Creating a Default Template

If you use one type of template fairly regularly, you may wish to create a default template so you avoid having to repeat the same setup time and again. When a default template is defined, whenever you create a new template then the default settings will be applied; you can then change the settings as necessary before saving the new template.

Note that if you have System Administrator permission you can set up a default template for your company (go to the Home > Company > Default Survey Data Template Settings menu item). This default template's settings will then be applied initially to any template created by the users in your company. The users will be able edit the new template and save it, but will not be able to change the default.

To create a default template as a user:

1. Go to Home > User > Default Survey Data Template Settings.

The Default User Template Settings page opens - . Here you setup the default template generation settings that will be used during template generation. Note that the properties and options for all the tabs are described in the How to Create a New Template section (go to Creating a New Template for more information).



Figure 1 - The Default User Template Settings page - General Options tab

2. Select the required template and project schema types, then go to the Advanced Options tab - .



Figure 2 - The Default User Template Settings page - Advanced Options tab

3. Again, make the settings as required, then go to the Quantum Options tab if necessary - .



Figure 3 - The Default User Template Settings page - Quantum Options tab

4. Make the settings as required.
5. Click Save and Use as User Settings.

The settings you have made here will now be saved as default, and will be applied whenever you click the New Template button (go to Creating a New Template for more information).

Note: The User default setting has higher priority than the Company default setting. So if a user has saved User Default settings (see above) and the company also has Company Default settings, the template wizard will use the User settings as default. If the user deletes his own settings (clicks the Delete Default User Settings button), then the template generation wizard will use the company level default settings if a company default template is created. If no company default settings have been saved, then the default system settings (which cannot be changed by the user) will be used.

User level settings can also be saved from the last step of the template generation wizard; to do this click in the Save current options as default check-box (go to Creating a New Template for more information).