--- title: How to modify the settings of a Data Form Template (Admin) description: How to modify the settings of a Data Form Template (Admin) --- [Skip to content](https://support.torsh.co/how-to-modify-the-settings-of-a-data-form-template-admin#main-content) English Show submenu for translations [![TORSH Talent](https://support.torsh.co/hubfs/a093d291d42ae2c016a599987920ae8e1bb3e5c9.svg)](https://support.torsh.co?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://1fqn6.share.hsforms.com/23ddU0ZXXSD61I8LR-JanPQ) [Contact Us](https://1fqn6.share.hsforms.com/23ddU0ZXXSD61I8LR-JanPQ) TORSH Talent Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://support.torsh.co/?hsLang=en) 2. [Administrators](https://support.torsh.co/administrators?hsLang=en) 3. [Data Forms](https://support.torsh.co/administrators?hsLang=en#data-forms) # How to modify the settings of a Data Form Template (Admin) To change the specific settings of your data form template, first start from your Talent homepage. Then find the **Management Panel** on the far left and click **‘Data Forms.’** You will then be brought to your **‘Active Data Form Templates.’**   ![](https://support.torsh.co/hs-fs/hubfs/Knowledge%20Base%20Import/26022137884563-2.gif?width=653&height=356&name=26022137884563-2.gif)   Select the data form template you would like to modify. Click on its **'...' icon** and select **'Modify'** from the dropdown list. This will bring you to the template's **Settings** page.   ![](https://support.torsh.co/hs-fs/hubfs/Knowledge%20Base%20Import/26022137890707-2.png?width=307&height=107&name=26022137890707-2.png)     **NOTE: These settings will differ slightly if you selected ‘Rubric’ as your Template Type for the data form template in question. To learn more about adjusting the settings of Data Form Rubrics, please read this article HERE.**     ### **General** For most data forms, you can edit the settings of a template to display as either fully **expanded** sections by default or as fully **collapsed**.   ![](https://support.torsh.co/hs-fs/hubfs/Knowledge%20Base%20Import/26022137892243-2.png?width=313&height=198&name=26022137892243-2.png)   You can also manage the requirement to select the individual/group the data form is being completed for before being able to click Publish. This can be helpful to ensure that your coaches designate who they are performing their coaching logs for!   ![](https://support.torsh.co/hs-fs/hubfs/Knowledge%20Base%20Import/27017190227859-2.png?width=588&height=56&name=27017190227859-2.png)   ### **Observations** You can also enable your data form for use in Observations.   ![](https://support.torsh.co/hs-fs/hubfs/Knowledge%20Base%20Import/26022178189715-2.png?width=409&height=141&name=26022178189715-2.png) ### **Summaries** As an Admin, you can enable your Data Form Templates to display summaries of answer choices and prompts responded to at the end of each section and/or at the end of your form. These summaries allow reviewers of data forms to get quick, at-a-glance recap of important responses or flagged questions, eliminating the need to scroll through the entire form for relevant data. Click **'Enable Response Summaries.'** Further summary setting toggles will appear.   ![Screenshot 2026-08-25 at 12.31.17 PM](https://support.torsh.co/hs-fs/hubfs/Screenshot%202026-08-25%20at%2012.31.17%20PM.png?width=624&height=237&name=Screenshot%202026-08-25%20at%2012.31.17%20PM.png)   **Toggle ON 'Display Section Summaries'** if you would like for a summary of answer choices selected to appear underneath each Section of the completed form using this template. **Toggle ON 'Display Overall Summary'** if you would like for a summary of all answer choices selected throughout the whole form to appear at the end of your completed form using this template. ### **Visibility** Lastly, you can select the visibility of who can select your template by **Role** and by **Group**. Click **‘+Set Visibility’** to save your changes.   ![](https://support.torsh.co/hs-fs/hubfs/Knowledge%20Base%20Import/26022137905043-2.png?width=535&height=430&name=26022137905043-2.png)     ### **Other Data Form Template Settings** #### **Participant View** To have an idea of what a participant of a data form would see when filling out your template, scroll up to the top of the template page and select **'Content'** to view the content entered for form. Next, click **‘Go To Participant View.’** This will load a pop-up with a preview of how your data form will look to a user who has chosen to fill it out. Click **‘Close’** to close out of this view.   ![](https://support.torsh.co/hs-fs/hubfs/Knowledge%20Base%20Import/26022178209811-2.gif?width=596&height=325&name=26022178209811-2.gif)   #### **Data Form Template Version History** Your Data Form template saves your modifications in real time. If you would like to revert back to a previous version of your Data Form template, click on the **‘history icon’**  ![](https://support.torsh.co/hs-fs/hubfs/Knowledge%20Base%20Import/26022137914131-2.png?width=25&height=30&name=26022137914131-2.png) in the top, right-hand corner of the data form template’s page.   ![](https://support.torsh.co/hs-fs/hubfs/Knowledge%20Base%20Import/26022178218131-2.gif?width=651&height=355&name=26022178218131-2.gif)   Click the **arrow** beside each date to see a record of every change to your Data Form. To revert to a previous change, click on the **‘…’** icon and select **‘Restore this version.’** This will restore your data form template to the way it appeared on the specific date and time selected. You can always revert it back to your later version by selecting it once more and selecting **‘Restore.’** From each historic version of your template, you can also choose to clone it as a completely separate template by clicking **‘Make a copy.’** To delete a historic version completely, click **‘Delete this version.’**   **NOTE:  Any changes made to a data form template will only carry over to completed data forms using this template moving forward. 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