Requirement Templates

Sellers who offer many services with similar intake questions can save a product’s requirement questions as a template and reuse them on other service products, rather than rebuilding the questions each time.

Saving a template

On a service product that already has requirement questions, a “Save as requirement template?” button appears in the EDD Services box. Clicking it copies that product’s questions into the current user’s saved templates. Templates are stored per user in the user meta _edd_saved_service_data, keyed by the source product id, so each seller has their own template library.

Importing a template

On another service product, an “Import requirement template” control lets the seller pick one of their saved templates and load its questions into the current product. Importing first clears the product’s existing requirement questions, then copies the questions from the chosen template.

How it works with ACF

The save and import actions run over AJAX and operate on the ACF flexible content field that holds the questions. The plugin supports both the bundled ACF path and its own built in custom fields path, so templates work whether or not ACF Pro is the active copy.

Good to know

• The template list on a product excludes that same product, so you cannot import a product’s questions onto itself.
• Importing overwrites the current product’s questions, so import before you hand craft additional questions rather than after.