Primer View

Fields

Note

New Primer View

This opens a new Primer window in the Board.

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

Note

Save As New Primer

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

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

Note

Save As New Child Primer

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

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

Note

Save Primer

This saves the Primer in the database.

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

Note

Delete Primer

This removes the Primer from the database.

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

Note

Refresh Primer

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

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

Close Primer

This closes the window.

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

Note

Show All Cells

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

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

Note

Show Lab Visible Cells

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

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

Print Barcodes

This will print a barcode for this Primer.

  1. Make the Primer window active in the Board.
  2. On the Primer menu click Print Barcodes.
  3. Select the type of barcode that you wish to create.
  4. Fill out the pop up.
    • Suffixes defines a suffix to add to the barcode.
    • User Data is a User-defined String that could be added to the printer.
    • Barcode Printer is a list of barcode printers identified in Sesame.
    • No. of Copies is the number of copies of the barcode to print.
  5. Click the OK button to print.

Note

Generate Report for Primer

This creates a text report for the Primer.

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

Note

Record XML Dump

This saves an XML report for the Primer to the disk.

  1. Make the Primer 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 newlines 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 Action

This adds a new Action to the Action Field.

  1. Make the Primer window active in the Board.
  2. Click on the ICON button on the right side of the Action Field.
  3. Choose an Action from the Add Action drop-down and click Add Action.

Note

Remove the Last Action

This removes the most recently applied Action from the Action table.

  1. Make the Primer window active in the Board.
  2. Click on the ICON button on the right side of the Action Field.
  3. Click 'OK' in the 'Are you sure you want to remove the last Action?' popup.

Note

Add Amount

This adds an amount to the Primer balance.

  1. Make the Primer window active in the Board.
  2. Click on the ICON button on the right side of the Amount field.
  3. Enter values in 'Add Amount' popup.
    • Amount Added is the amount that will be added to the Amount Balance.
    • Unit is the unit for the Amount Change and the Amount Balance. The list of unit choices is maintained by the lab master.
    • Description is the reason for the change.
  4. Click OK in the 'Add Amount' popup.

Note

Subtract Amount

This subtracts an amount from the Primer balance.

  1. Make the Primer window active in the Board.
  2. Click on the ICON button on the right side of the Amount field.
  3. Enter values in 'Subtract Amount' popup.
    • Amount Taken is the amount that will be subtracted from the Amount Balance.
    • Unit is the unit for the Amount Change and the Amount Balance. The list of unit choices is maintained by the lab master.
    • Description is the reason for the change.
  4. Click OK in the 'Subtract Amount' popup.

Note

Add External Reference

This adds a new row to the External Reference Field.

  1. Make the Primer window active in the Board.
  2. Click on the ICON button on the right side of the External Reference 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 Reference

This opens the selected row from the External Reference table.

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

Note

Remove External Reference

This removes the selected row from the External Reference table.

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

Note

Add File

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

  1. Make the Primer 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 Primer.

  1. Make the Primer 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 Primer, in the Board.

  1. Make the Primer 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 Primer, using its associated application .

  1. Make the Primer 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 Primer.

  1. Make the Primer 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 Primer, to the disk.

  1. Make the Primer 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 Primer.

  1. Make the Primer 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 Primer.

  1. Make the Primer 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 Primer window's Title bar.

Note

Add Image

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

  1. Make the Primer 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 Primer.

  1. Make the Primer 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 Primer, in the Board.

  1. Make the Primer 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 Primer, using its associated application .

  1. Make the Primer 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 Primer.

  1. Make the Primer 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 Primer, to the disk.

  1. Make the Primer 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 Primer.

  1. Make the Primer 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 Primer.

  1. Make the Primer 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 Primer window's Title bar.

Note

Add Info

This adds a new row to the Info table.

  1. Make the Primer 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 Primer 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 Primer.

  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 Primer.

  1. Make the Primer 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 Primer window's Title bar.
    • Drag and drop a row from the Linked Items Field of an Item already in the Board to the Primer 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 Primer in the Board.

  1. Make the Primer 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 Primer 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

Expand Protocol Tree Nodes

This expands all the nodes, starting from the selected node, in the Protocol Tree.

  1. Make the Primer window active in the Board.
  2. Select a node by clicking on its name, then click the ICON button on the right side of the Protocol Tree Field.

Note

Collapse Protocol Tree Child Nodes

This collapses the child nodes of the selected node in the Protocol Tree.

  1. Make the Primer window active in the Board.
  2. Select a node by clicking on its name, then click the ICON button on the right side of the Protocol Tree Field.

Note

Add Protocol Tree Child Node

This adds a child node to a selected node in the Protocol Tree.

  1. Make the Primer window active in the Board.
  2. If a Protocol Tree is present in the Primer record after a Lab Protocol has been selected, select a node by clicking on its name, then click the ICON button on the right side of the Protocol Tree Field.
  3. If no Protocol Tree has been designed for the selected Lab Protocol, select the empty Field representing the root node by clicking on it, then click on the ICON button on the right side of the Protocol Tree Field.
  4. Fill in the Node Name Field.
  5. Choose Input or Output from the Node I/O Type drop-down.
  6. Click the 'Set' button

Note

Add Protocol Tree Sibling Node

This adds a sibling node (a node at the same level in the tree) to a selected node in the Protocol Tree.

  1. Make the Primer window active in the Board.
  2. Select a node by clicking on its name, then click the ICON button on the right side of the Protocol Tree Field.
  3. Fill in the Node Name Field.
  4. Choose Input or Output from the Node I/O Type drop-down.
  5. Click the 'Set' button

Note

Remove Protocol Tree Node

This removes the selected node from the Protocol Tree.

  1. Make the Primer window active in the Board.
  2. Select a node by clicking on its name, then click on the ICON button on the right side of the Protocol Tree Field.
  3. Click the 'Delete Node' button in the 'Do you really want to delete the node?' popup.

Note

See also