Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Series data entry #545

Open
beach53 opened this issue Aug 30, 2019 · 6 comments · May be fixed by #4804
Open

Series data entry #545

beach53 opened this issue Aug 30, 2019 · 6 comments · May be fixed by #4804
Assignees
Labels
1 - Request Improvements or extensions to existing behavior 2 - Forms Issues that are related to the form system SeparationFrom6

Comments

@beach53
Copy link
Member

beach53 commented Aug 30, 2019

No description provided.

@beach53 beach53 added the 1 - Request Improvements or extensions to existing behavior label Aug 30, 2019
@maxpatiiuk
Copy link
Member

maxpatiiuk commented Jul 15, 2021

Needs description
@beach53 Is this about workbench?

@maxpatiiuk maxpatiiuk added todo:research Needs Research todo:verify Needs Verification and removed todo:research Needs Research labels Jul 15, 2021
@maxpatiiuk maxpatiiuk added this to Unsorted in Catching up with Sp6 via automation Oct 11, 2021
@maxpatiiuk maxpatiiuk moved this from Unsorted to Shipped in Catching up with Sp6 Oct 11, 2021
@maxpatiiuk maxpatiiuk added this to the 7.7.0 extras milestone May 20, 2022
Catching up with Sp6 automation moved this from Shipped to To do Mar 21, 2023
@grantfitzsimmons
Copy link
Contributor

grantfitzsimmons commented Mar 21, 2023

This feature allows the user to book out a series of catalog numbers and clone all information to those, then make slight modifications.

https://discourse.specifysoftware.org/t/series-data-entry/113

https://discourse.specifysoftware.org/t/using-forms-in-specify-6/195

image

@grantfitzsimmons
Copy link
Contributor

This is mostly used by entomology collections to enter a ton of similar specimens at once. This is similar to request #3238 which could overlap depending on the user's use case

@grantfitzsimmons grantfitzsimmons removed this from the 7.7.0 (internal bugs) milestone Mar 21, 2023
@grantfitzsimmons grantfitzsimmons added 2 - Forms Issues that are related to the form system and removed todo:verify Needs Verification labels Aug 6, 2023
@grantfitzsimmons
Copy link
Contributor

Ralph with University of Minnesota Entomology asked about this feature today.

@CarolineDenis
Copy link
Contributor

CarolineDenis commented Apr 5, 2024

NOTES:

  • Set carry forward to the desired configuration.
  • Create CO.
  • An arrow will appear next to the catalog number field.
  • Click the arrow to reveal an input box.
  • Enter the range of catalog numbers (start cat # and end cat #) that you want to assign to the series of new CO records.
  • Click the "Save" button. This will carry forward the CO data while incrementing the catalog number within the range and save them.
  • Before the bulk carry forward, the system will check if the category numbers already exist. For example, if COs with # 1 to # 3 and # 6 to # 7 exist, attempting to create a new CO starting at # 4 with a request for 4 carry forwards will throw an error: "Cat # in this range already exists." This validation is one of the save blockers.
  • If the validation passes on the first collection object, the system will proceed with the bulk carry forward for the specified series.
  • Automatically, a record set named "Batch {first cat #} - {last cat #}" will be created when this process is completed.

@grantfitzsimmons made revisions^

@CarolineDenis CarolineDenis self-assigned this Apr 16, 2024
CarolineDenis added a commit that referenced this issue Apr 17, 2024
CarolineDenis added a commit that referenced this issue Apr 17, 2024
@CarolineDenis CarolineDenis linked a pull request Apr 17, 2024 that will close this issue
3 tasks
@grantfitzsimmons
Copy link
Contributor

Requested by Bulgaria

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
1 - Request Improvements or extensions to existing behavior 2 - Forms Issues that are related to the form system SeparationFrom6
Projects
Status: 📋 Backlog
Development

Successfully merging a pull request may close this issue.

4 participants