Skip to content

Commit

Permalink
Screenshot audit (#609)
Browse files Browse the repository at this point in the history
* Updates to edit page

* Updates to batch edit tool

* Batch edit page edits
  • Loading branch information
themerekat authored Sep 25, 2024
1 parent 1cbadf4 commit c1db401
Show file tree
Hide file tree
Showing 7 changed files with 20 additions and 9 deletions.
16 changes: 11 additions & 5 deletions content/coll_manager/edit/batch/_index.en.md
Original file line number Diff line number Diff line change
@@ -1,10 +1,9 @@
---
title: "Batch Editing"
date: 2021-10-28
lastmod: 2024-02-22
lastmod: 2024-09-24
draft: false
authors: ["Cynthia Skema", "Ann Barber"]
editors: ["Katie Pearson", "Lindsay Walker"]
authors: ["Lindsay Walker","Katie Pearson","Cynthia Skema", "Ann Barber"]
keywords: ["batch", "edit","change","record search form"]
---

Expand All @@ -21,9 +20,16 @@ keywords: ["batch", "edit","change","record search form"]

There are two options for batch editing specimen records: you can change a value for 1) the **entire** set of records in your collection or 2) change a value for a **subset** of records.
1. Navigate to the Record Search Form (_Administration Control Panel > Edit Existing Occurrence Records_).
2. **Option A:** **To apply batch changes to all records**, click on “Display Table” in the Record Search Form, then click the edit icon ![Edit Icon](/symbiota-docs/images/editplus.png) above the resulting table of all records from your collection. Continue to step 3. **Option B:** **To apply batch changes to a subset of records**, first search for the records of interest using the [search form](https://biokic.github.io/symbiota-docs/editor/edit/). Once you have the set of records to which you would like to make a batch edit, click on the edit icon ![Edit Icon](/symbiota-docs/images/editplus.png) at the top of your selected table of records.
![recordsearchform_batchedit](https://github.com/BioKIC/symbiota-docs/assets/11181096/35af9715-61e3-46e7-a96b-9727e85dabb9)
2. **Option A:** **To apply batch changes to all records**, click on “Display Table” in the Record Search Form, then click the Batch Edit button above the resulting table of all records from your collection. Continue to step 3. ![Batch Edit Button](/symbiota-docs/images/batcheditbutton.png)

{{< notice note>}}
In older versions of Symbiota, the batch edit button was an icon like this: ![Edit Icon](/symbiota-docs/images/editplus_old.png)
{{</ notice >}}

**Option B:** **To apply batch changes to a subset of records**, first search for the records of interest using the [search form](https://biokic.github.io/symbiota-docs/editor/edit/). Once you have the set of records to which you would like to make a batch edit, click the Batch Edit Button at the top of your selected table of records.

3. From the dropdown menu next to "Field Name" in Batch Update, select the field you want to edit.
![Batch Edit Tool](/symbiota-docs/images/batchedittool.png)
4. In "Current Value:" enter the text that is presently in the field you want to edit.
5. In "New Value" enter the text that you want to be in the edited field.
6. Choose if you want to match the whole field **or** just match any part.
Expand Down
13 changes: 9 additions & 4 deletions content/editor/edit/_index.en.md
Original file line number Diff line number Diff line change
@@ -1,10 +1,11 @@
---
title: "Editing Records"
date: 2021-10-26
lastmod: 2024-09-24
draft: false
authors: ["Katie Pearson"]
weight: 60
keywords: ["edit","change","record search form"]
keywords: ["edit","change","record search form","search"]
---

{{< notice info >}}
Expand All @@ -19,7 +20,7 @@ To edit individual records, select "Edit Existing Occurrence Records" from the D

![Record Search Form](/symbiota-docs/images/recordsearchform.PNG)

To search according to fields not explicitly stated in the Record Search Form, select the field from the dropdown menu after Custom Field 1. You can include up to 4 Custom fields in your search. The second dropdown lists after the Custom Fields will allow you to conduct more specific searches, such as for ranges or fields that are null. The options include:
To search according to fields not explicitly stated in the Record Search Form, select the field from the dropdown menu after Custom Field 1. You can include up to 8 Custom fields in your search. The second dropdown lists after the Custom Fields will allow you to conduct more specific searches, such as for ranges or fields that are null. The options include:
* EQUALS: the field contains **only** the provided text
* NOT EQUALS: the field does not match the provided text exactly (does not only contain the provided text)
* STARTS WITH: the field starts with the provided text
Expand All @@ -42,6 +43,10 @@ To sort your search results, select a field from the dropdown menu after Sort By

To view a specific record from the Table Display, click the Symbiota ID number or the Open in New Window icon in the leftmost SymbiotaID column.

To re-open the record search form after you have conducted a search, click the magnifying glass icon to the right of the name of your collection at the top of the window.
To re-open the record search form after you have conducted a search, click the Toggle Record Search Form button.

![Return to Record Search Form](/symbiota-docs/images/returntorecordsearchform.PNG)
![New Return to Record Search Form](/symbiota-docs/images/returntorecordsearchform_new.PNG)

In older versions of Symbiota, you can toggle the search form by clicking the magnifying glass icon to the right of the name of the collection at the top of the window.

![Old Return to Record Search Form](/symbiota-docs/images/returntorecordsearchform.PNG)
Binary file added static/images/batcheditbutton.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added static/images/batchedittool.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added static/images/editplus_old.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file modified static/images/recordsearchform.PNG
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added static/images/returntorecordsearchform_new.PNG
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.

0 comments on commit c1db401

Please sign in to comment.