Add value template form

reference brazil Updated Sep 10, 2026 1 min read add-value-template-form.md
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Add value template form fields and descriptions.

Field

Description

Calculation builder

Persona

The user role for whom the value is being calculated, for example, Agent, Requester.

Usage

The usage indicator that you want to associate the value template with.

Time value type

The type of time-based metric used in the calculation, for example, Constant or Indicator. Choose a value that aligns with your performance goals.

Time constant

A fixed time value (in hours, minutes, or days) used as a baseline or threshold in the calculation. Useful for comparisons or normalization.

Time indicator

The time indicator that you want to associate the value template with.

Acceptance rate type

The type of acceptance metric to include, such as Indicator or Constant.

Acceptance rate constant

A fixed percentage or ratio used to represent an expected or target acceptance rate in the value calculation.

Attributes

Template name

A unique and descriptive name for the value template. This name appears in the list of templates and should clearly indicate its purpose.

Value template category

The categorization of the template based on its use case, for example, Productivity, Efficiency, Accuracy. Helps in organizing and filtering templates.

Department

The business unit or department associated with the value template. This helps in aligning the template with organizational goals.

Description

A brief explanation of what the value template does, including its purpose and how it contributes to measuring value.

Calculation output

Instance

The instance where the value template is applied. This field is useful for managing value templates across instances.Note: You can validate a formula in a non-production instance before publishing it to a production instance.

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