Template changes do not appear in a particular view

To have a template that currently appears in one view be available in another view, you need to do the following:

To precede the context with the view you want the template to appear in:

  1. Go to the District view.
  2. Select Tools > Templates.
  3. Find and select the template that you want to make available in a different view.
  4. Click into its details.
  5. Select Options > Copy.
  6. Add the appropriate prefix (such as ‘health.’ for the Health view or ‘staff.’ for the Staff view) to the template’s Context:

To test that you are editing the correct template:

  1. Go to the page containing the template you want to modify.
  2. Press Ctrl-C to copy the navkey (in your browser’s address bar, everything after the equals sign =, such as follows):

  1. Go to the District view.
  2. Select Tools > Templates.
  3. Press Ctrl-F to open the search pop-up.
  4. Press Ctrl-V to paste the navkey you copied.
  5. Click OK. The template you searched for is highlighted and selected.
  6. On the Templates side-tab, click Design. The design page for the template you copied appears.
  7. Hover over any field to view the Edit, Delete, Insert, and Move buttons.
  8. Click Edit.
  9. Change the Field Override or Label Override to Test.
  10. Click Save Changes.

To make your edits to the template:

  1. Go back to the page in Aspen containing the template you want to modify.
  2. Click the drop-down in the top-right corner of the page to select the template you copied.
  3. Make sure you see the Test field. If you do, you know that this is the template you should be working in.
    Note: If you do not see the Test field, do not make further edits to the template.
  1. Go back into the template and change the Test field back to what it was.
  2. Make your desired changes to the template.
  3. Click Save Changes.