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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.
- 2) Add Entry Button: Click to add a new entry.
- 3) Clone Resource Button: Click to clone an existing resource
- 4) Settings: Click to open up the settings page, where default and custom list filters, settings, column fields, and column order may be customized.
Resource List:
- 1) List Resource Count: Displays the number of resources in the current list view
- 2) List View Name: The name of the current view
- 3) Export Options: Click to export the list to .csv
- 4) Chart View: Opens a link to Chart View, which graphically shows the entries in filterable, hierarchy form.
- 5) List Filters: Click to expand list filter options, including Section, Category, Parent Resource, Resource Type, or Attribute Name / Value.
- 6) Items per Page / Pagination: Set the desired number of resources per page. Pages display at the bottom of the resource list.
- 7) Search: This text box allows the user to enter in criteria to filter the list of Entries. Click "match name" for an exact name match.
- 8) Resource Selection Box: Click to select multiple resources to apply bulk changes to. When multiple resources are selected, the actions menu will change to display options to apply to the selected resources.
- 9) Resource Field Columns: Each column displays a resource field. Columns with arrows next to the names may be sorted by ascending/descending values by clicking on the column name. The fields that display, as well as their order, may be customized in "Settings".
- 10) Resource Links: Clicking on a resource name will take the user to that resource's individual entry page.
- 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
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- For a Single Resource
Opening the Action Menu in the Entry List View for a single resource will bring up the following options:
- View: Opens the resource's entry page.
- Edit: Opens to the resource's Edit options.
- Clone: Opens the clone resource page for the selected resource.
- Edit Fields: Opens the edit fields modal to view or update field values for that resource.
- Unassign IP Addresses: Unassigns all IP addresses assigned to the resource.
- Delete: Deletes the resource, if appropriate permissions exist.
Resource Action Menu - For 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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See the Gadgets Page for detail on working with individual gadgets.
Create
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a Resource 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
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a Resource Entry
To edit an entry, go to the Resource View Gadget, and select "Edit".
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