Signals Notebook: Edit a Worksheet template from the Signals Configuration

For Administrators only.

Prior to this task:

✔ Worksheet template must be created.

*Required.

1️⃣ Signals Configuration ➡ select [Worksheet Templates]
2️⃣ Worksheet Templates ➡ select worksheet template to edit
3️⃣ Worksheet template editor ➡ edit text area
4️⃣ Worksheet template editor ➡ select  [Add Field]
5️⃣ Insert Form Field window ➡ type/select Field Name* Type* other settings
6️⃣ Insert Form Field window ➡ select  [Insert]
7️⃣ Worksheet template editor ➡ select  [Preview]
8️⃣ Worksheet template editor ➡ select  [Test It Out]
9️⃣ Worksheet template editor ➡ select  [Save]

Supporting Knowledge

Depending on the field type selected, the Admin needs to configure a few other settings:

• Decide if the value must be cleared when element is copy-pasted.
• Decide whether to enable Lock the field after the value is entered, which will prevent the user from modifying the original value unless they provide an acceptable reason.
• Decide whether to enable Prevent signing the experiment if this field is empty.
• If the field type is a number, a number with a unit, an integer, or a date/time, the Admin can define conditions to allow only numbers or dates that belong to a certain range.
  • The Admin can define that the value is accepted, but the user will see a warning if the value is out of range or the value cannot be entered.

The maximum number of fields in a Worksheet template for any single Worksheet template is 500 properties.

Any instructional text with the preferred format can be added here to define the structure of the Worksheet. A few recommendations:

• Design the worksheet with a clear layout using titles in bold letters.
• Insert a table to facilitate data entry.
• Keep in mind that instructional text cannot be modified by the end user; this will be a fixed layout in experiments.

Optionally, to avoid disruptive formatting errors when copy-pasting content from websites or other third-party sources, users can select the [Clear formatting] option from the text toolbar.