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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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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  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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The following Virtual Resource Details is for an existing Virtual Resource. See the field descriptions, below, for a description of all fields that display in the Virtual Resource Details.

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Field Name

Description

Details

This section contains detailed information about the Virtual Resource.

Name

Include Page
IL:Resource Name
IL:Resource Name

Version

System-supplied; version number of the current record, which is incremented by the Controller every time a user updates a record. Click the Versions tab to view previous versions. For details, see Record Versioning.

Description

Include Page
IL:Summary
IL:Summary

Member of Business Services

Include Page
IL:Member of Business Services
IL:Member of Business Services

Anchor
Resource Type
Resource Type
Resource Type

Type of resource.
 
Options:

  • Renewable
  • Boundary
  • Depletable

Resource Limit

Maximum number of units available for this resource.

Anchor
Resource Used
Resource Used
Resource Used

If Resource Type = Renewable; system-supplied. Number of units currently in use, as of the time you opened the record.

Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created

Date and time that this record was created.

Buttons

This section identifies the buttons displayed above and below the Virtual Resource Details that let you perform various actions.

Save

Saves a new record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another record.

Save & View

Saves a new record in the Controller database and continues to display that record.

New

Displays empty (except for default values) Details for creating a new record.

Update

Include Page
IL:Update button
IL:Update button

Delete

Include Page
IL:Delete button
IL:Delete button

Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this record.

Tabs

This section identifies the tabs across the top of the Virtual Resource Details that provide access to additional information about the Virtual Resource.

Tasks

Include Page
IL:Task Virtual Resources Tab - Resources
IL:Task Virtual Resources Tab - Resources

Anchor
Currently In Use By
Currently In Use By
Currently In Use By

Include Page
IL:Currently In Use tab
IL:Currently In Use tab

Anchor
Outstanding Requests
Outstanding Requests
Outstanding Requests

Include Page
IL:Outstanding Requests tab
IL:Outstanding Requests tab

Anchor
Versions tab
Versions tab
Versions

Include Page
IL:Versions tab
IL:Versions tab

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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 .

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

You can reset the Resource Used amount of a Renewable virtual resource to accurately reflect the actual number of resources currently in use.

Resetting a Renewable virtual resource requires the ops_admin role.

(For Boundary and Depletable virtual resources, the Resource Used amount is always reset to 0, as it does not apply to these types of virtual resources.)
 

Step 1

Access the Action menu for the Virtual Resource that you want to reset.

Step 2

Click Reset Virtual Resource.
 

 
This resets the Resource Used amount to the Currently In Use By value.