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Video Tutorial Transcript
0:05 Hi everyone, Justin here from Zanda. Just to give you a few quick tips when you're editing your note and form templates.For today's example, I'm just going to be using a note template, but you can take the exact things I'm going to show you today straight across over into the form template.
So we're going to go over the tools. We're going to jump down into our note templates in here. Now these tips are typically missed by a lot of people because there's a lot to learn, but I'm hoping these can help you Get through what you need to do a little bit quicker.
So I am going to just start a new note template. So I'm not even going to start with one I've already done before just to show you how quick this can be.
So I'm not even going to reload my state my previous data. We're going to jump in and I'm going to be making a note template around asking people yes and no questions around fruits and vegetables.
So I'm going to make this first section called fruits. And oftentimes you'll probably find yourself in a situation where if I pick choose one value, the question might be changing, but the answers are going to more or less be the same.
So maybe I want to add in like a maybe option just down here as well. So we're just going to do that.
So for my first question, it's going to be very simply, uh, do you like fruit? Alright, so we're just gonna pop that in there.
Now obviously I can just go and add another field and do the same process. Again, but what I can do instead is where I've got the actual field here.
I've got this copy option. So if I click that, you'll see that this paste field has become available. When I click that, it's going to paste an exact copy of this section just down here.
So I'm gonna be asking the same questions, but now I'm just gonna be changing this very simply to do you have a favorite.
I could spell that would be even better. But there you go. You can already see how that's just going to speed things up a little bit.
You don't have to kind of duplicate what you're doing over and over and over again. You can just copy it.
Now obviously this is going to be a note about fruits and vegetables and I'm going to be asking pretty much the exact same questions about vegetables.
So what I can do rather than just copy a field, I can actually copy a whole section. So I've got my fruit section.
Now I'm going to hit the copy section option. And you can see I now have this big button down here that says paste section.
So when I do that, we end up with an exact duplication of what I had up here, making it so easy for me to just quickly come in here and go, you know, vegetables.
So this is going to be the new section. Do you like vegetables? So I can just quickly switch out what I'm saying here and sort of so on and so on.
And just to make it a little bit quicker, I'm just going to copy that and we're just going to paste that just down here.
So hopefully you can see how that's gonna help a little bit. So what we're gonna do now is another thing you can do is let's say I'm happy with this my template's done But now I want to see in this case what the practitioner is gonna see and again this will work in forms if you want to see what the client's going to see when you send this form out when they send the form out to them So in my case, I'm gonna come up here right where it says view so just over here and I'm gonna hit template design and I'm gonna switch that to data entry mode So when I do that now I can actually see what this will look like and you can see I'm very happy with it, but maybe while I'm reviewing this, I kind of want to switch the sections.
Maybe I want the vegetable section to go above the fruit section. So what I can do is switch this back to template design, which I've just done over there, and down the very bottom of your template, you're going to have this reorder sections option.
So when I click that, you can see I can now have the sections just in front of me. They're all collapsed down and all I do is where I've got those six dots just next to the name.
I can click that and drag it up. I wanna stop dragging, now it's re-ordered though, I'm gonna say finish re-ordering, and now I have got my vegetable section above my fruit section.
So, those are just a few quick ones that's all I've got time for today, but hopefully you can see how that's gonna help out in just speeding a few things out.
If you're still trying to learn all you can about Zanda, we have plenty of other video tutorials, but that's all for me for today, so bye for now.