Modify formulas in templates

Modify formulas in templates

Overview

This document provides instructions on altering template formulas and reverting them if necessary while retaining metric values.

 

 

 

Update the current template formula

  1. Go to the project tab displaying metrics.

  2. Click Customize.

  3. Modify the formula as needed, such as removing specific metrics or adjusting calculations.

  4. Save changes to the adjusted template.

The app recalculates the score without losing previously selected metrics.

  1. Ensure accuracy by comparing updated metrics and scores with the originals.

customization button
Foxly edit template section with a modified prioritization formula

 

 

 

Duplicate template for tests

  1. Choose the project for testing.

  2. Click Customize.

  3. Create a new template name, indicating it's for testing.

  4. Modify the formula as needed, such as removing specific metrics or adjusting calculations.

  5. Click Save as new template.

  6. Confirm that modifications to the duplicated template do not impact other projects using the original.

Foxly save as new template dialog for testing formula changes

 

 

 

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