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→Life cycle of a questionnaire template
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: These are useful if you expect more frequent editing of your templates and you want to avoid the potential pitfalls. Once you enable '''Versioning''' for a template, this process cannot be reversed. These templates also start in draft status. You have the option to '''Stage''' them, i.e. make them available in the app, but only for test users. You can '''Publish''' them to make them available for all users. | : These are useful if you expect more frequent editing of your templates and you want to avoid the potential pitfalls. Once you enable '''Versioning''' for a template, this process cannot be reversed. These templates also start in draft status. You have the option to '''Stage''' them, i.e. make them available in the app, but only for test users. You can '''Publish''' them to make them available for all users. | ||
: Once published, you cannot edit a template. However, you can '''Revise''' it to create a new version in draft status, while your app users continue to use the published version. Once you're happy with your draft or staged revision, you can publish it; moving the previously published version to archive. You can also access the version history and easily return to an older version of the template. | : Once published, you cannot edit a template. However, you can '''Revise''' it to create a new version in draft status, while your app users continue to use the published version. Once you're happy with your draft or staged revision, you can publish it; moving the previously published version to archive. You can also access the version history and easily return to an older version of the template. | ||
When revising a questionnaire template, you can set whether existing associations should remain intact: | |||
* Association with an [[Questionnaire_Designer#Actions_group|existing entity record]] | |||
* Association with a [[Mobile_reports_for_Resco_Inspections#Custom_report:_edit_in_the_Report_Designer|custom mobile report]] | |||
[[File:Questionnaire lifecycle revise.png|xxxxxxx]] | |||
When publishing a questionnaire template, you can enter custom publish notes that are displayed in the version history of the template. | |||
[[File:Questionnaire lifecycle publish.png]] | |||
To control which questionnaires can users see in their app, use [[Inspections#Filters|filters]]. For information about status code numbers, see the [[Resco Inspections data model]]. | To control which questionnaires can users see in their app, use [[Inspections#Filters|filters]]. For information about status code numbers, see the [[Resco Inspections data model]]. | ||