Table of Contents

Create/Add Element Sub-property

Create/Add Element Sub-property: Quick steps

  1. Right-click on the element options column to the left of the element/caption/vocabulary (just called 'element' below, for short) for which you wish to add a sub-element
  2. Choose <Create/Add subproperty>
  3. Click on the new box
  4. Either choose from a list of already assigned local elements appropriate for the entity (if there are any)—(this works for templates and records)
    1. Select an existing element
    2. <Tab> to complete the step
  5. Or Enter a local element name—(this only works for templates)
    1. <Tab>
    2. Indicate “What Kind of data is this?”
      • If Caption
        • Indicate the Source of the Caption
        • Click <Submit>
      • If Element
        • Indicate the Source of the Element
        • Indicate the Kind of element for the data
        • Click <Submit>
      • If Vocabulary
        • Indicate the Source of the Vocabulary
        • Indicate the Kind of Vocabulary for the data
        • Click <Submit>

Create/Add Element Sub-property: Detailed steps

Right-click on the element options column to the left left of the element for which you wish to add a sub-element

Choose <Create/Add subproperty>

A blank box will appear; click on the new box

Either choose from a list of already assigned local elements appropriate for the entity (if there are any)—(this works for templates and records)

Select an existing element

<Tab> to complete the step

Or Enter a local element name—(this only works for templates)

<Tab>

Indicate “What Kind of data is this?”

If Caption

If Element

If Vocabulary

If you wish to add another sub-element to the same element, follow the steps to Add an element above the sub-element.

If the new sub-element should be below the sub-element that was added first, follow the steps to Move an element to put it in the correct place.

In a template: if you would like a new sub-element to always appear for a particular type of record, then add that sub-element in a template—the added sub-element will always appear whenever that template is accessed.

In a record: do NOT add a sub-element to a record; if you do, then that new sub-element will show up as 'undefined' the next time you open the record. Only add a new sub-element to a template, so that the software will know what to do with the data for that sub-element, the next time you access a record that contains that sub-element data.