Add and edit template fields

Your template fields decide what people write. This article covers adding, editing, reordering, deleting and rolling back fields. Changes apply from the next report; submitted reports never change.

1. Add a field

Open “Manage” and select “Report template”. A template holds up to 20 fields.

1. Select “+ Add a field”. “Pick the type of field to add” appears.
2. Choose a type such as “Text”, “Choice”, “Numbers” or “Photos”.
3. Enter the “Field name” and turn on “Required to submit” if nobody may skip it.
4. For a hint or an example, open “Advanced (hint, example, character limit)”.
5. Select “Save”. The field is added last, from the next report on.

Tip: A field type cannot be changed once saved. When unsure, start with “Text”.

2. Edit and reorder fields

1. Select “Edit” on the field to change.
2. Correct the “Field name” or the required setting, then select “Save”.
3. “Move up” and “Move down” swap one place at a time, at once.

3. Delete a field

Caution: A deleted field stops appearing on new reports. Submitted reports keep their content.

1. Select “Edit”, then “Delete this field”.
2. A confirmation shows how many submissions used it.
3. Select “Delete” to remove it, or “Cancel”.
4. Preset fields come back from “Restore” under “Bring back removed standard fields”.

4. Roll back from the change history

1. Select “Restore this point” on the row you want, at the bottom.
2. Select “Restore”. The earlier layout returns; past reports are untouched.

If it does not work

• Red text after “Save” — usually the field limit or a simultaneous edit. See The template will not save.
• A new field is missing on the entry screen — changes apply from the next report, not drafts.
• You cannot open “Edit template” — the company template is admin and manager only. A member can open “My personal template” when an admin turns on “Let reporters create and edit a personal template”.

FAQ

• How many fields can I create? — Up to 20 per template.
• Can I change a field type later? — No. Add a new field and remove the old.
• Do past reports change? — No. A submitted report keeps the fields it had.
• Can I edit “One-tap mood”? — No. It shows “Fixed” and cannot be moved.

Read next

• Create several templates and assign them
• Reading the field types
• The template will not save