Updating the Template from Project

Imagine the following scenario:

In the first instance, Project A was generated, data was collected, a template was generated and the data was exported. In the second instance, Project A was changed (one question and one category were added), but we want to use the same template as before so the positions of the variables can be maintained.

The Update from Project functionality allows you to easily update the template with any changes that have been made in the project since the template was created or last updated. This function is activated by the Update from Project button in the template editor.

Note: If you wish to retain the column positions of existing variables then you must set all variables to Fix By Position before updating the template (go to Fixing the Positions of Variables for more information).

To update the template:

1. In the Template Editor page, click the Update from Project button.

Note: If the template was generated using more than one project, then a project selection page now opens. In this case, select the project you wish to update the template from and click Next.

The Template Generator task runs. On completion, a page opens in which any differences between the template and the project are listed - .



Figure 1 - Example of a "Differences..." page

Note: In the event there are no differences between the template and the project, a message will inform you of this fact.

You can now select which of the changes you wish to copy to the template.

2. Click in the check-box at the left end of a row to select that change, or click in the top box to select all the changes, then click OK.

The changes are copied to the template.