Difference between revisions of "Importing From The Library"
From Charitylog Manual
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| − | The [[ | + | The [[Library]] provides an easy way of creating standardised [[Extension_Database_Setup|Extension Databases]] and [[Referral_Templates]]. |
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| + | ==Importing Extension Databases== | ||
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| + | 1) From the list of Extension Databases (Settings cog > General Settings > Extension Database Setup), check if it has been automatically imported as a draft. If so, click on the name, click Publish and proceed to step 4. | ||
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| + | [[File:Importing_from_the_library.png]] | ||
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| + | 2) Click Import in the top right. Under Existing Items, click Preview on the item you want to import. | ||
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| + | [[File:Preview_library_item.png]] | ||
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| + | 3) Check the preview, and click Import | ||
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| + | [[File:Import_library_item.png]] | ||
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| + | 4) Once published/imported the Extension Database can be edited as normal, in particular, you may want to check the groups and, for case-linked versions, the projects it's linked to. See [[Extension_Database_Setup]]. | ||
Latest revision as of 15:20, 16 May 2023
The Library provides an easy way of creating standardised Extension Databases and Referral_Templates.
Importing Extension Databases
1) From the list of Extension Databases (Settings cog > General Settings > Extension Database Setup), check if it has been automatically imported as a draft. If so, click on the name, click Publish and proceed to step 4.
2) Click Import in the top right. Under Existing Items, click Preview on the item you want to import.
3) Check the preview, and click Import
4) Once published/imported the Extension Database can be edited as normal, in particular, you may want to check the groups and, for case-linked versions, the projects it's linked to. See Extension_Database_Setup.
