2026-06-16T14:46:31Z

Samh:

== Shortcuts ==

# TODO Task Label Prefixes & Variables

TODO task labels support special prefixes and variables that control how tasks are rendered in the UI.

## Prefixes

Prefixes are detected by examining the **first character** of the label after trimming leading whitespace.

### `.` (Dot) – Inline/Child Tasks

Prefix a task label with `.` to make it an **inline child** of the preceding non-dot task. Child tasks are displayed in a grid row alongside their parent, creating a compact horizontal layout.

**Behaviour:**
- The `.` prefix is stripped from the displayed label
- The task is grouped with the previous non-dot task as a child
- Displayed in a shared grid row (parent + children side by side)
- Checkbox is still shown (can be checked/unchecked)
- If a dot-prefixed task appears without a preceding parent, it is treated as a regular individual task

**Example:**
```
Monday Breakfast
.Lunch
.Dinner
```
Renders as a single row: `[☐ Monday Breakfast] [☐ Lunch] [☐ Dinner]`

### `|` (Pipe) – Label-Only (No Checkbox)

Prefix a task label with `|` to render it as **plain text without a checkbox**. Useful for section headers, notes, or informational text within a todo list.

**Behaviour:**
- The `|` prefix is stripped from the displayed label
- No checkbox is rendered
- The item does not count toward the completed/total counter

**Example:**
```
|Important Notes
Attend all morning sessions
|Evening Activities
```
Renders as:
```
Important Notes (plain text, no checkbox)
[☐ Attend all morning sessions]

Evening Activities (plain text, no checkbox)
```

## Date Variables

Task labels support the `{{EventDate}}` variable, which is replaced with the event's start date displayed as day and month numbers (e.g., `16/06`).

### Basic Usage

| Variable | Replaced With |
|---|---|
| `{{EventDate}}` | Event start date (e.g., `16/06`) |

### Offsets

You can add or subtract days from the event date using `+` or `-`:

| Variable | Replaced With |
|---|---|
| `{{EventDate+1}}` | Event start date + 1 day |
| `{{EventDate-1}}` | Event start date − 1 day |
| `{{EventDate+3}}` | Event start date + 3 days |
| `{{EventDate-2}}` | Event start date − 2 days |

Whitespace inside the braces is tolerated:

- `{{ EventDate + 1 }}` → same as `{{EventDate+1}}`
- `{{EventDate- 2}}` → same as `{{EventDate-2}}`

Unknown variables (anything other than `EventDate`) are left as-is.

**Example:**
```
{{EventDate}} Check-in at hotel
{{EventDate+1}} Follow-up meeting
```
Renders as: `16/06 Check-in at hotel`, `17/06 Follow-up meeting` (assuming event starts June 16)

## Combining Prefixes and Variables

Prefixes and date variables can be used together:

```
|Schedule for {{EventDate}}
Morning briefing
. Afternoon workshop
. Evening networking
```

---

2026-05-07T10:02:11Z

Samh: /* Managing Rooming Lists */

{{Infobox Feature
| name = Rooming Lists
| version = Unreleased
| tier = Standard, Premium and Enterprise
}}

== Overview ==
The '''Rooming List''' feature allows users to create, manage, save, and generate accommodation request PDFs for hotels or accommodation suppliers. It acts as a central workspace for collecting stay requirements, guest accommodation preferences, and booking details related to an itinerary.

== Accessing Rooming Lists ==

{| style="width:100%; margin:auto;"
|-
| style="width:60%; vertical-align:top;" |
To find the rooming list functionality, select '''Create Rooming List''' from the itinerary accommodation section in the ECH. This opens the Rooming List workspace in a full-screen modal.

| style="width:40%; vertical-align:top;" |
[[File:Screenshot 2026-05-06 at 11.21.54.png|thumb| When you have no existing accommodations, button is located bottom centre. ]]
[[File:Screenshot 2026-05-06 at 11.38.33.png|thumb|Button moves into the header when you have existing accommodations.]]
|}

== Managing Rooming Lists ==

{| style="width:100%; margin:auto;"
|-
| style="width:60%; vertical-align:top;" |

When creating a new rooming list, the form is automatically pre-filled using information from the selected itinerary, including dates, location, and lead booker details (You) where available.

== Creating a Rooming List ==
To create a rooming list, select '''Create Rooming List''' from the itinerary accommodation section. This opens the Rooming List workspace in a full-screen modal.

New rooming lists begin as unsaved drafts until they are saved.
----

= Layout Overview =
The Rooming List workspace is divided into four main sections:

* Top Bar
* Sidebar
* Main Form
* Bottom Bar

----

= Top Bar =

=== Reset ===
Restores the currently selected rooming list back to its last saved state.

If editing a new unsaved draft, the form will revert to its original pre-filled itinerary values.

=== Create New ===
Creates a new unsaved rooming list draft while keeping the current modal open.

If unsaved changes exist, the user will be prompted to save or discard them before continuing.

=== Close ===
Closes the Rooming List modal.

If there are unsaved changes, the user will be prompted to save or discard the draft before closing.
----

= Sidebar =
The sidebar contains all saved rooming lists for the currently selected itinerary.

=== Search ===
Filters saved rooming lists by title.

=== Refresh ===
Reloads the latest rooming lists from the server without closing the modal.

=== Rooming List Entries ===
Displays all saved rooming lists ordered by most recently updated first.

Each entry displays:

* Rooming list title
* Last modified date and time

Selecting a different rooming list will load its saved data into the form.

If unsaved changes exist, the user will be prompted to save or discard them before switching.
----

= Bottom Bar =

=== Save ===
Saves the current rooming list.

Once saved:

* The rooming list becomes persistent
* It appears in the sidebar
* Future edits can be restored using Reset

=== Delete ===
Deletes the currently selected saved rooming list.

This action cannot be undone.

If working on an unsaved draft, this button instead discards the draft.

=== Generate PDF ===
Generates a PDF version of the current rooming list using all entered form data.

The PDF is designed for sharing with hotels, accommodation providers, or booking agents.
----

= Form Fields =

== General Information ==

=== Order Name * ===
The title of the rooming list.

This is used:

* In the sidebar list
* As the PDF title
* To help identify accommodation requests

Example:

* “Trip to Milan”
* “Barcelona Conference Accommodation”

----

=== Lead Booker Contact Name ===
The primary contact person responsible for the booking or accommodation request.

This is typically pre-filled using the current user profile.
----

=== Lead Booker Phone Number ===
The primary contact phone number for accommodation providers to use when responding to the request.
----

=== Lead Booker Contact Email ===
The main email address accommodation providers should use for communication.

This field is usually pre-filled from the logged-in user profile.
----

=== Additional Emails ===
Optional comma-separated email addresses that should also receive accommodation communications or copies of the generated PDF.

Example:

<code>ops@company.com, travel@company.com</code>
----

=== Event Location ===
The destination, venue, or event location related to the accommodation request.

This location helps suppliers understand where accommodation proximity is required.
----

=== Stay Dates * ===
The requested accommodation check-in and check-out date range.

These dates are typically pre-filled from the itinerary.
----

= Accommodation Requirements =

=== Select Pending Accommodations ===
Selects an existing pending hotel/accommodation item from the itinerary.

When selected:

* Related guest information can be used
* Room counts may auto-populate
* Guest data can be included in the generated PDF

Only accommodations currently marked as '''Pending''' are available.
----

=== Number of Rooms Required ===
The total number of rooms required for the stay.

This may automatically populate based on the selected accommodation’s guest assignments, but can also be edited manually.
----

=== Maximum Number of Accommodations to Split * ===
Defines how many separate hotels or accommodation providers the booking can be split across.

Examples:

* <code>1</code> = all guests must stay in the same hotel
* <code>2</code> = guests may be split between two hotels

----

=== Maximum Distance from Event ===
Optional distance limit between the accommodation and the event location.

Example:

* “5km”
* “15 minute walk”

This helps suppliers return more suitable accommodation options.
----

=== Minimum Cost per Night per Room ===
Optional minimum nightly room budget.

Useful when requesting accommodation within a preferred pricing range.
----

=== Maximum Cost per Night per Room ===
Optional maximum nightly room budget.

Helps suppliers avoid quoting accommodation outside budget requirements.
----

=== Response Due Date ===
The deadline by which accommodation providers or agents should respond to the request.
----

= Notes & Comments =

=== Additional Information for Agent ===
Free-text notes intended for accommodation providers or booking agents.

Typical information may include:

* Preferred room types
* Required amenities
* Breakfast or parking requirements
* Accessibility requests
* Special guest requirements

This content is included in the generated PDF.
----

=== Team Internal Comments ===
Internal-only notes visible to EventR users.

These comments are intended for operational or planning purposes and are not intended for accommodation suppliers.

Examples:

* Internal approval notes
* Supplier preferences
* Budget discussions
* Booking reminders

----

= Draft Handling =
Rooming lists support unsaved drafts.

If the user attempts to:

* Close the modal
* Switch rooming lists
* Refresh data
* Create a new draft

while unsaved changes exist, EventR will prompt the user to:

* Save changes
* Discard changes

This helps prevent accidental data loss.
| style="width:40%; vertical-align:top;" |
[[File:Screenshot 2026-05-06 at 11.49.46.png|thumb|Example: Draft rooming list]]

[[File:Screenshot 2026-05-06 at 11.58.44.png|thumb|Multiple rooming list view]]
|}