Important Note: If making edits to a template currently in use, be sure to clone it first and then make edits to the cloned version. Making edits directly to templates in use may cause issues. This cloned version will initially not be enabled, so you should uncheck the box that says “show only enabled” to see it in your list.
1. Go to Admin>Templates and select a template from the list you wish to edit. Click on the edit icon.
2. You have the ability to add a default icon, report logo, set up to 5 display lines, manage status options, set workflows and various other settings. You will need to scroll down to see the workflows and other settings. After you make changes please hit Save.
3. Editing Name, Enable Templates, Type, and Report - Select the Type you want the template to be assigned to. This template will only appear in the Type you select. Select which report you would like associated with the template. To disable a template, uncheck the "Enabled" box.
Note: On the template list page the "Only show enabled templates" box will automatically be checked by default (see below). If you would like to see disabled templates or enable a previously disabled template you will need to uncheck the box.
4. Status Options - To delete the default Status Options click on the delete icon. To edit a status option click the edit icon.
- Adding Status Options - To add a Status Option fill in the Name and Value of the option and click the Add New Option button
5. Icons, Logos & Display Lines
- Default Icon: Upload a square image as the icon that is displayed next to each project.
- Report Logo: The report logo will show up at the top of your reports. 9Max height: 100px and max-width: 150px)
- Display Lines: You can have up to 5 display lines. Choose the fields that you would like to display in the list view and in the header.
- Media Field: If you would like a photo that was captured from the field to be displayed next to each project in the list view you can select it here. (Example: Front of house photo) The field must be an image field.
6. Workflow Types: Select which workflows you would like enabled on this template.
7. Setting a Customer or Manager
- Any work generated using this template will now show the customer and/or manager automatically
- Any work generated using this template will now automatically grant access to this customer and/or manager
- The customer and/or manager can be overridden in the work order by portal admins and managers
8. Adding Documents: Attach documents which will be automatically included with each project you create. Click on Upload a File, select the document from your computer, and choose if you want it hidden from customers and/or field users. Hit save when done.