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Collector Module

 
Why can’t I type in the text cells on the Content Pane?
Often users cannot type in a cell because they are not authorized to edit the data. Check with your Architex administrator to ensure you have the correct permissions.
 
How do I save data after it is entered?
In Collector, data is committed to the database as soon as you move out of the cell; you do not need to save data after it is entered.
 
Is there an undo button?
No, there is not an undo button. However, both the Show Deleted button and the History button are helpful when you want to return to a previous value or to ensure version control. See the user guide for more information on these buttons.
 
Is there a way to recover accidentally deleted data?
Typically, yes. When you delete a record, it is still stored in the database. You can recover it by enabling Show Deleted, finding the desired record, and then clicking Restore. Restore buttons are displayed within the record row (next to the Record Type column) and in the Ribbon Bar.
 
It is a good practice to restore an accidentally deleted record as soon as the error is noticed, since data can be permanently removed from the database by selecting Purge Deleted. This erases all deleted records, and thus they cannot be restored.
 
Why would I purge deleted records?
The most likely reason is if records were entered into the wrong node or were removed due to classification of the data. Purging deleted records does not significantly impact database performance.
 
When I purge deleted records, which architectures will be affected?
Purge Deleted affects only the loaded architecture. If you wish to remove deleted records from multiple architectures, you must perform a purge on each architecture. Be aware that purge deleted cannot be undone. Additionally, depending on the size of your data service, the purging function can take a significant amount of time. It is recommended that purging not be performed during peak hours.
 
What is the Record Type field?
This is an automatically generated field that helps you identify what node the record is documented in.
 
Can I edit the Record Type field?
No, this field is autogenerated when you create each record.
 
What is the purpose of Update References?
Update References forces the grid to update all reference lists with the latest data.
 
What are my options for entering a date in Architex?
In a date field, the date can be entered manually by typing in a mm/dd/yyyy format or by clicking the calendar icon and selecting a date.
 
Why are the valid dates of my records displaying 01/01/0001?
To prevent database errors, records in Collector are automatically populated with a default date of 01/01/0001. Some users may see this date displayed in their records, and others may see this date appear in the filters for Valid Date elements. This default date can be overwritten by typing in a new date or selecting a date from the calendar pop-up in the field. Default dates are not shown in reports that use date fields.
 
How do I remove duplicate records from the system?
The best practice is to first review your data and identify items which you wish to remove. Edit the Name value of the redundant item to include an underscore or another identifier that allows you to distinguish between items to remove and items to keep. Now go to each node where that Name value could be referenced, locate the records referencing the redundant item, and change the references to match the desired value. Once you have completed these steps, you can safely remove the duplicate record.
 
What happens if I accidentally paste in duplicate information?
Because records are tracked by a globally unique identifier (GUID), Architex does not differentiate between records with identical information. If you paste in duplicate information, redundant records will exist until you delete one of the records.
 
Why do I get an error saying the table is not the correct size when I try to paste data from Excel into Collector?
For Architex to recognize Excel data, the Excel output must have the exact number of columns as the table you are attempting to paste into. You will see a pop-up message when you have more or less columns in Excel than Architex. We recommend that you copy the table from Architex into Excel to ensure that you have the right number of columns.
 
Why do I get an error saying the table contains invalid data when I try to paste data from Excel into Collector?
You may encounter this error if the data you are pasting does not have text in the column headers, or if invalid characters exist in the data.
 
Why are the reference columns not populating when I paste data into Architex from Excel?
While there are multiple reasons, the most common is due to a pasted value not existing in the source node. References must be an exact match between the source node and target node. When pasting data into a multi-reference column, you need to make sure that items are separated by semicolons to differentiate each unique value.
 
If I copy a node with Use Reference Helper enabled, do I have to change anything before I paste records back into Collector?
Reference helper appends each reference item with the name of the node where the data is being pulled from. This appended information is included in the Excel file if you click the Copy Table button. You must strip off the appended source data prior to pasting any new records into Architex. If you do not, the references will not be recognized and the paste will have errors.
 
Why did a preceding zero not export with my alphanumeric data from Collector?
The most likely cause is the format of the file you use to view the Collector data. Excel is programmed to present data in the best format. Since this is not a formatting function performed by Architex, users may see a difference between the data in Collector and in Excel.
 
How can you differentiate between a single-reference and an enum list in Collector?
The easiest way is to toggle Use Reference Helper on. If the pull-down list shows a value and a source node name, it is a reference. If it shows a value without a source appended, it is an enum.
 
Can I see data errors for multi-reference elements?
Yes, if you toggle the Show Deleted button on. Any deleted references are shown in red font.
 
Why does a reference still show as red even though I added a new record with the correct value?
References point to the GUID of the item rather than its name. Even if the name is identical, the references may still point to the previous reference item. You must select the correct item in the pull-down menu or use Autofix Relationships to correct this.