How to Create a New Master Page

Creating a new master page is a multi-stage process that involves doing the following:

Creating the file that defines the appearance and content of the master page and saving the file to an accessible file folder.
Creating a new master page record via the Questionnaire Maintenance module.
Importing the file into the new master page record.
Linking the new master page to the relevant categories and external references within the categories.
Previewing the appearance of the new master page.
Saving the new master page record.

The CSS file that defines the appearance and content of the master page must be created outside the Questionnaire Maintenance application and saved to a file folder that is accessible to the computer on which you will be creating the new master page record. By default a Master Page is created in your environment and the CSS template can be exported by clicking the Export CSS action at the top of the default Master Page and saving it to our file directory. This code can then be changed to support your requirements if required, and uploaded as described below.

To create a new master page record, follow the procedure below. Please ensure you have a CSS template ready for upload prior to creating the new master page.

1.	In the left hand panel menu, click Maintenance and navigate to the Questionnaire section. Click the Style Sheet tile. The Master Pages screen opens.
2.	Click Add. The Master Page entry screen opens.
3.	In the Name field, type a descriptive name for the master page.
3.	In the Display Code field, type a unique code that identifies the master page. Alternatively, leave this field blank and the system will generate a unique code for the master page automatically when you save the master page record.
5.	If the new master page is to be the default master page, click the Default field so that it displays a tick.

Only one master page can be flagged as the default master page. If another master page has already been created and flagged as the default, a warning message will be displayed when you attempt to save the new master page record and you will be asked to confirm that the new master page is to be the default. If you confirm that the new master page is to be the default, the default flag will be removed from the existing master page.

Once you have completed the procedure above you will need to import a style sheet (CSS) file to determine the appearance and styling of the master page, into the new master page record.

1.

Near the top of the Master Page entry screen, click .

A Windows Open dialog box opens.

2.

Using the dialog box, navigate to the file folder where the relevant file is located, select the relevant file and click Open.

The Open dialog box closes and the selected file is imported from the file folder.

Next, you need to link the new master page to the categories and external references that will determine which questionnaire pages will use the master page. To do this, follow the procedure below.

1.	In the References section on the Master Page Entry screen, click any category to which the master page is to be linked. The category is selected.
2.	Click Add. A search dialog box opens, allowing you to search for an external reference depending on the category you selected.
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 search fields available depend on the category that is selected and are the same as those available when linking a questionnaire page to external references within a category. Alternatively, just click to list all external references within the selected category. The list of objects in the bottom half of the dialog box lists the matching external references or all external references respectively.
4.	Click Select. The dialog box closes and the new master page is linked to the selected category and the external references within the category that you selected. The external references to which the master page is linked are listed under the relevant category within the References field.
5.	Repeat steps 1-4 until you have linked the new master page to each category and external reference within each category to which the master page is to apply.
6.	Click Save. The Master Page is staved.

At this stage you can preview the appearance of the master page. To do this, follow the procedure below.

1.

Near the top of the Master Page entry screen, click Preview. Alternatively, once the page has been saved, from the Master Page list, next to the page click the preview button.

A preview screen opens showing how the master displays in a new browser tab.

2.

When you have finished looking at the preview, close the browser tab.