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.