Add a recode template

Define custom recode templates that can be used as a starting point for recodes in new reports.

You can save recode configurations for reuse instead of rebuilding commonly used recodes each time. Recode templates are available to select when you create recodes in any reports in your community.

Note: For this initial release, only profile variables can be selected as recode fields for templates.

1. Select Product Settings > Modern Report Templates.
   
2. Click the Recode Templates tab.
3. Do one of the following:
   1. To add your first recode, click New Recode in the center of the Editor.
   2. To add additional banners, click New Recode in the top right of the Editor.
4. Create a new recode based on one of your profile variable fields. starting with step 3 in the corresponding article for the recode type:
   Only profile variables are available to select from in the Based On drop-down list. For more information on defining you recode, see the corresponding article for the recode type starting with step 3:
   • Create a Convert to Numbers recode in modern reports
   • Create a Group Answers recode in modern reports
   • Create a Group Dates recode in modern reports
   • Create a Group Time Periods recode in modern reports

Find an existing recode template

Your recode templates are visible to other users in the application. Likewise, you can see the recode templates that others have created. Use the steps below to find recode templates based on recode name keywords, creator, or recode type.

• To search for recode templates by values in the Recode Name or Created By columns, enter the search string in the Search Recodes or Creators text box.
• To filter the Recodes Templates page by recode type, select the recode type to view from the Filter by Recode Type drop-down list.
• To browse multiple pages of recode templates, click < or > at the bottom of the page to view the previous or next page of recode templates, or click the link for a page number. You can also adjust the number of entries per page to 10 (default), 25, 50.

Edit a recode template

Changes you make to recode templates affect the templates themselves. Any reports into which you imported the recode template prior to the changes are unaffected.

1. Click the Options menu next to the recode template you want to delete and select Edit.
2. Update the recode template conditions and then click Done.

Delete a recode template

Remove a recode template that's no longer needed. When you delete a recode template, any reports into which you imported the recode template prior to the deletion are unaffected.

1. Click the Options menu next to the recode template you want to delete and select Delete.
2. In the confirmation dialog click Delete.