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Booking Templates - Shared Booking Templates


Booking Templates are very useful in cases where the same Booking set up can be reused in a Project. A Booking Template can consist of as little as one Booking with the involved Objects/ Classes up to a whole Project Structure with Binders, Subbinders and multiple Bookings.

To create a template add the Project from which the template should be created to the Projects Tree. In the Toolbox select the Booking templates tab. Next select the Bookings or Binders that should make up the new template (press cmd in Mac or ctrl in PC to be able to multiselect).
Drag the selction into the Booking template area in the Toolbox. When the Template tab is highlighted drop the selection. Give the template a name and description.


In this first example a template consisting of only Bookings is created.



In this second example a Booking template consisting of Binders is created.
A pop up is asking to include children. Yes means that all Bookings within the Binders will also be included in the template, No means that only the Binders will be included in the template. Next pop up asks to give the template a name and in the Note add a description that explains the content / for what the template should be used.


To apply a template to a Project start by adding the Project to the Tree and mark it (blue). Select the template in the Toolbox > Booking Templates and drag it all the way up to the date of when it should start or end according to the blue arrows. Note that for the arrows to appear you need to drag into the top area where the date is displayed.



A dialogue will ask to Auto Replace Objects With Available Ones; Yes if there’s a chance that conflicts will occur and if you want farmerswife to auto select available ones. Select No to manually resolve any conflict that may occur.



Booking Templates Menu 6.4 

The Booking templates menu can be found in the toolbox drop down menu in the top left corner or by right mouse clicking. It is possible to rename, remove and copy from another user. In case of copying all the existing templates will be replaced by the ones copied.



  • Rename: Will allow you to rename the selected booking template and the short description.
  • Remove: Will allow you to remove selected booking template.
  • Framework Static Time Fram Day Mapping: This new "Frame Work Static Time Frame Day Mapping" feature allows Frameworks stored in Booking Templates to be applied depending on the target day.

    You can configure this feature on Booking Templates, then create "Frameworks" for a whole month, which will respect your set behaviour on normal work days, weekends and Full Day and Half Day Public holidays.



    There are 4 main "day mapping" options:

    1. "Normal work days" to be mapped to "target day": "Monday", "Tuesday", "Wednesday", "Thursday", "Friday".
    2. "Weekend days" to be mapped to "target day": "Saturday", "Sunday".
    3. "Full day Public Holiday" to be mapped to "target day": for a full day public holiday.
    4. "Half day Public Holiday" to be mapped to "target day": for a half day public holiday.

  • Copy From Another User: The templates are personal but can be copied by other users. However, be aware that when copying from other users the existing templates will be replaced by the copied templates if they have the same name (a window will pop up to remind you).



Booking Templates Menu 6.5


From version 6.5 it is possible to share Booking Templates. To be able to use this option there are two User permission settings that apply. 


  • Can Create / Modify / Delete All Shared Booking Templates
  • Can Create / Modify / Delete Their Own Shared Booking Templates


The Booking Templates menu can be found in the Toolbox drop down menu in the top left corner or by right mouse clicking. It is possible to rename, copy and remove a Booking Template. Furthermore you can set a Booking Template to Active and/or Shared and Add From Another User (enhanced functionality from 6.5 "Copy From Another User")as well as show or hide Inactive Booking Templates.



Share / Unshare  a Booking Template 

Highlight a Booking Template and do a right mouse click or click on the drop down menu selecting Shared (untick for not shared).


Set a Booking Template to Active / Not Active

Highlight a Booking Template and do a right mouse click or click on the drop down menu selecting Active (untick for not active).

It is possible to show Inactive Booking Templates via the drop down menu in Toolbox > Booking Templates > Show Inactive.

Inactive Booking Templates can't be applied and used in the Longform. 


Copy Booking Templates

You can copy Booking Templates. The copied templates will have  "(copy)" in the end of the name.  If you copied an inactive Booking Template the copied Booking Template will be automatically set to active. 


Booking Template columns

There have been added three columns in the Toolbox > Booking Template's tab:

  • "Shared": showing who shared a Booking Template. Adding "creator + time" (copy will reset the creator to who copied the Booking Template).
  • "Last Modified By": showing the User name, date stamp and time.
  • "Created By": showing who created the Booking Templates (User name /date and time stamp)


The option "Copy From Another User" was renamed to "Add From Another User". It is possible to multi-select Users to add their Booking Templates to your own Booking Template tab. Even inactive Booking Templates will be copied.

You are now able to work on Booking Templates in the 2nd Session. Any changes made in the 2nd session will be saved.


Behaviour of User Permission

Behaviour for User Permission "Can Create / Modify / Delete All Shared Booking Templates


Setting Shared Booking Template from Other Users to Active and Inactive is possible.

Share and Un-share: Is possible, but with a popup message that this is a shared template from another User: Confirm / Cancel


Template is inactive and shared by another person:  

  • Rename: No, with popup message: Booking Template is Inactive 
  • Copy: Yes with popup message: Booking Template is Inactive. The copied Template will be active.
  • Delete: Yes, with a popup message that you are about to Delete a Shared Template that is not yours: Option: Confirm Remove / Cancel


Template is inactive and Shared by yourself:  

  • Rename: No, with popup message: Booking Template is Inactive  
  • Copy: Yes, after popup: Booking Template is Inactive
  • Delete: Yes, after popup: Booking Template is Inactive


Your own BookingTemplate is Inactive and Not Shared:

  • Rename: No, with popup notice: Booking Template is Inactive
  • Copy: Yes with popup notice: Booking Template is Inactive. The copied Template is then active.
  • Delete: Yes, after popup message that this template is inactive


Behavior for User Permission "Can Create / Modify / Delete All Shared Booking Templates: 

Setting Shared Booking Template from Other Users to Active and Inactive is possible.

Share and Un-share: Is possible, but with a popup message that this is a shared template from another User: Confirm / Cancel


Template is inactive and shared by another person:  

  • Rename: No, with popup message: Booking Template is Inactive 
  • Copy: Yes with popup message: Booking Template is Inactive. The copied Template will be active.
  • Delete: Yes, with a popup message that you are about to Delete a Shared Template that is not yours: Option: Confirm Remove/Cancel


Template is inactive and Shared by yourself:  

  • Rename: No, with popup message: Booking Template is Inactive  
  • Copy: Yes, after popup: Booking Template is Inactive
  • Delete: Yes, after popup: Booking Template is Inactive


Your own Booking Template is Inactive and Not Shared:

  • Rename: No, with popup notice: Booking Template is Inactive
  • Copy: Yes with popup notice: Booking Template is Inactive. The copied Template is then active.
  • Delete: Yes, after popup message that this template is inactive


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