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  • In the Save settings in template menu, you can save the layout settings of your project. That way, you will be able to use the saved template again later e.g. for other projects on the same EFS Survey installation.

  • Under Save settings in template, you can save a fully formatted layout as a template and so re-access it later for other projects

You can save your changes to the project layout to a template. For the next survey using the same layout, you will only have to select the saved template and assign it to the project.

Info

From EFS 10.0, all layout settings are closely associated to the selected layout generation (“Responsive layout” or traditional system layout). When saving the settings, the layout generation of the current project will be saved as well. The new template can only be used in projects of the appropriate generation.

To save the settings, choose the Layout->Save settings in template menu item. You can either overwrite an existing template or create a new template. The name and description are for your orientation.

In projects with traditional system layout, you can specify which files are not part of the layout (e.g. images that are only used for a specific questionnaire) when saving a layout template. A list from which you can select these files is displayed in the “Advan- ced options” section. The list of excludable files comprises the following:

  • 􏰀  all files that were uploaded via the media library,

  • 􏰀  buttons created using the form elements generator,

  • 􏰀  logos created via the standard editor,

  • 􏰀  image files used by EFS Survey functions such as the pretest tool and the preview,

  • all CSS files and

  • 􏰀  all template files.