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Assign Room Data from Room Template to Rooms

To assign Room Data from Room Templates to rooms:

  1. Follow the steps in:Create and edit Room Data Status .and a window will appear:

2. Select a Room Template or Room Data Template

3. Click on “Select”

It is also possible to use “Apply Template” to Assign Room Data from Template. Read more: Apply Template to Rooms

Inheriting Images from Template

When adding Images to Items and Templates, there are certain restrictions on when they will automatically inherit to occurrences and template derivations. The table below explains when images will be inherited or can be added:

Images for Items and Derived Templates

Item Occurrences

Child Items

Derived Templates

Images automatically inherited

✖️

Images are not inherited as multiple occurrences can exist and are likely to be unique. For example, at the occurrence level you may want to show a picture of a chair with each occurrence having a different color.

✔️

Images are inherited because a child item becomes a unique item. Child items maintain a connection to the parent item.

✔️

Images are inherited as a derived template maintains a connection to the original template

Images automatically inherited can be deleted

N/A

✖️

✖️

New Images can be added

✔️

✔️

✔️

Inheriting Documents from Template

When adding documents to Items and Templates, there are certain restrictions on when they will automatically inherit to occurrences and template derivations. The tables below explains when documents will be inherited or can be added:

Documents for Items and Derived Templates

Item Occurrences

Child Items

Derived Templates

Documents automatically inherited

✔️

Documents are inherited as they are less likely to vary significantly between occurrences. For example, a PDF of a chair spec will apply to the item as well as all occurrences.

✖️

Documents are not inherited as children are separate items and can be different from the parent. For example, a PDF spec for a a chair may be uploaded to the parent item, whereas the PDF spec for a child item is a version of the chair with arms that is a separate document.

​✔️

Documents are inherited as they are less likely to vary between an original template and the derived template. For example, space guidelines will apply to the room type.

Documents automatically inherited can be deleted

✖️

N/A

✖️

New Documents can be added

✔️

✔️

✔️

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