Here’s a detailed guide on how to manage templates and questions within a Template Pack, including how the Diagnosis tab captures changes. It covers steps for adding or removing templates and questions, as well as handling edits effectively.
Making Changes to existing Templates in a Template Pack
Adding and Removing Questions
In instances where you need to add further automation to the base templates that are part of a template pack
Navigate to a base template and make the relevant changes
Once ready, save and publish the most up to date version of your template
Navigate to the Questionnaire tab in your Template Pack
Click the circular icon and click ‘Update questionnaire with new data only’. This will bring in any new questions that weren’t previously in the pack questionnaire
These questions will drop in to the bottom of the Pack questionnaire and can then be re-ordered
NOTE: If you are trying to only add new questions, select ‘Update questionnaire with new data only’.
The second option ‘Reload entire pack from source data’ is rarely used and would be relevant in instances where you are looking to completely reset a Pack questionnaire (due to a major overhaul, for example). Selecting this option would remove any custom questions, sections, and explanatory text that have been added in at a pack level and would reset the questionnaire order.
Changing Questions (phrasing, type, visibility conditions etc.):
Navigate to a base template and make the relevant changes
These questions will drop in to the bottom of the Pack questionnaire and can then be re-ordered
Head to the Diagnosis tab and refresh the page. Your recent changes will appear as conflicts, where the new option is compared against the version used in the existing questionnaire item.
Select the desired option and press ‘Update template pack’ if the old version only existed in the Questionnaire, then the conflict will disappear, if it exists in other templates then it will remain.
Removing Templates from a Template Pack
Open the pack and locate the template to remove.
Click the bin icon to the far right of the template.
Important: After removing a template, click “Update Template Pack” (top right) to save your changes and then refresh your page to ensure the changes have been synced fully.
If the template that you have removed is the only Pack template that contained certain attributes, there will no longer be a need for these attributes to exist in the pack questionnaire – here's how to remove them:
Navigate to the Template Pack Questionnaire
Click the circular button at the top right of the questionnaire, then click Update questionnaire with new data only
You will receive a warning telling you that some attributes will be removed, press confirm.
Important: After confirming, click “Update Template Pack” (top right) to save your changes and then refresh your page to ensure the changes have been synced fully.
Note: The attributes that are going to be removed will have a red banner on their left in the questionnaire. If you hover over the pink bar, you will receive a tooltip saying “This question is no longer present in any of the base templates. Press Load and Save to remove it from the questionnaire”
Adding custom Attributes/Explanatory Notes to the Pack (and using them as Generation Conditions)
In the template pack Questionnaire, you can add attributes/questions in the same way as in a regular template.
Navigate to Questionnaire
Hover over the bottom of a question until the ‘+’ button appears, click it
Your new Explanatory Text will say ‘Custom’ in the top right corner to show that it does not come from any templates
Set up the explanatory text or change the input type to a Text/other question type so you can set an Attribute Name.
You can use this custom attribute in ‘generation conditions’ on the Pack Info page. However, rather than being able to select it from the attribute dropdown, you must manually enter the attribute name and press the ‘+’ button to save the new attribute (make sure the names match exactly)
Press Apply
Important: After confirming, click “Update Template Pack” (top right) to save your changes and then refresh your page to ensure the changes have been synced fully.