In the Layout templates menu, you can choose between different project layouts. The layout migration feature ensures that any live projects are not negatively impacted should we make any changes to a layout version. |
Layout List
You can find a list of all existing templates available to you in the Layout templates menu on the Layout list tab.
Saving the layout setting as a template
First, save the desired layout as a template in the EFS installation in which you set it up. To do so, choose Layout → Save settings in template from the menu of the respective project.
You can either overwrite an old template or create a new template. If you wish to create a new template, enter the name and a short description for your orientation.
Click on Save. A green text bar will indicate the successful performance of the action.
Exporting the layout template from the original EFS installation
Switch to the Layout templates menu.
Select the desired template from the Layout list tab and click on the Export icon.
The “File download” dialog will open. Check that “Save file to disk” is selected, and confirm by clicking on OK.
In the window that will then opens, select the folder on your hard disk to which you want to store the layout file, and specify the name of the file.
The layout template will now be stored on your hard disk as a zip file. The export operation is completed.
Reset to System Layout
You can easily reset the layout of your project to the initial state: Open the Layout templates menu and click on Reset to system layout.
Importe Template
To use the exported layout template for a project in another EFS installation, select the respective project, switch to the Layout → Layout templates menu.
Subsequently select the Import template button.
In the “File” field, you can enter the file path where the file you exported under the first step is located on your computer. Alternatively, you can also find and insert the file using the Browse button.
If you wish to use your layout for the current project, tick the “Activate template” checkbox.
Complete the work process by clicking on Upload file.
A green text bar containing the text “The template was successfully added” will inform you about the successful transfer of the template. On the Layout list tab, it will now also be available for all projects located on this second EFS installation. If you have decided to directly activate the template under Step 9, a second green text bar will report the successful activation.
Actions
Layout Migration
The layout migration feature ensures that any live projects are not negatively impacted should we make any changes to a layout version. Use the action icons to rename the layout template, change rights, export the layout template, and delete the layout template.
Exporting the Template
You can transfer a layout template from one installation to another by exporting the template as a zip file and the importing it into the destination installation.
The work process required for this consists of three sections which are described below:
Saving the layout setting as a template
Exporting the layout template from the original EFS installation
Switch to the Layout templates menu.
Select the desired template from the Layout list tab and click on the Export icon.
The “File download” dialog will open. Check that “Save file to disk” is selected, and confirm by clicking on OK.
In the window that will then opens, select the folder on your hard disk to which you want to store the layout file, and specify the name of the file.
The layout template will now be stored on your hard disk as a zip file. The export operation is completed.
Importing the layout template into another EFS installation
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From EFS 10.0, all layout settings are closely associated to the selected layout generation (“Responsive layout” or traditional system layout). When exporting a layout template, its layout generation will be transferred as well. I.e. on the target installation, the template will only be available for projects of the appropriate generation, too. |
Layout Migration
Sometimes we will make changes to a survey layout version to apply security updates, bug fixes and enhancements. In the past these changes have been applied directly to the layout version and therefore all projects using that layout version. In some cases, this has led to issues with the project where local changes or customisations have not been compatible with the new version. From now on, any changes Tivian make to a layout version will be introduced as a new layout version. For example, changes to Responsive Layout 3 included in this release will now be introduced as Responsive Layout 3.1.
This means you can now control when you would like to apply the latest layout version to your live projects, for example, after the field phase has ended, using our Layout migration feature. It is also possible to revert projects back to earlier layout versions, so should you have local changes in your project that are not compatible with the latest layout version you can simply migrate the project back to a previous version with which the project was compatible.
It is possible to migrate a layout version to an earlier version or a later version within the same major version (e.g. moving between Responsive Layout 3 and 3.1) but not between major versions (e.g. you cannot migrate a survey’s layout from Responsive Layout 2 to Responsive Layout 3).
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Please note, customised layout are not automatically updated with a new version release, and custom question types are not automatically available in later versions (these must be manually updated to support a later layout version). |