Editing a Published Template

You can edit certain elements of a published templates. 

Many editing capabilities are limited for published templates. For full editing capabilities, you must create a new version of the template. For more information, see Creating a New Version of a Template .

To edit a published template

  1. On the main navigation menu, select Templates. The Questionnaire Templates screen appears.

  2. Click on the tile for a Published template. The Template Builder appears.

  3. Click the Edit This Version button. 
  4. Edit the sections and questions as applicable. For more information, see Adding, Editing, and Deleting Sections and Adding, Editing, Reordering, and Deleting Questions .
    Note:

    You can only edit certain fields in the Question Editor. To edit all fields, you must create a new version of the template. 

  5. Click the Save Updates button. A confirmation dialog appears.
  6. Click the Confirm button. The changes will be reflected in active assessments which use this template.
    Note:

    If you do not want the changes to be reflected in active assessments, create a new draft version of the template.

  7. To discard any changes made to a published template, click the Discard Changes button.

To edit template details

  1. On the main navigation menu, select Templates. The Questionnaire Templates screen appears.

  2. Click on the tile for a template. The Template Builder appears.

  3. Go to the Details tab.
  4. Click the Edit This Version button. 
  5. Edit the fields. For more information, see Template Details Screen Reference.
  6. Click the Save Updates button.
  7. To discard changes and revert to the most recently saved version, click the Discard Changes button.

Template Details Screen Reference



Field
Description
Name

Enter a name for the template.

Organization

Select the organization responsible for the template. This can be used to restrict access to the template based on organizational hierarchy.

Note:

This field relies on the Template Access Controls setting. If the setting is not enabled, this field will not appear.

Friendly Name

Enter a short, friendly name for the template.

Description

Enter a brief description for the template.

Template Icon

Select an icon to represent the template.

Prepopulate Attribute Question

Enable this toggle to pre-populate attribute questions with the attribute values which already exist for the inventory record.

To view the version history of a template

  1. On the main navigation menu, select Templates. The Questionnaire Templates screen appears.

  2. Click on the tile for a template. The Template Builder appears.

  3. Click on the Context Menu button. Select Show/Hide Versions. The Version History pane appears.