Administrator Guide 2017
Move a template component
Before you start
magic5 recommends always taking a copy of a template before making changes (see step 1 below).
  1. Do you wish to simply duplicate? A template component can be duplicated which creates a copy immediately beneath the original and retains the original.
  2. Can you move the item by rearranging the section?  Click on the link to the right of the web page and drag the items in to the required order.
  3. You will need to make a note of the unique name of the original item - existing data become irretrievable without it.
 Why would I move an item?
  1. To improve flow of data collection for your device users
  2. To improve the order of information on your reports
  3. To de-clutter frequently used pages
  4. To split one page into two
Overview of process
  1. Step 1. Create a copy of your template
  2. Step 2. Copy the item to move
  3. Step 3. Paste the item in the new location
  4. Step 4. Delete the old item
  5. Step 5. Change the unique name
Step 1. Create a copy of your template
  1. In the Template list, right click on the template you wish to amend and select 'Duplicate'.

  2. Click on the newly created template (called "Copy of " followed by the original name) to change the name to something useful such as " [original name] old" or, if this happens more than once you may wish to include the date or month or reason for change.
Step 2. Copy the item to move
  1. Open the template that you wish to amend by clicking on it.
  2. Identify the template component that you wish to move, opening or closing areas with the plus and minus signs if necessary, and right-click on it to bring up the context menu.
  3. Select copy from the context menu.

Step 3. Paste the item in the new location
  1. Identify the heading of the area that you wish the template component to now be held in and right-click on the name to bring up the context menu.
  2. Select Paste from the context menu and the copied item will appear at the bottom of the list of items.

  3. Use the rearrange link on the right of the page to move the new template component into position if necessary.
Step 4. Delete the old item
  1. Return to the original template component and click on it to open it.
  2. Make a note of the unique name which will either be on the front/Main tab or the Advanced tab. Close without saving.
  3. Return to the original template component and right-click on the name to bring up the context menu.
  4. Select Delete from the context menu and you will be asked to confirm that you wish to permanently delete the template component.

Step 5. Change the unique name
  1. Return to the new template component and click on it to open.
  2. Locate the unique name which will either be on the front/Main tab or the Advanced tab.  Change it to the original unique name noted down in step 4.
  3. Save.
  4. After amending the template the device will need to Receive Updates for these changes to be incorporated.
See Also

Concepts

magic5 Hierarchy Explained
General editing concepts