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LB Aproplan - How to Modify an Existing Form Template - Web version

Johana Azevedo Vargas avatar
Written by Johana Azevedo Vargas
Updated over a week ago

PAID FEATURE

An Enterprise license is required
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This FAQ article explains in detail how you can modify existing form templates in your company section in Aproplan.
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To modify the Form template that is already defined, you must:

• Access your account via the web application

• Have an LB Aproplan Enterprise license

• Be a member of a Company
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Step-by-step Guide

1. Go to the Company tab

2. Click on the Forms section in the navigation menu

3. Click the green "+" plus button at the bottom right:

4. A window opens, from which two steps are available to you. Click on Select My Template:

5. The form to edit is now in your computer downloads as an Excel document.
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6. Open the Excel document.
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7. After opening the Excel file, three options are available to you. You can either modify an existing question, add a new question to your Form, or delete a question from your Form.

Modifying an Existing Question

All the columns, the columns which are in reference to the Form called "Template" cannot be modified. You can change:
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a. Question Title: if you want to change the title of your question.

b. Question Description: Add or change a description.

c. Question Type: Change the type of question. Attention it is important to note that in this case, the column Question PredefinedChoices will also have to be modified.

d. Minimum Question and Maximum Question: You can change the minimum and a maximum number of answers to be selected at any time.

e. Question MaxLength: in the case of open-type question (FreeText and FreeNumber) a text character limit can also be added or modified.

f. Question Allow Pictures: By default LetsBuild allows you to add one or more photo (s) as attachment (s). If you want to remove this function for a question you just have to change the "True" to "False".

Important: If you want to add a question to your existing Form template/Template, it is required to keep the same Form data so that the LetsBuild system can locate where the changes need to work.

To do this, Copy and Paste the information of the following columns into your new line:

  • Template ID

  • Template Title

  • Template Type

  • Template Language

  • Template Is Archived

  • Template Archived Date (if completed)

Columns that must not be completed:

  • Template Creation Atlas

  • Template Creation Date

For the rest of the row, the information about the question itself you can follow the same steps as described in our FAQ article: How to Create and Load a New Form Template

The Question id column should not be completed. LB Aproplan automatically takes care of generating the information during your first template import.

Complete the following columns:

1. Question Title: This column is required, it names your question.

2. Question Description: This column is optional, it allows you to add a description to your question if necessary.
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3. Question Type: This column is mandatory and is completed as a drop-down list, it defines what kind of question it is:

  • FreeText: Open question, the respondent will have to enter text

  • DateTime: the respondent will have to select a date from the calendar.

  • PredefinedString: the question will be answered with "yes" or "no".

  • FreeNumber: open numerical question, the respondent will have to enter a number.

  • PredefinedNumber: the respondent will select from a limited number of numeric responses.

  • MultipleChoice: multiple choice question, you define in advance the possible answers.

4. Question Predefined Choices: This column is required if the question type is: PredefinedString, PredefinedNumber, and Multiple choice.

Important: This column requires a particular writing style, write down your different answer options in quotation marks. Like putting a space between your different answers, press the "alt" and then "enter" keys. View the example below:

5. Minimum Question and Maximum Question, this column is optional and only possible if the question type is: PredefinedString, PredefinedNumber and Muliplechoice. This makes it possible to define a minimum or maximum number of possibilities of choice of answer.

6. Question MaxLength, this column is optional and can be completed only if your question is of open type (FreeText and FreeNumber). This limits the number of characters in the text.

7. Question is Archived: Must not be completed when uploading a new Form.

8. Question Archive Date: Must not to be completed when uploading a new Form.

9. Question Conformity Rules: If in braces, the response will be considered compliant if it is within the defined value range:

  • {"min", "max"}

If in brackets, the answer will be considered compliant if it is listed in the table:

  • ["Yes", "Maybe"]

Important: This column requires a particular writing style, write down your different answer options in quotation marks. In the case of putting a space between your different answers, press the "Alt" and then "Enter" keys.

Deleting a Question From Your Form

It is not sufficient to simply delete a line to delete a question. Follow the steps below to delete a question from your form:

1. Once your Excel document is open, go to the Question Is Archived column and enter "TRUE".
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2. Go to step 2, reload your Excel document into LetsBuild.
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See here how you can create and load a new form template.

Got a problem? Contact our support here or ask your questions online directly on the app.

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