Option Template

An option template is used as a building block for an option component. Templates provide a quick way to apply reusable content to a component during tour building.

See the Template Usage topic to better understand how vendors and templates are used together to reduce data redundancy.

The majority of fields found in a template are also found in their related component. See the "Option Component" topic for a detailed description of the common fields found in both template and component. The remainder of this topic covers information specific to a option template.

Basics

The name of an option template should be a clear, recognizable name since it will be searched by its name during tour building.

Location & Contact Info

The location and contact information of an option template will use the vendor's address and contact information unless it is overridden. Location and contact information of the option template will override the vendor's information if any of the location and contact fields differ from the vendor's information. The "Override Vendor" drop down will automatically be set to "Yes" if any of the location and contact fields differ from the linked vendor's information.

When adding a new template "Override Vendor" is only applied if an existing vendor is selected, otherwise the override is ignored until after the template is saved for the first time. The information entered in the location and contact fields in this case are used to automatically create and link a vendor to a new template.

Costs

Some components have costs that can be specified at the template level. Defining costs at the template level can reduce mistakes and minimize repetitive data entry while tour building. See the "Option Component" topic for a detailed description of the cost fields.

Import

Option templates can be imported using the "Import" menu (square with arrow icon). Additional information can be found on "STEP 1: Select Type" of the import page. Select the "Options" radio button and read the prerequisite section for details on importing options into the GoTour application. If you need additional help importing option templates please contact a GoTour team member at 800-448-7001.

For a description of each field, navigate to the option template page and hover over a field with a pointing device (i.e., mouse). Make sure you have tool tips enabled in your user settings.