Understanding the Template Builder

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WorkSpan has released a new, template builder- a powerful tool that allows you to standardize the configuration of custom fields and formats for solutions, sales plans, opportunities, marketing plans and activities.

Navigation: Home >Setup >Templates

All the templates created and shared with you are listed here.

On the Template Builder, you can define required fields, field validations, and set default values, ensuring that data is captured consistently across any user from any company and build a custom wizard-driven UI for entering the data right at object creation time.

Create, preview, iterate and publish the templates when they are ready for use. Templates can be shared with specific users, or with all users in a company.

The default template owner is the user creating the template. He/she can specify multiple owners for a template. Only owners can edit/update/delete the templates.

You and your partners get a guided, tailored experience that makes it easy to create sales plans, submit solutions and nominate joint opportunities.

To view existing templates from the Templates Landing page:

Click anywhere on the template row to open and view the details.

Navigating to a specific template row also activates the preview button on that row. Click preview to open and see the template.

You can also:

  • Create and save table views (see Table Views for Various Objects in WorkSpan)
  • Group and sort your templates, i.e, group by type and then additionally group/sort by status) 
  • Manage columns
  • Export the table views in a CSV format

Contact WorkSpan Support  to help you configure your templates.

Also see:

Adding a Template

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