Model Templates and Instance Specific

Model Templates and Instance Specific

Monitor and control modules include datapoints, alarm rules, overview dashboards, and commands.

Model Templates  

Monitor and control modules are configured as templates in the managed entity models: device, asset, and location. When a managed entity (ME) instance based on the managed entity model is created, instances of the configured templates are also created in the ME instance.

For example, in a device model, a datapoint template: Temperature , command template: ON/OFF, and alarm rule template: Temperature Status are added. Creating a device instance based on this model results in instances of the datapoint, command, and alarm rule in the device instance. This applies to any number of device instances based on the model.

Adding a new template to a model will propagate instances of that template to all ME instances derived from that model, as detailed in the model instance relationship.

Learn more about model instance relationship.

Advantages of Model Templates  

  • They can be configured once in a model and automatically become available across all instances derived from that model.

  • They can be used in global dashboards and across multiple instances. For example, a datapoint configured in one device instance can be used to configure a scheduled KPI datapoint in another asset instance (if they are related).

  • Updating the parsing key, command key, or alarm rule state in the template will reflect in all instances, simplifying management. Keys can be overridden for specific instance if required.

Instance Specific

Monitor and control modules can be directly added to a specific device, asset, or location, making them available only for that instance and independent of any template. They are termed Instance Specific Datapoints, Instance Specific Commands, Instance Specific Overview Dashboard, and Instance Specific Alarm Rules, respectively.

For example, suppose an asset model named Diesel Generator includes a datapoint template for Engine Temperature, a command template for Engine ON/OFF, and an alarm rule template for Engine Temperature Status. In this case, individual assets such as Diesel Gen 1, Diesel Gen 2, and Diesel Gen 3 created based on this model will each inherit these datapoint, command, and alarm rule templates. However, if a datapoint for Engine RPM is added exclusively to Diesel Gen 1, a command for Coolant ON/OFF is added only to Diesel Gen 2, and an alarm rule for Fuel Level is added only to Diesel Gen 3, these additions become instance-specific datapoint, instance-specific command, and instance-specific alarm rule for the respective Diesel Generator assets.

Enabling Instance Specific Monitor and Control Modules

Instance specific datapoints, commands, and alarm rules can only be added to a managed entity (ME) instances if they are enabled in the model settings of the model on which the ME instances are based on.
 
For example, consider two asset models: "Diesel Generator" and "Fuel Tank." Based on these models, instances Diesel Gen 1, Diesel Gen 2, Diesel Gen 3, Tank 1, Tank 2, and Tank 3 are created respectively. If the option to add instance-specific datapoints, commands, and alarm rules is enabled only for the "Diesel Generator" model, then these additions can only be made to the Diesel Gen 1, Diesel Gen 2, and Diesel Gen 3 instances.
 

Limitations of Instance Specific Datapoints  

  • Instance-specific datapoints are not usable in global dashboards and reports when model based configurations are used and can only be used when raw option is selected.

  • They cannot be used for scheduled KPI datapoint configurations in related instances and can be used only in instance specific scheduled KPI datapoints.

  • They cannot be used to configure alarm rule templates and can only be used in instance specific alarm rules.

Limitations of Instance Specific Commands  

  • They are available only in the instances they were configured for.

  • They cannot be used as triggers in alarm rule templates and are available only in instance specific alarm rules.

Limitations of Instance Specific Alarm Rules  

  • They are applicable only to monitor the specific instance in which they were added.

  • They cannot be used in broader model configurations or in other instances beyond their specific instance.

Limitations of Instance Specific Overview Dashboard  

  • Once enabled, you will no longer be able to add Overview Dashboard templates for the model. Instead, you must configure the overview dashboard for each instance you create from scratch.
 
 


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Understanding Model and Instance

                                                                                                                A model is like a container that can be configured with different templates (datapoints, commands, alarm rules, and fields). Using this model, you can create multiple instances (devices, assets, and locations) with the same setup. Each managed entity ...
                                                                                                              • Permissions for model template and instance specific

                                                                                                                Users can add templates or instance specific datapoints, commands, and alarm rules only if they have the appropriate permissions and required settings enabled in their associated user profiles. Model Template Permissions To add a monitor and control ...
                                                                                                              • Adding overview dashboard templates in a model

                                                                                                                By default, all models(Device, Asset, and Location) come with configured with an overview dashboard template. Users have the flexibility to add two additional overview dashboard templates to any model. All overview dashboard operations require ...
                                                                                                              • Model Settings

                                                                                                                Each model within the application can be configured to enable or disable instance specific settings for monitoring and control modules. When enabled, these settings allow users to add unique datapoints, commands, overview dashboard, and alarm rules ...
                                                                                                              • Adding an instance specific datapoint

                                                                                                                An instance specific datapoint is created and available exclusively to a particular device, asset or location. All Datapoint operations require necessary permissions. Refer User Profiles document for more details. Note: Model based widgets/reports ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources