Autofill templates may become outdated if the eRequest recipient makes changes to the request form (e.g., adding, removing, or modifying questions) after the template was created. When an outdated Autofill template is applied, the user will be warned that request form for the template has changed since it was last saved, and one or more fields in the template may no longer match the updated form.
Depending on Site Admin access privileges of the user and the sharing settings of the template, the user may be able to review and update the template, or they may need to contact a user with Site Admin access to update the template:
- If a user with Site Admin access applies an outdated Autofill template, Ocean will notify them that the template has changed since it was last saved and that some fields may no longer match the current version of the request form. The user can click 'Review Template' to proceed to edit and update it.
- If a user without Site Admin access applies an outdated 'Private' Autofill template, Ocean will display the same message. The user can click 'Review Template' to proceed to edit and update it.
- If a user without Site Admin access applies an outdated 'Shared' Autofill template, Ocean will also display the same message. However, the user must contact their Site Admin to review and update the template in this case.
