Create data set
Information
To submit data to a form and add files, use the CREATE DATA SET function.
Data set, createRequirements
You must have created a data set form in the ELO Java Client. Forms are automatically uploaded to and updated on your mobile device. Every three days, the system checks whether new forms exist or whether changes have been made to existing forms. If you reconnect or change your user account, forms are automatically downloaded and updated.
Step by step
1. Tap CREATE DATA SET on the action bar.
The Select form dialog box appears.
2. Tap the form that you want to fill out.
The Edit dialog box appears along with the selected form.
In this dialog box, you fill out the form, add files, save the data and finalize the data set.
Fill out form
3. Tap the fields to fill out the form. The type of entry you need to make depends on the field type.
Data set, fill out formForm, complete data set formAdd file
The number of files you need to add to a data set depends on the keywording form. Create the keywording form in the ELO Administration Console.
Data set, add fileFile, add to data setYou can select the following keywording form options in the ELO Administration Console:
- Usage > Folders: If this option is enabled, data sets are created as folders. You can attach multiple files to a data set. However, you do not have to attach a file. The FINISH button becomes active as soon as you have completed all of the mandatory fields. Attachments are filed to the repository with the Basic entry keywording form.
- Usage > Documents: If this option is enabled, data sets are created as documents. With this option, you need to attach a file, but you cannot attach more than one. The FINISH button becomes active as soon as you have completed all of the mandatory fields and have selected a file.
If both options are selected, the conditions for the Usage > Documents option will apply.
4. To add a file, tap the document icon on the action bar.
The Select file dialog box appears.
5. Select one of the following options to add a file:
- From file system: Opens the Select file: Detected file systems dialog box. Navigate through the folder structure on your device to select a file.
- With another app: Opens an external app you can use to upload files.
- Take a photo: Opens the camera app on your device to take a picture, which can be added to the data set.
6. Select a file.
The new file is displayed in the Edit dialog box on the FILES tab.
Remove added file
Optional: If the data set form was linked to a folder form, you can remove any attached files. Long tap the file you want to remove until the context menu opens. Tap the X icon in the context menu. The file is removed.
Data set, remove fileFile, remove from data setChange added file
Optional: If the data set form was linked to a document form, you cannot remove attached files. These data sets always require a file attachment. You can select another file to replace an existing attachment. Long tap the file you want to change until the context menu opens. Tap the document icon in the context menu and select a new file.
Data set, change fileSave
Optional: If you have not finished completing a data set or do not want to load it to the repository yet, you can save it. Tap SAVE. The data set is now saved in the Data sets work area. The data set has the status Incomplete and is not yet loaded to the ELO repository.
Data set, saveSave, data setInformation: Once you have released a data set for transfer to the repository, you can no longer edit it.
Finish
7. To release a data set for transfer to the repository, tap FINISH.
Result
Depending on the setting, the data set is automatically transferred to the repository or stored in the Data sets work area with the status Ready for transfer.
You can find more information in the sections Automatically transfer data set to the repository and Manually transfer data set to repository.