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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 Image RemovedImage Addedbutton above the list to display a pop-up version of the Details.

Step 3

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

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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 Image Removed 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:

  1. To move a single task, double-click it or click it once and then click the -> arrow.
  2. To move multiple tasks, Ctrl-click them and then click the > arrow.
  3. To move all tasks, click the >> arrow.

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

  1. To move a single task, double-click it or click it once and then click the <- arrow.
  2. To move multiple tasks, Ctrl-click them and then click the < arrow.
  3. To move all tasks, click the << arrow.

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 .

Step 7

Click .

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