How Do I Update a Template?
A warning message may show when a user or administrator is about to print a report. This means a change has been made to the form in the Form Builder Module that was not reflected in the print template. Only Administrators can update templates. Administrators may also want to update existing templates if they want to make changes to the content of a template or change the details of a template such as the name, version or description.
To update a template:
- On the left column, go to settings and click 'Template Builder'.
- Click 'Load Template', and select the template you want to update.
- A notice will show on the right side of the page, stating that the template has forms that have been updated, and you can update the template with new forms.
- Click 'Update'.
- The elements that have been previously added will appear in the 'Forms' section.
- Click on the form(s) you want to add to the template. These will appear at the bottom of the template, and you can drag and drop the forms to where you want them positioned in the template.
- When you have finished adding, click 'Update Template'.
- Enter the Name, Version, and Description.
- Click 'Save & Submit'.