Using resource templates

A template is a saved, reusable version of a resource. Instead of starting from scratch, you can create a resource from a template, or apply a template to an existing resource, to fill in fields and settings straight away. Alongside the templates you and your team create, Foodworks provides a set of Xyris-curated templates to get you started.

How templates work

• A template is for one resource type. For example, a recipe template can only be used for recipes.
• You can create a new resource from a template, or apply a template to an existing resource.
• Templates are independent. Editing or deleting the original resource doesn't change the template, and editing or deleting a template doesn't change resources created from it.
• Everyone in the workspace can use and create templates. Only organisation owners and administrators can delete them.

When to use a template

• You often create resources with a similar structure.
• You want your team to use consistent fields and sections.
• You want standard nutrient overrides, serve sizes or ingredients.
• You want standard label settings, such as which nutrients appear in the Nutrition Information Panel (NIP).

Create a template

Templates are marked with a template badge so you can tell them apart from resources.

From an existing resource

1. Open the resource.
2. Click the … menu and select Create template.
3. Enter a name for the template and click Create.

The template is a snapshot of the resource at that moment. To change it later, go to Workspace settings and select the Templates tab.

From scratch

1. Go to Workspace settings and select the Templates tab.
2. Click Create template and select the resource type.
3. Enter the template's details, then click Publish.

Use a template

Create a resource from a template

1. In the navigation pane, select Create new resource (or Create new resource or client in Professional).
2. Select From template and choose the template.
3. Click Create new resource.

You can also start from the template itself: in Workspace settings > Templates, open the template, click the … menu, select Create resource from template, enter a name and click Create.

Apply a template to an existing resource

1. Open the resource.
2. At the top of the resource, click Apply template.
3. Select a template and click Apply template.

Either way, a draft is created with the template's information. Review and edit it, then click Publish.

Manage templates

In Workspace settings > Templates, you can view, open, edit, duplicate and create templates. Organisation owners and administrators can also delete custom templates.

Xyris-curated templates

Xyris-curated templates are built by the Foodworks team and are available to all Foodworks users. They appear in black text, and your workspace's templates appear in blue. Use the Curated or Custom filter to show only one kind.

Curated templates are read-only and can't be deleted. To customise one, select Duplicate to make an editable copy in your workspace.

Tips

• Use clear, descriptive names, such as Standard label – Australian foods.
• Update your templates when your team's processes change.
• Treat a template as a starting point, then adjust each resource as needed.