Can anyone help me with this? I’m getting a little frustrated.
I guess what I’m trying to figure out is - when I take a basic template and customize it specifically for a client, and save the customized template… how do I update the repeating work to use that (new) customized template…. when originally I used the “standard” template - just to get the WORK in and repeating.
@Cynthia Vincze! I have not found a way to change the template that a work item is attached to unfortunately. I’ve searched a bunch myself, because I run into this from time to time, and wish we could change the template the work item is attached to. If it's attached to the correct template, but you want to make changes in that template, you can reset the job to the updated template. I’m sorry I don’t have more helpful info! If you put in a feature request (https://community.karbonhq.com/ideas) I’ll definitely vote for it!
@Cynthia Vincze, we have struggled with this as well. There is no way to update the template in an existing repeat cycle. When we have to make this kind of change we stop the repeat on the ‘wrong’ template and create a new repeating schedule with the new template.
I would also happily upvote such a feature request.
If it is client specific customization you will need to go to the next work order(s) that are already created in the repeat cycle and reset them choosing to The Previous Work Item since it has the customizations that you want to carry forward. This may have other frustrations that impact your use.
Hope this helps,
For my firm, templates are not changed very often because they are just the starting point that new Work is built from. Also, keep in mind that once new Work is created from a template, it never refers back to that template ever again. If you make changes to the template, it won’t affect anything on the Work that was setup using that template. That Base Work Template field is only for informational purposes so you know what template was used to create that Work.
Hope this helps!
@BrooksW - some of our templates change somewhat frequently (quarterly tax planning, business/individual returns), however there are many others that change less frequently and there is definitely value for those carrying over the customizations to the future work.
For client-specific customizations we are never entering those at the template level, only the work level. But for changes that will impact the entire group, we make those on the template level and then reset the work items to reflect that new template.