Push Template Changes

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Overview

Push Template Changes allows you to apply edits you have made to a template to existing checklists or tests. Sometimes after creating checklists or tests from a template you realize that the template wasn't exactly what you wanted - you may need to add a line, or change the wording of a line. With Push Template Changes, you can update the template with those changes and then "push" it to the checklists or tests you created prior.

To use this feature, you navigate to a template and click the "Push Changes" button. A window will open showing you all eligible checklists or tests and what changes will be applied. After reviewing, click "Push Template Changes" and the changes will be applied.

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Eligible Checklists and Tests

Not all templates can push changes, and not all checklists or tests can have changes applied:

  • Only upgraded projects can push changes
  • Only project templates can push changes
  • Only checklists or tests created after September 25, 2019 can receive changes
  • Only checklists or tests that are not structurally modified can receive changes

These limitations are handled automatically for you - the "Push Changes" button does not appear when viewing an account template, and checklists or tests created before 9/25/2019 or that have been structurally modified will automatically be excluded.

NOTE Excluded checklists or tests are still listed under the "Ineligible" group when reviewing the changes to be applied.

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What Counts as Structural Modification

A checklist or test is considered "structurally modified" when:

  • A line's text is edited
  • A line is added or deleted
  • Lines are reordered
  • A line's linked attribute is added, removed, or changed

Please note, only structural modifications prevent a checklist or test from receiving changes. A checklist or test that has answers, notes, attribute values, associated issues, and/or attached files can still receive changes.

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Reviewing Changes

When clicking "Push Changes" you will be shown a detailed breakdown of the changes that will be applied. On the left you will see a list of all checklists or tests that were created from the template. The checklists or tests are grouped based on the version of the template they were created from.

For example, if you created three checklists on Monday from a template, then on Tuesday you made some edits to the template, then on Wednesday created an additional three checklists from the same template, the window would show you two groups of three checklists. This is because the set of changes to be applied will differ between the two groups - the checklists created on Monday need to receive the changes you made on Tuesday, while the checklists created on Wednesday do not.

Click on each group to see the changes that will be applied to all the checklists or tests in that group.

Click the small disclosure button on the top right of each group to see a summary of that group - how many checklists or tests are included, how many are eligible, and how many are selected.

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Excluding Checklists or Tests

When reviewing the changes to pushed, you can exclude specific checklists or tests by unchecking the checkbox next to that checklist or test. You may see some checklist or tests with an unchecked checkbox that cannot be checked. These checklists or tests have been structurally modified (see above) and are no longer eligible to receive changes.

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Additional Notes

Earlier Template Versions

When pushing changes, the selected checklists or tests will always be brought up to the current state of the template. It is not possible to update checklists or tests to an earlier version of the template, nor to move now-current checklists or tests back to an earlier version of the template.

To accomplish the same thing, instead make new updates to the template to have its current state be what you want, then push changes.

Test Attempts

Push Changes only takes into account the most recent attempt for each test. It is not possible to push changes to earlier attempts.

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