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5.Click on the Public Link button (see screenshot below).
6. In the Public Link Sharing popup, click on the Create Link button (see screenshot below)
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a. The Create Unrestricted Public Link popup warns the user that anyone with the link can view and download the document on the internet. Click on Create (see screenshot below).
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b. The Public Link Sharing popup displays again (see screenshot below). It contains the URL to the public link.
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i. If a user wants to copy the link to the clipboard, click on the Copy Link button (see screenshot above).
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Navigate to the Accounts object. Open an Account record.
In the Related list, scroll down to Notes and Attachments section.
Click on Upload Files button. Select the desired file to be attached.
In order to see a preview of the attachment, click on the link to the attached document.
In the preview, click on Show More dropdown arrow, adjacent to the Public Link button (see screenshot below).
a. Select Edit File Details (see screenshot above).
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a. This email may contain a summary breakdown of the types of validation errors that the file may face, according to the IATI Public Validator.
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5. Navigate to the Account record page.
6. The IATI Organisation XML Link field will contain the URL of the public link of the XML that is generated.
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7. Click on the URL. This would open a new tab with a preview of the XML.
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Apart from the summary of XML validation in the email, the users can also find the log of validation errors in the Account record in the field “IATI Organisation XML Error Log”. This log stores the validation errors that occur if the XML was passed through the IATI Validator.
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2. The user can download the error log and open it to see the errors in the validation of the XML and the row in which the error occurs. The user can then use the XML to resolve any validation errors before publishing to IATI.
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7. An email notification will be sent to the user when the XML is generated.
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8. Navigate to the Account record page.
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2. The user can download the error log and open it to see the errors in the validation of the XML and the row in which the error occurs. The user can then use the XML to resolve any validation errors before publishing to IATI.
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3. If there are no errors in the XML, the field “IATI Activity XML Error Log” would be empty. The XML can be downloaded and published to the IATI Registry.
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Navigate to Reports object
2. Click on the Report Name record called IATI Activity Required Fields
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| Info |
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NOTE: If a user includes qualitative and milestone indicators in a project, their target and actual values from SetTargets and AddResults pages are not printed in IATI Activity XML. |