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Editing & Deleting Templates and Forms

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TitleEditing & Deleting Templates and Forms
URL NameEditingDeletingTemplatesandForms67fdabd81ac5c
Question
Editing & Deleting Templates and Forms
Answer

Overview

  • This article outlines editing and deleting both templates and forms.

  • The ability to edit templates and forms is tied to role permissions. 

 

Related Permissions

Overview

  • Users with specific role-based access control (RBAC) permissions may edit Templates and Forms. 

  • Generally, we suggest that the users with the ability to edit the Template be limited to a small group, while a wider group of users may be able to edit Forms.

  • Learn more about managing Syllabus permissions.

 

Templates

  • Only users with “Edit Template” permissions set to “Allow” can edit Templates in Syllabus.

  • To configure this permission, navigate to Curriculum Management > Settings > Roles > (Select role) > Document Types > Edit Template.

 

Forms

Overview

Access to edit Forms can be controlled in two places: Role Settings and within the Form itself.

 

Role Settings

  • Only users with the “Edit Forms” permission set to “Allow” can edit a Form in Syllabus.

  • To configure this permission, navigate to Curriculum Management > Settings > Roles > (Select role) > Forms > Edit Forms. 

 

Within Form

  • Individual forms can have an additional layer of access control applied to it.

  • Open a form to access its “Allowed Roles” drop-down menu in the upper right-hand corner..

  • Choose which roles can edit this form. 

 

How Role (“Edit Forms”) & Form (“Allowed Roles”) Settings Interact

Edit Forms Permission

Allowed Roles

Result

Allow

Roles are selected but the user’s role isn’t included

User can view but not edit form

Allow

The user’s role is listed

User can view and edit form

Allow

No roles listed (this is the same as allowing all roles)

User can view and edit form

Deny

The user’s role is listed 

User can view but not edit form

 

Editing & Deleting Templates

Editing Templates

Step 1: To edit a template, navigate to Syllabus > Syllabus Groups.

 

Step 2: Select the template within a Syllabus Group to open edit mode.

 

Step 3: Make changes and click “Save” in the upper right-hand corner to save changes.

Deleting Templates

  • A Template cannot be deleted without deleting the Syllabus Group. 

  • Learn how to delete a syllabus group (and its template) in our Syllabus Groups article. 

 

Editing & Deleting Forms

Editing Forms

Step 1: To edit an existing form, navigate to either Syllabus > Forms or Syllabus > Syllabus Groups > Forms. 

 

Step 2: Select the relevant form to open edit mode.

 

Step 3: Make changes and click “Save” in the upper right-hand corner to save changes.

 

Deleting Forms

To delete a form, simply:

  1. Open the form in question. 

  2. Click the “Delete” icon in the upper right corner. 

  3. Click “Yes” in the confirmation modal. 

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