Items
Definition
Item - represents an individual service that is created from an Item Template.
Usage
Clicking on the Items option in the left-hand pane brings up a tabular view of all of the Items you have setup within your WorkRails instance.
Create
-
To create a new Item, click the "Add Item" button.
-
Select the Item Template you want to use from the drop-down.
-
Click "Create".
-
In the Item creation view, give your item a Name, Description, and Label.
-
You may update any Fields with default state, such as pricing values, content, and field mapping values to 3rd party systems such as Salesforce.com.
-
After you have updated your Fields with default state, click on the "Submit" button to save the Item.
Clone
-
To clone an existing Item, highlight an Item in the table, click the Actions pane, and select "Clone".
-
This will create a cloned representation of the existing Item that you have selected, and will pre-populate it with details that you can then override.
-
After you have updated your Fields, click on the "Submit" button to save the Item.
Edit
-
To clone an existing Item, highlight an Item in the table, and click on the Item Name.
-
This will bring you into the Item edit screen, where you can modify the Item as needed.
-
After you have finished your updates, click on the "Submit" button to save the Item.
Note: If your Item is associated with any Catalogs, changes will take place immediately. Be sure to properly test Sandbox Items before making changes to corresponding Production Items.
Delete
-
To clone an existing Item, highlight an Item in the table, click the Actions pane, and select "Delete".
-
This will prompt a dialog box that asks you to confirm the deletion of that Item.
Note: Deleting an Item is irreversible and will be removed from any associated Catalogs immediately. Do not delete an existing Item unless you are certain you want the Item removed.
Updated over 2 years ago