Difference between revisions of "Manage Data Entry Form Attachments"
From IMSMA Wiki
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</div> | </div> | ||
− | == | + | ==Filter the Attachments Displayed==__NOEDITSECTION__ |
The filter limits the attachments displayed in the table to only those attachments that contain the filter value. | The filter limits the attachments displayed in the table to only those attachments that contain the filter value. | ||
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To filter the attachments displayed in the table: | To filter the attachments displayed in the table: | ||
− | <ol> | + | <ol><li>Select the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include:</li> |
− | <li>Select the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include:</li> | ||
* ''Data Entry Date'' – returns attachments with an entry date that contains the specified value. | * ''Data Entry Date'' – returns attachments with an entry date that contains the specified value. | ||
* ''File Description'' – returns attachments with a description that contains the specified value. | * ''File Description'' – returns attachments with a description that contains the specified value. | ||
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* ''MIME Type'' – returns attachments with a MIME type that contains the specified value. | * ''MIME Type'' – returns attachments with a MIME type that contains the specified value. | ||
<li>Enter a value that the selected attachment filter must contain. Note that the filter is not case-sensitive.</li> | <li>Enter a value that the selected attachment filter must contain. Note that the filter is not case-sensitive.</li> | ||
− | <li>Click the '''Apply''' button. | + | <li>Click the '''Apply''' button. The attachments passing your criteria are listed in the table.</li></ol> |
− | |||
− | </ol> | ||
− | == | + | ==Add an Attachment==__NOEDITSECTION__ |
To add an attachment to a Data Entry Form: | To add an attachment to a Data Entry Form: | ||
− | <ol><li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png | Manage Attachments]] button. | + | <ol><li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png | Manage Attachments]] button. The Attachments window displays. |
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[[Image:Attachments.png|center|400px|''Attachments Window'']] | [[Image:Attachments.png|center|400px|''Attachments Window'']] | ||
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''Attachments Window'' | ''Attachments Window'' | ||
</div></li> | </div></li> | ||
− | <li>Click the [[Image:Upload Attachment.png | Upload an Attachment]] button. | + | <li>Click the [[Image:Upload Attachment.png | Upload an Attachment]] button. The New Attachment window displays. |
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[[Image:NewAttachment.png|center|400px|''New Attachment Window'']] | [[Image:NewAttachment.png|center|400px|''New Attachment Window'']] | ||
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''New Attachment Window'' | ''New Attachment Window'' | ||
</div></li> | </div></li> | ||
− | <li>Click the [[Image:OpenIcon.png | Upload an Attachment]] button. | + | <li>Click the [[Image:OpenIcon.png | Upload an Attachment]] button. The Open window displays.</li> |
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<li>From the Open window:</li> | <li>From the Open window:</li> | ||
<ol type="a"> | <ol type="a"> | ||
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<li>Enter a description for the file in the '''Description''' field.</li> | <li>Enter a description for the file in the '''Description''' field.</li> | ||
− | <li>Click the '''Upload''' button. | + | <li>Click the '''Upload''' button. The attachment displays in the Attachments window. </li></ol> |
− | |||
− | </ol> | ||
− | == | + | ==Download an Attachment==__NOEDITSECTION__ |
To download an attachment: | To download an attachment: | ||
<ol> | <ol> | ||
− | <li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png | Manage Attachments]] button. | + | <li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png | Manage Attachments]] button. The Attachments window displays. </li> |
− | |||
<li>Click the row associated with the attachment that you would like to download.</li> | <li>Click the row associated with the attachment that you would like to download.</li> | ||
− | <li>Click the [[Image:AttachDownIcon.png | Download Selected Attachment]] button. | + | <li>Click the [[Image:AttachDownIcon.png | Download Selected Attachment]] button. The Save window displays. </li> |
− | |||
<li>From the Save window:</li> | <li>From the Save window:</li> | ||
<ol type="a"> | <ol type="a"> | ||
<li>Navigate to the directory where you would like to save the file.</li> | <li>Navigate to the directory where you would like to save the file.</li> | ||
− | <li>Click the '''Save''' button. | + | <li>Click the '''Save''' button. A copy of the file is saved to the specified directory on your computer. </li> |
− | |||
</ol> | </ol> | ||
</ol> | </ol> | ||
− | == | + | ==View or Print Attachments==__NOEDITSECTION__ |
<ol> | <ol> | ||
− | <li>Click [[Image:mFRABtn01.png | Manage Attachments]] in the Data Entry Form Editor window. | + | <li>Click [[Image:mFRABtn01.png | Manage Attachments]] in the Data Entry Form Editor window. The Attachments window opens and displays all files attached to the Data Entry Form. |
− | |||
− | |||
− | {{note| Use the filter to find an attachment.}} | + | {{note| Use the filter to find an attachment.}}</li> |
− | |||
<li>Select a file from the attachments list.</li> | <li>Select a file from the attachments list.</li> | ||
− | <li>Click [[Image:ViewIcon.png | View Selected Attachment]]. | + | <li>Click [[Image:ViewIcon.png | View Selected Attachment]]. The file displays in the associated application. |
− | |||
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− | {{note| If the file does not display, check your Windows settings. For example, in Windows Control Panel, select Programs, then select Default Programs, and then select Associate a file type or protocol with a program. Then you can change the default programs that open file types.}} | + | {{note| If the file does not display, check your Windows settings. For example, in Windows Control Panel, select Programs, then select Default Programs, and then select Associate a file type or protocol with a program. Then you can change the default programs that open file types.}}</li> |
− | |||
<li>Print the file from the associated application</li> | <li>Print the file from the associated application</li> | ||
</ol> | </ol> | ||
− | == | + | ==Remove an Attachment==__NOEDITSECTION__ |
Removing an attachment detaches it from the Data Entry Form. To remove an attachment from a Data Entry Form: | Removing an attachment detaches it from the Data Entry Form. To remove an attachment from a Data Entry Form: | ||
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<li>Click [[Image:mFRABtn01.png | Manage Attachments]] in the Data Entry Form Editor window.</li> | <li>Click [[Image:mFRABtn01.png | Manage Attachments]] in the Data Entry Form Editor window.</li> | ||
<li>Click the row associated with the attachment that you would like to remove.</li> | <li>Click the row associated with the attachment that you would like to remove.</li> | ||
− | <li>Click [[Image:EcksButton.png | Remove Selected Attachment]]. | + | <li>Click [[Image:EcksButton.png | Remove Selected Attachment]]. The Verify Deletion window displays.</li> |
− | + | <li>Do one of the following: | |
− | <li>Do one of the following: | ||
* To remove the attachment, click the '''Yes''' button. | * To remove the attachment, click the '''Yes''' button. | ||
− | * To cancel the delete operation, click the '''No''' button. | + | * To cancel the delete operation, click the '''No''' button.</li> |
</ol> | </ol> | ||
+ | |||
{{NavBox HowTo Enter Data}} | {{NavBox HowTo Enter Data}} | ||
[[Category:CRI]] | [[Category:CRI]] |
Revision as of 16:52, 23 March 2015
You can attach files to a Data Entry Form so that the file can be shared with other IMSMA users. Data Entry Form attachments are managed via the Attachments window. To display the Attachments window, click the button on the Data Entry Form Editor window.
The Attachments window contains two sections:
- A filter section for limiting the list of data displayed – You can filter the data displayed in the table by selecting a filter from the list and entering a filter value. Attachments passing the filter are listed in the table.
- A table for the data – By default, the table displays all attachments in IMSMA. To change the sort order of the data, click the column header associated with the attribute on which you would like to sort the data.
Attachments window
Filter the Attachments Displayed
The filter limits the attachments displayed in the table to only those attachments that contain the filter value.
Attachments Filter window
To filter the attachments displayed in the table:
- Select the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include:
- Data Entry Date – returns attachments with an entry date that contains the specified value.
- File Description – returns attachments with a description that contains the specified value.
- File Name – returns attachments with a file name that contains the specified value.
- MIME Type – returns attachments with a MIME type that contains the specified value.
- Enter a value that the selected attachment filter must contain. Note that the filter is not case-sensitive.
- Click the Apply button. The attachments passing your criteria are listed in the table.
Add an Attachment
To add an attachment to a Data Entry Form:
- From the Data Entry Form Editor window, click the button. The Attachments window displays.
Attachments Window
- Click the button. The New Attachment window displays.
New Attachment Window
- Click the button. The Open window displays.
- From the Open window:
- Navigate to the directory of the file that you would like to attach to the Data Entry Form.
- Click the file name.
- Click the Open button.
- The name of the file displays in the File Name field and the file type displays in the MIME Type field. Note that although the MIME Type field may not always display the correct file type the file will be attached to the Data Entry Form.
- Enter a description for the file in the Description field.
- Click the Upload button. The attachment displays in the Attachments window.
Attachments should be no greater than 10 MB. |
Download an Attachment
To download an attachment:
- From the Data Entry Form Editor window, click the button. The Attachments window displays.
- Click the row associated with the attachment that you would like to download.
- Click the button. The Save window displays.
- From the Save window:
- Navigate to the directory where you would like to save the file.
- Click the Save button. A copy of the file is saved to the specified directory on your computer.
View or Print Attachments
- Click in the Data Entry Form Editor window. The Attachments window opens and displays all files attached to the Data Entry Form.
Use the filter to find an attachment. - Select a file from the attachments list.
- Click . The file displays in the associated application.
- Print the file from the associated application
Remove an Attachment
Removing an attachment detaches it from the Data Entry Form. To remove an attachment from a Data Entry Form:
- Click in the Data Entry Form Editor window.
- Click the row associated with the attachment that you would like to remove.
- Click . The Verify Deletion window displays.
- Do one of the following:
- To remove the attachment, click the Yes button.
- To cancel the delete operation, click the No button.