Manage the Resource Library

The Resource Library The Resource Library enables you to build a digital, multilingual, and searchable knowledge base that contains your organization’s essential content. Available to your mobile users in the Mobile App, the Resource Library simplifies the distribution, discovery, and use of critical information—such as manuals and schematics—to support your field technicians in their work. enables you to build a digital, multilingual, and searchable knowledge base that contains your organization’s essential content. Available to your mobile users in the TrueContext Mobile App, the Resource Library simplifies the distribution, discovery, and use of critical information—such as manuals and schematics—to support your field technicians in their work. This topic describes the actions that Admin users can take to manage library resources in their FormSpace FormSpaces are where forms are stored and organized in the TrueContext Web Portal. A TrueContext Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace..

Available on the Enterprise tier only:

Contents

• Manage the Resource Library
  • Find a resource
  • Edit a resource
  • Delete a resource

Find a resource

By default, the resources table lists resources alphabetically by primary resource. Use the Search bar to search for matching text in resource names.

You can also filter the list of resources according to a number of criteria to quickly find what you need.

You can filter the list by:

• Type—select Document or Image.

• Language—select a language, or select Unspecified to find resources with no language assigned.

• In Use—find resources that are used in questions in forms. For example, some forms use Resource Image and Document Editor questions that reference resources. You can also filter for resources that aren’t used in any forms.

• Group—find resources that are linked to translated resources in language groups. You can also search for Ungrouped resources.

• Tags—select one or more tags to find resources with those tags. If you select multiple tags, you can find resources with All or Any of the tags you selected.

• Visible in Device Resource Library—find resources that are available to field technicians in the Resource Library on the Mobile App.

Select filters as necessary, and then select Apply.

Tip:Filtering matches all criteria. The more filters you apply, the fewer results you will receive. You can also combine filters with search terms to narrow the list further.

Edit a resource

Edit a resource to change the name and description or to select a different file. This is useful if you want to update a resource without creating a new resource.

If the resource is a primary resource, you can also edit resource tags and add or remove translations.

You can edit a resource in one of the following ways:

• Go to Forms & Integrations > Resources. Hover over a resource, and then select Edit.

  

• Go to Forms & Integrations > Resources. Select a resource to open it. Then, select Edit Resource Document or Edit Resource Image.

  

Delete a resource

1. Go to Forms & Integrations > Resources.

2. Select a resource to delete. You can do this in two ways:

   • Hover over a resource, and then select Delete

     

   • Select a resource to open it. Then, hover over the arrow and select Delete.

3. Is the resource a primary resource?

   • If yes, and you want to delete the resource and all linked resources:

     1. Select Delete this resource and all linked resources, and then select Proceed.

   • If yes, and you want to select a new primary:

     1. Select Delete this resource and select an alternative....

     2. Select a new primary.

        

     3. Select Proceed.

   • If no, select Permanently Delete Resource Document or Permanently Delete Resource Image.