Workspace template logic

FieldPro allows creation of child environment from one template environment, this applies mainly to clients in different countries / regions with each region working independently on their own environment. It also applies to environments created from already developed verticals i.e Retail or Agriculture.



The relationship between the parent / father and the child environment is as below:

The properties of the father template should be only set at creation (creation of the child client, or creation of new objects in the father template). Once the objects are created from father template to the child client, almost all properties should be able to be overridden except the below:

Dashboards => KPIs (existing in father template) cannot be deleted and cannot be edited (only the title can)
Workflows => steps (existing in the father template) cannot be deleted and cannot be edited
Activities => questions (existing in the father template) cannot be deleted and query cannot be edited
Lists => Attributes(existing in the father template) cannot be deleted and query cannot be edited

You can read more on the relationship here

There is littel relationship between the children in the sense that any change done on one Child won't be reflected on the other children.

You can delete an attribute in the father environment and it will propagate on children environment

Updated on: 02/04/2024