Using Custom Item Templates (old user interface)

Permissions for Item Templates

Located under: Admin → Facility Data → Item Templates

There are two permissions available: View and Edit

• View Permission of Item Templates: Allows a user the ability to VIEW Admin → Facility Data → Item Templates, but users with the View Item Templates permission can only view, they cannot Create, Edit, Activate, Deactivate, or Delete any Item Templates.

  

• Edit Permission of Item Templates: Allows a user the ability to Edit any Item Templates located in: Admin → Facility Data → Item Templates, users with Edit Item Templates permission can Create, Edit, Activate, Deactivate, and Delete any Item Templates.

  

Types of Item Templates

There are two types of Item Templates that you can/will use in Canix:

1. Default Item Template
2. Item Type Template(s)

Default Item Template

When you first load Admin → Facility Data → Item Templates, you’ll be presented with an empty table of Item Templates

The first Item Template you must create will be the DEFAULT Item Template .

The Default Template is the first template you create, and is required to exist before you can create any Item Type specific Item Templates.

Any fields you set as Required on the Default Template, will be required to be set by ALL users on your account whom are creating or editing Items. The Default Item Template's required fields apply across all facilities, and all Item Types.

For example, the following Default Item Template will require all users of your account to provide sub-type and brand values when creating or editing any item

It is highly recommended that you keep the number of required fields on the Default Item Template to a bare minimum.

NOTE: We have no plans to modify how the Default Item Template operates now or in the future (unless customers surface issues with the Default Item Template via Canny or Customer Support Cases in Canix).

NOTE: You can create a Default Item Template that does not require any additional fields, if you so choose.

Creating the Default Item Template

NOTE: Your user must have the Edit permission for Item Templates set on the User Permission Group assigned to their user to create, edit, activate, deactivate, or delete any Item Templates (even the Default Item Template).

Default Item Template configurations will apply for every user creating/editing ALL Items across ALL Item Types, and across ALL Facilities within your Canix account (it is recommended you keep this to bare minimum for the DEFAULT template).

1. Go to Facility Data -> Item Templates

   

2. Click Create New Template button, to create your account’s Default Item Template.

3. Optionally, you may add a NOTE describing the Default Item Template

   

4. Toggle the Required button for any fields where you want users to set that field while creating or editing Items.

   

   1. NOTE: If you want to set all fields within a section as Required or Optional, you may also use the "Set All" toggle (to flip all to either Required or Optional, respectively)

      

5. Choose to Save as Draft (to save and refine later) or Save & Activate (to save the Default Item Template and activate it on your Canix account immediately) buttons, respectively.

NOTE: You can activate or deactivate any Item Template at any time in the future (if your user has the Edit Item Templates permission).

![Screenshot 2025-12-30 at 1.52.58 PM.png](attachment:37864fdb-24e1-4b02-b31c-6d96685b8a35:Screenshot_2025-12-30_at_1.52.58_PM.png)

Item Type Template(s)

NOTE: Your user must have the Edit permission for Item Templates set on the User Permission Group assigned to their user to create, edit, activate, deactivate, or delete any Item Templates (even the Default Item Template).

Item Type Templates are those Item Templates which apply to any Item created or edited on your Canix account by any user, which must honor the required fields be set on the Item, where marked as “Required” on the Item Template.

Item Type Template’s required fields apply to only the respective Item Type, across ALL Facilities on your Canix account.

At this time, we have it on our radar to implement Facility-Aware Item Templates, but will decide to move forward with this feature development based on customer requests/feedback.

Creating Item Type Template(s)

1. Go to Facility Data -> Item Templates
2. Click Create New Template button, to create your account’s Default Item Template.

3. Assign this new Item Type Template a name by changing the “New Template” text in the template name input field on the top-left.

   

4. Optionally, you may add a NOTE describing the Default Item Template in the Optional Item Details input.

   Example of Custom “Flower” Item Type Template, with a unique name and NOTE.

5. Toggle the Required button for any fields where you want users to set that field while creating or editing Items of this type.

   

6. Choose to Save as Draft (to save and refine later) or Save & Activate (to save the Default Item Template and activate it on your Canix account immediately) buttons, respectively.

   

Editing an Item Template

NOTE: Your user must have the Edit permission for Item Templates set on the User Permission Group assigned to their user to create, edit, activate, deactivate, or delete any Item Templates (even the Default Item Template).

You can modify the configuration of any Item Template (default or item type) at any time. Please note that any changes made, after you’ve been using an Item Template for any given amount of time will alter the data integrity of your Items for any fields which are currently marked as “Required” by an Item Template and which you intend to set as “Optional”.

1. Go to Facility Data -> Item Templates
2. Click on any Item Template in the list to open the Item Template details view

1. Make any adjustments you desire
2. Click the Save & Activate button to have your changes go into effect immediately.
   1. Click the Save as Draft button to deactivate the Item Template, and save your changes for future activation.

Activating/Deactivating Item Templates

Canix supports the ability for you to have activated and deactivated Item Templates on your account.

When an Item Template (default or item type) is ACTIVATED on your account, it means it is LIVE and requires all users creating/editing Items on your account to honor its configuration for required fields, respectively. Conversely, when an Item Template is DEACTIVATED on your account, it means that template will not affect the fields required to be set by users while creating/editing Items on your Canix account.

You may only DEACTIVATE Item Templates which are currently ACTIVE on your Canix account.

You may only ACTIVATE Item Templates which are currently DEACTIVATED on your Canix account.

You may toggle the state of an Item Template by following these steps:

1. Go to Facility Data -> Item Templates
2. Click on the checkbox next to one or more Item Templates (all selected must have same status either all Active or all Inactive)

3. Click Actions → [Activate || Deactivate], to activate or deactivate the selected Item Templates, respectively.

   

Deleting Item Templates

You may only delete the Default Item Template once all other Item Templates on your account have been deleted first. Attempting to do so will throw an error message.

To delete an Item Template

1. Go to Facility Data -> Item Templates
2. Click on the checkbox next to one or more Item Templates (all selected must have same status either all Active or all Inactive)
3. Click Delete text to the left of the Actions button to delete the selected Item Templates. Example, we have a single Item Template selected, and wish to delete it.

Troubleshooting Item Creation/Edit issues reported by your team while using Item Templates

Without any Item Templates defined, or if all Item Templates are DEACTIVATED, Canix will operate as if you never started using the Item Templates feature.

This is important, because as you work with Item Templates, if you or a member of your team complains they cannot create/edit Items on your account, and you have any Item Templates activated, deactivating all Item Templates is a wonderful first step to troubleshoot the problem.