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Step 1

From the Automation Center navigation pane, select Other > Virtual Resources. The Virtual Resources list displays:
 
To the right of the list, Virtual Resource Details for a new Virtual Resource record displays.

Step 2

Enter / select Details for a new Virtual Resource, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the New the Image Addedbutton above the list to display a pop-up version of the Details.

Step 3

Click

a Save

Image Addedbutton. The Virtual Resource record is added to the database, and all buttons and tabs in the Virtual Resource Details are enabled.

Note
titleNote

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button the Image Added button that displays above and below the Details.)
  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

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Step 1

Open the Virtual Resource record that you want to assign tasks to.

Step 2

Click the Tasks tab. A list of any tasks assigned to the Virtual Resource displays.
 

Step 3

Click the Edit the Image Added button. The Edit Members pop-up dialog displays:
 

 

  • The Collection window lists tasks that are not assigned to this virtual resource.
  • The Tasks List window lists tasks that refer to this virtual resource.

Step 4

To filter the Tasks listed in the Collection window, you can do either or both of the following:

  • Enter characters in the text field above the Task Name column. Only tasks containing that sequence of characters will display in the list.
  • Select a task type from the drop-down list above the Type column.

Step 5

To assign a task to the Virtual Resource, move the task from the Collection window to the Tasks List window:

Step 6

The default Amount for each task assigned to a Virtual Resource is 1. To change the Amount, click the icon next to the Task name in the Tasks tab list or double-click anywhere in the task row. A Task Virtual Resource Details pop-up displays
 

 
Change the Amount as desired and click Update Image Added.

Step 7

Click

Save

Image Added.

Anchor
Resetting a Renewable Virtual Resource
Resetting a Renewable Virtual Resource
Resetting a Renewable Virtual Resource

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