Knowledge: Coupled Data Room Section Types
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Knowledge
Title*Coupled Data Room Section Types
ManualAdministration
Manual Level TwoData Rooms
Manual Level Three
Created29/06/2022
DetailCoupled Data Rooms have the following Types:
- Parent to Children
- Child of Parent(s)
- Related
Below are a couple of scenarios to explain their usage:
- If you have a Knowledge Library and you want to attach Drafting Documents to it, you would probably have two Data Rooms, Knowledge Library and Drafting Documents.
- In the Knowledge Library Data Room you would create a Coupled Data Room Section.
- Set the Type to be Parent to Children.
- Set the Child Data Room to be Drafting Documents.
- Save the section and form.
- Although not necessary you could then show the Parents on the Drafting Documents Data Room by adding a Coupled Data Room Section.
- Set the Type to be Child of Parent(s).
- Set the Parent Data Room to be Knowledge Library.
- Make sure the correct section from Knowledge Library is selected. If Knowledge Library was Coupled to other Data Rooms it would cause items to appear in wrong section if set incorrectly.
- Save the section and form.
- For document automation where you require a data room to be linked as a child of another, you can do the following:
- Create a new data room for the child data
- In the main data room make a section that is a coupled data room section
- Set the type to be parent to children and select the child
- The fields menu in automated templates in the parent data room should now have the ability to add repeat tags for the coupled data room content on the parent section
- If you have Knowledge Items that are often used together and they have equal relationship, so they should display if they are either children or parent items.
- Add section to Knowledge Library.
- Set the Type to be Related
- Select the related Data Room, in this case iteself but could be another.
- Select the related section, same reasons as in previous scenario.
- Save the section and form.
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