- Using SafetyCulture
- Templates (editing)
- Move questions and sections
Move questions and sections
Learn how to move questions and sections within the Template Editor via the web app and the mobile app.
Why move questions and sections?
We understand there might be times when you need to restructure or update your templates to suit the new context and improve the reading experience for report stakeholders. With iAuditor's Template Editor, you can easily rearrange questions and sections by simply dragging and dropping them to your desired location.
What you'll need
Take note
Questions and sections cannot be moved between the title page and inspection pages.
If you have a lot of questions in your templates, consider using sections to help organize your questions.
Published changes made to templates only apply to new inspections moving forward.
Move a question
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Click and hold
on the left-hand side of the question to drag and drop the question into your desired location.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 Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Tap and hold
on the left-hand side of the question to drag and drop the question into your desired location.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.
Move a section
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Select the section you want to move and click
on the left-hand side of the section name to collapse the section.Click and hold
between the arrow and the section name to drag and drop the section into the desired location.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 Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Select the section you want to move and tap
on the left-hand side of the section name to collapse the section.Tap and hold
between the arrow and the section name to drag and drop the section into the desired location.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
You can move a section out from another section by dragging it horizontally and using the purple line as the indicator on the left-hand side of the page. You can check out how it works by referring to the following example:
In this example, we moved the "Business contact details" section out from the "About the business" section.
Select the "Business contact details" section and click the down arrow on the section name's left-hand side to collapse it.
Click and hold
to drag it to your desired location outside of the purple line.
For the best template editing experience, we recommend moving a section out from another section via the web app.
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