Table of Contents
Create/Add Element Sub-property
Create/Add Element Sub-property: Quick steps
- Right-click on the indicator column to the left of the element/caption/vocabulary (just called 'element' below, for short) for which you wish to add a sub-element
- Choose <Create/Add subproperty>
- 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
- 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 indicator 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
- 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>
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.