Defining Resource Lists
Dispatchers can create their own personalized Resource Lists in Service Board at any time, and cannot see personalized lists created by other users. To create predefined Resource Lists and configure sharing rights to grant access to dispatchers, system administrators can use Max Designer.
To define Resource Lists:
1. In
Max Designer, on the
Developer Tools (
) launchpad menu, click
Object Designer, and then in the left pane, search for and select
Resource Lists.
2. In the left pane, click
Records, and then in the list view, in the top left corner, click
Create (
).
3. On the record page, complete the fields as follows, and then in the top left corner, click
Save (
).
Field | Value |
---|
Name | The name you want to use for the Resource List. |
Include in View | The Resources you want to include in the list. You can select Equipment, Technician, Crew, or all three types. |
Show Inactive Resources/Crew | Select this check box to show all Resources, whether active or inactive. |
List Type | Whether to include Service Teams or Territories in the view. By default, Service Team is selected. | The example in this Help topic refers to Service Team lists. |
|
4. On the
Include in View tab, in the
Service Teams list, in the top left corner, click
Link (
).
5. In the
Link Related Service Teams list, select the check boxes for the
Service Teams you want to include in the list view, and then in the top left corner, click
Link Selected Records (
).
6. In the top right corner, on the
Options (
) menu, click
Share, and then in the list view, in the top left corner, click
Add (
).
7. In the Actor column, select the users or groups to whom you want to grant access to the Resource List, and then click Share.
For more information: