How do I create, edit & delete a template?
UpRaise comes with 4 types of base templates. Each of them serves a different purpose & behave differently according to the workflow assigned. Ability to create a new template is available only to the UpRaise admin or super admin. Navigate to forms page, templates tab and then click on create new template button. You will see a pop-up with base templates as shown in the image below. Click on next and depending on the selection, corresponding workflow selector will be displayed. If there are more than one workflows available, you will have the ability to choose one of them. After clicking next on this step, you would be brought to the form builder screen where you can add different types of questions to the template. Form builder screen will display different tabs based on template type that was selected in the first step. When you click on save or save & next the template will be saved in the system. Ability to edit questions in a template is available only until the template is distributed. Once distributed, questions in the template cannot be modified. Click on forms page, then click on templates. You will see a list of templates you have created and saved. Under the distribution column, you can see how many times a template is distributed. If the template is not distributed ever (i.e the number is 0) then you can edit that template. Else you can only view, clone or delete the template. (see the image below) Deleting a template wipes out all the data associated with it - including distributions. Thus you are advised to double check before deleting a template. Creating a new template
Editing an existing template
Deleting a template
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In this section
- Concepts - Review Forms, Templates, Distributions, Workflows
- How can I delete a distribution?
- How can I schedule a distribution?
- How do I create, edit & delete a template?
- How to print a completed form?
- How to add email reminders while distributing a form?
- Where to check number of distributions and their statuses?
- How to create section wise weighted forms?
- How to use the form builder?
- What are the open, close actions on a distribution?
- What are the different statuses of a distribution?
- What type of questions can be added using the form builder?
- How to extend the due date of the distribution?
- How to clone a template?
- How to export the distribution to Excel?
- How to rename a template?
- How to categorize a template?
- Bulk importing users to a distribution via Excel upload