Resource Identifiers

Summary

By default, OfficeRnD Flex uses the Resource Name, Location, and Resource Type to uniquely identify a resource and determine whether to update it or add a new one during Resource Imports. However, it is possible to select Floor and Parent (either one or both) as additional unique identifiers alongside the default ones:

rsrs id.png

With this option, Flex admins can define which properties uniquely identify the resources they want to update so they can:

  • Update the prices of offices.
  • Update some of the properties of specific resources.
  • Add new resources which, in some cases, may have the same names as existing resources.
  • The default identifiers (Resource Name, Location, and Resource Type) cannot be updated using Resource Import.
  • If selected, the Floor and Parent identifiers cannot be updated either. E.g. if you want to import a .CSV file that changes the Floor for a set of resources, you cannot use Floor as an identifier.

Resource Identifiers

If the Floor and/or the Parent are selected as unique identifiers, the import follows this set of rules to decide whether to update an existing resource or add a new one:

Resource Identification Floor/Parent provided in CSV Match Found? Outcome
Single resource found Yes Yes An existing resource will be updated. A warning message is displayed to indicate which resource will be updated.
Single resource found (matched by the default identifiers - name, location, and resource type) Yes No A new resource will be created.
Single resource found (matched by the default identifiers - name, location, and resource type) No - An existing resource will be updated. A warning message is displayed to indicate which resource will be updated.
Multiple resources found Yes Yes An existing resource will be updated. A warning message is displayed to indicate which resource will be updated.
Multiple resources found Yes No A new resource will be created.
Multiple resources found No - Import will be blocked due to multiple matching entries. An error will be displayed to prompt you to select additional unique identifiers or adjust the file with data for import.

 

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