Difference between revisions of "Manage Data Entry Form Attachments"

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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 [[Image:MFRABtn01.png | Manage Attachments]] button on the Data Entry Form Editor window.
  
You can attach files to a field report so that the file can be shared with other IMSMA users. Field report attachments are managed via the Attachments window ([[:Image:AttachmentsWindow.png|Attachments Window]]). To display the Attachments window, click the [[Image:AttachIcon.png | Manage Attachments]] button on the Field Report Editor window.
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The Attachments window contains two sections
 +
* A filter section for limiting the list of attachments displayed
 +
* A table for the attachments
 +
[[Image:AttachmentsWindow.png|500px|center|''Attachments window'']]
  
[[Image:AttachmentsWindow.png|center|''Attachments window'']]
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==Filter the Attachments Displayed==__NOEDITSECTION__
<div align="center">
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The filter limits the attachments displayed in the table to only those attachments that contain the filter value.
''Attachments window''
 
</div>
 
  
The Attachments window contains two sections:
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[[Image:AttachmentsFilter.png|600px|center|''Attachments Filter window'']]
*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. The data displayed in the table is sorted in descending order by entry date. 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.
 
  
==How to Filter the Attachments Displayed==
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To filter the attachments displayed in the table
 
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<ol><li>Select the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include</li>
The filter limits the attachments displayed in the table to only those attachments that contain the filter value. By default, the filter list in the Attachments window is set to ''All''. The ''All'' filter returns all attachments associated with the field report to the table.
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* ''Data Entry Date'' – returns attachments with an entry date that contains the specified value.  
 
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* ''File Description'' – returns attachments with a description that contains the specified value.
[[Image:AttachmentsFilter.png|center|''Attachments Filter window'']]
 
<div align="center">
 
''Attachments Filter window''
 
</div>
 
 
 
To filter the attachments displayed in the table:
 
<ol>
 
<li>Select the attribute on which you would like to apply the filter from the Filter list. Filter options for attachments include:</li>
 
* ''All'' – returns all attachments.  
 
* ''Entry Date'' – returns attachments with an entry date that contains the specified value.  
 
 
* ''File Name'' – returns attachments with a file name 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.
 
* ''MIME Type'' – returns attachments with a MIME type that contains the specified value.
* ''Size'' – returns attachments with a file size that contains the specified value.
 
* ''Description'' – returns attachments with a description that contains the specified value.
 
* ''guid'' – returns attachments that possess a specific globally unique identifier (GUID).
 
 
<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>the '''Apply''' button.</li>
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<li>Click the '''Apply''' button. The attachments passing your criteria are listed in the table.</li></ol>
:The attachments passing your criteria are listed in the table.
 
</ol>
 
  
==How to Add an Attachment==
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==Add an Attachment==__NOEDITSECTION__
To add an attachment to a field report:
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<ol><li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png | Manage Attachments]] button. The Attachments window displays.
<li>From the Field Report Editor window, click the [[Image:AttachIcon.png]] button.</li>
 
:The Attachments window displays.  
 
  
[[Image:Attachments.png|center|500px|''Attachments Window'']]
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[[Image:Attachments.png|center|400px|''Attachments Window'']]
<div align="center">
 
''Attachments Window''
 
</div>
 
  
<ol start="2">
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<li>Click the [[Image:Upload Attachment.png | Upload an Attachment]] button. The New Attachment window displays.
<li>Click the [[Image:AttachUpIcon.png]] button.</li>
 
:The New Attachment window displays.
 
</ol>
 
  
[[Image:NewAttachment.png|center|500px|''New Attachment Window'']]
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[[Image:NewAttachment.png|center|400px|''New Attachment Window'']]
<div align="center">
 
''New Attachment Window''
 
</div>
 
  
<ol start="3">
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<li>Click the [[Image:OpenIcon.png | Upload an Attachment]] button. The Open window displays.</li>
<li>Click the [[Image:OpenIcon.png]] button.</li>
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<li>From the Open window</li>
:The Open window displays.
 
<li>From the Open window:</li>
 
 
<ol type="a">
 
<ol type="a">
<li>Navigate to the directory of the file that you would like to attach to the field report.</li>
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<li>Navigate to the directory of the file that you would like to attach to the Data Entry Form.</li>
 
<li>Click the file name.</li>
 
<li>Click the file name.</li>
 
<li>Click the '''Open''' button.</li>
 
<li>Click the '''Open''' button.</li>
</ol>
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<li>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.</li></ol>
</ol>
 
  
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 field report.
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{{note| Attachments should be no greater than 10 MB.}}
  
{| style="border:2px solid lightgray; float:center; margin:10px;"
 
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
 
|align="left" style="padding: 5px 10px 5px 10px"| Attachments should be no greater than 10 Mb. 
 
|}
 
 
<ol start="5">
 
 
<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>
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<li>Click the '''Upload''' button. The attachment displays in the Attachments window. </li></ol>
:The attachment displays in the Attachments window.  
 
</ol>
 
  
==How to Download an Attachment==
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==Download an Attachment==__NOEDITSECTION__
To download an attachment:
 
 
<ol>
 
<ol>
<li>From the Field Report Editor window, click the [[Image:AttachIcon.png]] button.</li>
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<li>From the Data Entry Form Editor window, click the [[Image:MFRABtn01.png | Manage Attachments]] button. The Attachments window displays. </li>
:The Attachments window displays.  
 
 
<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]] button.</li>
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<li>Click the [[Image:AttachDownIcon.png | Download Selected Attachment]] button. The Save window displays. </li>
:The Save window displays.  
 
 
<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>
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<li>Click the '''Save''' button. A copy of the file is saved to the specified directory on your computer. </li>
:A copy of the file is saved to the specified directory on your computer.  
 
 
</ol>
 
</ol>
 
</ol>
 
</ol>
  
==How to Remove an Attachment from a Field Report==
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==View or Print Attachments==__NOEDITSECTION__
Removing an attachment detaches it from the field report. To remove an attachment from a field report:
 
 
 
 
<ol>
 
<ol>
<li>Click [[Image:mFRABtn01.png]] in the Field Report Editor window.</li>
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<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.
<li>Click the row associated with the attachment that you would like to remove.</li>
 
<li>Click [[Image:EcksButton.png]].</li>
 
:The Verify Deletion window displays.
 
<li>Do one of the following:</li>
 
* To remove the attachment, click the '''Yes''' button.
 
* To cancel the delete operation, click the '''No''' button.
 
</ol>
 
 
 
==How to View or Print Attachments==
 
<ol>
 
<li>Click [[Image:mFRABtn01.png]] in the Field Report Editor window.</li>
 
:The Attachments: Default ''< Item >'' Form window opens and displays all files attached to the field report.
 
</ol>
 
  
{| style="border:2px solid lightgray; float:center; margin:10px;"
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{{note| Use the filter to find an attachment.}}</li>
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
 
|align="left" style="padding: 5px 10px 5px 10px"| Use the filter to find an attachment.
 
|}
 
  
<ol start="2">
 
 
<li>Select a file from the attachments list.</li>
 
<li>Select a file from the attachments list.</li>
<li>Click [[Image:mFRABtn02.png]].</li>
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<li>Click [[Image:ViewIcon.png | View Selected Attachment]]. The file displays in the associated application.
:The file displays in the associated application.
 
</ol>
 
  
{| style="border:2px solid lightgray; float:center; margin:10px;"
+
{{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>
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
 
|align="left" style="padding: 5px 10px 5px 10px"| If the file does not display, check your Windows settings.
 
|}
 
  
<ol start="4">
 
 
<li>Print the file from the associated application</li>
 
<li>Print the file from the associated application</li>
 
</ol>
 
</ol>
  
[[Category:IMSMANG]]
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==Delete an Attachment==__NOEDITSECTION__
[[Category:How To]]
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<ol>
 +
<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 delete.</li>
 +
<li>Click [[Image:EcksButton.png | Delete Selected Attachment]]. The Verify Deletion window displays.</li>
 +
<li>Click the '''Yes''' button.</li>
 +
</ol>
 +
 
 +
{{NavBox HowTo Enter Data}}
 +
 
 +
[[Category:CRI]]

Latest revision as of 19:26, 20 July 2019

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 Manage Attachments button on the Data Entry Form Editor window.

The Attachments window contains two sections

  • A filter section for limiting the list of attachments displayed
  • A table for the attachments
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

  1. 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.
  2. Enter a value that the selected attachment filter must contain. Note that the filter is not case-sensitive.
  3. Click the Apply button. The attachments passing your criteria are listed in the table.

Add an Attachment

  1. From the Data Entry Form Editor window, click the Manage Attachments button. The Attachments window displays.
    Attachments Window
  2. Click the Upload an Attachment button. The New Attachment window displays.
    New Attachment Window
  3. Click the Upload an Attachment button. The Open window displays.
  4. From the Open window
    1. Navigate to the directory of the file that you would like to attach to the Data Entry Form.
    2. Click the file name.
    3. Click the Open button.
    4. 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.
    Note.jpg Attachments should be no greater than 10 MB.
  5. Enter a description for the file in the Description field.
  6. Click the Upload button. The attachment displays in the Attachments window.

Download an Attachment

  1. From the Data Entry Form Editor window, click the Manage Attachments button. The Attachments window displays.
  2. Click the row associated with the attachment that you would like to download.
  3. Click the Download Selected Attachment button. The Save window displays.
  4. From the Save window:
    1. Navigate to the directory where you would like to save the file.
    2. Click the Save button. A copy of the file is saved to the specified directory on your computer.

View or Print Attachments

  1. Click Manage Attachments in the Data Entry Form Editor window. The Attachments window opens and displays all files attached to the Data Entry Form.
    Note.jpg Use the filter to find an attachment.
  2. Select a file from the attachments list.
  3. Click View Selected Attachment. The file displays in the associated application.
    Note.jpg 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.
  4. Print the file from the associated application

Delete an Attachment

  1. Click Manage Attachments in the Data Entry Form Editor window.
  2. Click the row associated with the attachment that you would like to delete.
  3. Click Delete Selected Attachment. The Verify Deletion window displays.
  4. Click the Yes button.