Proposal answers templates

In this section, you can create, edit, and delete proposal answers templates, that you can then use when answering proposals.

Create a proposal answers template

To be able to create a proposal answers template, you need to have created at least one proposals component.

To create a new proposal answers template, you need to click the "New template" button.

Backend: Proposal component choice for template

Choose the participatory space and component for which you want to create proposal answers to see the template answer form.

Backend: new proposal answer template form
Table 1. New proposal answer template form
Field Type Description

Name

Required

Title of this answer template. Choose a clear title, describing precisely what the answer is for, like "accepted proposal".

Description

Required

Content of the answer provided to the proposals for which you choose this template. You can use variables in your answer.

Proposal state

Required

By default, you can choose Evaluating, Accepted, or Rejected.

Manage

All the templates appear in the proposal answers templates list:

  • Template: name of the proposal answer template.

  • Internal state: state given to proposals when using this template.

  • Add constraint: proposal component where you can use this template.

  • Created at: date of creation.

You can edit a template and its fields at any moment.

Actions

Icon Name Definition

Edit template

Edit

To edit the proposal answer.

Duplicate template

Duplicate

To duplicate the template.

Delete template

Delete

To delete the template.

Use the template

To use the template, go to one of the proposal component for which you created a proposal answer template, and click an "Answer" icon. You can choose an answer template to fill the answer field.

Backend: choose template when answering proposal