Creating a Resource Template

To create a template for one of the supported resource types:
  1. Expand the folder hierarchy on the left of the Resource Browser gadget and select the folder in which you want to create a template. The list of Resource Templates already present in the folder will be listed on the right of the Resource Browser gadget.

  2. Click the Create Resource button in the Resource Browser Gadget footer.

    This requires the Create button to be enabled.

  3. The Resource Template properties page opens in the Resource Template Manager Gadget.

    Details tab

  4. Enter the following details:

    • Name: Enter the name of the template.

    • Path: You can change the folder that the template will be saved into.

    • Template Type: Select the resource type for which you wish to create a template in the drop-down menu (for example, Directory Number, IP Phone).

  5. Open the Template Fields tab. This allows you to pre-populate one or more of the resource properties in the template.

    Template Fields tab

  6. Click the Add Field button and enter the following details:

    • Name: Select a resource property from the drop-down menu.

    • Value: Enter or select a value to be pre-populated in this property. If the property is true/false then a check-box is displayed. In which case, check it for True, or leave it unchecked for False.

    • Click the Save Save button button to set the pre-populated value or the Cancel Cancel button button to discard it.

  7. To amend an existing pre-populated field value, click the Edit Edit button button.

  8. Click the Delete Delete button button to remove an existing pre-populated field value.

  9. Click the Save button.

Related Information

  1. About the Resource Template Manager Gadget

  2. Supported Resource Types

  3. Setting Up the Resource Template Manager Gadget

  4. Editing a Resource Template

  5. Using a Resource Template

  6. Deleting a Resource Template