As the variations in required question form templates may be only minimal, it is possible to clone existing templates - retaining all the attributes of the associated rules and choice of page layout - and apply the relevant changes to the new copy, thus saving time and effort.
The procedure to clone a question form template is as follows:
- Navigate to Quick Menu > System > Configuration > Form Template. The Form Template window is displayed.
- Expand a category heading from the alphabetical list and select an associated question form template to be cloned, or type its name into the Search Templates field. By default the list is filtered to show Current question form templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- Click on Clone Template. The Form Template window is populated with all the attributes of the source question form template.
- Enter a Template Name into the field provided i.e. the short description for the new question form template. By default, the source template name is displayed with an additional suffix of '1'
1.
- Using the Applicable Companies drop-down field, ensure that the selected parameter values are still valid for this cloned question form template and apply any required changes.
- Amend the Effective from date for this question form template, as required i.e. the date on which it came into effect 2.
- Amend the Effective to date if the question form template is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the form will be continually valid.
- Click on Save. The cloned question form template appears in the alphabetical list, underneath the associated category 3.
Tip
1 To aid in identification and extended searching opportunities, it is good practice to devise and uphold a consistent naming convention for all question names.
Note
1 The Search Templates field will match against any element of the question form template name.
2 The Effective from date defaults to the current system date and cannot be left blank.
3 To amend the details of an existing question form template, expand the category heading, select an associated template (or type its name into the Search Templates field) and repeat steps 4 through 8.
See related topics...
Question form template management overview
To create a new question form template
