Resource Identifiers

Last Updated: November 19, 2024 08:49

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.