Sisra Observe: How do I make changes to an existing Template? (Admin)

Once a template has been used within a record, you’re unable to make changes to this. If you’re looking to rename a template, edit the focus areas, fields or categories associated to this, you would not be able to do this without deleting the associated records.

For information on editing templates, please follow the flow chart below:

Picture1.png

Related to

Updated