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 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. Note that a HTML file must contain the tag . This tag determines where the questionnaire is positioned on the master page. In Version 11.20 on a CSS file is used for styling.
To create a new master page record, follow the procedure below.

How to Create a New Master Page Record
1.	Near the top left-hand side of the Questionnaire Maintenance application window, click Master Pages. The Master Pages screen opens.
2.	Click . The Master Page Entry screen opens.
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.
4.	In the Name field, type a descriptive name for the master page.
5.	If the new master page is to be the default master page, click the Default field so that it displays a tick.

Note:
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 file to determine the appearance and styling of the master page, into the new master page record. In earlier versions this was a HTML file, from Version 11.20 on a CSS (cascading style sheet) is used. To do this, follow the procedure below.

How to Import the Master Page File
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.

How to Link the Master Page to Categories and External References
1.	In the References field on the Master Page Entry screen, click any category to which the master page is to be linked. The category is selected.
2.	Click . 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 . 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.

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

How to Preview a New Master Page
1.	Near the top of the Master Page entry screen, click . A preview screen opens showing how the master page will appear.
2.	When you have finished looking at the preview, click in the top right-hand corner of the preview screen to close the preview.

Note that you can also preview existing master pages that are listed in the Master Pages screen.
To complete the process of creating a new master page, you need to save the new master page record. To do this, follow the procedure below.

How to Save a Master Page
1.	Near the top of the Master Page entry screen, click . A confirmation message opens indicating the master page has been saved successfully.
2.	Inside the confirmation message, click . The confirmation message and the Master Page Entry screen close and the new master page is listed within the Master Pages screen.