Edit Resources

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The Edit Resources tool in the Work Task grid displays a a single page with the editable grids for all Resources that the user may modify. This feature streamlines the process of creating and editing multiple Resources of different types and providing information about them.

Edit Resources

security Use of the Edit Resources tool requires the Lucity Apps > Lucity Web > Allow Inline Editing permission, as well as the General - Add, General - Edit and General - Delete permissions for the Lucity Work Orders module.

Note: The tool displays grids for the Resources that are attached to the open Work Order view.

Note: The Edit Resources tool is turned off by default and must be enabled in the grid.

 

Grid Elements

The Editable Grids view includes an grid for each type of Resource that can be attached to a Work Task. The grid that appears is identical to the grid that is available for each Resource in Lucity Web.

Android Screenshot

Add Resource

Creates a new record in the associated Resource grid.

security Requires the General - Add permission for the module.

Undo

Reverses the previous edit.

redo

Redo

Recreates the last undone edit.

Android Screenshot

Delete

Deletes the selected Resource record.

security Requires the General - Delete permission for the module.

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Menu

Provides access to the following tools:

  • Reset Grid Preferences - Returns columns widths to their default value.
  • Information icon - Displays information about the grid.

 

Save

Preserves all edits and closes the Edit Resources dialog.

 

Cancel

Abandons all edits and closes the Edit Resources dialog.

How to add a Resource in Editable Grids View

Editable Grid Fields

Standard Fields

Specialized Fields

Review Grid Edits

When a user edits within a grid, icons appear next to each modified or added record.

Android Screenshot

Added Record

Appears next to a record that was added during this Edit session.

Android Screenshot

Edited Record

Appears next to a record that was edited during this  session.

  • Click on this icon to review the edits made to the record.

Android Screenshot

Deleted Record

Appears next to a record that was deleted during this session.

  • Click on this icon to cancel the deletion.

Edit Review Screen

Click the Android Screenshot button next to an edited record to see the Edit Review screen. This screen compares the Original state of the record to the Current state.

Edit Review Screen