Managing Templates

Draft and published templates can be managed in various ways. 

Draft templates can be published, discarded, copied, and locked. If the template is published, certain editing privileges are not available. Copy or another version the template to be able to edit the entire template.

Published templates can be copied and locked.

To copy a template

  1. On the PIA & DPIA Automation menu, select Templates.
  2. Click the Context menu button on the tile for a template.


  3. Select Copy draft or Copy published. The Copy template modal appears.

  4. Enter a unique name for the new template being created. 
  5. Click the Copy template button. A new template is created.

To lock a template

You can lock templates to prevent unauthorized editing. 

Note:

You must be a site admin user or have the adequate permissions in a custom role in order to lock a template.

  1. On the PIA & DPIA Automation menu, select Templates.
  2. Click the Context menu button for a template.
  3. Select Lock template. The template will be locked. 

To discard a draft

  1. On the PIA & DPIA Automation menu, select Templates.
  2. Click the Context menu button on the tile for a draft template. 
  3. Select Discard draft. A confirmation dialog appears.
  4. Click the Confirm button. 
  5. You can also discard a draft by clicking the  Discard draft button on the Template builder screen.

To export a template

You can export templates in Excel or PDF format. 

The Excel template export includes all template settings, conditional logic, and template rules. The export does not include details related to scoring or score profiles.

PDF template exports do not display selected values for inventory or object attributes that use single-select, multi-select, or numerical single-select field types. Multiple-choice question options are displayed in PDF exports.

The Excel file is organized into multiple sheets with the following structure:

Details | Settings | Template Section Name (one for each section) | Rules 

  • Details: Metadata about the template, including name, author, version, etc., as they appear on the template Details tab.

  • Settings: All template settings, including respondent experience, data handling, etc., as they appear on the template Settings tab.

  • Template sections: Each template section is represented by a separate sheet. Each sheet includes information about the section as well as details for each question, conditional logic, etc. contained in the section.

  • Rules: All template rules are represented, with details, active/inactive state, conditions, and corresponding actions.

  1. On the PIA & DPIA Automation menu, select Templates.
  2. Click the Context menu icon on the tile of the template. The Context menu appears. 


  3. Select Export XLS or Export PDF. A Report download modal appears.
  4. Click the Close button.
  5. Click the Notifications icon . The Notifications popover appears. 


  6. Click the Report Export notification to download the export.