Edit Resources Tool

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.

Lock and key icon 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.

Notes:   

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

  • 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 permission for the module.

Undo

Reverses the previous edit.

Redo

Recreates the last undone edit.

Delete

Deletes the selected Resource record.

Lock and key icon 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.
  • letter I in a circle 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.
  • Select the Edit Resources tool in the Work Task grid. The Editable Grids view appears.
  • Locate the grid for the desired Resource type and select Document with plus symbol icon. 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, select the Save button in the bottom-right corner.

    Important:  NO edits are saved for the entire page until the Save button is clicked.