Note: Standard Phrases/Pre-defined Responses can be managed via the Management Portal by those with Administrator access.
Add Responses
- Choose the report you would like to add phrases to.
- Select Edit Responses from the Quick Select menu (3 dots on the right hand side).
- To add a new response click Add.
- Create/choose a Category and Title for your response.
- In the Text field there are three different response options to choose from.
- ||prompt|| : An input field is provided for the user to enter their own text.
iOS View:
2. ||option1/option2/option3||: The user is asked to select ONE of the options.
Design View:
iOS View:
3. ||*option1/option2/option3*||: The user can select MULTIPLE options.
Design View:
iOS View:
🔗For further information on Response Management read: Standard phrases and the response management tool
Copying Responses
Note: This is an additive process. The responses you copy will be added to the responses that are already there and this could result in duplicates.
If you'd like to remove all the responses in a template prior to copying please contact GoReport Support.
Copy pre-defined responses from the data capture you are in (Level 1 - RICS Home Survey in this example) to another data capture stored in the Management Portal.
- Select the report you wish to copy responses from.
- Select Edit Responses from the Quick Select menu (3 dots on the right hand side).
- Next select Copy responses to another data capture.
- From the dropdown list choose the data capture you would like to copy your pre-defined responses to (Select a destination data capture).
Information on the left shows all the fields from the data capture you are copying your pre-defined responses from.
Tip: 'Unmapped' means that the responses in that section will not be copied over.
Once you have mapped out your responses, select Copy.
A notification will appear to confirm your responses have been successfully copied.
