Working with Resources
Because a resource can be one of many different kinds of things: a URL, a document file, and so on, the C3 Advisor handles resources differently than it does business objects of a known type. Instead of creating resources as business objects, you assign a resource type to an entity (feature type group, feature type, and so on), and then define the location of the resource (the path to a file or a URL that displays the information).
The management of resources includes assigning resources to entities and unassigning resources from entities. Resource assignment is performed in the Resources tab of the detail panel of the business object to which you are assigning the resource. For example, to assign a resource to a question (or to unassign a resource from a question), you must go to the Resources tab of that question's detail panel. Every kind of entity that can have a resource assigned to it has a Resources tab. The process for assigning and unassigning is the same, regardless of the kind of entity.
To Assign a Resource to an Entity
- Click Advisor Flows & Questionnaires in the Product and Catalog Administration panel on the Comergent eBusiness System home page.
- In the Navigation Panel, click the folder of the entity type to which you want to assign a resource to display the list of existing entities of that type.
- Click the link of the entity to which you want to assign a resource to display its detail panel.
- Click the Resources tab.
- In the Unassigned Resource Types drop-down list, select the resource type you want to assign to this entity, and click Assign.
The following things occur:
- The resource type disappears from the Unassigned Resource Types drop-down list and appears in the Assigned Resource Types list box.
- The resource type appears in the Type field.
- The resource type's label appears in the Label field.
- The resource type's description appears in the Description text box.
- In the Value field, type the location of the resource you want to assign.
This can be either a path to the file selected as the resource, or it can be a URL to a Web page that displays the information for the resource.
- (Optional) In the Label field, type the text you want to use as a label for the resource when it is displayed on a questionnaire page.
When you assign a resource type, its label is automatically populated in the Label field. You can choose to use this label if you want. You only need to overwrite the label if you want to give the resource a label that is different from the resource type's label.
- (Optional) In the Description field, type the text you want to use as a description for the resource when it is displayed on a questionnaire page.
When you assign a resource type, the resource type's description is automatically populated in the Description field. You can choose to use this description if you want. You only need to overwrite the description if you want to give the resource a description that is different from the resource type's.
- Click Save All Changes.
To Unassign a Resource from an Entity
- Click Advisor Flows & Questionnaires in the Product and Catalog Administration panel on the Comergent eBusiness System home page.
- In the Navigation Panel, click the folder of the entity type from which you want to unassign a resource to display the list of existing entities of that type.
- Click the link of the entity from which you want to unassign a resource to display its detail panel.
- Click the Resources tab.
The resource types currently assigned to the entity are displayed in the Assigned Resource Types list box ( Figure 417).
- In the Assigned Resource Types list box, select the resource type you want to unassign.
The defined value, label, and description for the resource appear in the appropriate fields.
- Click Unassign.
The following things occur:
- The resource type disappears from the Assigned Resource Types list box and appears in the Unassigned Resource Types drop-down list.
- The Value, Label, and Description fields are emptied.
- Click Save All Changes.
