Template Editing

Edit templates with our intuitive drag-and-drop interface and visual builder for seamless template modification.

Visual Template Builder

Drag-and-Drop Interface

  • Question Reordering: Drag questions to new positions
  • Section Management: Move sections between pages
  • Page Organization: Reorder pages as needed
  • Real-time Preview: See changes immediately

Question Configuration

  • Right Drawer: Detailed question settings
  • Property Panel: Quick property changes
  • Logic Builder: Conditional logic setup
  • Validation Rules: Input restrictions

Advanced Features

Logic and Conditions

  • Show/Hide Logic: Conditional question display
  • Calculation Logic: Mathematical operations
  • Validation Logic: Input verification
  • Action Triggers: Automated responses

Scoring System

  • Point Values: Assign scores to responses
  • Weighted Scoring: Different question weights
  • Pass/Fail Criteria: Binary outcomes
  • Total Score Calculation: Automatic scoring

Resource Integration

  • Resource Types: Link to equipment/resources
  • Reading Types: Measurement specifications
  • Unit Selection: Measurement units
  • Validation Rules: Resource-specific validation

Pro Tip

Use the real-time preview feature to test your template as you build it. This helps ensure the flow and logic work correctly before publishing.

Best Practices

Editing Workflow

  • Start with Structure: Organize pages and sections first
  • Add Questions: Place questions in logical order
  • Configure Properties: Set up question settings and validation
  • Test Logic: Verify conditional logic works correctly
  • Preview and Test: Use preview mode to test the template

Drag-and-Drop Tips

  • Visual Feedback: Pay attention to drop zone indicators
  • Undo Function: Use undo if you make a mistake
  • Save Regularly: Save your work frequently
  • Test After Moving: Verify logic still works after reordering

Logic Configuration

  • Simple Logic First: Start with basic show/hide conditions
  • Test Each Condition: Verify each logic rule works
  • Document Complex Logic: Keep notes on complex conditional flows
  • User Testing: Have others test your logic

Troubleshooting

Common Issues

Drag-and-Drop Not Working

  • Check if template is in edit mode
  • Ensure you have edit permissions
  • Try refreshing the page
  • Check browser compatibility

Logic Not Functioning

  • Verify condition setup is correct
  • Check question references
  • Test logic flow step by step
  • Review validation rules

Preview Issues

  • Refresh browser
  • Check JavaScript console for errors
  • Verify template structure is valid
  • Test in different browsers

Changes Not Saving

  • Check required fields are filled
  • Verify permissions
  • Check network connection
  • Clear browser cache

Next Steps

Now that you understand template editing, explore these related topics:

  • Question Configuration: Learn how to configure question properties and validation
  • Template Preview: Test your edited templates before publishing
  • Template Management: Manage template status and sharing
  • Template Versioning: Track changes and manage versions

Need Help?

Can't find what you're looking for? Our support team is here to help you master template editing.

Contact Support Browse Template Management