Designing Data Entry Profiles

To set up Data Entry Profiles you need to set up the data entry grids and then assign these grids into each step within the profile. To ensure that you are clear on the terminology that is used in this section we have included a brief set of definitions below.

It is important to note that Data Entry Grids are independent of Data Entry Steps so they can be reused on multiple profiles. However, this can make the setting up of profiles seem a little confusing as you need to start with the setting up of data entry grids.

Setting up and Modifying Data Entry Grids

The list of available Data Entry Grids is accessed by clicking on the Manage Grids button on the Configuration Tools ribbon.

To open an existing grid, click on the grid name and click Edit or to create a new grid click Create.

The Data Entry Grid form will then be displayed as shown below.

The Data Entry Grid form controls how the grid looks and works. You can change the following options for the grid.

Specifying Default Values

Default values can be defined by entering an equation in to the Default Value Expression field on the Default Value form. The syntax of the equation is very similar to Microsoft Excel and is outlined below.

Creating a New Data Entry Profile

To create a new Data Entry Profile, click on the Manage Profiles icon on the Configuration Tools ribbon.

The Manage Profiles form will then be displayed as shown below. Click Create and name the profile.

Adding or Editing Steps to a Profile

To edit the steps in a profile, click on the Manage Profiles icon on the Configuration Tools ribbon, select your required profile and click Manage Steps.

The Data Entry Steps form displays the steps within a profile in the order that they will appear to the user. To change the order of the steps, select the step and use the up and down arrow keys. To edit a step, click on it and click Edit. To add a new profile, click Add.

When a new step is added or edited, the Data Entry Step form is shown as displayed below.