How to Create Available Resources through a Spreadsheet

This topic explains how to export the spreadsheet template used to import available resources. It includes details on how to complete the spreadsheet correctly to ensure that no errors occur when importing them.

 

1.    Access the Events solution.

2.    In the Export/Import section, click Export/Import Available Resources.

 

The system displays a page where available resources can be exported and imported.

 

3.    In the Export section, click Export Template (see figure below).

 

 

4.    Save the file to your computer and open it.

 

When the file is opened, the template is displayed in Microsoft Excel.

The file includes two worksheets: Instructions, which details how the template should be completed and Resources, where the resources available for use in events can be registered (see figure below).

 

 

The table below explains how each field from the Resources worksheet should be completed. Fields marked with an asterisk are required.

Field

Instructions

ID

The ID for each available resource is generated automatically when the spreadsheet is imported to the system. When existing resources are exported for editing, their IDs will be displayed in this field as read-only values. This field should not be completed or edited, and any changes made to it will be ignored by the system.

* Name

Enter a name to identify the available resource being created by inserting plain text using 1 to 2.500 characters.

* Type of Associated Asset

Enter the name of the type of asset represented by the available resource.

* Number

Enter a whole, positive number to indicate the number of units of the resource that is available for use in scheduled events.

Responsible for Available Resource

This field is used to assign a group of people as responsible for the available resource. This attribute is single-selection and should be completed with the name of the group being assigned. If more than one group is registered in the system under the same name, an error will be displayed and the spreadsheet will not be imported. In this case, the alphanumeric identifier of the group should be used, which can be found by entering the name of the group in the general search field of the system and clicking on the corresponding result. Alternatively, you can locate the group in the Manage Groups of People section of the Organization module. The identifier will appear at the end of the URL. If the identifier is used, it should be preceded with the tag "id:".

Role

Provide a brief description on the purpose of the available resource using a maximum of 400 characters.

Start of Availability

Enter the date and time on which the resource will become available. For example: mm/dd/yyyy hh:mm tt. The date and time for the start of the availability must be earlier than the date and time for the end of the availability.

End of Availability

Enter the date and time on which the resource will become unavailable. For example: mm/dd/yyyy hh:mm tt. The date and time for the end of the availability must be later than the date and time for the start of the availability.

Available Resource Attributes

Any available resource attributes displayed on the template were previously created and published in the Objects and Attributes section of the Administration module. If the attributes are marked as required in the system, they must be completed for the spreadsheet to be imported.

 

These fields should be completed according to the type of attribute, as follows:

    Attachment: Files cannot be uploaded or deleted through the spreadsheet. However, any files attached through the system will be displayed within brackets separated by semicolons. For example: [file name.pdf];[file name 2.doc].

 

When creating an available resource through the spreadsheet, this field will be imported blank, even if it is marked as required.

    Date/Time: The format for this type of field is defined when configuring the attribute in the system. If the attribute is registered as "Date", the field should contain only the date; if "Time", the field should contain only the time; and if "Date/time", it may contain either one. If only the date is provided, the time will be 0:00; if only the time is provided, the date will be the date on which the spreadsheet is imported. The date may be in two formats: MM/dd/yyyy or yyyy-MM-dd. The time should be in 24-hour format: HH:mm tt.

    E-mail: E-mails should be entered using a maximum of 100 characters in the following format: username@domain.com.

    Formula: This is a read-only field, so it is not possible to insert or edit values. These values will be re-calculated once the spreadsheet is imported.

    Georeference: Specify a value for this attribute by providing the coordinates in the following format:

To define a point:

{"type":"Point","coordinates":[-0.09046,51.51095]}

To define a set of points:

{"type":"LineString","coordinates":[[-0.09046,51.51095],[0,07446,44.51095]]}

The coordinates for the points must be entered between brackets, in the following order: "Longitude,Latitude".

    Image: Images can only attached through the system and cannot be added through the spreadsheet. The files attached through the system will be displayed in brackets and separated by a semicolon, for example: "[image.jpeg];[image2.jpeg]".

 

When creating an available resource through the spreadsheet, this field will be imported blank, even if it is marked as required.

    Link: Links should be entered as: http://www.domain.com or \\server\path.

    List of Options: Attributes of this type should be completed with the options available for the attribute, separated by semicolons if more than one value is accepted.

    Number: This type of attribute uses the decimal separator (".") and optionally the comma separator (",") to separate thousands. For example, the number 1200 should be filled in as "1,200.00".

    Outline: This type of attribute should be completed with the entries using a maximum of 100 characters with each separated by semicolons. For example: Entry 1;Entry 2;Entry 3.

    Paragraph: This type of attribute should be completed with normal text.

    Relationship: This type of attribute can be single or multiple selection and should be completed with the alphanumeric identifier or the paths of the objects being associated. If more than one object with the same name has been registered in the system, the paths of the objects cannot be used to create relationships and the system will not allow the spreadsheet to be imported. Note that for multiple selection attributes, the paths or identifiers of the objects must be separated by semicolons (";") and no spaces when completing the cells. The identifier of each object should be preceded by "id:" with no spaces after the tag. The identifier is available through the API and can also be found by inserting the name of the object in the general search field and clicking on the corresponding entry, which will then display the identifier at the end of the URL.

For business components, the path is specified as follows: business component level > business component type > business component name.

For perimeters, the path is specified as follows: parent perimeter name > perimeter name.

For assets, the path is specified as follows: parent perimeter name > subperimeter name > asset name.

For other objects, simply enter their names.

When the spreadsheet is exported, the list of related objects might be truncated if the maximum number of characters allowed in the cell is exceeded. If the cell is not edited, the spreadsheet will be imported and all existing relationships will be kept. To edit the relationships, the ellipses and brackets must first be removed. Note that, in this case, the new relationships will be imported and any previous ones will be deleted.

    Text: This type of field should be completed with normal text, respecting any character limits or regular expression masks configured for the attribute in the system.

 

For details on creating attributes, see Chapter 17: Administration -> Customizations -> Objects and Attributes.

Author

This field lists the name and username of the person who registered the available resource. It should not be completed or edited, and any changes made to it will be ignored by the system.

Date Created

This field lists the date on which the available resource was registered. It should not be completed or edited, and any changes made to it will be ignored by the system.

Updated By

This field lists the name and username of the person who updated information on the available resource. It should not be completed or edited, and any changes made to it will be ignored by the system.

Date Updated

This field lists the date when information on the available resource was updated. It should not be completed or edited, and any changes made to it will be ignored by the system.

 

5.    When finished, save the file to your computer.

 

Note: For details on importing events created through the spreadsheet, see Chapter 14: Events -> Export/Import Scheduled Events, Available Resources, and Routes -> How to Import Scheduled Events, Available Resources, and Routes through a Spreadsheet.