Add 'Select Resource' to a Visual Form Editor

You can add the Select Resource button to the Edit/View activity and Add/Details inventory Visual Form Editor to help dispatchers, field users, and supervisors view the activities assigned to a mobile worker in one click. For dispatchers, Select Resource leads to the Dispatch Console, where the resource is automatically selected in the resource tree. For mobile workers and supervisors who don’t have access to the Dispatch Console, Select Resource opens the mobile worker's landing page.

The Select Resource link is added by default to the Activity Hint and it can't be configured.
  1. Click Configuration > User Types.
  2. Select the User Type for which you want to add the button and go to the Screen configuration tab.
  3. Expand Application screens and click Edit/View activity.
  4. Expand New element and drag the Button element to the header.
  5. Click the pencil icon in the Standard action screen field.
  6. On the Select screen dialog, select Select Resource [select_provider] in the Screen field.
    The Select Resource button is added with a default visibility of Read-Only.
  7. Click OK.
  8. Add any name translations and visibility conditions that you want.
  9. Click Save on the Visual Form Editor.
  10. Repeat steps 3 to 9 and add the button to the Add/Details inventory page.