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.

Edit Resources

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 permission for 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.

How to add a Resource in Edit Resources View

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.

Edit Review Screen

Edits are highlighted in green.
Click the next to an edited field to undo the edit.
Click Revert All to undo all changes.
Click OK to close the Review window.