Job templates are used in the web app to pre-fill specific job types with job data. Job types are mandatory when creating any job in Skedulo.
Access to the admin settings is provided via the user profile button (at the top-right of the console).
Add and configure job templates via the admin settings in the Skedulo web app (accessible via the user profile button bottom-left of the console).
To start, go to the admin settings and select a job type from the drop-down menu provided. Enter the information you want to pre-populate per job type. Click "Save" when you are happy with your template.
The following job type fields can be pre-filled (or set) using a job template:
"Jobs can be declined" (there is a checkbox with a default state of ON).
Custom Fields (if configured).
Where a template exists for a job type, the value of the "Jobs can be declined" checkbox is copied from the template and applied to new jobs. However, it is not retroactive–jobs created before applying this setting will not be impacted.
Once applied, you will not see the "Jobs can be declined" option in the "Create Job" page (i.e., only an admin user can change it).
The fields tab displays any custom fields that have been exposed by the"Show if" expression in the admin settings for custom fields.
The job template will only pre-populate data when a job is first created. If you subsequently change the job type, you will be presented with a confirmation modal to ask how you wish to continue. In this scenario, Skedulo will not pre-populate any data because we do not want to override anything you have already entered for that job.