The Kipu CRM development team is aware of an issue: Users cannot currently access questions beyond page 2 of the assessment form. We have identified that this issue is caused by a recent update from our provider for the Template Designer feature.
Please note, this issue is only impacting customers that utilize assessments forms that contain multiple page functionality.
User Requirements
Only users with one of the following roles can manage/edit assessments form templates:
- Super User
- RB Client Super User
- RB Client Super User with User Management
- KipuCRM Super User
- Combined (Admissions and B.D.)
- Combined +
- VOB Worker
- Restricted Admissions Worker
Current Workaround
- Navigate to CRM > Admissions Management > Template Designer.
- Use the Select an Assessment to Edit field of the Template Designer to search for and select the desired form template.
- Once the form has populated based on your selection, Select Navigation on the settings panel.
- Locate the Survey Structure field and set it to All Questions on a Single Page.
- Once you have completed adjusting that setting, proceed to select Save Changes.
- Your team can now use the assessment form template within the Kipu CRM, as all questions will appear on the same page, eliminating the need to navigate through different pages on the assessment. Please repeat the steps above for any remaining form templates that contain multiple page functionality.