Modify a Transaction

In some cases, you may want to swap a current template within your transaction with either a draft or a previous version of the template.

How-To: Restore an Earlier Scorecard Template in the Transaction

1. Open the Scorecards page from the admin menu.

2. Find the transaction you wish to update. From the list of scorecards associated with the transaction, click ‘Restore’ for the deactivated scorecard you wish you re-enable in the transaction.

3. Confirm restoring the scorecard by clicking ‘Restore Anyway’

4. Add comments in the space provided to offer further insights and context regarding the template swap and changes to the transaction, and click ‘Done’. The deactivated scorecard is now restored and enabled in the transaction, and will be referenced by scorecards launched moving forward.

How-To: Release a Draft Scorecard Template in the Transaction

5. Open the Scorecards page from the admin menu.

6. Find the transaction you wish to update. From the list of scorecards associated with the transaction, click ‘Release’ for the draft scorecard you wish you enable in the transaction.

7. Confirm releasing the scorecard by clicking ‘Release Anyway’

8. Add comments in the space provided to offer further insights and context regarding the template swap and changes to the transaction, and click ‘Done’. The draft scorecard is now released and enabled in the transaction, and will be referenced by scorecards launched moving forward.