Skip to main content

Template Builder troubleshooting

The problems people hit most often in the builder.

Written by Caim Hermoso

Who this is for: Anyone using the Template Builder.

"Publish Template does nothing." The template needs a name. Publish validates the Template Name before anything else — check ① Template Details.

"A warning appeared on my Audit Summary settings." You have switched on Include Audit Summary while the Score column in ③ Checklist Columns is off. The warning reads: "The Audit Summary shows scored outcomes, but this checklist has no Score column. Turn on Score in Checklist Columns, or the summary will carry no scores." Switch on Score and it clears. You can publish with the warning showing — the summary will simply carry no scores.

"My text was cut off." Titles are limited to 150 characters and body text to 1,000. Shorten, or move detail into the clause text rather than the description.

"I can't find where to add clauses." The questionnaire is built in the left preview panel, not the right-hand configuration panels. Expand Questionnaire there.

"There is no Save Draft." You are editing a template that is already published, on the Edit Audit Template screen, which offers Exit and Publish Template only. Publish the change, or Exit to discard it. See 3.3.

"I lost my changes." Exit discards unsaved work and there is no autosave. Save Draft regularly while building something new.

"I can't archive this template." An audit using it is In Progress. The warning lists which records. Publish or complete those audits first.

"I can't see the Template Builder at all." You need the Manage My Audit Templates permission. Audit Manager and Audit Administrator have it by default; Auditor and Audit Viewer do not.

"My template is published but I still can't schedule from it." See 2.11 — most likely a location or permission issue rather than the template itself.

Related: 2.11 I can't schedule from this template · 3.3 Saving a draft and publishing

Did this answer your question?