NUANCE OMNIFORM 5.0 Page 14 Manual Download

Page: 14 / 78

,QVWDOODWLRQDQG6HWXS

)ROORZWKHLQVWDOODWLRQLQVWUXFWLRQVRQHDFKVFUHHQ

%\GHIDXOW2PQL)RUP)LOOHUILOHVDUHLQVWDOOHGLQWKLVIROGHUORFDWLRQ

F?SURJUDPILOHV?VFDQVRIW?RPQLIRUPILOOHU<RXFDQVHOHFWDGLIIHUHQWORFDWLRQ

LIGHVLUHG

Note

,I\RXDUHH[SHULHQFLQJDSUREOHPZLWK2PQL)RUP)LOOHUDIWHULQVWDOODWLRQ

VRPHWLPHVXQLQVWDOOLQJDQGWKHQUHLQVWDOOLQJ2PQL)RUP)LOOHUZLOOVROYH

WKHSUREOHP6HHSDJH IRUPRUHLQIRUPDWLRQ

Starting OmniForm Filler

▼

7RVWDUW2PQL)RUP)LOOHUGRRQHRIWKHIROORZLQJ

◆

&OLFN

6WDUW

LQWKH:LQGRZVWDVNEDUDQGFKRRVH

3URJUDPV!6FDQ6RIW2PQL)RUP)LOOHU!2PQL)RUP)LOOHU

◆

'RXEOHFOLFNWKH2PQL)RUP)LOOHULFRQLQWKHSURJUDP·VLQVWDOODWLRQIROGHU

7KH2PQL)RUP)LOOHUGHVNWRSORRNVOLNHWKLVZKHQ\RXILUVWRSHQLW

Click the

Open

button

to open a form.

Summary of Contents for OMNIFORM 5.0

Page 1: ......

Page 2: ...U H SUHVV RU LPSOLHG LQFOXGLQJ EXW QRW OLPLWHG WR WKH LPSOLHG ZDUUDQWLHV RI PHUFKDQWDELOLW RU ILWQHVV IRU D SDUWLFXODU SXUSRVH 6RPH VWDWHV RU MXULVGLFWLRQV GR QRW DOORZ GLVFODLPHU RI H SUHVV RU LPSOLH...

Page 3: ...Chapter 1 Installation and Setup 6 VWHP 5HTXLUHPHQWV 8SJUDGLQJ IURP D 3UHYLRXV 9HUVLRQ RI 2PQL RUP LOOHU QVWDOOLQJ 2PQL RUP LOOHU 6WDUWLQJ 2PQL RUP LOOHU Chapter 2 Working with Forms 2SHQLQJ D RUP IR...

Page 4: ...LFDOO ZLWK 8VHU 3URILOHV GGLQJ DWD WR 8VHU 3URILOHV QWHULQJ DWD XWRPDWLFDOO ZLWK OLHQW 3URILOHV 6SHOO KHFNLQJ RUPV 6DYLQJ RUPV 3ULQWLQJ RUPV PDLOLQJ RUPV 6SHFLI LQJ KDW RX DQW WR PDLO GGLQJ D 5RXWLQJ...

Page 5: ...hapter 4 Technical Information 7URXEOHVKRRWLQJ 6ROXWLRQV WR 7U LUVW RZ 0HPRU 3UREOHPV RZ LVN 6SDFH 3UREOHPV 2PQL RUP LOOHU RPSDWLELOLW DQG LPLWV 6XSSRUWHG DWDEDVHV 6XSSRUWHG UDSKLF RUPDWV 2PQL RUP LOO...

Page 6: ...YL RQWHQWV...

Page 7: ...FWLRQV WDVN RULHQWHG LQVWUXFWLRQV IRU ILOOLQJ DQG PDQDJLQJ IRUPV DQG WHFKQLFDO LQIRUPDWLRQ What is OmniForm Filler 2PQL RUP LOOHU DQG 2PQL RUP V RUP LOOHU YLHZ PDNH LW HDV WR ILOO DQG PDQDJH HOHFWURQL...

Page 8: ...DERXW RX DQG RXU EXVLQHVV OLHQW 3URILOH UHPHPEHUV LQIRUPDWLRQ DERXW RWKHU SHRSOH VXFK DV RXU FXVWRPHUV HPSOR HHV RU IDPLO PHPEHUV RU PRUH LQIRUPDWLRQ VHH KDSWHU 2PQL RUP DWDEDVH 7KH LQIRUPDWLRQ WKDW R...

Page 9: ...QJ ZLWK RUPV HVFULEHV KRZ WR RSHQ ILOO RXW DQG ZRUN ZLWK IRUPV LQ 2PQL RUP LOOHU DQG 2PQL RUP V RUP LOOHU YLHZ KDSWHU 0DQDJLQJ DQ 2PQL RUP DWDEDVH HVFULEHV KRZ WR ZRUN ZLWK 2PQL RUP GDWDEDVHV DQG GDWD...

Page 10: ...QWURGXFHV RX WR WKH EDVLFV RI XVLQJ 2PQL RUP V IRUP GHVLJQ DQG GLVWULEXWLRQ WRROV SURYLGHG ZLWK WKH IXOO 2PQL RUP YHUVLRQ RQO 5HOHDVH 1RWHV 3URYLGH LPSRUWDQW LQIRUPDWLRQ DERXW WKLV YHUVLRQ RI 2PQL RU...

Page 11: ...IURP D 3UHYLRXV 9HUVLRQ RI 2PQL RUP LOOHU QVWDOOLQJ 2PQL RUP LOOHU 6WDUWLQJ 2PQL RUP LOOHU Note RX GR QRW QHHG WR LQVWDOO 2PQL RUP LOOHU LI RX DOUHDG KDYH WKH IXOO YHUVLRQ RI 2PQL RUP LQVWDOOHG EHFDX...

Page 12: ...HUVLRQ EHIRUH LQVWDOOLQJ RXU QHZ YHUVLRQ RX VKRXOG DOVR EDFN XS RXU 2PQL RUP IRUPV EHIRUH RSHQLQJ WKHP LQ WKH QHZ YHUVLRQ RX FDQ GR WKLV E VDYLQJ FRSLHV RI WKH IRUPV LQ DQRWKHU IROGHU ORFDWLRQ I RX RS...

Page 13: ...VLRQV RI 2PQL RUP LOOHU ORVH DOO RWKHU DSSOLFDWLRQV HVSHFLDOO DQWL YLUXV VRIWZDUH 7R LQVWDOO 2PQL RUP LOOHU QVHUW 2PQL RUP LOOHU V 520 LQ WKH 520 GULYH 7KH VHWXS SURJUDP VKRXOG VWDUW DXWRPDWLFDOO I LW...

Page 14: ...LOOHU DIWHU LQVWDOODWLRQ VRPHWLPHV XQLQVWDOOLQJ DQG WKHQ UHLQVWDOOLQJ 2PQL RUP LOOHU ZLOO VROYH WKH SUREOHP 6HH SDJH IRU PRUH LQIRUPDWLRQ Starting OmniForm Filler 7R VWDUW 2PQL RUP LOOHU GR RQH RI WK...

Page 15: ...ROGHU ORFDWLRQ GHSHQGV RQ RXU RSHUDWLQJ V VWHP 7KH YHU ILUVW WLPH RX XVH WKH 2SHQ FRPPDQG 2PQL RUP GHIDXOWV WR WKLV IROGHU IWHU RX RSHQ D IRUP PRUH 2PQL RUP WRROV DSSHDU RQ WKH GHVNWRS 3OHDVH UHDG KDS...

Page 16: ...QVWDOODWLRQ DQG 6HWXS...

Page 17: ...IROORZLQJ WRSLFV 2SHQLQJ D RUP IRU LOOLQJ 0RYLQJ 7KURXJK LHOGV RQ D RUP RUNLQJ ZLWK LIIHUHQW LHOG 7 SHV 8VLQJ WKH 7 SH KHDG HDWXUH 6KULQNLQJ 7H W WR LW LHOGV GGLQJ LOH WWDFKPHQWV WR RUP 5HFRUGV QWHULQ...

Page 18: ...VH 2SHQ LQ WKH LOH PHQX 7KH 2SHQ GLDORJ ER DSSHDUV 6HOHFW 2PQL RUP RUP DV WKH ILOH W SH RFDWH DQG VHOHFW WKH GHVLUHG IRUP OLFN 2SHQ I RX KDYH WKH IXOO YHUVLRQ RI 2PQL RUP FOLFN WKH RUP LOOHU WDE 7KH I...

Page 19: ...UP FWLRQ H ERDUG RPELQDWLRQ 3ODFH WKH FXUVRU LQ D ILHOG KHQ D IRUP ILUVW RSHQV SUHVV 7DE WR SODFH WKH FXUVRU LQ WKH ILUVW ILHOG 1H W ILHOG 3UHVV 7DE 3UHYLRXV ILHOG 3UHVV 6KLIW 7DE 1H W OLQH LQ D ILOO...

Page 20: ...WKH FRPPRQ ILHOGV RX PLJKW ILQG ZKHQ ILOOLQJ RXW IRUPV RU LQIRUPDWLRQ RQ GHVLJQLQJ WKHVH W SHV RI ILHOGV LQ 2PQL RUP VHH WKH 2PQL RUP 8VHU V XLGH comb field see page 21 check boxes see page 22 table w...

Page 21: ...lds FRPE ILHOG LV D ILOODEOH WH W ILHOG WKDW LV EURNHQ LQWR VHSDUDWH VHJPHQWV IRU HQWHULQJ D VHW QXPEHU RI FKDUDFWHUV RX FDQ HQWHU DQ FKDUDFWHUV LQ D FRPE ILHOG WKDW DUH DSSURSULDWH WR WKH ILHOG RPE I...

Page 22: ...ER DXWRPDWLFDOO GHVHOHFWV DQRWKHU FKHFN ER LQ WKH JURXS Circle Text Fields FLUFOH WH W ILHOG DOORZV RX WR LQGLFDWH RXU VHOHFWLRQ E PDNLQJ D FLUFOH DURXQG LW OLFN D FLUFOH WH W ILHOG WR PDNH D VHOHFWL...

Page 23: ...ZRXOG LQ UHJXODU WH W ILHOGV WDEOH PLJKW DOVR FRQWDLQ RWKHU ILHOG W SHV VXFK DV FKHFN ER HV Fillable Graphic Fields ILOODEOH JUDSKLF ILHOG DOORZV RX WR LQVHUW D JUDSKLF LQWR D IRUP RX FDQ LPSRUW DQ H...

Page 24: ...FW WKH GHVLUHG VL H DQG RWKHU VHWWLQJV IRU WKH JUDSKLF OLFN HOS WR JHW PRUH LQIRUPDWLRQ RQ WKH DYDLODEOH VHWWLQJV OLFN 2 2PQL RUP LPSRUWV WKH JUDSKLF LQWR WKH IRUP ILHOG 7R LPSRUW D JUDSKLF IURP D 7 1...

Page 25: ...ODEOH VHWWLQJV 3ODFH WKH SDJH ZLWK WKH JUDSKLF LQ RXU VFDQQHU PDNLQJ VXUH LW LV DOLJQHG FRUUHFWO OLFN 2 2PQL RUP VFDQV WKH JUDSKLF LQWR WKH IRUP ILHOG Tip 7R GHOHWH D JUDSKLF DQG OHDYH WKH ILOODEOH JU...

Page 26: ...LRQ DERXW KRZ WKH GLJLWDO VLJQDWXUHV ZHUH VHW XS RQ D IRUP 7R VLJQ D GLJLWDO VLJQDWXUH ILHOG RQ D IRUP OLFN WKH VLJQDWXUH ILHOG GLDORJ ER DSSHDUV DQG SURPSWV RX WR HQWHU RXU XVHUQDPH DQG SDVVZRUG I LW...

Page 27: ...TXHVWLRQ PDUN LQGLFDWHV WKH VLJQDWXUH FDQQRW EH YHULILHG I D VLJQDWXUH ILHOG FDQQRW EH YHULILHG LW FRXOG EH IRU RQH RI WKHVH UHDVRQV 7KH IRUP V GDWD KDV FKDQJHG VLQFH WKH IRUP ZDV ILUVW VLJQHG 7KH IR...

Page 28: ...URP D OLVW RI FKRLFHV RU H DPSOH RX PLJKW EH UHTXLUHG WR HQWHU D YDOLG GDWH LQ D DWH ILHOG RX ZRXOG UHFHLYH DQ HUURU PHVVDJH IURP 2PQL RUP LI RX DWWHPSWHG WR HQWHU DQ WKLQJ RWKHU WKDQ D YDOLG GDWH HSH...

Page 29: ...LQ WKH 7RROV PHQX 7KH 2SWLRQV GLDORJ ER DSSHDUV OLFN WKH LOOLQJ WDE 6HOHFW QDEOH 7 SH KHDG LI RX ZDQW WR XVH WKLV IHDWXUH HVHOHFW LW LI RX GR QRW ZDQW WR XVH WKLV IHDWXUH OLFN 2 Shrinking Text to Fit...

Page 30: ...WR DWWDFK VFDQQHG UHFHLSWV WR RXU H SHQVH UHFRUGV 7R DWWDFK D ILOH WR D IRUP UHFRUG 2SHQ WKH IRUP LQ 2PQL RUP LOOHU 2U FOLFN WKH RUP LOOHU WDE LQ 2PQL RUP OLFN WKH QVHUW LOH WWDFKPHQW EXWWRQ RU FKRRVH...

Page 31: ...QWV KRRVH 9LHZ WWDFKPHQWV LQ WKH 9LHZ PHQX WR VKRZ WKH DWWDFKPHQW ZLQGRZ KRRVH 9LHZ WWDFKPHQWV LQ WKH 9LHZ PHQX DJDLQ WR KLGH WKH DWWDFKPHQW ZLQGRZ An icon represents the file attachment Double click...

Page 32: ...When you open the form to fill it out you see that the Name field is a User Profile field because it is highlighted in orange Select your User Profile to use with this form OR If you have not yet adde...

Page 33: ...U 3URILOHV LQ WKH 3URILOHV PHQX OLFN 1HZ 7 SH D QDPH IRU RXU 8VHU 3URILOH DQG FOLFN 2 Select this option if you want data to be added automatically to the User Profile when it is first entered Subsequ...

Page 34: ...OO RQO ZRUN RQ IRUPV WKDW ZHUH GHVLJQHG ZLWK ILHOGV WKDW FDQ UHFHLYH 8VHU 3URILOH LQIRUPDWLRQ 7R ILQG RXW LI D IRUP KDV 8VHU 3URILOH ILHOGV FKRRVH LJKOLJKW 8VHU 3URILOH LHOGV LQ WKH 3URILOHV PHQX 8VHU...

Page 35: ...LOH WR DGG GDWD GLUHFWO 7R DGG GDWD WR D 8VHU 3URILOH DV RX ILOO RXW D IRUP 2SHQ D IRUP DQG VHOHFW WKH GHVLUHG 8VHU 3URILOH WR XVH ZLWK LW 6HH SDJH IRU LQIRUPDWLRQ RQ VHOHFWLQJ D 8VHU 3URILOH IRU D IR...

Page 36: ...RUNLQJ ZLWK RUPV 7R DGG GDWD WR D 8VHU 3URILOH GLUHFWO KRRVH GLW 8VHU 3URILOHV LQ WKH 3URILOHV PHQX 7KH GLW 8VHU 3URILOHV GLDORJ ER DSSHDUV Select the User Profile you want to edit and click Edit...

Page 37: ...VLUHG LQIRUPDWLRQ LQ WKH ILHOGV WKDW RX ZDQW WR EH UHPHPEHUHG RX GR QRW KDYH WR HQWHU GDWD LQ DOO WKH 8VHU 3URILOH ILHOGV RQO HQWHU GDWD LQ WKH ILHOGV WKDW RX ZDQW WR EH UHPHPEHUHG IRU DXWRPDWLF ILOOL...

Page 38: ...Form Filler view Set up fields on the form to receive Client Profile information You need to do this only one time per form See page 39 for more information Create a Client Profile for a specific per...

Page 39: ...WKH IRUP LQ 2PQL RUP LOOHU 2U FOLFN WKH RUP LOOHU WDE LQ 2PQL RUP 6HOHFW D ILHOG RQ WKH IRUP WKDW RX ZDQW WR VHW XS WR UHFHLYH OLHQW 3URILOH LQIRUPDWLRQ If you have the full version of OmniForm click...

Page 40: ...LOH GLDORJ ER DSSHDUV The name of the currently selected field appears here The name of the Client Profile field to which you are linking appears here Type in a new name or select a name from the list...

Page 41: ...LV IRU D SHUVRQ V ILUVW QDPH RX PLJKW HQWHU 3B LUVW 1DPH DV WKH OLHQW 3URILOH ILHOG QDPH OLFN 2 7KH ILHOG RQ WKH IRUP WXUQV JUHHQ ZKLFK LQGLFDWHV WKDW LW LV KDV EHHQ OLQNHG DQG LV UHDG WR UHFHLYH OLHQ...

Page 42: ...UHFRUG 2SHQ WKH IRUP LQ 2PQL RUP LOOHU 2U FOLFN WKH RUP LOOHU WDE LQ 2PQL RUP LHOGV WKDW KDYH EHHQ VHW XS WR UHFHLYH OLHQW 3URILOH LQIRUPDWLRQ DUH KLJKOLJKWHG LQ JUHHQ ZKHQ LJKOLJKW OLHQW 3URILOH LHOG...

Page 43: ...DU SHUVRQ VHOHFW HHS WKH VHOHFWHG OLHQW 3URILOH WXUQHG RQ DQG DSSO LW WR HDFK QHZ UHFRUG RX FUHDWH LQ WKH SSO OLHQW 3URILOH GLDORJ ER 7KH OLHQW 3URILOH WKDW RX VHOHFW ZLOO VWD RQ XQWLO RX WXUQ LW RII...

Page 44: ...SSO OLHQW 3URILOH LQ WKH 3URILOHV PHQX 7KH SSO OLHQW 3URILOH GLDORJ ER DSSHDUV 6HOHFW SSO H LVWLQJ OLHQW 3URILOH DQG WKHQ VHOHFW WKH QDPH RI WKH GHVLUHG OLHQW 3URILOH LQ WKH OLVW ER OLFN 2 7KH VHOHFWH...

Page 45: ...UHFHLYH OLHQW 3URILOH LQIRUPDWLRQ DUH KLJKOLJKWHG LQ JUHHQ ZKHQ LJKOLJKW OLHQW 3URILOH LHOGV LV WXUQHG RQ LQ WKH 3URILOHV PHQX I RX KDYH QRW DOUHDG GRQH VR DSSO D OLHQW 3URILOH WR WKLV IRUP 6HH SDJH I...

Page 46: ...OH GLDORJ ER DSSHDUV 6HOHFW R QRW DSSO D OLHQW 3URILOH WR WKLV UHFRUG OLFN 2 RX ZLOO EH DVNHG ZKHWKHU RU QRW RX ZDQW WR DOVR GHOHWH WKH OLHQW 3URILOH GDWD IURP WKH IRUP ILHOGV Spell Checking Forms 8VH...

Page 47: ...Q RX DUH ILQLVKHG VSHOO FKHFNLQJ Saving Forms 2PQL RUP DXWRPDWLFDOO VDYHV IRUP UHFRUGV DV RX ILOO WKHP RXW 6DYLQJ RFFXUV DIWHU YDULRXV DFWLRQV VXFK DV PRYLQJ IURP RQH UHFRUG WR DQRWKHU SULQWLQJ RU FOR...

Page 48: ...SULQWLQJ Tip I RX DUH SULQWLQJ IURP 2PQL RUP LOOHU RU 2PQL RUP V RUP LOOHU YLHZ RX FDQ FKRRVH WR SULQW RUP DQG DWD DWD 2QO RU RUP 2QO 6HOHFWLQJ DWD 2QO MXVW SULQWV WKH LQIRUPDWLRQ RX KDYH HQWHUHG LQ W...

Page 49: ...XV 1RWHV 0LFURVRIW FKDQJH RU 0LFURVRIW 2XWORRN 2PQL RUP VHOHFWV RXU LQVWDOOHG HPDLO DSSOLFDWLRQ E GHIDXOW LI RX KDYH RQO RQH LQVWDOOHG I RX KDYH PRUH WKDQ RQH RI WKHVH HPDLO DSSOLFDWLRQV VHOHFW ZKLFK...

Page 50: ...QX RJ LQWR RXU HPDLO DSSOLFDWLRQ LI RX DUH SURPSWHG WR GR VR 7KH 0DLO 2SWLRQV GLDORJ ER DSSHDUV 6HOHFW DQ RSWLRQ IRU VHQGLQJ RXU IRUP OLFN HOS IRU PRUH LQIRUPDWLRQ DERXW WKH DYDLODEOH RSWLRQV I RX DUH...

Page 51: ...U PRUH LQIRUPDWLRQ RQ URXWLQJ VOLSV 7R DGG D URXWLQJ VOLS 2SHQ WKH IRUP WKDW RX ZDQW WR VHQG KRRVH GG 5RXWLQJ 6OLS LQ WKH LOH PHQX 7KH GG 5RXWLQJ 6OLS GLDORJ ER DSSHDUV 6HOHFW WKH UHFLSLHQWV DQG RWKHU...

Page 52: ...RUNLQJ ZLWK RUPV...

Page 53: ...K 2PQL RUP GDWDEDVHV W LQFOXGHV WKH IROORZLQJ WRSLFV ERXW 2PQL RUP DWDEDVHV 0RYLQJ 7KURXJK 5HFRUGV LQ D DWDEDVH UHDWLQJ 1HZ 5HFRUGV XSOLFDWLQJ LVWLQJ 5HFRUGV 6HDUFKLQJ 5HFRUGV 6RUWLQJ 5HFRUGV 5HFDOFXO...

Page 54: ...ILOO RXW LQIRUPDWLRQ LW EHFRPHV WKH ILUVW UHFRUG LQ WKH GDWDEDVH Q RQH ZLWK DFFHVV WR WKH IRUP FDQ FUHDWH QHZ UHFRUGV LQ LW 6HH SDJH IRU LQIRUPDWLRQ RQ FUHDWLQJ UHFRUGV Note RX FDQQRW FUHDWH GXSOLFDWH...

Page 55: ...KH RUP LOOHU WDE RX PXVW ILOO LQ DW OHDVW RQH ILHOG LQ D IRUP EHIRUH FUHDWLQJ D QHZ UHFRUG EHFDXVH 2PQL RUP FDQQRW FUHDWH D QHZ UHFRUG LI WKH FXUUHQW UHFRUG LV HPSW IRUP ZLWK ILHOGV ILOOHG RQO E DXWRP...

Page 56: ...PRVW RI WKH VDPH LQIRUPDWLRQ IURP DQ H LVWLQJ IRUP UHFRUG LQWR D QHZ UHFRUG RX FDQQRW GXSOLFDWH UHFRUGV LI GDWD SURWHFWLRQ LV WXUQHG RQ IRU WKH IRUP 6HH SDJH IRU PRUH LQIRUPDWLRQ 7R GXSOLFDWH DQ H LV...

Page 57: ...LWLRQ GHVFULEHV KRZ WR ORRN IRU LQIRUPDWLRQ HQWHUHG LQ WKH 9DOXH WH W ER RU H DPSOH RX ZRXOG VHOHFW LV HTXDO WR WR VSHFLI WKDW RX ZDQW WR ILQG DQ H DFW PDWFK OLFN HOS IRU PRUH LQIRUPDWLRQ RQ WKH FRQGL...

Page 58: ...RX FDQ QDUURZ WKH VHDUFK IXUWKHU E FKRRVLQJ 6HDUFK LQ WKH 5HFRUGV PHQX DJDLQ DQG VHOHFWLQJ 2QO 6HDUFK XUUHQW 5HFRUG 6HW RX FDQ VHDUFK HDFK QHZ VXEVHW RI UHFRUGV DV PDQ WLPHV DV RX QHHG WR ILQG WKH VSH...

Page 59: ...RX ZDQW WR VRUW LQ WKH LHOG 1DPH GURS GRZQ OLVW OO WKH ILHOGV LQ RXU IRUP DUH LQ WKLV OLVW 6HOHFW WKH GHVLUHG VRUW RUGHU 6HOHFW VFHQGLQJ 2UGHU WR VRUW UHFRUGV IURP OHDVW WR JUHDWHVW RU H DPSOH IURP R...

Page 60: ...QHZ FDOFXODWLRQ WR WKH H SHQVH IRUP WKH PLOHDJH UDWHV RQ RXU ROG UHFRUGV ZRXOG DOVR FKDQJH 7R SUHYHQW WKLV RX FRXOG VHDUFK WKH UHFRUGV IRU WKRVH UHFRUGV WKDW DUH QHZHU WKDQ WKH GDWH WKDW RX FKDQJHG WK...

Page 61: ...O Deleting Records RX FDQQRW GHOHWH UHFRUGV LI GDWD SURWHFWLRQ LV WXUQHG RQ IRU WKH IRUP 6HH SDJH IRU PRUH LQIRUPDWLRQ Note RX FDQQRW XQGR D UHFRUG GHOHWLRQ RX PLJKW ZDQW WR H SRUW LQIRUPDWLRQ IURP D...

Page 62: ...WKH IRXQG VHW RI UHFRUGV Setting Up an OmniForm Database to Be Shared I RX KDYH WKH IXOO YHUVLRQ RI 2PQL RUP RX FDQ VHW XS DQ 2PQL RUP GDWDEDVH VR WKDW LW FDQ EH VKDUHG E PXOWLSOH XVHUV 7KLV DOORZV DQ...

Page 63: ...rting Data RX FDQ H SRUW GDWD IURP 2PQL RUP UHFRUGV WR 6KDUH LQIRUPDWLRQ ZLWK RWKHU 2PQL RUP GDWDEDVHV DWD H SRUWHG DV D GDWDEDVH ILOH WDNHV XS FRQVLGHUDEO OHVV GLVN VSDFH WKDQ WKH GDWDEDVH LWVHOI 7KH...

Page 64: ...SRUW 6HWXS GLDORJ ER DSSHDUV Note QVWDOOHG 2 GDWDEDVH GULYHUV DSSHDU LQ WKH YDLODEOH DWD 6RXUFHV OLVW ER ZKHQ RX VHOHFW 2 DWDEDVH LQ WKH SRUW 7R GURS GRZQ OLVW HSHQGLQJ RQ RXU GDWDEDVH GULYHU RX FDQ H...

Page 65: ...VLUHG QDPH IRU RXU H SRUWHG GDWD ILOH DQG FOLFN 6DYH 7KH SRUW GLDORJ ER DSSHDUV 6HOHFW D ILHOG RX ZDQW WR H SRUW DQG FOLFN GG 6KLIW FOLFN WR VHOHFW PXOWLSOH DGMDFHQW UHFRUGV RU KROG GRZQ WKH PRXVH EXW...

Page 66: ...WV 7KLV ZLOO VDYH RX WLPH ZKHQHYHU RX QHHG WR H SRUW GDWD IURP 2PQL RUP 7R VDYH RXU VHWWLQJV GXULQJ H SRUW FOLFN 6DYH LQ VWHS RI WKLV SURFHGXUH OLFN 5XQ WR VWDUW H SRUWLQJ WKH GDWD DV VSHFLILHG OLFN 6...

Page 67: ...WD DV VSHFLILHG Importing Data RX FDQ LPSRUW GDWD LQWR RXU 2PQL RUP GDWDEDVH IURP WKHVH VRXUFHV QRWKHU 2PQL RUP GDWDEDVH Q 2PQL RUP 0DLODEOH LOOHU ILOH HLWKHU 70 RU Q VXSSRUWHG 2 GDWDEDVH VRXUFH DYDLO...

Page 68: ...RUP GDWDEDVH PDNH VXUH WKDW WKH 2PQL RUP ILOH LV FORVHG KRRVH PSRUW DWD LQ WKH LOH PHQX 7KH PSRUW 6HWXS GLDORJ ER DSSHDUV 6HOHFW WKH W SH RI GDWDEDVH LQIRUPDWLRQ WR LPSRUW LQ WKH PSRUW URP GURS GRZQ O...

Page 69: ...WR LPSRUW IURP WKH RWKHU GDWDEDVH DQG ZKHUH WR LPSRUW LW LQ WKH FXUUHQW GDWDEDVH OLFN 2 ZKHQ RX DUH GRQH OLQNLQJ ILHOGV 2PQL RUP LPSRUWV WKH LQIRUPDWLRQ LQWR WKH VHOHFWHG ILHOGV FUHDWLQJ DV PDQ QHZ UH...

Page 70: ...DOO IRUP UHFRUGV ZLOO EH GHOHWHG 7KHUHIRUH RX PLJKW ZDQW WR SURWHFW D IRUP V GHVLJQ DQG GDWD IURP EHLQJ DOWHUHG HVSHFLDOO LI LW LV JRLQJ WR EH VKDUHG E PXOWLSOH SHRSOH I RX KDYH WKH IXOO YHUVLRQ RI 2...

Page 71: ...HFKQLFDO LQIRUPDWLRQ DERXW XVLQJ 2PQL RUP LOOHU 3OHDVH DOVR ORRN LQ WKH 5HOHDVH 1RWHV HOS WRSLFV DQG 6FDQ6RIW HE SDJHV ZZZ VFDQVRIW FRP IRU XSGDWHG LQIRUPDWLRQ DERXW 2PQL RUP W LQFOXGHV WKH IROORZLQJ...

Page 72: ...LOOHU DQG WURXEOHVKRRWLQJ DVVLVWDQFH 5HVWDUW RXU FRPSXWHU 0DNH VXUH RWKHU DSSOLFDWLRQV DUH IXQFWLRQLQJ SURSHUO 5XQ 6FDQ LVN IRU LQGRZV RU 0 RU KHFN LVN IRU LQGRZV 17 DQG LQGRZV WR FKHFN RXU KDUG GLVN...

Page 73: ...LVN IRU LQGRZV 17 RU LQGRZV WR FKHFN IRU HUURUV WKDW PD EH XVLQJ GLVN VSDFH 6HH LQGRZV HOS IRU LQVWUXFWLRQV DFN XS XQQHHGHG ILOHV RQWR RWKHU PHGLD DQG GHOHWH WKHP IURP RXU KDUG GLVN 5HPRYH LQGRZV DSS...

Page 74: ...m Filler 6RPHWLPHV XQLQVWDOOLQJ DQG WKHQ UHLQVWDOOLQJ 2PQL RUP LOOHU ZLOO VROYH D SUREOHP Note 7R XQLQVWDOO IURP LQGRZV 17 RU LQGRZV RX PXVW EH ORJJHG LQWR RXU FRPSXWHU ZLWK DGPLQLVWUDWRU SULYLOHJHV 7...

Page 75: ...V XVLQJ VDYHG H SRUW VHWWLQJV LPSRUWLQJ GDWD WR PRYLQJ WKURXJK UHFRUGV LQ SURWHFWLQJ GDWD LQ UHFDOFXODWLQJ UHFRUGV LQ UHIUHVKLQJ UHFRUGV LQ VHDUFKLQJ IRU UHFRUGV LQ VKDULQJ VRUWLQJ UHFRUGV LQ GDWDEDVH...

Page 76: ...XSJUDGLQJ IURP SUHYLRXV YHUVLRQ L OLPLWDWLRQV LQ 2PQL RUP LOOHU OLQNLQJ ILHOG QDPHV IRU LPSRUW ORFNLQJ ILHOGV ZLWK GLJLWDO VLJQDWXUHV M PDLO VHH HPDLO PHPRU IUHHLQJ XS PHPRU UHTXLUHG IRU LQVWDOODWLRQ...

Page 77: ...LOOHU OLPLWDWLRQV 6FDQ6RIW HE VLWH VROXWLRQV WR WU ILUVW VXSSRUW DYDLODEOH XQLQVWDOOLQJ 2PQL RUP LOOHU 7 1 VRXUFH LPSRUWLQJ JUDSKLFV IURP W SH DKHDG IHDWXUH U XQLQVWDOOLQJ 2PQL RUP LOOHU XSJUDGLQJ 2PQ...

Page 78: ...QGH...

Search results

Summary of Contents for OMNIFORM 5.0

Reviews:

Related manuals for OMNIFORM 5.0

Brands by name

Popular brands

NUANCE OMNIFORM 5.0, Manual

Search results

Summary of Contents for OMNIFORM 5.0

Reviews:

Related manuals for OMNIFORM 5.0

Brands by name

Popular brands