You can add metadata such as expiry date, SMILES or chemical structure using metadata fields in your Templates. It will automatically add them to your Resources/Items. Keep reading to learn everything you need to know about Resource and Item Templates.
Creating a Resource Template:
To create a Resource Template, you will need to create a Resource Category first.
Navigate to the "Inventory" page
Click on the vertical ellipsis ⋮ next to the Resource Category that you wish to create a Resource Template for
Select "Settings"
Set an Alert Threshold if needed
Click on "Add the Metadata Field"
Select a type of Metadata
Click "Add another" if you wish to add more; otherwise, click on 'Done'
Labstep team tip: You can edit or delete metadata fields by clicking on the vertical ellipsis ⋮ next to it. You can also add metadata in bulk by clicking on 'Add many...'
Each time you create a resource in this category, it will automatically have all the metadata fields from the template.
Creating an Item Template:
Navigate to your Inventory
Click on the vertical ellipsis ⋮ next to the Resource Category that you wish to create a Resource Template for
Select "Settings"
Click on "Item Template"
Click on "Create Template"
Fill in the fields and add as many metadata fields of your choice
Labstep team tip: Set an 'Alert Threshold' to be notified of your items running low. You can set and customise it by specifying an amount.
Editing a Template:
You can edit Templates and customise them for each Resource Category.
Editing a Resource Template
Click on the cogwheel next to the Resource Category of your choice
Click on the vertical ellipsis ⋮ next to the metadata's name to edit/delete it
Click on 'Save' when you're done
Labstep team tip: Editing a metadata field Template within a Category will edit all Resources for this category.
Labstep team tip: You can also edit a Resource Template directly from a Resource page. Changes will be applied to all Resources in the same Resource Category. To add Metadata only to a specific Resource, click on 'Add Metadata Field'.
Editing an Item Template
Click the cogwheel next to the Resource Category of your choice
Click on 'Item Template'
Click on the vertical ellipsis ⋮ next to the metadata's name to edit/delete it
Make the necessary changes
Add additional metadata by clicking on 'Add Metadata Field'
Click on 'Save' after you've finished editing your item template
Labstep team tip: If you wish to edit metadata fields for only a specific Resource, you can click on 'Edit item template', then 'Enable Custom Template'. This custom template will set the specified default values for items only when added to this Resource.
Disabling Templates:
Disabling a Resource Template
Click the cogwheel next to the Resource Category of your choice
Click on the vertical ellipsis ⋮ next to the field you wish to delete
Click on 'Delete'
Labstep team tip: You can also edit/delete metadata fields from a Resource page. These changes will be applied to all resources within this Resource Category. To remove Alert Thresholds, delete them within the 'Alert Threshold' field.
Disabling an Item Template
Click the cogwheel next to the Resource Category of your choice
Click on 'Disable Template'
Labstep team tip: Click on 'Enable Custom Template' to restart using item templates. If you want to edit the metadata fields for items within a specific Resource, navigate to the chosen Resource and click on 'Edit Item Template'.
Still need help?
Contact us here or start a conversation with a member of our team using our in-app chat.