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Editing Questions on a Live Template

Understand how question edits in 1-on-1, Feedback, and Review templates influence trending.

When editing a question on a template that’s already in use, the changes you make can affect analytics and trending data. Let's break down which edits are unaffected, and what options you now have when changing question text.

Note: This applies to template types for 1-on-1s, Feedback, and Performance Reviews.

 


Edits That Do Not Affect Trending

The following updates continue to behave as before and will not break trending data:

  • Updating help text

  • Changing whether a question is required or optional

  • Changing the minimum or maximum number of responses for multi-choice questions

  • Adjusting whether a comment is optional, encouraged, or required

These edits can be saved without impacting historical data.


Editing Question Text or Scale

If you need to change the wording of a question or adjust its scale, you have two options:

  1. A. Apply edit to all versions (recommended for minor wording updates)

    • Updates the question everywhere it’s used.

    • Keeps all historical responses under a single question version, preserving trending data and analytics continuity.

  2. B. Create a new question version

    • Disables the existing question on this template and creates a new version with your edits.

    • Historical responses remain intact, but analytics will show separate versions of the question and trending will start fresh for the new version

A confirmation modal will appear when you save your changes so you can choose the option that best fits your needs (as shown above). 

A dropdown menu (C) also lets you view all past usage details for this question, including where and when it has been used.


Best Practices

  • Use Apply edit to all versions for small wording clarifications when maintaining year-over-year data is important.

  • Choose Create a new version when the meaning of the question changes in a way that would make past responses incomparable.