Edit a Digital Docket (Ticket) Template

  • Updated

Use this article to update the questions, settings, or layout of an existing docket (ticket) template, and to safely add new questions without breaking historical data.

Before you start

Decide whether your change is a simple edit (renaming the template, adjusting an existing question), or whether you are adding new questions. Adding questions has rules that protect previously submitted data.

If you are creating a docket from scratch, read Create a Digital Docket (Ticket) Template first.

Edit a docket template

Open the template, make your changes, and save.

  1. Go to Field Data > Dockets.
  2. Click the Templates tab.

    Navigating to the Templates tab under Field Data > Tickets.
  3. Click the title of the template you want to edit.
  4. Make your changes.
  5. Click Save & Close.

Adding new questions to an existing template

When adding questions to a docket that already has submitted results, you have two safe options. Choose based on whether you want a brand new question or a duplicate of an existing one.

Important!

Do not copy an existing question inside the same template. Copying creates a new question ID, which means previous answers against the original question will no longer be viewable in the result.

Option 1: Add a new question

Use this when you want to capture something new that has not been asked before.

  1. Open the existing docket template.
  2. Click Add Question and configure it.
  3. Click Save & Close.

Option 2: Copy the entire template

Use this when you want to keep an old version intact and roll out a new version with changes. Workers will use the new template going forward, and historical data stays untouched on the original. Note: You cannot copy a docket template if it has a custom print attached.

  1. Go to Field Data > Dockets > Templates.
  2. Click the three vertical dots on the template row.
  3. Click Copy. A duplicate appears with (Copy) in the title.

    Use the three vertical dots menu to Copy a template.
  4. Open the copy and make your changes.
  5. Click Save & Close.

Things to know

  • You cannot copy a docket template if it has a custom print attached. To work around this, download the custom print file, remove it from the template, copy the template, and then reattach the custom print to your original template.
  • Editing a question label (the text shown to workers) is safe and does not affect historical data.
  • Deleting a question from a template that has submitted results will hide those answers from new exports. Avoid deleting questions on active templates. Copy the template instead.
  • After saving, the updated template applies to any new dockets started from that point. In-progress dockets continue using the version they were started on.
  • If the template is attached to a client, your edits flow through automatically. You do not need to reattach it.

 

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