Templates

Page Overview

What the page is for

The Templates page allows you to create and manage reusable survey templates and organize them into categories. Templates help you standardize survey structures across your organization.

When a user would use it

• When you want to create reusable survey templates
• When you need to organize templates into categories
• When you want to edit or delete existing templates
• When you want to manage template categories

How to Access This Page

Navigation path from the main app

1. Log in to the application
2. From the main dashboard, use the sidebar navigation to click on "Templates"
3. Or, directly navigate to /templates in your browser

Permissions or prerequisites

• You must be logged in to access this page
• You need appropriate permissions to create, edit, or delete templates and categories
• The action buttons will be disabled if you don't have the required permissions

Page Layout

Header / title

• Title: "Templates"
• Subtitle: "Create and manage reusable survey templates and categories"
• Primary button: Changes based on active tab:
  • When on Templates tab: "Create Template"
  • When on Categories tab: "Create Category"

Tabs

Two tabs to switch between views:

• Templates: Shows all templates grouped by category (with count)
• Categories: Shows all template categories (with count)

Templates Tab

Template List

Templates are displayed grouped by their categories. Each template shows:

• Name
• Description
• Actions menu

Action menu (per template)

Clicking on the three-dot icon (⋮) next to a template opens a menu with:

• View Details: Shows template details
• Edit: Opens edit template dialog
• Delete: Opens delete confirmation dialog

Categories Tab

Category List

Categories are displayed in a table with these columns:

• Name
• Description
• Number of templates
• Actions

Action menu (per category)

Clicking on the three-dot icon (⋮) next to a category opens a menu with:

• Edit: Opens edit category dialog
• Delete: Opens delete confirmation dialog

Step-by-Step Tasks

Creating a Template

1. Make sure you're on the Templates tab
2. Click the "Create Template" button
3. Fill in the template details: a. Enter a name (required) b. (Optional) Enter a description c. Select a category
4. Click "Create"
5. The template will be added to the list

Editing a Template

1. Find the template you want to edit
2. Click the three-dot menu icon (⋮)
3. Select "Edit"
4. Update the template details
5. Click "Save Changes"

Deleting a Template

1. Find the template you want to delete
2. Click the three-dot menu icon (⋮)
3. Select "Delete"
4. Confirm the deletion in the dialog
5. The template will be removed

Viewing Template Details

1. Find the template you want to view
2. Click the three-dot menu icon (⋮)
3. Select "View Details"
4. A dialog will show the template's full details

Creating a Category

1. Switch to the Categories tab
2. Click the "Create Category" button
3. Fill in the category details: a. Enter a name (required) b. (Optional) Enter a description
4. Click "Create"
5. The category will be added to the list

Editing a Category

1. Find the category you want to edit
2. Click the three-dot menu icon (⋮)
3. Select "Edit"
4. Update the category details
5. Click "Save Changes"

Deleting a Category

1. Find the category you want to delete
2. Click the three-dot menu icon (⋮)
3. Select "Delete"
4. Confirm the deletion in the dialog
5. The category will be removed

Field & Button Reference

Tips & Notes

• Use categories to organize: Categories make it easy to find templates by topic or department
• Descriptions help others: Add clear descriptions so your team knows what each template is for
• Standardize with templates: Templates ensure consistency across surveys in your organization