Working with Entries
The list of Resource Entries is under the Resources Tab. To access it, you may either click on the Resources Tab, or select "Entries" from the Resource Tab dropdown menu.
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Resource Tab / Entry List User Interface
Page Header Button Bar:
1) List View Buttons: Click each Resource View button to display the desired list. Entries, Section, Categories, Contacts, and Customers are provided by default, although custom list views may be created and pinned to the button bar.
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11) Action Menu: Right click anywhere on a resource's row to open the Action Menu. The Action Menu (gear icon) gives a list of actions to perform on the resource. If more than one resource is selected, bulk edit actions will display instead.
Resource Action Menu
Action Menu - Single Resource
Opening the Action Menu in the Entry List View for a single resource will bring up the following options:
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Delete: Deletes the resource, if appropriate permissions exist.
Action Menu - Multiple Resources
Opening the Action Menu in the Entry List View when multiple resources are selected will bring up the following options:
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Delete All: Deletes the resources, if appropriate permissions exist.
Chart View
Chart View illustrates the resources created in a node-based tree.
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Delete: Deletes the resource, if appropriate permissions exist and no child resources/assignments exist under the resource.
The Resource Entry Page (View Resource)
The Resource Entry Page displays details for an existing Resource and any associated Gadgets. Here, users may edit the Resource's fields, clone the resource, add child resources, and perform Gadget-level actions such as assigning and managing IPAM Blocks, Contacts, generate DNS Zones, add Field information, and manage Peering Sessions.
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See the Gadgets Page for detail on working with individual Gadgets.
Create an Entry
To create a new Entry, click on the "Add Entry" button from the Resource Tab / Entry List Page.
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See the Gadgets Page for detail on working with individual Gadgets.
Edit or Delete an Entry
To edit or delete an Entry, go to the bottom of that resource's Entry Page, and select "Edit".
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If an entry has children, the delete option will not be available. Child Entries must be deleted before a Parent Entry can be deleted. |
Export Resource Fields
Resource List Export:
To export all resources/ resource fields displayed in a Resource List, select "Export to CSV" from the top header for the desired resource list.
Multiple Resources Export:
To export multiple resources, select the desired resources from the resource list, then open the action menu and click "Export to CSV".
Single Resource Export:
Resource Entry pages have an "Export As CSV" button that generates a .csv file containing the Resource's basic field information.
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The downloaded .csv file will contain the fields containing values from the Resource Info, Contact Info, Tech Info, and Resource Field Gadget(s), with the field name in the first column, and the field values in the second column.
Add Child Entries
Adding a Child Entry creates a resource underneath the current resource in the hierarchy.
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Once created, the Child Entry will show in a list at the bottom of the Parent Entry page.
Resource Clone
Cloning an Entry duplicates the Entry and, if desired, any Child Entries existing under it.
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Information not Cloned: IP Blocks, DNS Zones, uploaded documents - in general, items that are assigned to the entry rather than input into fields.
To Clone an Entry
The Resource Clone feature may be accessed from either the Resources Tab, or from a Resource Entry page.
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Review the cloned resources using the chart view to see the hierarchy structure! |
Additional Information
Continue on to the following pages for additional information on working with Working with Resources in Provision:
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