Differences

This shows you the differences between two versions of the page.

--- item_edit_reference [2017/01/10 09:30]
steveclarke
+++ item_edit_reference [2018/10/18 15:04] (current)
72.38.112.148 [Tab Strip]
@@ Line 1: / Line 1: @@
 ===== Item Edit References =====
-Item edit References is used to link [[reference_entry|References]] to the selected Item.  The Reference link to an Item is informational.  It does not affect any document building or calculation of results.  However, when a Reference is linked to an Item the Item is then filterable by that Reference. Note: User rights might be restricted by [[security_edit_forms|Form rights]], [[security_edit_banks|Bank rights]] or the record being [[glossary#Record Locking|locked]].
+Item edit References is used to link [[reference_entry|References]] to the selected Item.  The Reference link to an Item is informational.  It does not affect any document building or calculation of results.  However, when a Reference is linked to an Item the Item is then filterable by that Reference. Note: User permissions might be restricted by [[security_edit_forms|Form permissions]], [[security_edit_banks|Bank permissions]] or the record being [[concepts#Record Locking|locked]].
-{{:itemeditattachment.png?600|}}
+{{:itemeditreference.png?600|}}
 ==== Link Reference to Item ====
-To link and Attachment to the selected Item, click the **Add Attachment** button.  This will open an Attachment Selector.
+To link a Reference to the selected Item, click the **Add Reference** button.  This will open a Reference Selector.
-{{:itemeditattachmentadd.png?600|}}
+{{:itemeditreferenceadd.png?600|}}
-Select one or more Attachments from the grid, then click the **Add Selected** button.  The Attachment Selector will close and the linked Attachments will appear in the grid.  To learn more about selecting records click [[general_navigation_grids#Selecting Records|here]].
+Select one or more References from the grid, then click the **Add Selected** button.  The Reference Selector will close and the linked References will appear in the grid.  To learn more about selecting records click [[general_navigation_grids#Selecting Records|here]].
-{{:itemeditattachmentadded.png?600|}}
+{{:itemeditreferenceadded.png?600|}}
-==== Edit Existing Attachment Link ====
+==== Edit Existing Reference Link ====
-Click the pencil icon on the left of a row to edit the Item Attachment link.  By editing the link you can control the size, placement and orientation of the Attachment.  If multiple Attachments are linked to an Item you can also control the sequence of the Attachment.
+Click the pencil icon on the left of a row to edit the Item Reference link.  By editing the link you can maintain the Section, Pages and Diagrams specific to this Item Reference link.
-{{:itemeditattachmentpencil.png?600|}}
+{{:itemeditreferencepencil.png?600|}}
-Once in edit mode, the user can change the sequence, size, position and orientation of the Attachment.  To commit changes, click the check mark on the left of the row.  To cancel changes, click the X on the left of the row.
+Once in edit mode, the user can change the Section, Pages and Diagrams of the Item Reference link.  To commit changes, click the check mark on the left of the row.  To cancel changes, click the X on the left of the row.
-{{:itemeditattachmentedit.png?600|}}
+{{:itemeditreferenceedit.png?600|}}
 ^ Field ^ Description ^
-| Sequence | Indicates the sequence of Attachments, this only applies if more than one Attachment is added to an Item.|
+| Section| Freeform text, list Sections of the Reference.  Example: Chapters in a book.|
-| Position | Use the drop down to choose the position of the Attachment.|
+| Pages| Freeform text, list Pages of the Reference.  Example: 1-4, 7, 9.|
-| Height | Specify the height of the Attachment (if the height is not specified, then it will default to the size of the uploaded image).|
+| Diagrams| Freeform text, list Diagrams of the Reference.  Example: Fig 1.1, 1.2.|
-| Width | Specify the width of the Attachment (if the width is not specified, then it will default to the size of the uploaded image).|
-| Rotate 90 | Use the check box to specify an Attachment is rotated 90 degrees right.|
-==== Remove an Attachment from an Item ====
+==== Remove an Reference from an Item ====
-Click the X to the right of the row to remove the Attachment from the selected Item.
+Click the X to the right of the row to remove the Reference from the selected Item.
-{{:itemeditattachmentdelete.png?600|}}
+{{:itemeditreferencedelete.png?600|}}
 ==== Tab Strip ====
-The tab strip at the top of the page allows the user to go back to the Item entry grid [[item_entry|Selection]], to the [[item_edit_general|Item Edit General]] page, to the [[item_edit_text|Item Edit Text]] page, to the [[item_edit_value|Item Edit Value]] page, to the [[item_edit_competency|Item Edit Competency]] page, to the [[item_edit_reference|Item Edit Reference]] page, to the [[item_edit_stats|Item Edit Statistics]] page or [[usage|Usage]] page.  Note: depending on system configuration not all options are available.
+The tab strip at the top of the page allows the user to go back to the Item entry grid [[item_entry|Selection]], to the [[item_edit_general|Item Edit General]] page, to the [[item_edit_text|Item Edit Text]] page, to the [[item_edit_value|Item Edit Value]] page, to the [[item_edit_competency|Item Edit Competency]] page, to the [[item_edit_meta|Item Edit Meta]] page, to the [[item_edit_attachment|Item Edit Attachment]] page, to the [[item_edit_stats|Item Edit Statistics]] page or [[usage|Usage]] page.  Audit will navigate to the [[audit|Audit page]] and displays Audit information for the selected record.  Note: depending on system configuration not all options are available.
+==== Alternate Versions ====
+If there are multiple versions of the Item, the user can navigate amongst them using the **Select Version** drop down in the blue info bar.  See [[concepts#Versioning|Versioning]] for more.