All attributes of an existing master page, with the exception of the display code, can be edited if necessary. To edit an existing master page, follow the procedure below.
How to Edit an Existing Master Page |
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1. |
If not already open, open the Master Pages screen by clicking Master Pages at the top of the Questionnaire Maintenance module screen. |
2. |
Within the list of master pages in the Master Pages screen, double-click the master page you want to edit. |
3. |
If you want to rename the master page, type a new name in the Name field. |
4. |
If you want to make the master page the default master page, click the Default field so that it displays a tick. |
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Edit the styling / appearance (HTML or CSS file if using Version 11.20 onward) of the master page if necessary. |
6. |
Link the master page to additional categories and external references if necessary or remove any existing links to categories and external references if necessary. |
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Click . |
8. |
Inside the confirmation message, click . |
How to Edit the File used for appearance / styling
The appearance of an existing master page can be edited by editing the code on which the master page is based. To do this, the code must be exported out of the Questionnaire Maintenance application as a file and saved to a location on a file directory. The file can then be opened, edited and re-imported into the master page record. In Version 11.20 onward a CSS will be used instead of a HTML file.
To perform this process, follow the procedure below. The procedure assumes that the relevant master page is open for editing in the Master Page Entry screen.
How to Edit the file Code |
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1. |
At the top of the Master Page Entry screen click . |
2. |
Using the dialog box, navigate to the file location where you want to export the file and type the name under which the file will be saved in the File name field. |
3. |
Click Save. |
4. |
Open the file from the file location to which you exported it, edit the file as required and save it. |
5. |
At the top of the Master Page Entry screen click . |
6. |
Using the dialog box, navigate to the file folder where the exported file is located, select the relevant file and click Open. |
How to Edit the Category and External Reference Links
An existing master page can be linked to additional categories and external references in order to make the master page applicable to more questionnaire pages. Any existing category and external reference links can also be removed, thereby preventing the master page from being applied to questionnaire pages to which it was originally applicable.
The References field within the Master Page Entry screen for existing master pages shows the categories and external references within
each category to which a master page is currently linked. Anicon is displayed in the References field next to any category to which the master page is linked. Clicking the icon expands the corresponding category to show the external references within that category to which the master page is linked. An example of this is shown below, whereby a master page is linked to the Position category and an external reference within that category called Sales & Marketing: Event Manager.
To link an existing master page to an additional category and external reference(s) within the category, follow the procedure below. The procedure assumes that the relevant master page is open for editing in the Master Page Entry screen.
How to Link to Additional Categories/External References |
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1. |
In the References field, click the category to which you want to link the master page or to which you want add external references links. |
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Near the top of the References field, click . |
3. |
In the Search section at the top of the dialog box, type or select as much information about the specific external reference(s) to which the new master page will be linked and click . Note that the |
4. |
Click . |
To delete a link to a specific external reference within a category, follow the procedure below. The procedure assumes that the relevant master page is open for editing in the Master Page Entry screen.
How to Delete a Link to an External Reference |
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1. |
In the References field, click next to the category name to |
2. |
Under the expanded category, click the external reference that is to be unlinked. |
3. |
Near the top of the References field, click (Delete). |
To delete a link to a category, follow the procedure below. Note that deleting a link to a category will delete all links to any external references to which the master page is linked within that category. The procedure assumes that the relevant master page is open for editing in the Master Page Entry screen.
How to Delete a Link to a Category |
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1. |
In the References field, click on the category you want to unlink. |
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2. |
Near the top of the References field, click (Delete). |
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Note that you can also delete all links to all linked categories, and therefore all external references within each linked category, simultaneously by clicking (Delete All References) near the top of the References field.