Viewing Resources in the Resource Grid

In the resource grid, users can

  • Apply a resource type filter to show only resources of a single type

  • Apply a folder filter to show only resources in a single folder and subfolders

  • Apply a search filter containing a name or partial name to reduce the number of resources shown in the list and make it easier to locate the resource you require.

  • Sort the resources by any of the listed properties.

  • Move, create, delete, and rename folders.

Applying Resource Type Filters

To apply a resource type filter:
  1. Click the drop-down arrow beside Filter, and select the resource type you want to use for the filter.

  2. To view resources of all types, select Show All. The filter text is updated to show the resource type you selected, and the resource grid is updated to show only those resources.

Applying Folder Filters

To apply a folder filter:
  1. Click the Hamburger icon  and select the folder you want to use for the filter. The folder location is updated to show the folder you selected. If you want to include items in subfolders as well, select Search children and subfolders. The resource grid is updated to show only the items in the folder that you specified.

  2. If you select a folder that is itself a resource type filter (for example, /Organization1/Boston/Agent Team is an agent team filter in the /Organization1/Boston folder) the resource type filter is also updated to show the resource type you selected.

  3. Click anywhere in the resource grid to close the folder tree and reactivate the resource grid. You will not be able to do anything else in the resource grid until the folder tree has been closed.

Applying Search Filters

To apply a search filter:
  • In the search box at the top of the grid on the right, type a name or partial name, followed by Enter. The resource grid is updated to show only the items that match the name or partial name.

To clear the search filter, click in the search box , click X to clear the field, then click Enter.

Sorting Resources

To sort the resources:
  1. Click  a column heading in the resource grid to sort the resource grid by the values in that column.

  2. Click a column again to reverse the sort order.

Managing Folders

To manage folders:
  1. To create a folder, right-click where you want to create the new folder, and select Create Folder. Enter a name for the new folder.

  2. To delete a folder, right-click on the folder you want to be deleted, and select Delete Folder. A dialog box opens, prompting you to review changes. Click Confirm to continue.

  3. To rename a folder, right-click on the folder you want to rename, and select Rename Folder. Type in the new name for the folder.

  4. To move a folder, select the folder you want to move, and drag it to where you want to move it to. When appears you can drop the folder into position.

Related Information
  1. About the Resource Manager Gadget

  2. Creating Resources in the Resource Manager Gadget

  3. Entering Data in Resource Manager Fields

  4. Viewing And Editing Resource Details and Status

  5. Moving Resources