Pushing Changes from the Master Application

When you are using a Master Template to clone your applications, anytime that you need to make a universal change to all your inactive applications, you will want to make the change in the Master Template first and then push those changes down to your applications. 

Important: This will only push to applications that were cloned from the Master Template and in the following status: (in both scenarios the published column would need to show as “NO” for the application form.)

1. All applications who don’t have a fund associated and have a Start Date and End Date greater than the current date and time (The published column in the application listing would show as “No” and the fund has been associated)
2. All applications that have unpublished funds Associated and have a Start Date and End Date greater than the current date and time. (The published column in the application listing would show as No as the fund associated has not yet been marked as published) 

It is recommended that once you start your application process that no additional questions be added to the application, therefore it is best to do this push before releasing your applications to the applicants. 

When pushing changes from the Master Application you can choose to push all the originating items from the Master Application down to the cloned applications, or just specific sections and/or questions. \

Exercise:

• Step 1: On the Home Page we can see the list of applications.
• Step 2: Select your Master Template application in the listing of applications by clicking on the name in the Application Form column.
  
  
  
• It takes you to the Manage Applications tab.
  
  
  
  
• Step 3: Click on the Application Settings tab and this will open the Sections and Questions page, listing all the sections available in your Master Template application.
  
  
  
  
• Step 4: Make all your necessary changes to the Sections as well as to any Questions within your sections that need to be updated. 
  
  
• Step 5: Once all your changes have been completed return to the Section listing page to begin the Push Changes process. 
  
  
  
  
• Step 6: Click on the Copy Conditions|Push Changes arrow button and select the “Push Changes From Master Application” option.
  
  
  
  
• This will open the Push Changes from Master Application selection page.
  
  
  
  
• Step 7a: Source: Master Template: If you want everything that has been updated in the Master Template, from the beginning of its creation, not just the changes you made, to be pushed put a checkmark in the Push All Sections, Questions, and Conditions from Master Template. 
  
  
  
  
• This will push all the changes to all the applications that have been cloned. (This is selected by default, you will need to uncheck it if you are only selecting specific changes to be pushed.)  The following scenarios will happen if you select the “Push all” feature: 

1. 1. All Active Sections along with their questions from the master application will be pushed to the child applications. By push, we mean that if the sections and questions are present, then they will be updated, or if not present, they will be recreated in the target application. 
   2. Sections and questions pushed from the master application will appear in the same order in target applications as that of the master application. The individual sections and questions belonging to target applications only (meaning after the application was cloned and you added additional sections) will appear after the sections and questions pushed from the master application. 
   3. Sections conditions and question conditions will be copied over to target applications. Only those conditions will be copied over to target applications that have the related sections and questions present in the target application. By related sections and questions, we mean conditions referring to sections and questions in the master application that have to be present in the target application with the same section XML name and question XML name. 
   4. Any existing conditions already on the target application will remain there and the conditions from the master application will be added at the end with a new grouping than that of the conditions already present in child applications. 
   5. Linked questions, DependentDropDown, Conditions, and Calculation Question will be copied over to the target application, and their dependencies should relate to sections and questions present in the target application. 

• Step 7b: However, you may not want to push all of your changes.  If that is the case uncheck the box and proceed with selecting the specific Sections and Questions that you want to push.   

• Step 8: If not pushing all, click on the dropdown arrow in the Master Application Sections and select the Section that contains the change(s) you are making.  If you are making a change to just one specific Section, then select only that section.  If you select multiple sections, you will be forced to change every item in all those sections and will not have the option to select only a specific question.  If you want to only do a specific question, then only select that Section. 

1. 1. All the Selected Sections along with their questions from the master application will be pushed to the child applications. By push, we mean that if the sections and questions are present, then they will be updated. If they are not present, then they will be re-created in the target application. 
   2. All Sections and questions relating to the master application will appear in the same order in target applications as that of the master application. Any individual sections and questions that are belonging to the target applications and not in the Master will appear after the sections and questions pushed from the master application. 
   3. All of the Sections conditions and question conditions will be copied over to target applications. Only those conditions that have the related sections and questions present in the target application will be copied over to target applications. By related sections and questions, we mean conditions referring to sections and questions in the master application that have to be present in the target application using the same section XML name and question XML name. 
   4. If there are any existing conditions already in the target application on any of the pushed questions, those conditions will remain there and any new conditions from the master application will be added at the end with a new grouping than that of the conditions already present in the child applications.
   5. Linked questions, DependentDropDown, Conditions, and Calculation Questions will be copied over to the target application, but their dependencies should be related to sections and questions present in the target application. 

• Step 9: In the Master Application Question box, you will see all the questions available to push, based on the single Section you selected above.  If there are only a few questions in that section that you wish to push, select the actual questions in the dropdown arrow for Master Application Question. If you want to push all the Questions for just that one section, then select the All in the Select option at the bottom of the dropdown.   The following rules apply for the Master Application Question Selection:  

1. 1. The User will be able to select individual questions only if he selects a single section in the Master Application Section dropdown. 
   2. Questions will be pushed to target applications only if the section exists in target applications. Note: If creating a new question in the Master Application, and that question is not present in the target application, the pushed question will appear at the beginning of the section in the target application and will need to be moved to the appropriate display location within that section. 
   3. Question conditions will be copied over to target applications. Only those conditions that have the related sections and questions present in the target application will be copied over to target applications.  By related sections and questions, we mean conditions referring to sections and questions in the master application that have to be present in the target application by the same section XML name and question XML name.
   4. Existing conditions on the target application will remain there and the conditions from the master application will be added at the end with a new grouping than that of the conditions already present in child applications. 
   5. Linked questions, DependentDropDown, Conditions, and Calculation Question will be copied over to the target application, and their dependencies should relate to sections and questions present in the target application. 

• Step 10: Select Applications: If you want to recreate all the sections and questions that were originally removed from your cloned applications and have those added back into the cloned applications, then check the Create Sections and Questions that have been deleted from Child Applications.  

• Otherwise do not check it. If it is not checked, then sections and questions deleted from the child applications, after they were cloned, will not be recreated in the child applications. 
  
  
  
  If this is not checked, only the newly created sections/questions in the Master template and existing sections/questions with the same XML in the child applications will be pushed down. 
  
  
• Step 11: Click on the dropdown arrow in the Select Application(s) and select all the applications you want to push your changes to. 

• Only the unpublished, inactive applications will appear.  Archived applications will not be included in this listing.  

• Step 12: Confirm that you have selected everything you want to be updated correctly as this cannot be undone. 

• Step 13: Click the Push button to push your changes.