Step-by-Step Process
Step 1: Find a template
- Use the All, Active, or Deactivated filter (each with counts), or search by template name, question, or attribute.
Figure 1: Filtering and searching Screening Questionnaire templates.
Step 2: Review attributes
- Standard and Custom attributes appear in separate sections. Standard Attributes are built-in and cannot be deleted.
Figure 2: Standard and Custom attributes shown separately.
Step 3: Delete a Custom Attribute
- Custom Attributes can be managed and deleted. When you delete a Custom Attribute that is already used in a template, an Impact Preview is shown before the changes are saved.
Figure 3: Impact Preview shown when deleting a Custom Attribute in use.
Things to Remember
- Review the Impact Preview before deleting a Custom Attribute that is in use, as it affects existing templates.
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