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Editing Custom resources

Users with the Manage and Edit access can make edits to the resources to constantly improve the quality of the resources. Users with View access to the resources get an option to Suggest Edits to the resources which is a great way of making improvements to the content of the resources.

generic_resources_user_view.png

To edit a custom resource:

  1. From the List page of the resources, click the resource you wish to edit.

  2. In the Overview section, click the Edit button to make required changes from the Edit window.

    1. On the Overview tab, set the title and description and add tags to the resource. You can also change the Collection of the resource. A resource can belong to multiple collections.

      generic_resources_edit_window.png
    2. On the Status tab, set the status as Approved, Pending, Deprecated, Rejected, Warning (these options can vary for each organization). Even though the status is optional, it is a good practice to set a status as it helps users of the data to identify the reliability of the data.

      generic_resources_edit_window_status_tab.png
  3. If other users have suggested changes, you will see a note on the top of the page. Click the Review suggestion link to get to the Approvals tab where you can see the suggested change.

    generic_resources_review_suggestions_overview_tab.png
  4. On the Approval tab, review and accept or reject the suggestion.

    generic_resources_review_suggestions.png
  5. In addition to suggesting changes to a resource, users can also start discussions around a resource. Go to the Discussion tab to monitor the ongoing discussions and participate in them. The Discussion tab captures all the communication between users about the resource.

    • You get an option to Flag or Like comments in a discussion. Flagging notifies a moderator of potentially inappropriate content in the post.

    • The contents on the Discussion tab are grouped into topics. Use the default topic or start a new one. Define the discussion topic, the category (General or To dos), and the first comment for the topic. Comments in topics are written in Markdown and can contain images and links.

      generic_resources_discussions.png
    • Comments in topics are written in Markdown and can contain images and links. You can mention users (using @user_name) to notify them about an ongoing discussion to get their attention and participation. Some important things to note:

      • When you do this for private resource only available in an organization, typing @ suggests only the members of that organization. It also shows a prompt to contact an administrator of the organization to ask them to allow others to have access to the organization. If you are an administrator, you get the option to invite other people to the organization.

      • For community resources, you get a list of suggested users from the community.

      • In both cases, only the users who have at least read access to the resource are notified. So make sure that when you are setting access for the users, you also give them access to the resource where they need to participate in the discussion.