When creating new Samples, the Add Manually option gives you several options for entering sample information in the application directly, as opposed to uploading a file of data. You can manually enter values for the fields in a grid format, or use bulk insert and bulk update to streamline entry of similar values.

• Add Manually
• Select Type and Number
• Add Samples of Multiple Types
• Add Parent
• Add Source
• Add Sample Data in Grid
• Bulk Add
• Bulk Add with Parent(s)
• Edit in Bulk

Add Manually

Open the grid method for creating new Samples from the desired Sample Type by selecting Add > Add Manually. You can also choose Add Samples > Add Manually from the main dashboard.

Select Sample Type and Number

In the popup, select the Sample Type and provide the Number of Samples.

If you want to add samples of multiple types, click Add Another Sample Type, and enter the other type and number of samples.

Click Go to Sample Creation Grid.

The entry grid will contain the number of rows you requested, with a column for each built-in and custom property in the Sample Type, as well as a prepopulated parent or source column for any Lineage Settings (parent or source aliases) the type includes.

Add Samples of Multiple Types

You can simultaneously add samples of multiple types by using Add Another Sample Type, providing a second type and number of samples.

You will enter data for the two types on grids on different tabs.

Add Parent

If the Sample Type has one or more Parent samples, you will see a prepopulated parent field. In cases where the parent field is marked as Required you will need to provide a value, otherwise it is optional. To add more, click Add Parent and select the Sample Type of the parent(s). If you will have parents of different types, add one for each type of parent.

Learn more about including parentage information in this topic: Sample Lineage / Parentage

If you add but then want to remove a parent linkage, you can delete it by clicking the column header's menu and selecting Remove Column.

Add Source

If the Sample Type has one or more Sources, you will see a prepopulated source field. In cases where the source field is marked as Required you will need to provide a value, otherwise it is optional. Click Add Source and select the type of Source you want to associate with samples of this type.

Learn more about including source information in this topic: Sample Lineage / Parentage

If you add but then want to remove a source linkage, you can delete it by clicking the column header's menu and selecting Remove Column.

Add Sample Data in Grid

The data entry grid will have the number of samples you requested in the modal. To add more rows, you can enter the number and click Add Samples. Remove excess rows by selecting them and clicking Delete.

Each row in the grid will have a Status column plus a column for each field included in your Sample Type (not including any "File" fields).

• Sample ID:
• If you provided a Naming Pattern with the Sample Type, the Sample ID can be generated, and this will be noted in the grid. Hover over the to see an example of a generated name.
• You could override this value by manually typing in the box, but remember that all sample IDs must be unique.
• Parent and Source Fields:
• If the Sample Type includes any parent or source lineage settings, there will be columns for the Sample or Source Types of these fields included by default.
• Enter values for remaining fields using the guidance in this topic
• Choose a value from fields with a .
• Enter data directly into the grid. Copy and paste of cells is supported, as is dragging to propagate text or number series values.
• When ready, click Finish Creating ## Samples.

You will see the sample grid for that type, with a banner message indicating how many were created and offering actions for working with them.

Bulk Add

Instead of directly populating a grid, you can click Bulk Add to create many samples at once. This is particularly convenient when samples share the same settings for some or all columns.

• Specify the number of New Samples.
• Note that if you have included a parent field, you will have additional options here.
• Enter values for any or all of the properties listed that you want to be applied to all the new samples.
• Click Add Samples To Grid.

You will see the samples in the same grid as if you had added them individually, with the shared values. If necessary, you can further edit the property settings in the grid (directly or editing in bulk, or remove excess rows, before clicking Finish Creating # Samples.

You will see a banner message offering a link to select these newly created samples for further work if desired.

Bulk Insert with Parent(s)

If you added one or more parent fields before clicking Bulk Add, you will have an additional selection to make in the bulk creation popup. Choose whether you want to use the parent sample(s) to create:

• Derivatives, specifying the number of derivatives per parent.
• Pooled Samples, specifying the number of new samples to create for the pooled parent(s).

• Provide values for properties that will be shared by the newly created samples. Including 'parents' as applicable.
• Hover over the for the Status field to see a legend of available statuses.
• Click Add Samples to Grid and continue to complete the grid with any properties not shared by all the new samples.
• Click Finish Creating ## Samples when done.

Edit in Bulk

While creating new samples in the grid, you can use the Edit in Bulk option to assign a common value to a selected set of rows. As for bulk update of assay data rows, you control which fields are Enabled for update to a new common value you provide. The disabled fields will retain their original values.

Related Topics

• Add Samples
• Import Samples from File
• Data Grid Basics
• Work with New Samples