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Understanding Home Tab of Drop Points

As you click on Drop Points option, Drop Points Screen as displayed below will open. Home tab provides you ability to perform certain actions. Description of all the options available under Home tab is mentioned below:

 

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Drop Points Group:

 

1. Add:Add option will allow you to add new drop point for the selected workflow.

 

2. Edit:Edit option will allow you to edit the selected drop point.

 

Note:

You need to make sure that you have selected the drop point from the list before clicking on Edit option.

 

3. Save:Save option will allow you to save the newly added or modified drop point.

 

4. Delete:Delete option will allow you to delete the selected drop point.

 

Note:

As you click on Delete option, system will prompt a confirmation window before deleting the record. You can click on Yes button to continue deleting the record or click on No button to cancel the operation and exit the screen.

 

5. Print Separator Sheet: This option will allow you to print a coversheet for a Barcode Separator Type drop point.

 

Note:

Print Separator Sheet option will only get enable if the Separator Type of the selected drop point is set as Barcode Separator.

 

6. Cancel:Cancel option will allow you to cancel the current action and come back to the previous state of action.

 

7. Close:Close option will allow you to exit and close the screen.

 

Profile Field Template Group:

 

Clear Profile Field Template:Clear Profile Field Template option will allow you to clear the profile field template of the selected drop point in a single click.

 

Import Export File:

 

1. Import From File:Import From File option allows you to import the Drop Points from file that has been saved at a desired location in .CSV format.

 

2. Export To File:Export To File option allows you to export the Drop Points to an excel file at a desired location in .CSV format.

 

Note:

· You can only import Drop Points with the same Workflow Name.
· You are allowed to import Profile Field Template while importing Drop Points, only if the Workflow has same Name/Type of Profile Fields/Workflow Fields. However, in case of check box, list box, drop down, table field type of profile fields, if the values are conflicting then it will skip importing those values.
· You are allowed to import/export all the types of Drop Points.