How to Add a Resource to a Resource Group

To add a resource to a resource group, you must be logged in as the system administrator.

1. Open the Resource Group Items (md_resource_group) view by entering resource_group in the search field on the home menu page and then clicking Go.

2. Click Create.

3. The Resource Group Items > Create page opens. For details on each field in the Resource Group Items view, please see the Resource Group Items topic.

4. There are 2 mandatory fields:
   • Parent Resource Name - enter or select from the lookup the resource group name you want to be the Parent resource. This is the folder that displays on the menu that will contain the individual resource(s) and/or other resource groups. In this example, we will enter the resource group pfitopia_customer_express that we created in the How to Create a Resource Group topic.

   • Child Resource Name - enter or select from the lookup the resource (individual or group) that you want to appear under the parent resource. In this example, we will enter the Customer Quick Entry view ibis_sucu.su13_quick_entry.

     Here is an example of the Resource Group Items Create page:

     

5. Click Continue.

6. On the next Resource Group Items Create page, complete the following fields:
   • Sequence - enter the sequence number in which the child resource is displayed within the parent resource. In this example, we will keep the sequence at '1'.

   • Launch Mode - select from the drop down list the desired launch mode. The launch mode controls how the view is launched in the browser when the view is selected. In this example, we will set the launch mode to 'As Specified by User'.

     Here is an example the Resource Group Items Create page:

     

7. Click Submit.

8. Close the Resource Group Items view.