Questionnaire Designer: Difference between revisions

Questionnaire Designer (view source)

175 bytes added , 1 August 2023

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 ; Versioned templates
-: 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. <small>(You can use [[Sync_Filter_examples#Active_questionnaire_templates_and_recent_answers|sync filter]] to ensure staged questionnaires are available in the app.)</small>
 : 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.