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.
Five resource view lists are provided by default, including "Entries", "Sections", "Categories", "Contacts", and "Customers", and users may either edit the provided views or create additional custom views from variety of filter and attribute column options.
Resource View List Settings
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.
All existing views are listed on the left sidebar of the page under "Resource Views".
Five default Resource Views are provided, and are automatically pinned to the top header bar for quick access:
Users may edit the filters or default column settings to customize any of the default views, as well as pin/unpin the view to the header bar. However, the name may not be changed or the view deleted.
Working with the Resource View List
Expand the items below for details on working with the Resource View List:
Filter the View List
Filter the View List
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 a Resource View
Pin / Unpin a Resource View
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 dropdown by clicking the "More" button in the page header:
Create a New Resource View
Create a New Resource 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.
Clone an Existing View
Clone an Existing View
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
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.
Edit Resource Views
Select a Resource View from the list on the left side of the page to view or edit which filters are applied to the view, and/or set the visible columns for that view.
Set Default Filter Values
Set Default Filter Values
Default filter values allow you to fine-tune which resources display in your Resource View. If you'd like to have all resources visible in your view, you may leave all fields blank, or enter any combination of filters to narrow down the resulting list.
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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Resource Type: Choose from Section, Entry, Category, or Contact.
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Parent: Enter a parent resource to limit the list to only resources with that parent.
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Section: Select a resource section, such as Resource Holder, Server, Rack, VM, or any custom section.
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Category: Select an existing category, such as Customer, Internal, or any custom category that has been created.
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Attribute Name: Select an attribute name to limit the results to only resources with that attribute.
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Attribute Value: Select an attribute value to limit the results to only resources with that value for the attribute. 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!
Attribute Filters and Encrypted Attributes
Encrypted attributes, such as "Password" and "Encrypted Data", can be searched via the Attribute Name filter. However, users may not filter encrypted attributes by a specific attribute value.
These attributes are designated as "encrypted" in the Attribute Name filter dropdown. If selected, the Attribute Value filter is disabled and displayed as greyed-out to reflect the inability to access encrypted data values.
Working with Resource View Columns
Default Column settings allow you to choose which resource fields are displayed as columns for the selected Resource View, as well as the column order, name, and visibility settings.
Add Column Field(s)
Add Column Field(s)
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".
Create New Fields
Note: If you would like to create a new custom field to display as a column, you must first create the field for the desired section. Then, the new field will be available to select as a column.
For additional information on creating fields, see Customizing Sections and Customizing Fields.
From here, you may add or edit additional fields, or click "Save Changes" to save your changes.
Toggle Column Visibility
Toggle Column Visibility
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.
Reorder Columns
Reorder Columns
To reorder columns, click on the "list" icon (three horizontal lines) on the far left of the field bar, then drag the bar to the desired location in the list.
Release the mouse button when it is placed in the new location.
Remove Columns
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
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 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.
Rename Columns
Rename Columns
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".