Sub Template Picker

Overview

This functionality allows you to build a set of sub templates (that may contain elements, questions, and logic) and then specify a picker question to allow the end user to select from the available sub templates. For more information, see section 6 Sub Templates.

Creating a new Sub template

To create a new Sub Template Picker:

1. In the top-left corner, select +.

2. In the Questions section, select Sub Template Picker. The new question is displayed in the Questions pane. The properties of the new Question are displayed in the Properties pane.

3. Use the Properties pane on the right-hand side of the page to set properties for the new Sub Template Picker.

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Sub Template Picker's properties -- overview

The Sub Template picker properties pane has three tabs:

1. General

2. Rules

3. Quick Logic

General tab

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1. In the General tab, set the relevant properties of the picker, as follows:

Property	Description
ID	A unique reference for the question. You can edit the ID.
Title	The question title visible to end users. You can edit the Title.
Hint	You can add information about how the end user should answer the question.
Focus Element	Use the dropdown to link a question to an element on the canvas.
Show for Spread	Use the dropdown to select the spreads the question is used in. If you deselect all checkboxes, this property changes to None.
Mandatory	If selected, the end user must complete the question. * appears below the question field to indicate it is mandatory.
Apply to all items	See section 9.5.

Rules tab

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1. In the Rules tab, set the following:

Property	Description
Asset Type/Library	Use the dropdown to select a Sub Template Asset Type. Only the selected Asset Type will be available for selection by the user.
Default selection	Use this dropdown to select the behaviour of the Sub Template picker question. The options available are:When either of the "select default" options is used, then a default selector option is shown, allowing the default Sub Template to be selected:
Display in Question	Use the checkboxes to select one or more items that will appear in the tiles on the fly-out. These items will also be displayed to the end user in the question, after selecting an asset.
Rules	This option allows the template author to set the filter rules that will be applied to the question when the user selects it. For more information on picker rules, see section 5.7.3.2.
Dynamic Filters	Use this dropdown to select attributes for questions.

Quick Logic tab

1. In the Quick Logic tab, set the following:

Using a Dropdown Question to filter the attribute of a Sub Template Picker

Note: This feature currently only works for Asset Types which have a List attribute.

To use a Dropdown Question to filter the attribute of a Sub Template Picker:

1. Create a Sub Template Picker. For more information, see section 5.11.2.

2. Create a Dropdown Question. For more information, see section 5.5.2.

3. Add and configure one or more entries in the Dropdown Question. For more information, see section 5.5.4.

4. Select the Sub Template Picker, and select the Rules tab.

5. Under Dynamic filters, in Question, select the Dropdown Question you created.

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6. Select an attribute.

7. Select the Quick Logic tab.

8. Select the attributes for the Sub Template Picker to populate. For more information, see section 8.2.