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A Survey Data Template is a definition of meta-data connected to a data file. The template defines what data is included, where the data is, the type of questions, the question texts and the answer lists.
The Template List lists the templates currently available to you, which will depend on your access permission (go to Template Permissions for more information). When you select this menu command, the page opens as shown below - .
Note: If when you enter Forsta Plus you go 'directly' to the Templates List, all templates to which you have access will be listed. If you have already selected a project and then go to the Templates List, only those templates used by that project will initially be listed. In this case, the Template Source selection box will be available, where you can select the option of viewing all templates.
Note: Templates are not locked to particular surveys, so all templates that you have access to can be listed. When importing or exporting, you must select an appropriate template that includes the questions you wish to work with.
Figure 1 - Example of the Template List
On this page you can create new templates (go to Creating a New Template for more information), import templates that have been created in other projects/servers (go to Importing a Template for more information), edit the templates (go to Template Editor Overview for more information), export templates (go to Exporting a Template for more information) and change the project to which a template is linked (go to Linking a Template to a Different Project for more information).
Move the mouse pointer over a Template Name link in the list to show a drop-down button - click on the button to open a drop-down menu. The items in this menu enable you to edit, duplicate, export or replace the selected template, and allocate to other users access permissions to the template (go to Template Permissions for more information).