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This article applies to:

  • Product: HighQ
  • Subject: Templates

Dynamic choice rules in site template

Site administrators can include dynamic choices in site templates, enabling new sites to automatically inherit pre-configured dropdown menus, radio buttons, and checklists that populate from external data sources. This ensures consistent, data-driven interactions across all sites created from the template.
note
This feature is not enabled by default. Please contact support to activate the
Include Rules in Site Template
 option.

How It Works

Dynamic choice rules can pull data from the site itself, a REST API, or the Collaborate UI.
All dynamic choice rules currently present in a site are carried over into the site template. This applies consistently across related operations, including:
  • Export
    : Rules are included when the site is exported.
  • Import
    : Rules are preserved when the site is imported.
  • Creating a site from the template
    : Rules are transferred into the new site along with their data source configurations.
Once a dynamic choice rule is inherited into a new site, it functions independently there, meaning you can modify the configuration in an individual site without affecting the original template, other sites created from it, or the source site.
Dynamic choice fields retrieve and display options from the configured data source in real time, or from cached data when caching is enabled. If a data source becomes temporarily unavailable, the system displays a fallback option, such as a default static list or an error message, so users can continue interacting with the site. Once the data source is restored, the field automatically refreshes to display updated options.

Exporting and Importing Sites with Dynamic Choice Rules

Export
: When you export a site that contains dynamic choice rules, those rules are included in the export package along with their data source configurations.
Import
: When you import a site, any dynamic choice rules included in the import package are restored and function using their original data source configurations.

Modifying Dynamic Choice rules in an Existing Site

  1. Navigate to the site where you want to modify a dynamic choice rule.
  2. Go to
    Site Admin
     >
    iSheets
     >
    Active iSheets
    .
  3. Locate the iSheet you want to edit, select
    More Actions
    , and then choose
    Manage Columns
    .
  4. In the
    Manage Columns
     window, open the
    Rules
     drop-down menu and select
    Manage Rules
    .
  5. Update the rule's data source or logic as required.
  6. Select
    Save
    .
The changes apply only to the current site. The original template and other sites created from it remain unchanged.

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