How do I edit an Application (template)?

 

Via recommends editing Applications in the Builder with caution!

Editing an Application could result in an Admin inadvertently deleting data from Traveler Applications.

 

Admins can edit a published or unpublished Application at any time, however, there are several factors to consider when editing a published or unpublished Application that is associated with a program term:

  • if Traveler info fields or custom questions are rearranged, the new order will be displayed on all views of Travelers' Applications (past, present and future)
  • if a Traveler info field or custom question is added, the new field or question will be added to all views of Travelers' Applications (past, present and future)
  • if a Traveler Info field is removed or custom question is deleted, the deleted field or question will be removed from all views of Travelers' Applications (past, present and future) and all associated data will be deleted (past, present and future)

To edit an Application…

  1. Click Builder in the main navigation
  2. Click Applications
  3. Click the name of the Application OR click the 3 dots under Actions and select Edit
  4. Review the pop-up warning and proceed with caution by clicking Continue
  5. Edit the Application
  6. Click Next when edits are complete
  7. Click Save to save the changes

In order to edit a specific question, field, header, paragraph or divider on the Application...

1. Click the question, field, paragraph or divider you want to edit

2. The edit panel will open on the left

3. Make the desired changes

4. Click Save in the edit panel

 

In order to delete a specific question or field on the Application...

Be extremely mindful when deleting fields and/or questions on published or unpublished Application templates. Deleting fields and/or questions could result in lost data on any Traveler Applications associated with the template you are editing.

1. Click the question or field you want to delete

2. The edit panel will open on the left

3. Click the trash can icon/delete

4. Type the word DELETE

5. Click Delete

 

In order to delete a specific header, paragraph or divider on the Application...

1. Click the header, paragraph or divider you want to delete

2. The edit panel will open on the left

3. Click the trash can icon/delete

Note that deleting headers, paragraphs and/or dividers does NOT require admins to type the word DELETE as a double confirmation because no data will be lost by deleting these informational items.