How to add a Resource on the Website

Jamie
Jamie
  • Updated
Please follow this guide to add a resource to the mpro5 website.
 
Step 1) Browse to the Resources areas of the website and select Apply on the filter that loads when the page loads.
Step 2) Click on the plus icon to add a new document.
Step 3) A pop-up box will appear with the below fields:
Field Name Data Type
Description The name of the document you would like it to display in mpro5.
File Select the file you want to upload.
Media You can assign media to it like an image.
Category You can type a Category name in here to create it or select an existing category from the dropdown.
Enabled This must be ticked for you to be able to see the document in areas of the mobile app and website.
Resource Type This is where you select the type of resource you want it to be.

Step 4) Once you have filled in all the fields required and uploaded the document to the pop-up box, you can click Save/Update. You will then find the document in the specified area.
Congratulations you have successfully added a resource to mpro5.
 

Resources Explained:
There are several different resource types that you can import into the system:

  • Global
  • Job Type
  • Form
  • Customer
  • Site
  • Job

It’s very important where you add the resource as to where you want to see it on the app.
For example, if you add a resource to a job, then you will only see it via that job as a related document on the mobile app.
Here’s a breakdown of the different areas where you can create resources against and where you will find them:

Resource Type Type Description
Global When adding a document to this resource type, it will be available on the main Resources area of the mobile app for everyone to see and access.
Job Type When adding a document to this resource type, it is added to a job type. So, if a Job Type has a Form against it, it will also have this document as a related document on the mobile app.
Form When adding a document to this resource type, it is added as a related document to a form. So, whoever has access to the form will also have access to the document.
Customer When adding a document to this resource type, it will be available for the web users in the Resources area of the website that have access to the customer it has been added to.
Site When adding a document to this resource type, it will be available for the web users in the Resources area on the Site itself on the website.
Job When adding a document to this resource type, the mobile user who has the job assigned to them will see it as a related document on the mobile app.

Comments

0 comments

Article is closed for comments.