AutoType is similar to Copy From and allows you to quickly and easily enter data into your study. When it is active, the AutoType dialog box appears automatically when you click on the tool bar, double-click an empty cell, or go to
Edit>Add. However, AutoType lacks the search functionality of Copy From.
Figure 6-5: The AutoType dialog box resembles the Copy From dialog box, but lacks the Search field.
This section discusses the following topics:
Turning On AutoType on page 152.
Turning Off AutoType on page 153.
Entering Data Using AutoType on page 153.
Setting Options for AutoType on page 153.
Creating Multiple Columns in AutoType on page 154.
Creating Filters in AutoType on page 155.
Creating Cascading Filters in AutoType on page 156.
Activating Filters in AutoType on page 156.
Deactivating Filters in AutoType on page 156.
Making AutoType a Read-Only Drop-Down List on page 156.
Troubleshooting AutoType on page 157.
Turning On AutoType To turn on AutoType:
Step Action
Click on the tool bar.
Turning Off AutoType To turn off AutoType:
Entering Data Using AutoType
To use AutoType to enter data in your file:
Setting Options for AutoType You can easily customize AutoType to provide quick access to multiple types of information from several libraries and files at the same time.
To customize AutoType:
Step Action
Click on the tool bar.
Step Action
1. Click the cell in which you want to add data.
2. Open the AutoType dialog box by carrying out one of the following:
• Click on the tool bar.
• Go to Edit>Add.
The AutoType dialog box appears. (Figure 6-5)
Tip: You can also open the AutoType dialog box by double clicking an empty cell.
3. Select and deselect the locations from which you want to copy data by clicking the appropriate buttons: (Optional)
Same File – The software searches the current file for data of the chosen type.
Other Open Files – The software searches all other PHA-Pro files that are currently open for data of the chosen type.
Libraries – The software displays the entire contents of all active libraries that contain data of the chosen type.
Clipbook - The software displays the contents of the local clipbook.
For more information, see Adding Clipbooks To Text Fields on page 284.
4. Adjust the filters by: (Optional)
1. Activating or deactivating the appropriate filters. For more information see Activating Filters in AutoType on page 156 and Deactivating Filters in AutoType on page 156.
2. Selecting the appropriate data set in the filter by selecting it from the drop-down list.
5. Select the data element that you want to enter by clicking its check box.
Tip: You can select as many data elements as you want.
6. To copy the selected data into your current file, click OK.
The AutoType dialog box closes, and the data appears on your screen.
Step Action
1. Click the cell in which you want to add data.
Creating Multiple Columns in AutoType
PHA-Pro allows you to create multiple columns of data in AutoType. This is very useful for carrying out a HAZOP study.
2. Open the AutoType dialog box by carrying out one of the following:
• Click on the tool bar.
• Go to Edit>Add.
The AutoType dialog box appears. (Figure 6-5)
Tip: You can also open the AutoType dialog box by double clicking an empty cell.
3. Click on the tool bar at the bottom of the AutoType dialog box.
The AutoType Options dialog box opens.
4. Click the General tab.
5. In the Show Items From section, select and deselect check boxes to control where the software searches for data:
• Same file.
• Active libraries.
• Other open files.
• Local clipbook. For more information, see Adding Clipbooks To Text Fields on page 284
6. In the Options sections, select and deselect check boxes to choose which options you want to use.
7. Click the Listed Item tab.
The Listed Item table opens showing file structure of the current file.
Tip: You can select the types of data elements from this structure.
8. By default, the File field is set to the same file. To specify data from another location:
1. Click the arrow to open a drop-down list that includes the names of other open PHA-Pro files and the names of the active libraries.
2. Select the file of interest.
9. Review the list of data elements shown on the Listed Items tab.
A check mark appears beside the type of data that PHA-Pro currently displays in the AutoType dialog box.
10. To add other types of information, click the check box beside each item of interest.
11. Repeat steps 8 to 10 if you want AutoType to list additional types of information.
12. Click OK.
The AutoType dialog box closes.
Step Action
Note: This feature is not available for all data columns.
To create multiple columns of data in AutoType:
Creating Filters in AutoType You can create one or more filters to help you to narrow your search while using AutoType. Your active filters appear as drop-down lists at the top of the dialog box. They narrow the scope of the information presented, allowing you to quickly find information you need.
To create a custom filter in AutoType:
Step Action
1. Click the cell in which you want to add data.
2. Open the AutoType dialog box by carrying out one of the following:
• Click on the tool bar.
• Go to Edit>Add.
The AutoType dialog box appears. (Figure 6-5)
Tip: You can also open the AutoType dialog box by double clicking an empty cell.
3. Click on the tool bar at the bottom of the AutoType dialog box.
The AutoType Options dialog box opens.
4. Click the Additional Data tab.
5. By default, the File field is set to the same file. To specify data from another location:
1. Click the arrow to open a drop-down list that includes the names of other open PHA-Pro files and the names of the active libraries.
2. Select the file of interest.
6. Review the list of data elements shown on the Extra data to Copy:
window.
A check mark appears beside the type of data that PHA-Pro currently displays in the AutoType dialog box.
7. To add other types of information, click the check box beside each item of interest.
8. Select the Show in List check box.
9. Click OK.
The AutoType dialog box closes.
Step Note
1. Right-click the AutoType dialog box.
A pop-up menu opens.
2. On the pop-up menu, click New Filter.
The Add Filter dialog box opens, listing data elements you can use to filter the contents of the AutoType dialog box. (Figure 6-6)
3. Click the data element of interest.
4. Click OK.
The new filter is created and appears in the dialog box.
Creating Cascading Filters in AutoType
When you create multiple filters, information that meets either filter is presented.
If you want to filter data based on the hierarchical level of filters, i.e. Filter 2 filters the data presented by Filter 1, you must use cascading filters.
To create cascading filters:
Activating Filters in AutoType To activate a filter in AutoType:
Deactivating Filters in AutoType
To deactivate a filter in AutoType:
Making AutoType a Read-Only Drop-Down List
You can make AutoType on data field on a form or on a regular list or structure list in a worksheet be read-only drop-down. Only editing is disabled, all other existing
5. Repeat steps 1 to 4 to define additional filters.
Step Note
Note: The cascading filter option does not always appear. The information in the library must be in a parent-child relationship in order for this option to be present.
Step Note
1. In the AutoType dialog box, click the Options icon.
2. Click the General tab, if necessary.
3. Select the Cascade filters check box.
4. Click Ok.
5. Add the filters.
For more information, see Creating Filters in AutoType on page 155.
Note: The order in which you add the filters is the order in which AutoType filters the data.
Step Action
1. Right-click the AutoType dialog box.
A pop-up menu opens.
2. On the pop-up menu, click the name of the filter.
The filter is reactivated, and a check mark appears beside the name of the filter. The filter appears as a drop-down field at the top of the AutoType dialog box.
Step Action
1. Right-click the AutoType dialog box.
A pop-up menu opens.
2. On the pop-up menu, click the name of the filter.
Note: A check mark beside the name of a filter in the pop-up menu indicates that it is currently active.
Filter is turned off and the check mark disappears. The filter drop-down list is removed from the top of the AutoType dialog box.
functions in AutoType are retained. For more information, see Creating Drop-Down Lists for Data Fields on page 161.
To make AutoType a read-only drop-down list:
Troubleshooting AutoType On rare occasions after setting up AutoType for forms, the AutoType dialog box has shown up completely blank - no list nor any icons to choose. This is a fairly simple problem to fix.
To fix a blank AutoType dialog box:
Step Action
1. Right-click a field in the column whose autotype you want to make a drop-down list.
The right-click menu opens.
2. Select Column Format.
The Format dialog box opens.
3. Click the Options tab.
4. Select the Show Autotype list check box.
The Options button becomes active.
5. Click the Options button.
The Options dialog box opens
6. If necessary, click the General tab.
7. Select the Show as drop-down list check box.
8. If you want the list to be non-editable, select the user must select item from list check box.
9. Click Ok.
The Options dialog box closes.
10. Click OK.
The Format dialog box closes and the drop-down list is created.
Step Action
1. Right-click the form field that has the problem.
2. Select Contents Format from the pop up menu.
3. Click the Options tab.
4. Under editing, check the Show AutoType List check box.
5. Click Options.
6. Click the Listed Items tab.
7. Ensure that the proper library hierarchy item is checked.
8. Click OK.
AutoType should now display properly.