
 
<li>While holding down the left mouse button, drag the attribute to the form design pane.</li>
 
<li>While holding down the left mouse button, drag the attribute to the form design pane.</li>
 
<li>When the item attribute’s elements are in the desired position, release the mouse button.</li>
 
<li>When the item attribute’s elements are in the desired position, release the mouse button.</li>
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{{Important|If you drag an item attribute to the design pane which has previously been added, the following message displays:
 
{{Important|If you drag an item attribute to the design pane which has previously been added, the following message displays:
 
:At least one of the components you dragged onto the form already exists. Do you want to create a new entity?
 
:At least one of the components you dragged onto the form already exists. Do you want to create a new entity?
Click the '''Yes''' button if you would like your field report template to capture data for another item record and add the item attribute to the field report template. Otherwise, click the No button; the item attribute will not be added to the field report template.  
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Click the '''Yes''' button if you would like your data entry form template to capture data for another item record and add the item attribute to the data entry form template. Otherwise, click the No button; the item attribute will not be added to the data entry form template.  
 
}}
 
}}
  
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</ol>
 
</ol>
  
{{note|You can also add all item attributes to the field report by dragging the folder of the item to the design pane.  
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{{note|You can also add all item attributes to the data entry form by dragging the folder of the item to the design pane.  
 
}}
 
}}
  
 
<ol start="6">
 
<ol start="6">
<li>Repeat the above steps to add additional item attributes to the field report.</li>
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<li>Repeat the above steps to add additional item attributes to the data entry form.</li>
 
</ol>
 
</ol>
  

Revision as of 10:03, 6 June 2013

After you have specified the page setup for the data entry form template, you can begin adding item attributes. To add individual item attributes to the data entry form:

  1. Expand the item folder that contains the attribute by double-clicking the folder name in the elements pane.
  2. Expand the data category that contains the item attribute.
  3. Click the name of the attribute you would like to add to the data entry form.
  4. While holding down the left mouse button, drag the attribute to the form design pane.
  5. When the item attribute’s elements are in the desired position, release the mouse button.

Template:Important

    The element and its label are placed in the form design pane.
Note.jpg You can also add all item attributes to the data entry form by dragging the folder of the item to the design pane.
  1. Repeat the above steps to add additional item attributes to the data entry form.

When item attributes are dragged to the design pane, they typically include both a text label and the data entry field. The data entry field and label should be kept together to ensure the integrity of the data. Although you can change the label text, be sure to provide a meaningful label so that it is clear to users what data they should enter in the field.

In addition to the text label and data entry field, certain item attributes such as date fields, country structure, and geospatial data will also include an icon. You should keep these elements together to ensure the integrity of the data. If any one of the elements is removed, you should remove all related elements.

Elements

As you add and remove item attributes to the form design pane, the Logical Tree pane is updated.