Creating Resources in the Resource Manager Gadget
You can create a new resource from the resource grid view. Optionally, you can create several resources of the same type one after the other, either from a blank form each time, or from a pre-populated form where the common details from the previous resource are already completed for you.
Creating a Single Resource
To create a resource:
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In the resource grid, make sure that the resource type filter is one of Show All (if not in proxy mode) or the resource type that you want to create.
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Click New. If the resource type filter is Show All, choose the resource type you want to create from the list provided. You will see a tabbed form where you can supply the details for the new resource.
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Click on each tab in turn and complete the details on that tab. The tabs and the details required will depend on the resource type.
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Click Save to save the resource. The resource is created and the resource grid is displayed.
Creating Multiple Similar Resources
To create multiple similar resources:
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Create the first resource as described above, but instead of selecting Save, select click the drop-down beside Save, and select one of:
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Save and Reset Form to save the resource and stay in the resource creation dialog. All fields will be blank. Complete the fields as required.
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Save and Copy to save the resource and stay in the resource creation dialog. Unique fields will be blank (for example, Name, Enterprise Name, First Name and Last Name for a person) but common fields will be pre-populated with the values you specified for the previous resource. Complete the unique fields and change any other fields as required.
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Click Save, Save and Reset Form, or Save and Copy, depending on what you want to do after this resource is saved.
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