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Topics Discussed Below

Data Fill

Getting Started

Creating a Default Template

Choosing an Automatic Fill

Fill from Last Saved

Fill Default Values

Clear Values

Creating a Custom Template

Using a Custom Template

Deleting a Custom Template

Renaming a Custom Template

Overwriting the Custom Template

Data Fill

Data Fill acts as a productivity-increasing template by allowing you to complete multiple forms without having to enter the same information repeatedly.  The Data Fill tab is available in two places, Configured Items - Set Management and Configured Items - Circuits. 

It is helpful to know a few design features before using Data Fill to its full capacity.

·         The Data Fill tab only becomes active when the feature can be used within the software and is designed to disappear when you cannot use the template.  

·         Templates are user specific, stored locally on the user’s machine and therefore, only the user who created the template can use the template.  

·         Data Fill is designed to exclude some fields within the template.  Generally, excluded fields are specific to the component you are adding for example; you cannot include the Directory Number in the template.  

·         A warning appears when you switch to the template in the middle of a form.  If you have completed a field that is within the template, you have the option of keeping your existing information or replacing it with the information from the template.  If the field is blank within the template but complete on your form, the template will not overwrite your entry.

·         The Data Fill tab is only available for new components.  

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Getting Started

Several choices within the Data Fill tab determine where the template information is pulled from.  Choose the information source by clicking one of the following options:

·         Fill Last Values – fills out the component with the last saved information.  For example, if you just completed a new set install, it fills the appropriate fields with the same information as the newly installed set. 

·         Save Default Template and Fill Default Values– this allows you create a template to use when adding new components into the database, you populate the fields and then click on this button to save the template.  To use the template, click the Fill Default Values button. 

·         Clear Values – click on this button to remove any fields that were entered with the data fill option.  This option only works if you are still within the Data Fill tab. 

·         Automatic Fill – the following choices tell caris.net how you want to use the Data Fill tab.  Each time you open a new component Cairs.net can perform one of the following: 

·         Automatic from Default – this selection requires you to build the template.  Once built, each time you add a new component the fields are automatically populated with the information.

·         Automatic from Last – this selection populates the field with the same information as the last saved component.  Automatic from Last differs from Fill Last Values by filling out each new component opened. 

·         Turn off Automatic – when selected auto fill is turned off.  The Fill Last Value and Fill Default Values are still available but you are required to make a selection.

The Data Fill option as only available on new records, whether a set device or a circuit, with that in mind, we will start the following how to direction after you have entered the new record.  

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Creating a Default Template

You can create several different templates to use within cairs.net.  Keep in mind only you can access the templates created and saved on your local machine. 

1.       Before you create the actual template, you need to populate the fields you want included within the template. Within each of the panes, complete the appropriate information.

! Keep in mind that some fields are not allowed within the template.  Generally, these fields are component specific, for example, directory number, port, etc. 

1.       Once the fields are populated, click the Data Fill tab within the toolbar. 

2.       Click Save Default Template within the Data Fill Options ribbon group.

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Choosing an Automatic Fill

Once you have created your default template, you have really chosen to have cairs.net automatically use the default template whenever you open a new record.

1.       Click the Data Fill tab and then the Automatic Fill button.  There are three selections to choose from:

·         Automatic from Default – once you have created the template, you can select this option.  Once selected it becomes grayed out verifying that you have chosen to use the default template.

·         Automatic from Last – when you highlight and click this selection, the new record populates with the same information you previously saved.  This selection is helpful when creating a few of the same components. 

·         Turn off Automatic Fill – when you select this, you are completely turning off automatic fill.

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Fill from Last Saved

Our one-time fill options allow you to populate fields automatically based on the last saved information.  This means that when you are adding a new component, you save and close then add another new component and select the Fill from Last option, the fields you completed in the first component copy and populate the fields in the second component. 

1.       Click the Data Fill tab and then the Fill from Last Values button.

2.       Click the Set Device tab. Within the Actions ribbon group, click the Save & Close button.

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Fill Default Values

1.       Click the Data Fill tab and then the Fill Default Values button.

2.       Click the Set Device tab.  Within the Actions ribbon group, click the Save & Close button.

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Clear Values

1.       Click the Data Fill tab and then the Clear Values button.

2.       Depending on your auto fill selection, you can either click the Fill Default Values or Fill from Last Values buttons.

3.       Alternatively, click the Set Device tab to enter in information.

4.       Within the Actions ribbon group, click the Save & Close button.

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Creating a Custom Template

1.       Before you create the actual template, you need to populate the fields you want to include within the template.  Within each of the panes, complete the appropriate information.

! Keep in mind that some fields are not allowed within the template.  Generally, these fields are component specific, for example, directory number, port, etc. 

1.       Once the fields are populated, click the Data Fill tab within the toolbar. 

2.       Click the green plus (+) sign.  You will be asked to name your template.  Type-in the name and click the OK or  Cancel button.  Your template name now appears as a button within the ribbon group.

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Using a Custom Template

1.       Within the Data Fill Options ribbon group, click the name of the custom template.

2.       When asked if you wish to overwrite existing information, click yes to overwrite or no to keep the information.

3.       Click the Set Device tab, within the Actions ribbon group and click the Save & Close button.

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Deleting a Custom Template

1.       Within the Data Fill Options ribbon group, right click the name of the custom template to access a dropdown list.

2.       From the list, select Delete Template.  The template name is removed from the ribbon group.

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Renaming a Custom Template

1.       Within the Data Fill Options ribbon group, right click the name of the custom template to access a dropdown list.

2.       From the list, select Rename Template within the Save Custom Data Fill popup and type-in the new name of the template.

3.       Click the OK button to save your changes or click Cancel to return to the previous screen.

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Overwriting the Custom Template

1.       You have two options:

·         Create a new template by populating the fields on the first tab and overwrite the existing template.

·         Select the template, add/remove populated fields from the template and then overwrite.

2.       With either option, right click the template name to access a dropdown list and from the list, select Overwrite template with current data.  The template is now saved with the current information.

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