Creating and installing shared templates

Server User Guides > Interviewer - Server > Build > Creating and installing shared templates

Build has a central storage area for templates that are available for general use with all questionnaires. When you are designing questionnaires, you can add templates to the central storage area by clicking Upload on the Select dialog that is displayed when you select a presentation template for a question.

For simple templates this is all that is required. However, if the template refers to other templates (for example, it names a grid template), or uses a stylesheet, or includes images, you will also need to do the following:

▪In the template, specify filenames as URLs or using a special notation that allows the interviewing program to access them using the image cache. For more information, see Referring to external files in a shared template file.

▪Create a separate folder in the central storage area for all files referenced in the template file. For more information, see The shared and roles templates folders.

If you add a questionnaire file that uses a template to the library, you must create a separate folder in the library to store the template and any files that the template uses, and then copy those files into that folder. This applies to both questionnaire-specific and shared templates. For more information, see Copying questionnaires that use templates to the library.