Difference between revisions of "Enhanced Quick Entry"
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| − | When you click on the Quick Entry Settings link, the following page will display: | + | When you click on the Quick Entry Settings link, the following page will display:<br> |
| − | [[Image:QuickEntrySettingsFieldPicker.png|link=]] | + | [[Image:QuickEntrySettingsFieldPicker.png|link=]]<br> |
Choose the fields that you want to display when you create multiple {{l2}} records and hit "Save." | Choose the fields that you want to display when you create multiple {{l2}} records and hit "Save." | ||
Revision as of 14:31, 26 June 2013
Quick Entry is a method of creating multiple Level 2 records associated with a specific Level 1 record simultaneously.
Enhanced Quick Entry is activated on the main settings tab of the UTA Settings Page. The option is called Show Enhanced Quick Entry Tab.
Once enabled, two things will happen:
1. An additional section will appear on the main settings tab of the UTA Settings Page:
2. The option to create Enhanced Quick Entries will appear on the New button on the Navigation Bar Tab on Level 1 records. Unlike Basic Quick Entry, the fields that are available on the Enhanced Quick Entry page must be configured in the Quick Entry settings above.
When you click on the Quick Entry Settings link, the following page will display:
Choose the fields that you want to display when you create multiple Level 2 records and hit "Save."
The Group Identity Field is used, in conjunction with the Group Identity Number setting, to assign an auto-number to all records at the time of creation:
- Select a Level 2 text field from the Group Identity Field dropdown which you want to be populated with an auto-number for records created with Enhanced Quick Entry.
- Enter a start number for the auto-number in the Group Identity Number field.
- Hit Save.
