- Using SafetyCulture
- Templates (editing)
- Copy and paste questions in bulk in the Template Editor
Copy and paste questions in bulk in the Template Editor
Learn how to copy and paste questions in bulk in the Template Editor via the web app and the mobile app.
What you'll need
Published changes made to templates only apply to new inspections moving forward.
Copy and paste questions in bulk
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Click and drag your cursor over the questions you want to copy.
Click Copy on the bottom of the page. You can also use the keyboard shortcut of Ctrl + C (Windows) or Cmd + C (macOS) to copy the questions.
Click the question line where you want to paste the questions.
Press Ctrl + V (Windows) or Cmd + V (macOS) on your keyboard to paste the questions.
Click Publish on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Tap one of the questions you want to copy, then tap and drag the blue dot at the upper-left or lower-right of the question to highlight the questions you want to copy.
Tap the up arrow at the lower-left of your screen.
Select Copy.
Tap the question line where you want to paste the questions.
Tap
at the lower-right of the question.Select Paste questions.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap on Inspections at the bottom of your screen.
Select the Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Tap one of the questions you want to copy, then tap and drag the blue dot at the upper-left or lower-right of the question to highlight the questions you want to copy.
Tap Copy at the bottom of your screen.
Tap the question line where you want to paste the questions.
Tap
at the lower-right of the question.Select Paste questions.
Tap Publish on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Frequently asked questions
If you want to copy questions that contain Logic fields, you should select and copy both the main question and the questions within the Logic fields.
No, you don't. The copied questions will remain on your clipboard, ready to be pasted again, unless another set of questions are copied to override it.
Yes, you can! Copy the set of questions first, then exit and enter the other template's editor to paste the questions.
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