2 Replies Latest reply: May 15, 2014 10:02 AM by sawarner _ RSS

    Please forgive my ignorance

    sawarner _

      Greetings!

       

      I have recently received Monarch version 9 and, in true IT department fashion everywhere, I already have a number of projects to apply it.

       

      I have started by creating a model file from a PDF formatted report.  I have experimented with summaries and such and so far I am very happy.

       

      Here is my issue, I would like to apply this same model to a number of similar reports.  I am certain that each one would require minimal adjustment, so I am sure that copies of this first model file will be great.

       

      When I open that model for one of those reports, it does come up fine and I can see where adjustments will need to be made.  But, when I open the templates to edit them, the data shown in the trap box (these are multi-row traps) is from the previous report.

       

      How do I change that?  Am I missing a blatantly obvious switch or setting?  Please let me know.

       

      Thank you for your time,

      [EMAIL="sawarner@anthc.org"]Steve[/EMAIL] =8-)

        • Please forgive my ignorance
          Data Kruncher

          Hi Steve.

           

          To change the text that appears in the sample line first select the line(s) in the report that you want to appear by clicking and dragging in the leftmost part of the window. This will show the lines in reverse video.

           

          Now click the little icon next to the trap line number, and before the A N B trap icons, the one with the red and black lines on a page. The tool tip reads "Replace Sample Text".

           

          We all started out the same way Steve: as absolute beginners. Welcome aboard.

           

          For tweaking your template you might need to use the arrow icons to shift your fields left or right, and don't forget that double clicking on a painted field will open up the properties dialog for that field. You might find that adjusting the template width here is easier than playing with painting the fields.

           

          And don't forget to use the Verify feature to double check that you haven't accidentally cropped a field too short on one side or the other.

           

          HTH,

          Kruncher