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Depending on your role, you may be able to create and edit sub-resource types. Sub-Resource Types are groups of sub-resources that share a common characteristic and report some kind of status.
In the main menu, click Setup and then click Resource Types. The Resource Types page opens.
Take one of these actions.
If you want to... | Then... |
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Create a sub-resource type, | Click Create Sub-Resource Type. The Create Sub-Resource Type page opens. |
Edit a sub-resource type, |
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Enter or edit this information.
Field | Description |
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Name | Label or title of this sub-resource type. |
Description | Information that describes the sub-resource type. |
Standard Resource Type | Identifies the icon and category associated with this sub-resource type. |
Status | When selected, indicates the sub-resource is Active and available for use. |
Address | Indicates the relevance of an address for this sub-resource type. Options include:
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Contact | Indicates the relevance of contact information for this sub-resource type. Options include:
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Resource Types | Identifies the resource types associated with this sub-resource type. Sub-resources that belong to this sub-resource type can only be created for resources belonging to one of the selected resource types. |
Status Types | Searchable list of status types that, when selected, indicate the type of status the resources with this resource type inherit and report. |
Default Status Types | Status and associated color that appear by default for this sub-resource type on custom and map views. |
Click Save.