Populating cards

Analyst's Notebook items can contain the details of an iBase record as a card. Adding iBase information to an Analyst's Notebook chart allows that information to be accessed by anyone who has access to the chart.

Procedure

To put the relevant entities onto a chart and populate the cards using data from the iBase records:

  1. Add the required data to the Analyst's Notebook chart. For more information, see Searching iBase.

  2. In Analyst's Notebook, select Edit > Select All.

  3. On the Selection page of the Data Sources Task Pane , click Populate Cards.

    Tip: Alternatively, right-click on one of the selected chart items and from the shortcut menu, select database > Populate Cards, where database is the name of the iBase database.

  4. Save the chart. You now have a saved chart, with populated cards.

  5. To check that the cards are now populated:

    1. Right-click on one of the chart items and select Edit Item Properties.

    2. Select Cards > Card1: entity_name to display the contents of the first card.

  6. When you are working on a chart where some chart items already have populated cards, you can choose to update existing cards with the new information or leave the cards unchanged.

    For each chart item with a populated card, you see a message similar to this:

    Record -'My record' has been modified since the chart was created. 
Do you still want to populate the card for this item?

    Click:

    • Yes to update the existing card with new data from the iBase database

    • No to leave the card unchanged

    • Cancel to stop populating cards and leave all existing cards unchanged

    Note: You will need to repopulate the card of any iBase chart item that you edit by using the Show command on the database menu as this action will remove all the card details.