Customizing Transfer Tool Components

When customizing a transfer tool component, only that instance of the transfer tool is affected.

To edit a transfer tool component:

1. Navigate to the Forms module and choose a form, or navigate to the Dashboards module and choose a dashboard.
2. On the form or dashboard, click a tab containing a known transfer tool component.
3. Select Edit Tab from the Form or Dashboard menu. The Components step of the Tab Wizard appears.
4. Select a transfer tool in the Tab Components table and then click Edit. The Transfer Dynamic List dialog box appears.
5. Select either Replace or Initialize as the transfer mode.

   When the Replace radio button is selected, the source list completely replaces the entire target list.

   When the Initialize radio button is selected, the source list will not override existing data in the target list.

6. Select the source list type from the Source list type drop-down list.
7. Select a Source as of version from the Select a Version pop-up window.

   Note:

   The Select a Version pop-up window for the Source as of field does not permit the <User-Selected> setting.

8. Select the target list type from the Target list type drop-down list.
9. Select a Target as of version from the Select a Version pop-up window.

   Note:

   The Select a Version pop-up window for the Target as of field does not permit the <User-Selected> setting.

10. Select the source category by double-clicking on the active line in the Source Category list. Clicking on the drop-down list arrow opens the Select a Category pop-up window.
11. The default Target Category is defined as <Same as source category>. This means that the Source category is mapped to the same category name in the Target list. If you want to map the Source category to a different category in the Target list, double-click on the active line in the Target Category list. Clicking on the drop-down list arrow opens the Select a Category pop-up list. The list is filtered to include only those categories that are of the same value type (e.g. integer, float, text, etc.) as the Source category.
12. To remove a category line, select any row or category cell and then click Remove.
13. Click OK to save your changes.
14. On the Tab Wizard, Components step, in the Prompt field, enter a text prompt that will later appear next to the Transfer Tool check box on the form or dashboard.
15. Click Finish to view the transfer tool in the form or dashboard.