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.
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 Functions
The Edit Resources view includes a 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.
Add Resource
Creates a new record in the associated Resource grid.
Requires the General - Add permissionfor the module.
Undo
Reverses the previous edit.
Redo
Recreates the last undone edit.
Delete
Deletes the selected Resource record.
Requires the General - Delete permission for the module.
Menu
Provides access to the following tools:
Reset Grid Preferences - Returns column widths to their default value.
- 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.
Click the Edit Resources tool in the Work Task grid. The Editable Grids view appears.
Locate the grid for the desired Resource type and click Add . A new row appears in that grid.
Click in a field and begin typing. If the field is a pick-list, the system automatically searches for any values that match what is being typed.
Note: When selecting Resources, note that only those associated with the Work Order's Category are available. The drop-down box that displays matching values only displays the first 20 matches. As more characters are typed in the field, the better the system is able to filter down the list.
Enter a Resource (required).
Complete other fields as desired.
When you are finished with all edits on this page, click the Save button in the bottom-right corner.
Important: NO edits are saved for the entire page until the Save button is clicked.
Editable Grid Fields
Standard Fields
Pick-list fields - Click in the field for a drop-down list of valid records. Or, click for a pick-list pop-up. Note that pick-lists can be filtered.
Date fields - Click the field for a calendar from which to select a date.
Required fields - Appear highlighted in light orange.
Read-only fields - Appear grayed out.
Restricted fields - Appear grayed out if a user does not have permission to edit restricted fields.
Specialized Fields
Eden-integrated fields - If a Lucity client is integrated with Eden financial software, they MUST edit the fields that are integrated with Eden (like Project Number) using forms.
Review Grid Edits
When a user edits within a grid, icons appear next to each modified or added record.
Added Record
Appears next to a record that was added during this Edit session.
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.
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 Edit in Grid next to an edited record to see the Review screen. This screen compares the Original state of the record to the Current state.
Edits are highlighted in green.
Click the next to an edited field to undo the edit.