Within WorkRails, an Item Template is the framework for each service that you want to sell.
Item Templates serve as a container for input and display fields, pricing logic, associated content, and also controls field level state such as required inputs and display options. If you are familiar with Google Forms or Salesforce.com object creation, it's an incredibly similar concept and administrator experience.
Item Templates also are leveraged to house data integration fields and map inputs to downstream fields in your 3rd party back office systems and tools.
Say your business wants to roll out a new service, called 'Training Services' that is meant to be a white glove service to your clients aimed at increasing end-user adoption of your software. This service is priced based on several factors, including the types of resources included, their estimated hours for the effort, and even travel & expense fees.
You would start by creating an Item Template, and adding in all of the fields and options necessary in order to accurately quote the 'Training Services'.
For more advanced logic, Tags are associated to the template that allow for discrete control over the end-user experience, particularly around complex pricing scenarios, as well as any of your document generation and paperwork needs. Tags are explained in greater detail in the Administrator Guide.
After your Item Template has been created and saved, it's time to create an Item.
Updated 11 months ago