Add Template Versions

If your subscription includes the feature Template Versions, you can easily capture data from different versions of the same form. Each Template Version must have the same number of pages and number of fields per page. This tool is extremely helpful for forms that capture the same data in slightly different locations, such as forms in different languages or forms that have been updated throughout the years. When you process forms using a Template with Versions, Captricity will sort your forms to the appropriate Version. All the data processed by a Template with Versions will show up in the same Job Results page and in the same Data Hub. 

To create a Template with multiple Versions, log in to Captricity and go to the Templates tab. Choose an existing Template to which to add Versions, or upload a new template. Click on "Add Versions" above the template. 


Then, drag or upload an additional Version. 


Once you have finished adding all the pages of Version 2, you can choose to add more Versions by clicking the button. Follow the same procedure to upload each additional Version. You can rename each Version by clicking "Rename." 




When you have added all your Versions, click Next.




You can see all your Versions from the drop-down bar above the Template. Click to go to the Version you want to work on.


Each version contains the same fields as the Master Version. You can add, remove, or redefine fields on the Master Version, and these changes are reflected in the other Versions.


On each Version, you can move and resize the fields. When creating each Version, make sure that you move the fields to the corresponding locations on the form. 

Versions can vary in the data they capture, and you may want to digitize data on some Versions that is not available on other Versions. You can make a field inactive if there is no information for that field to capture on a particular Template. Check the "Make Field Inactive" box in the toolbox for that field. The field is pulled off the Template and into an "Inactive Items" box beneath the Template. Data from inactive fields is returned in your results as --inactive--.

For example, the "Annual Salary" question is not present on all Versions of this Housing Survey Template. We still want to digitize the Annual Salary information when possible, so we create an Annual Salary field to capture it. Since Annual Salary is not present on Version 3, we made the Annual Salary field inactive on Version 3. 

 
Each field you mark as inactive will only be inactive for that particular Version. If you make a field inactive on the Master Template, the field will remain unchanged on existing Versions but will be inactive on any Versions added thereafter.  

You can also view your inactive fields in the List View. Any inactive field appears with a dotted field name box, an --INACTIVE-- instruction label, and an unchecked "Active" box. You can also make a field active or inactive by clicking on the"Active" box within List View or the "Make Field Inactive" box within the toolbox. 

 

Note: You can also add and manage Template Versions through a Template's settings.