Customizing Resource Views
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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To view, edit, or create resource views, click on "Settings" from the Resource List header bar.
The settings page consists of three main areas: A list of existing resource Resource Views on the left sidebar, the Default Filter Values for the selected Resource View at the top center, and the Default Field/Column settings at the bottom center.
These settings may be changed for any Resource View, including the default Views. You may also create a new view at any time by clicking "Add View" at the top page header.
Default Views
Five default Resource Views are provided, and are automatically pinned to the top header bar for quick access:
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To filter the view list, type all or part of the view name into the search bar, and the list will filter down to relevant results.
Pin / Unpin
To Pin / Unpin a Resource View to the top header bar (where it will display as a button), right-click on the view, then select:
"Pin to top bar" to add a bar button for the view, or "Unpin from top bar" to remove an existing header button.
If custom views are pinned, they will be visible in a second button row by clicking the expand (...) button in the page header:
Create a New View
To add a new Resource View to the list, click "Add View" at the right side of the header bar.
Create a new view by specifying a name. Then hit the "Create" button. The new view will be added to the view list, with no default filters applied and standard default columns enabled.
Click on the new view in the list to select it. From here you can apply specific filters to the view, display field attributes as columns, and adjust column order visibility.
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You may clone an existing Resource View by opening the view, scrolling to the bottom of the view settings, then clicking "Clone".
The view will be cloned, along with all of its existing filter and column settings.
The new view will be named "(Previous View Name)-cloned", and will immediately be added to the Resource View list.
If further edits are needed to the view, edit the filters and/or columns as desired, and click "Save Changes".
Delete an Existing View
User-created Views may be deleted by clicking the "Delete" button at the bottom right of the view settings.
Default views may not be deleted.
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You may even restrict your view to only show those resources that have a particular value for an attribute, by entering the attribute (field) name obtained from the resource's section setup, and the specific value for that attribute that the resource should have.
Available filter values include:
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Category: Select an existing category, such as Customer, Internal, or any custom category that has been created.
Attribute Name: Type Select an attribute name to limit the results to only resources with that attribute. See: "Find the Attribute Name information box, below".
Attribute Value: Type Select an attribute value to limit the results to only resources with that value for the attribute. Select "Match Value" to limit results to exact attribute value matches.The attribute value filter results are limited to the attribute selected in the "Attribute Name" filter.
Once you have selected the desired filter(s) for your view, be sure to click "Save Changes" at the bottom of the page!
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Encrypted attributes, such as "Password" and "Encrypted Data", can be searched via the Attribute Name filter. But users may not filter encrypted attributes by a specific attribute value. These attributes are designated as "encrypted" in the Attribute Name filter dropdown.
The Attribute Value filter is disabled when an encrypted attribute name is selected.
Note: The attribute name is the system slug designation for the attribute, not the display name shown in column headers or field labels. Slugs are unique ids entirely in lower-case lettering, and use dashes or underscores instead of spaces. To find the attribute slug, go to the Edit Section page, and look for either of the following areas for the desired field: 1) Click on the field name label (here: "Hostname") for a field that has already been added to the section, to open the field details information box: The field attribute slug will be listed under "Slug" - here, the slug for "Hostname" would be "6c-network-fqdn" 2) If the field has not yet been added to the section, you may view the field name with field slug after it, in parentheses, in the "Add Existing Fields" selection box: Here, the slug displayed for "2nd Email" is "6c-contact-email2". Once the attribute name and value has been entered as filter conditions, it should look like this: The resulting view list will then display only the resources with "QA1.6connect.com." entered for the Hostname (6c-network-fqdn) field: |
Set Default Columns
Default Column settings allow you to choose which resource fields are displayed as columns, as well as the column order, name, and visibility settings.
For all of the default views, the default column fields include:
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You may add any existing resource field as a column for a view. In the "Select Field" input box, click and search for the field name you wish to add:
Once selected, the field will automatically be added to the bottom of the column field list, and automatically set with visibility to "off".
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To toggle column visibility on or off, click the "eye" icon on right side of the field row.
Fields that have visibility turned off will display as a red bar, whereas visible fields will be grey bars.
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Release the mouse button when it is placed in the new location.
Remove Columns
Default columns are not able to be removed (you may hide visibility, instead), but user-added columns may be removed by clicking on the "delete" icon (trash can) for the desired field.
Resize Columns / Additional Options
Additional options exist to manage column sizing and behavior. Click the menu icon (three dots) on the right side of the field bar.
This opens the "More Options" box. From here, you can set a specific minimum default pixel width for the column, or enable/disable drag resizing in the field view.
When done, click "Update", or click "Close" to exit without saving your changes.
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The display name for any column may be renamed by simply clicking inside the name box, and typing your changes.
When done, click "Save Changes".
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