Designing Object Templates in Cirkus can streamline your process by maintaining uniformity in data across Members and Resources within your Workspace.

These templates can be tailored and applied to Members and Resources within your Workspace, incorporating Custom fields like a Member's Start Date, Skills, favourite snack, or working days. For Resources, you can detail specifics such as Location, Available Equipment, Capacity, or other relevant characteristics. 

TABLE OF CONTENTS

• Create an Object Template
• Applying an Object Template to Resources
• Applying an Object Template to a Member
• Duplicate Object Templates
• Export and Import an Object Template
• Delete an Object Template

Create an Object Template
To get started, let’s create an Object Template.
As the Workspace Administrator, navigate to Workspace > Templates > Object Templates tab, and enter the desired name for the new template.
For our example, let's name it "Studios".
Now double click on the new template to go to the Object Template details, and complete the setup.
First let’s look at the Info tab

• Default Name: This is the name that any Resource created with this template will have by default. It can be edited at the creation time. This does not apply when the template is used for Members.
• Person checkbox - this is a checkbox that defines if this Template can be used for Members. Only Templates with the Person checkbox ticked will be suggested when applying templates to Members.
• Template Description: This is the optional Description of this Template i.e Template for All Studios

Default Object Description: This is the default description that will be added to any Booking created with this template. “Sound Studios are available for bookings Monday to Friday 08:00-18:00"Next let’s look at the Fields tab.

Our template can be set up with some custom fields to collect the information needed about the Object..
Details of the field options are available in the Task Template video.
We can show, hide, rename and make fields mandatory to customise the form.

On cirkus.com these Resource and Member custom fields will be visible to Workspace Administrators, and Workspace Members, but not the Limited Members of the Workspace. On private cloud this is configurable.

In our example for the Studios we will make these changes:

• Add a new custom field of Entry for “Location”.
  Type Location in the entry box, and click Add Field.
  We’ll make it multiple lines to have more space, and always show it.

• Add a new custom field of type “Capacity” .
  Type Capacity in the entry box, and click Add Field. select Type : Number 
  
• We’ll add a mandatory multi-selection field with selection of Microphones which are available in the Suite.
  Type - Selection
  Allow Multiple - Yes
  Mandatory - Always
  
• And a free entry field which shows only if Microphone = Other is checked, so the detail can be entered.
  Type - Entry
  Show - Only If Microphones = Other
  

In the list we can also show/hide/rename the Description fields, and reorder the fields with drag and drop in the list
Now our Object Template is ready, we can see how to use it.

Applying an Object Template to Resources

To create a New Resource with the template applied.
As a Workspace Admin
1. Go to the Workspace > Team tab
2. Type the name of your resource in the entry field and click Add Resource

3. In the Resource sheet, select the template you would like to use. Filling out the template fields when they show.
4. Click Done and the Resource will be created with the template applied.

You can also change or apply an Object Template to an existing Resource in the Inspector.
- Warning! This can remove any data already added to custom fields!

Applying an Object Template to a Member

To create a New Member with the template applied.
As a Workspace Admin
1. Go to the Workspace > Members tab
2. Type the email address of the member you want to add to the workspace and click “Add Member"

3. In the Member sheet, select the Object Template you would like to use. 
Only Templates with the “Person” checkbox selected will show for selection. 

4. Fill out the template fields when they show. In this case the template had fields for the working hours, start Date and an informational  multiline field, and a link to the contract for this person.
The start date is mandatory per the Template.
We can also select some roles on this sheet.
5. Click OK and the Member will be invited to the workspace with the template applied.

You can also change or apply an Object Template to an existing Member in the Inspector, by editing the Template field.
- Warning! This can remove any data already added to custom fields if they change with the template.

Duplicate Object Templates

You can  Duplicate your Object  Template if you want to create a new similar one.
As the Workspace Administrator, navigate to Workspace > Templates > Object Templates tab
On mac: right click a Template > Duplicate Object Template
On web: Edit > Select a Template > More Actions > Duplicate

The new template will be created with `copy` appended to the name.

Export and Import an Object Template

You can also Export your Object Template if you want to move it to a different Workspace, or send a copy to support to debug.
As the Workspace Administrator, navigate to Workspace > Templates > Object Templates tab
- To Export
On mac: right click the template > Export
On web: Edit > Select a Template > More Actions > Export

- To Import

On mac and web: In the Template list, select the (...) from the options menu in the bottom bar > Import Template.

Select the file from your device and the template will be created with (imported) appended to the name.

Delete an Object Template

You can also Delete Object Templates and they will no longer show in the Member or Resource selector.
Deleting an object template does not remove the fields from any Member or Resource where it is applied.
- To Delete
On mac: right click > Delete
On web: Edit > Select a Template > More Actions > Delete.

Confirm the action in the dialog which shows.

There is no trash can or undo.