Adding a Template

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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 the time of object creation.

Steps:

  1. Go to Home >Setup >Templates to navigate to the Templates Landing page.
  2. Click Templates + to open Add a Template page.

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  3. Enter a Template Name.
  4. In Template For field, select between:
    1. Plan
    2. Solution
    3. Opportunity
    4. Assessment
    5. Marketing Plan (Campaign)
    6. Activity
  5. Select a Template Status. 
    1. If you share a template in the Draft status, users can validate and preview the templates.

    2. If you share a template in the Published status, then, users can view this template in the drop-down for Add Opportunity, Add Sales Plan or Add Solution actions.

  6. In Who can use this template section, enter names or emails of people and/or companies that you want to share this template with.
    1. In Share with People, you can select between Owner or Viewer access levels. More about access levels is available on the UI.
    2. In Share with Companies, select the companies in your network with whom you want to share this template.
  7. Enter the Template Configuration details. Contact WorkSpan Support for help.
  8. Click Create.
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