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Review the downstream impact of changes to questions, forms, and reports

Questions, question groups, forms, and reports are connected, so a change to one can show up in the others. Before any change takes effect, UpMetrics shows you what it will affect, so you can check the impact before you commit.

Before you start:

How changes flow through Reporting

When you change a question, question group, form, or report, the change applies everywhere that item appears. It works a lot like updating a contact in your phone: every place that contact shows up gets the new details.

When changes take effect

Changes to questions and question groups take effect as soon as you save them. Changes to forms and reports are drafts: you save them first, then publish. Once you publish, the changes take effect right away.

Note:

  • Responses that organizations have already submitted are never changed.

  • A question’s type can’t be changed after the question is created.

What determines the impact

The effect of a change depends on what you changed (for example, a question’s name, description, or answer choices), where the item is used (in a question group, a form, or a report), and the status of any report it’s on.

What you can change on a report

Once a report is published, some settings are locked. Here’s what you can change at each stage:

Change

Before publishing

After publishing

Edit the report name

Yes

No

Change the submission window

Yes

No

Manage the organizations receiving the report

Yes

Yes

Customize dates for individual organizations

Yes

Yes

Create, add, edit, or target forms

Yes

Yes

Add or remove conditional logic

Yes

Yes

Reorder questions and question groups

Yes

Yes

Review the impact before you save or publish

When you save a change to a question or question group, or publish a form or report, a confirmation dialog opens. It lists the reports and library items your change will affect, and the impact on submissions in progress.

  1. Make your change, then click Save changes (for a question or question group) or Publish (for a form or report). The confirmation dialog opens.
  2. Click the drop-down arrow for reports to see the reports your change affects.
    1. Optional: click the name of an affected report to open its summary in a new browser tab.
  3. Click the drop-down arrow for library items to see the forms and question groups your change affects.
    1. Optional: click the name of an affected library item to open it in a new browser tab.
  4. If prompted, select the checkbox to confirm you understand the impact of your changes.
  5. Click Save, Publish form, or Publish reports to apply your changes.

Caution: Changes can reach organizations that are partway through a submission. Check the impact on submissions in progress before you confirm, especially on reports that are already open.

Note: Deleting a question, question group, form, or report opens a similar dialog that explains how the deletion will affect other parts of reporting.

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