- Using SafetyCulture
- Templates (editing)
- Update custom response sets
Update custom response sets
Learn how to update custom response sets in the Template Editor via the web app and the mobile app.
What are custom response sets?
Custom response sets are are response sets you can use within a specific template. With SafetyCulture, any new template you create by default includes multiple-choice response sets such as "Yes, No, N/A" for questions, or you can have specific responses to your use case, be it a list of assets or employee names.
What you'll need
Take note
Each response in a custom response set has the following attributes that can be customized:
Color: Click the circle on the right-hand side of a response to select the color. If you want to use a custom color, you can enter the color hex code in the text field.
Mark as flagged: Check the box if you want to mark a response as a flagged response. Learn how flagged items are reflected in Analytics.
Score: If scoring is enabled for a response set, you have the option to customize the score for a response. Learn more about template scoring.
Please note that custom response sets are template-specific. If you want to create response sets that can be universally used in any template, you can create Global Response Sets instead.
Changes to custom response sets apply to all questions that use it.
Published changes made to templates only apply to new inspections moving forward.
Responses in inspections
Responses in an inspection can be presented differently depending on the number and size of a custom response set. By default, responses are shown as tiles/cards in an inspection. If the question or its custom response set has any of the following attributes, the interface would convert into a dropdown menu selection:
The question has "Multiple selection" enabled.
The custom response set has more than 5 responses.
At least one of the responses in the custom response set has more than 30 characters.
Update a custom response set
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Select any question and click
on the right-hand side, under "Type of response". Click
on the right-hand side of the custom response set.In the sidebar on the right-hand side, add and update responses accordingly. If you have a list of responses in a document or note to add, you can copy and paste the list into a text field to add responses in bulk.
Click Save and apply.
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 on Inspections at the bottom of your screen.
Select Templates at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Select any question and tap
below the question. Tap
on the right-hand side of the custom response set.Add and update responses accordingly. If you have a list of responses in a document or note to add, you can copy and paste the list into a text field to add responses in bulk.
Tap Save and apply.
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 Templates at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Select any question and tap
on the right-hand side, under "Type of response". Tap
on the right-hand side of the custom response set.In the sidebar on the right-hand side, add and update responses accordingly. If you have a list of responses in a document or note to add, you can copy and paste the list into a text field to add responses in bulk.
Tap Save and apply.
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.
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