“Add” is the Add a new resource form; “Profile” is the resource’s own page.
| Field |
Required |
Where you set it |
Notes |
| Description |
Yes |
Add |
The resource’s display name. There’s no separate name field, and the description can’t be changed from the profile |
| Quantity available |
Yes |
Add |
Whole number, at least 1. Defaults to 1 |
| Is this resource returnable? / Returnable |
No |
Add, Profile |
On by default. Returnable items use Check out and Check in; non-returnable items use Send Resource with no return step |
| Subtypes |
Yes, at least one |
Add, Profile (pencil) |
Classifications from Configuration → Subtypes, Resources tab. A restricted subtype limits who can see the resource |
| Connections |
No |
Add |
Contacts linked to the resource. Later links are made from the contact’s profile |
| Custom Fields |
Depends on the field |
Profile |
Your beehive’s resource fields, filtered by subtype |
| Tags |
No |
Profile |
|
What the profile shows
| Section |
Contents |
| Header |
Description, subtypes, Check out/Check in or Send Resource, and Record touchpoint |
| Resource details |
Quantity available and the Returnable switch |
| Connected contacts |
Linked contacts with their connection type, and who currently has the item (Checked out to or Sent to) |
| Activity |
Touchpoints about the resource, including the notes recorded when it’s checked out, checked in or sent |
See Create and edit resources.