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.

We Value Your Privacy

We use cookies to improve your experience, and show personalized content. Learn more.