Citation View (CI)

Fields

Note

New Citation View

This opens a new Citation window in the Board.

  1. To create a new Citation view,
    • In the Main Window go to OptionsNew ViewCitation (CI), or
    • In the Board, when a Citation window is active, go to CitationNew Citation, or
    • Following a search for a Citation record, drag-and-drop to the Board the CITATION ( . ) root node of a tree resulting from the search, or double-click on it.

Note

Save As New Citation

This saves the Citation as a new entry in the database.

  1. Make the Citation window active in the Board.
  2. On the Citation menu click Save As New Citation, or click the Save As New Citation button in the button bar.

Note

Save As New Child Citation

This saves the Citation as a new entry in the database, with the current entry as a linked item.

  1. Make the Citation window active in the Board.
  2. On the Citation menu click Save As New Child Citation, or click the Save As New Child Citation button in the button bar.

Note

Save Citation

This saves the Citation in the database.

  1. Make the Citation window active in the Board.
  2. On the Citation menu click Save Citation, or click the Save Citation button in the button bar.

Note

Delete Citation

This removes the Citation from the database.

  1. Make the Citation window active in the Board.
  2. On the Citation menu click Delete Citation.
  3. If you are sure you want to remove the Citation from the database, Click OK.

Note

Refresh Citation

This reverts the data for the Citation to the version in the database.

  1. Make the Citation window active in the Board.
  2. On the Citation menu click Refresh Citation.
  3. Click Refresh in the 'Are You Sure?' popup.

Close Citation

This closes the window.

  1. Make the Citation window active in the Board.
  2. On the Citation menu click Close Citation, or click the X button on the window's Title bar.

Show All Cells

This shows all Fields, including the hidden ones, in the Citation view.

  1. Make the Citation window active in the Board.
  2. On the Citation menu click Show all Cells.

Note

Show Lab Visible Cells

This hides the originally hidden Fields in the Citation view; i.e., any fields hidden by a lab master, then revealed by Show all Cells, will again be hidden.

  1. Make the Citation window active in the Board.
  2. On the Citation menu click Show Lab Visible Cells.

Generate Report for Citation

This creates a text report for the Citation.

  1. Make the Citation window active in the Board.
  2. In the Report menu click Generate Report for Citation.

Note

Record XML Dump

This saves an XML report of the Citation to the disk.

  1. Make the Citation window active in the Board.
  2. In the Report menu click Record XML Dump.
  3. Fill out the pop up.
    • Inline DTD determines if the DTD (Document Type Definition) should be included in the File.
    • Formatting determines if new lines and spaces should be included in the File.
    • File Name defines the name of the File to be saved.
  4. Click the Save File button.

Note

Add External References

This adds a new row to the External References Field.

  1. Make the Citation window active in the Board.
  2. Click on the ICON button on the right side of the External References Field.
  3. Enter data into the editable columns of the new row.
  4. The item must be saved before changes in the database occur.

Note

Display External References

This opens the selected row from the External References table.

  1. Make the Citation window active in the Board.
  2. Select a row in the External References Field, then click on the ICON button on the right side of the External References Field.

Remove External References

This removes the selected row from the External References table.
  1. Make the Citation window active in the Board.
  2. Select a row in the External References Field, then click on the ICON button on the right side of the External References Field.

Note

Add File

This uploads one or more Files from the disk and attaches them to the Citation.

  1. Make the Citation window active in the Board.
  2. Click on the ICON button on the right side of the Files Field.
  3. Set the values in the 'Add Row' popup.
    • User Label is the User label.
    • Format determines if one or more Files will be added. To set it, click on the Field, then click the format that you want to use.
      • File if only the selected File will be added.
      • Folder if all the Files from the selected Folder will be added.
      • Folder with Subfolders if all the Files from the selected Folder and all the Subfolders will be added.
    • File Name is the name of the File or Folder depending on the selected Format. To set it, click on the Field, then set the values in the 'Select File' popup.
      • In the Look in drop-down, click the drive or Folder that contains the Files you want to add.
      • Specify whether the Format is a File, Folder, or Folder with Subfolders.
      • Click Select File.
    • File Type is a list of File Types maintained by the lab master.
  4. Click Add File.

Note

Add File from the Web

This takes a File from the Web and attaches it to the Citation.

  1. Make the Citation window active in the Board.
  2. Click on the ICON button on the right side of the Files Field.
  3. Set the values in the 'Add Row' popup.
    • User Label is the User label.
    • URL is the Web address of the File. Only the HTTP URL scheme is supported, and it must include the 'http://' prefix.
    • File Type is a list of File Type maintained by the lab master.
  4. Click Add File.

Note

Display File in the Board

This displays a File, attached to the Citation, in the Board.

  1. Make the Citation window active in the Board.
  2. Alternatively, you can
    • select a File (a row) in the Files Field, then click on the ICON button on the right side of the Files Field, or
    • drag a File (a row) from the Files Field to an open area of the Board and drop it, or
    • double-click on a File (a row) in the Files Field.

Note

Display File in its Associated Application

This opens a File, attached to the Citation, using its associated application .

  1. Make the Citation window active in the Board.
  2. Alternatively, you can
    • select a File (a row) in the Files Field, then click on the ICON button on the right side of the Files Field, or
    • right-click on a File (a row) in the Files Field.
  3. Click OK in the the 'Open with...' popup.

Edit File User Label And Type

This updates the User Label and the File Type for a File attached to the Citation.

  1. Make the Citation window active in the Board.
  2. Select a File (a row) in the Files Field, then click on the ICON button on the right side of the Files Field.
  3. Set the values in 'Edit File Information' popup.
    • User Label is the User label.
    • File Type is the Lab Resources File Type of the File.
  4. Click Update.

Note

Save File

This saves Files, attached to the Citation, to the disk.

  1. Make the Citation window active in the Board.
  2. Select a File (a row) in the Files Field, then click on the ICON button on the right side of the Files Field.
  3. If you want to save the File in a different Folder, locate and open the Folder, or, in the File Name box, type the name for the Folder.
  4. Click Save.

Note

Remove File

This removes a File from the Citation.

  1. Make the Citation window active in the Board.
  2. Select a File (a row) in the Files Field, then click on the ICON button on the right side of the Files Field.
  3. Click Remove File in the 'Are You Sure?' popup.

Note

Link File by Drag & Drop

This adds a File, already attached to a record, to the Citation.

  1. Make the Citation window visible in the Board.
  2. Make the other window that contains the record that has the File already attached active in the Board.
  3. Select a File (a row) in the Files Field of the other record, then drag and drop it into the Citation window's Title bar.

Note

Add Image

This uploads one or more Images from the disk and attaches them to the Citation.

  1. Make the Citation window active in the Board.
  2. Click on the ICON button on the right side of the Images Field.
  3. Set the values in the 'Add Row' popup.
    • User Label is the User label.
    • Format determines if one or more Images will be added. To set it, click on the Field, then click the format that you want to use.
      • File if only the selected Image will be added.
      • Folder if all the Images from the selected Folder will be added.
      • Folder with Subfolders if all the Images from the selected Folder and all the Subfolders will be added.
    • File Name is the name of the File or Folder depending on the selected Format. To set it, click on the Field, then set the values in the 'Select Image' popup.
      • In the Look in drop-down, click the drive or Folder that contains the Files you want to add.
      • Specify whether the Format is a File, Folder, or Folder with Subfolders.
      • Click Select Image.
  4. Click Add Image.

Note

Add Image from the Web

This takes an Image from the Web and attaches it to the Citation.

  1. Make the Citation window active in the Board.
  2. Click on the ICON button on the right side of the Images Field.
  3. Set the values in the 'Add Row' popup.
    • User Label is the User label.
    • URL is the Web address of the Image. Only the HTTP URL scheme is supported, and it must include the 'http://' prefix.
  4. Click Add Image.

Note

Display Image in the Board

This displays an Image, attached to the Citation, in the Board.

  1. Make the Citation window active in the Board.
  2. Alternatively, you can
    • select an Image (a row) in the Images Field, then click on the ICON button on the right side of the Images Field, or
    • drag an Image (a row) from the Images Field to an open area of the Board and drop it, or
    • double-click on an Image (a row) in the Images Field.

Note

Display Image in its Associated Application

This opens an Image, attached to the Citation, using its associated application .

  1. Make the Citation window active in the Board.
  2. Alternatively, you can
    • select an Image (a row) in the Images Field, then click on the ICON button on the right side of the Images Field, or
    • right-click on an Image (a row) in the Images Field.
  3. Click OK in the the 'Open with...' popup.

Edit Image User Label

This updates the User Label for an Image attached to the Citation.

  1. Make the Citation window active in the Board.
  2. Select an Image (a row) in the Images Field, then click on the ICON button on the right side of the Images Field.
  3. Set the values in 'Edit Image Information' popup.
    • User Label is the user label.
  4. Click Update.

Note

Save Image

This saves Images, attached to the Citation, to the disk.

  1. Make the Citation window active in the Board.
  2. Select an Image (a row) in the Images Field, then click on the ICON button on the right side of the Images Field.
  3. If you want to save the Image in a different Folder, locate and open the Folder, or, in the File Name box, type the name for the Folder.
  4. Click Save.

Note

Remove Image

This removes an Image from the Citation.

  1. Make the Citation window active in the Board.
  2. Select an Image (a row) in the Images Field, then click on the ICON button on the right side of the Images Field.
  3. Click Remove Image in the 'Are You Sure?' popup.

Note

Link Image by Drag & Drop

This adds an Image, already attached to a record, to the Citation.

  1. Make the Citation window visible in the Board.
  2. Make active, in the Board, the record with the Image already attached.
  3. Select an Image (a row) in the Images Field of the other record, then drag and drop it into the Citation window's Title bar.

Note

Add Info

This adds a new row to the Info table.

  1. Make the Citation window active in the Board.
  2. Click on the ICON button on the right side of the Info Field.
  3. Enter data into the editable columns of the new row.

Note

Remove Info

This removes the selected row from the Info table.

  1. Make the Citation window active in the Board.
  2. Select a row in the Info Field, then click on the ICON button on the right side of the Info Field.
  3. Click Remove Info in the 'Are You Sure?' popup.

Note

Email Info

This emails the selected Info to the User who created the Citation.

  1. Make the Employee Record window active in the Board.
  2. Select a row in the Info Field, then click on the ICON button on the right side of the Info Field.
  3. Click Send Email in the 'Are You Sure?' popup.

Note

Add Linked Item by Drag & Drop

This explicitly links an item to the Citation.

  1. Make the Citation window visible in the Board.
  2. Alternatively, you can
    • Drag and drop a tree node from the Search Results tree in the Main Window to the Citation window's Title bar.
    • Drag and drop a row from the Linked Items Field of an Item already in the Board to the Citation window's Title bar.
  3. Click Yes in the 'Are You Sure?' popup.

Note

Display Linked Item in the Board

This displays the Items linked to the Citation in the Board.

  1. Make the Citation window active in the Board.
  2. Alternatively, you can
    • select a row in the Linked Items Field, then click on the ICON button on the right side of the Linked Protocols Field, or
    • drag a row from the Linked Items Field to an open area of the Board and drop it, or
    • double-click on a row in the Linked Items Field.

Note

Unlink Linked Item

This removes an explicitly linked item from the Linked Items Field.

  1. Make the Citation window active in the Board.
  2. Select a row in the Linked Items Field, then click on the ICON button on the right side of the Files Field.
  3. Click Unlink Item in the 'Are You Sure?' popup.

Note

Display URL

This displays the Citation's web page from the URL field in the default web browser.

  1. Make the Citation window active in the Board.
  2. Click on the ICON button on the right side of the URL Field.

See also