Creating, Viewing, or Editing Resource Sub-Categories

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Creating, Viewing, or Editing Resource Sub-Categories

On the Resource Sub-Categories screen:

Select NewIcon to create a new resource sub-category. On save, all entries are automatically sorted alphabetically.

Select View Table-View to review a selected resource sub-category. If you need to make any changes, select Edit on the Resource Sub-Category Detail screen.

Select Edit Table-Edit to make changes to a selected resource sub-category.

Any of these options opens the Resource Sub-Category Detail screen, ready for you to enter, review, or update the fields below.

Consumable Detail Screen Example

Figure 400: Consumable Detail Screen Example

Then:

To create a new resource sub-category, select Save once you've entered all the information. Likewise, to keep the edits you've made to an existing resource sub-category, select Save. This will return you to the list of resource sub-categories.

If you do not want to keep the edits, just select Cancel to close the pop-up.

If you're reviewing a resource sub-category, you can select Edit to make changes or you can close the pop-up window by selecting the X in the top right of the pop-up.

Resource Sub-Category Fields

Name

The Name is the text that will show in the drop-down.

Plural

The Plural of the Name field entry.

Is Active?

When the Is Active? checkbox is checked, the entry is made active. An active entry can be selected.

Unchecking the checkbox makes the entry inactive. Any existing links to the list entry will remain when the entry is made inactive. An inactive entry can no longer be selected.