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How do I correctly make changes to an active template?

This article will summarize how to archive a template within Corfix.

 

This archiving process is only needed when you are changing a template that already has completed forms(active template) in the All Forms page. 

You should archive when the following is done within an active template;

  • Deleting anything from the template.
  • Swapping component types (Select boxes to a radio with the same data point, for example).
  • Moving a component into or out of a data grid/edit grid.
  • Changing the Filled By setting (Creator, Signer or Both)

Please contact support through the support chat on the admin if you are unsure before making changes.

Forgot to archive? What happens and how to view older forms

Any change to an existing component can affect completed forms. The list above covers the most common cases, but the same rule applies to every component on a template that already has completed forms. That includes adding things, like a new value or option to a select box, radio, checkbox or survey component, or a new question to an existing component.

Regenerating a template counts too. Regenerating a template rebuilds its components, even if the result looks the same. Completed forms are tied to the old components, so regenerating an active template has the same effect as editing it directly.

Rule of thumb: if the template has completed forms, copy it first, edit or regenerate the copy, and set the original to inactive.

What you’ll see if the template was changed directly. On the All Forms page, the Form Preview for submissions completed before the change may show as blank.

Your data may not be lost. The original form and everything submitted on it may still be stored. To view them:

  • Actions > View Form opens the submission in its original layout.
  • Download Form exports the submission with its original version and answers.
  • Reach out to Support for further assistance.

Next steps

  1. Leave the changed template as it is. Don’t make more edits or regenerate it again while you sort this out.
  2. Contact Support through the support chat in the admin area. Include the template name and roughly when the change was made.
  3. Going forward, make a copy before you edit or regenerate any template that already has completed forms.
 

Below are the steps to successfully archive a template in Corfix. Following this process will give you;

- Improved filtering on the All Forms Page

- A less cluttered Template page.

 

1. Make a copy.

2. Make edits to the copied template.

3. Rename old Template as seen below;

4. Change the now archived Template to an inactive Template

5. Optional: Delete the now Inactive template. You can keep this template in the list in case you want to come back to it later.

Deleting the archived template as shown above will not delete any already completed Forms. 

6. Remove "- Copy" from the copied template name and you have successfully archived your Template!

As for your already completed forms, they will now display as seen below on the All Forms page.