Scraping the Data:

  Via the Instant Database screen.

    Display the completed form (whether plain or fancy) onto the editing screen.

    Review and edit as appropriate, remembering that the client/customer may have made typographical errors when completing the form.

    Scan: Press Alt-D to call up the Instant Database screen. Press the Scan button and Pathagoras will scrap the data from the form. (Caveat--the Scan approach requires that the form have the word 'Intake' in the first row of the first table for this routine to work such as in the example provided here. If this is not the case, use the import function described below.)

    Import: Press Alt-D to call up the Instant Database screen. Click the red Power Tools button and then the 'Import' button in the lower right quadrant. The following screen will appear:

IDBFormImportMenu

Click 'From 'Fancy' on-screen table' (second button from top).

 

Via the Pathagoras Features menu:

    Display the completed form onto the editing screen. (If the completed form arrived as an attachment to an email, open the attached file. If it arrived in the body of an email, copy and paste the table (or the entire email, it really doesn't matter to Pathagoras) into a Word document.)

    Review and edit as appropriate, remembering that the client/customer may have made typographical errors when completing the form.

    Cascade down to the Intake Forms Options:

Click to enlarge.

Click to enlarge.

       and select the Create Record (top) button:

IDBMenuToolsEndMenu(Create)

   Then save the record in an appropriate location. Then click the 'Create Record' button. Pathagoras will ‘read’ the form, including the hidden ‘variable name’ and the visible value, one cell at a time, and will save an Instant Database Record in the appropriate folder (where you otherwise save your IDB records). The next time you  press Alt-D to bring up the Instant Database, the record will be present in the list of Existing Records.

  redarrowDon't forget: some clients are not good spellers. They don't always accurately remember dates. You still need to check behind the informant.

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