Working With the Related Resources Pagelet
This topic discusses using the Related Resources pagelet to view related resources profile and to add, edit and search a related resource.
Note: You must set up Resource Finder and its search indices before you can use Related Resources pagelet. In addition, the Resource Finder installationoption must be enabled.
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Page Name |
Definition Name |
Usage |
|---|---|---|
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EPX_PRF_MAIN |
Open a new browser window to view the Resource Finder profile for the selected resource. |
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EPX_DIRCNTC_EDIT |
Open a new browser window to view the entire list of related resources. From this page, topic experts can also maintain related resources. |
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EPX_DIRCNTC_DTL |
Open a new browser window to add a new related resource or edit an existing related resource. Only topic experts can add or edit related resources. |
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EPX_DIRCNTC_SRCH |
Search for and select a Resource Finder resource as a related resource. |
Access the Related Resources Pagelet in the Context Manager frame
This example illustrates the fields and controls on the Related Resources pagelet. You can find definitions for the fields and controls later on this page.
The Related Resources pagelet derives its resources from the Resource Finder feature. Resource Finder is a highly flexible repository that can receive data loads containing information about any entity, along with links that relate these entities to each other. These entities are typically things like customers, suppliers, employees, departments, locations, companies, and business units.
Use these elements in the Related Resources pagelet:
Field or Control |
Description |
|---|---|
<Resource Name> |
Click a resource name to open a new browser window displaying the Resource Finder profile for that resource. |
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Click the Edit this link button to open a new browser window showing the Related Resources page on which you can update information for the related resource. Note: This control appears for topic experts only. |
Show All... |
Click the Show All... link to open a new browser window showing the Related Resources List page on which you can view the complete list of resources. |
Add |
Click the Add button to open a new browser window showing the Related Resources page on which you can add a new related resource for the current menu item. Note: This control appears for topic experts only. |
Use the Resource Finder profile page (EPX_PRF_MAIN) to open a new browser window to view the Resource Finder profile for the selected resource.
Navigation:
Click the link for a related resource in the Related Resources pagelet.
The following example illustrates the Resource Finder profile page.
A Resource Finder profile displays contact information about a resource along with relationships amongst the resource and other resources in the system. Resource Finder and Resource Finder profiles are discussed in the Resource Finder PeopleBook.
Use the Related Resources List page (EPX_DIRCNTC_EDIT) to open a new browser window to view the entire list of related resources.
Navigation:
Click the Show All... link in the Related Resources pagelet.
This example illustrates the fields and controls on the Related Resources List page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Related Resources |
Click a link to open a new browser window displaying the Resource Finder profile for the related resource. |
Edit |
Click the Edit button to access the Related Resources page to edit the information for this related resource. |
Delete |
Click the Delete button to delete this related resource. |
Add |
Click the Add button to access the Related Resources page to add a new related resource. |
Save |
Click the Save button to save your changes. |
The Edit button, Delete button, Add button and Save button appear only for topic experts assigned to this pagelet-menu item combination.
Use the Related Resources page (EPX_DIRCNTC_DTL) to open a new browser window to add a new related resource or edit an existing related resource.
Navigation:
Click the Edit this link button or the Add button in the Related Resources pagelet.
This example illustrates the fields and controls on the Related Resources page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Publication |
Displays the name of the template pagelet publication. |
Menu Item Name |
Displays the name of the menu item for this pagelet–menu item combination. |
Display Label |
Enter the link name that is displayed in the Related Resources pagelet for this resource. Note: The default is the name of the resource, which is populated after a resource is selected. |
Text to Search For |
Enter search criteria to select a resource from Resource Finder. |
Search |
Click the Search button to access the Related Resources - Advanced Search page. |
Contact Description |
Displays the name of the selected resource. |
Publish Dt (publish date) |
Select the date on which the resource should be published and available for viewing on the pagelet for this menu item. |
Expiration Date |
Select the date on which you want this resource to become inactive for this menu item. Leave this field blank if there is no expiration date. Note: Enter a date in the past to immediately remove a related resource link from the pagelet. |
Use the Related Resources - Advanced Search page (EPX_DIRCNTC_SRCH) to search for and select a Resource Finder resource as a related resource.
Navigation:
Click the Search button on the Related Resources page.
This example illustrates the fields and controls on the Related Resources - Advanced Search page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Find |
Select the resource type: Customer Contact, Employee, and Product Expert. Note: The resource type determines the available search fields. |
Name |
Enter text to search for in the the resource's name. |
Contains Words |
Enter any text (word, phrase, or word fragment) to search for in all fields of the resource's profile. |
Look Up |
Click the Look Up button to execute the search. |
Name |
Click a Name link in the search results to select that profile as the related resource. |