Template codes are used to represent a portion of a larger builder code that can map to a specific option, such as the SF and WP codes above. Template codes are later concatenated to form a longer Builder Option ID, which can map to a corresponding option ID in an ERP.

If an individual option needs to be represented in a dynamic code, add the code snippet to the “Builder Template Code” field in the Option Inspector.

To add a template code to an elevation, open the elevation in the System Options section to find the Builder Template Code field in the Inspector.

To generate combinations of specific options within source option sets, click the + icon in the Linked Option Sets section of the Explorer panel to open the Linked Option Inspector. Name the Linked Option, select the source options to link together and deselect any options that should be excluded.

Configured template codes will appear alongside each option for reference.

If, instead, linked options can be generated for any option within an option set, select the option set in the Set Level Linkage section below.

Link Effects define the outcomes when Linked Option conditions are met. There are two types of effects available: generating a new option or modifying an existing one.

Selecting "Generate a new option" creates a new line item in the Home Plan CSV whenever the Linked Option conditions are met. This approach is useful when a distinct option needs to represent the specific combination in an ERP system.

The "Modify an existing option" effect allows adjustments to properties of another option based on the selected combination. This effect requires two key configurations:

Example Configuration:

To increase a porch option's price and change its Builder Code when combined with certain foundation types:

These effects apply automatically whenever the specified combination of options is selected in a home plan. Changes to the selected options trigger corresponding updates to maintain accurate pricing and codes.

The final step in creating Linked Options is combining the individual Template Codes into dynamic builder codes for each Linked Option. To bypass this step, select “No formatting - enter codes manually.” Doing so will allow Linked Options to be generated without builder codes, which can then be manually updated.

To configure the order in which Template Codes appear in the dynamic builder code, drag and drop the Linked Options in the desired order. A sample of the resulting builder code will display below.

To add a template code component unique to the Studio file, click +Add component which creates an open text field. The contents of this field will be added to the builder code of options generated in the specific Studio file.

Once the builder code format and linked options are configured, click “Generate Linked Options” to create the options within the Linked Option Set and their accompanying builder codes.

Once Linked Option Sets are generated, they can be modified individually similar to regular option sets. Click on an individual Linked Option to update its fields, modify its builder code or delete it.

Once satisfied with the individual options, publish the Studio file to make them available in Master Plans and Location Plans, where retail pricing is configured.