Difference between revisions of "Link to Existing Item"
From IMSMA Wiki
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<li>From the Reconciliation tab of the Field Report Editor window, select the row associated with the item record you would like to reconcile.</li> | <li>From the Reconciliation tab of the Field Report Editor window, select the row associated with the item record you would like to reconcile.</li> | ||
| − | <li>Click the [[Image: button.</li> | + | <li>Click the [[Image:ReconItemRecIcon.png]] button.</li> |
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<li>Select the '''Link to Existing Item''' option.</li> | <li>Select the '''Link to Existing Item''' option.</li> | ||
<li>Click the '''OK''' button.</li> | <li>Click the '''OK''' button.</li> | ||
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<li>Click the '''OK''' button.</li> | <li>Click the '''OK''' button.</li> | ||
:The Pick <''Item''> window displays. | :The Pick <''Item''> window displays. | ||
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<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> | ||
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<li>Click the '''OK''' button.</li> | <li>Click the '''OK''' button.</li> | ||
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{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
Revision as of 21:08, 9 May 2013
This section provides instructions for linking item records of different types by using the Reconcile without Map button to select items from a list and by using the Reconcile on the Map button to locate items on the map.
| How To |
|---|
To link an item record to another item record without using the map:
- From the Reconciliation tab of the Field Report Editor window, select the row associated with the item record you would like to reconcile.
- Click the
button. - Select the Link to Existing Item option.
- Click the OK button.
- The Pick Object Type window displays.
- Select the type of the existing item record from the Type of Object to Link to drop-down menu.
- 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 Define Association 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 Field Report 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 Field Report Item option to replace only certain attributes of the existing item record with those of the item record being reconciled.
- Select the Link Existing Item with Field Report Item option to associate item records of different types.
| Represents a tip or note for using IMSMA. | If you are reconciling an item record with an item record of a different type, only the Link Existing Item with Field Report Item option is available to select. |
- Click the OK button.
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