Converting layouts
Optionally, you can convert layouts that were created in release 1.2 and earlier.
Note: Before converting all layouts in a study, instruct all other users to exit the application. Converting all layouts locks all forms and items in the study or library.
To convert all layouts:
- Open a study or library.
- Select Tools > Convert Layouts.
The Convert Layouts dialog box appears, allowing you to specify how the layouts should be converted. Select one of the following options, and click Convert.
- Convert the layout for one locale, rename it to [name of primary layout], and set it as the primary layout.
The names of other layouts are discarded, but the translations are saved. You can view them in the Layout tab by using the Locale drop-down list on the toolbar. If you have not explicitly chosen a primary layout, the primary layout is named Main.
The layout that you convert, the primary layout, is renamed to the name of the primary layout for the study.
- Convert all layouts, and set one layout as the primary layout.
All translations are saved and viewable from all of the layouts by using the Locale drop-down list on the toolbar.
Optionally, to rename the primary layout to the name that is currently selected as the primary layout, select Rename the primary layout to [name of primary layout]. If you have not explicitly chosen a primary layout, the primary layout is named Main.
The status of the conversion appears under Conversion results.
Note: If an item is locked by another user, it does not convert. If an item fails to convert, you can convert the layouts in the study again.
- After the conversion is complete, click Close.
To convert the layouts for a single form or item:
- In the Project Explorer, select the Forms and Transactions Explorer bar.
or
In the Project Explorer, select the Items Explorer bar.
- Select a form or item, and select the Layout tab.
If the layout was created in release 1.2 or earlier, a note below the toolbar indicates that the layout is read-only and that you must convert it before you can modify it.
- Click Convert Layout.
- If the study supports a single locale, the layout is converted and is set as the primary layout.
If the study supports multiple locales, all the layouts are converted, and the following occurs:
- If you have not yet converted any layouts in the study, you are prompted to choose the layout to set as the primary layout.
- If you have converted one or more layouts in the study, the layout with the same name as the primary layout is set as the primary layout.
Note: The first layout that you create for a form is given the name of the primary layout.
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