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Version 1.0
Created: 25 June 2024
Updated: 25 June 2024

How to Setup Job Template Page?

  1. At the desktop site’s navigation bar, go to Template Settings > Job Templates.
    Open Job Templates Here: https://system.caction.com/reminder/templatev2

    Job Template Step 1

    *Note: You must have access to Template Settings menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.

  2. “Template Info” provides basic information about the job template.

    Terms Description
    Category Choose the job category (e.g. sales enquiry, site visit, etc.)
    Template Short Code Code starting with the specified alphabet for identification (e.g. J)
    Template Name Name of the template (e.g. Job)

    Job Template Step 2

  3. “Prepopulate Assigned User During Job Creation” is used to automatically assign the user to jobs created under this category. For example, add a user here and the user will be auto-assigned when a “Sales Enquiry” job is created.

    Job Template Step 3

  4. “Address Prepopulate Settings” configured who addresses are prepopulated in the job form.

    Field Description
    Display “Address not required” Checkbox to show or hide the option to mark the address as not required.
    Prepopulate Option Select the option to prepopulate address (e.g. Prepopulate the main customer address in the list.)

    Job Template Step 4

  5. “Default Field Prepopulate Value Settings” allows to set default values for various fields in the job template.

    Field Description
    Description Set a default description for the job.
    Attachment Specify any default attachments.
    Start Time Set a default start time for the job.
    Duration Set a default duration for the job (default: 2 hours)

    Job Template Step 5

  6. “Custom Field Settings” allows to add and configure custom fields for the job template. You can click on the “Custom Field Element” and edit it at the right side.

    Field Description
    Custom Field Elements Different types of custom fields: instruction, text, text area, number, date, date time, dropdown, multiple checkbox, attachment.
    Custom Field View Area to preview and edit custom fields added to the job template.

    Job Template Step 6

  7. Upon saving by clicking the “Save” icon on the right side of the page, there are two options.

    Field Description
    Overwrite All Templates Apply for all job category.
    Overwrite Current Template Apply for existing job category.

    Job Template Step 7




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