User guide

Chapter 7, Creating Export Series and Export Jobs
7-204 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
Rename Template- displays the Edit Template Name dialog. Enter a new
Template name and click OK.
Edit Template - displays the Edit Template name dialog. A different name
may be given and the Type can be changed. If the type is changed to Client
Template, the dialog expands to display a Client drop-down list where a differ-
ent Client can be selected. If the type is changed to System Template, the dia-
log collapses to hide the Client drop-down list.
Delete Template - A Delete Confirmation dialog appears prompting a deci-
sion to delete the template. Click Yes to delete the template.
View Template - Opens a dialog with the selected Template in the title bar
and shows the fields assigned for that template. Click Close when through
viewing the fields.
: Opens the Insert Custom Field dialog where you can
create new group fields and new user fields. Inserting Custom Group Fields is
discussed in the section, Inserting Custom Group Fields on page 7-27.
and : Use these arrows to change the order of the fields in the Selected
Fields box. Select a field (or contiguous fields) and then use either arrow to
reposition it (or the selected fields) accordingly.
Selecting the Additional Export Options in the Export Fields
Screen
There are several options you may choose from located at the bottom of the
Export Fields screen. Some of these options are available based on the Data
Load Format(s) selected in the Export Formats and File Handling Options
screen.
Populate Child Fields for Parents - If this option is NOT selected, the Parent
fields for all items (PARENT_BATES, PARENT_ITEMID) will only be populated
for child items.
If this option IS selected, the Parent fields will be populated for all items. Non-
child items will enter their own Bates™ number and ItemID.
Select Include Field Names in first line of file if you want to assist readers
in understanding or verifying the file. Do not select this option if the file will be
loaded directly into the database.