PSA Lightning Components Overview

To select the actions that are visible to users in these components:

1. Click the component. The Component Properties pane opens. By default, all checkboxes are selected.
2. Deselect the checkboxes for the actions to be hidden from users.

You can show or hide standard fields, control field behavior, and add you own custom fields to the Resource Filter.

Showing or Hiding the Skills Section

You can hide the Skills section in the PSA Resource filter.

To show or hide the Skills section:

1. From Setup | Lightning App Builder, in the Component Properties pane for the PSA Resource Filter component, select or deselect Show Skills Filter.
2. Save and activate your changes.
3. [Optional] Set your changes as the org wide default and click Close.

Showing or Hiding Standard Fields

You can show or hide the standard fields in the PSA Resource filter:

To show or hide standard fields:

1. From Setup | Lightning App Builder, in the Component Properties pane for the PSA Resource Filter component, select to show or deselect to hide the following:
2. • Show Role Filter
   • Show Name Filter
   • Show Region Filter
   • Show Practice Filter
   • Show Group Filter
3. Save and activate your changes.
4. [Optional] Set your changes as the org wide default and click Close.

Controlling Role, Region, Practice, and Group Field Default Value Behavior

You can determine the default behavior of several fields for your users in the Resource Filter. You can control whether the fields default to the value from the resource request record, or display no default value.

Select “Value from record” or “No default value” in the corresponding picklists on the Component Properties pane for the following fields:

• Role Filter Behavior
• Region Filter Behavior
• Practice Filter Behavior
• Group Filter Behavior

Adding Standard and Custom Contact Object Fields

You can add standard and custom filter fields of the following supported types to the PSA Resource Filter using a Contact object field set and use the fields to filter resources in the Resource Filter:

• Boolean
• Lookup
• Number
• Picklist
• Text

To use custom fields as filters in the Resource filter, you must add them to a Contact object field set and the permission set you are using for the Resource filter. Any unsupported field types that you add to a Contact object field set do not display in the Resource Filter. Fields marked as required in the field set are not displayed as required fields in the Resource Filter.

For more information, see Contact Field Sets and Permission Sets.

To add custom fields and select a field set:

1. Do one of the following:
   • Modify the field set that you want to use to control additional custom fields in the Resource Filter component.
   • Create a new field set with the fields you require.
2. From Setup | Lightning App Builder, click the PSA Resource Filter component.
   All Contact object field sets are populated in the Custom Filters Field Set picklist. The “None” option is initially set as the default.
3. Select a field set from the Custom Filters Field Set picklist in the Component Properties pane.
4. [Optional] Set to "None" to display standard default filter fields only.
5. Save and activate your changes.
6. [Optional] Set your changes as the org wide default and click Close.

You can customize the columns displayed and set a default scheduling strategy.

Customizing the Resourcing Component Columns

You can determine different columns for each instance of the resourcing component, for example, when using the component on multiple pages, or multiple instances of the component on the same page. You can determine the columns to suit your organization including adjusting their positions.

You can use an existing field set to control the columns you want to display in the Resource list. For example, the Assign Multiple Resources to Project Search Columns. This field set contains five fields by default. Alternatively, you can select any Contact field set to control the columns displayed. Column width adjustments are maintained during Resource list user sessions, and also when you filter resources in the Resource Filter and click Reset, Clear, or Apply.

Note:

Column width adjustments are not maintained between PSA user sessions or when you reload the Resource Request page.

To modify the fields displayed as columns on the PSA Resource Request page:

1. Modify the field set as required that you want to use to control the columns in the Resourcing component.
2. From Setup | Lightning App Builder, in the Component Properties pane for the Resourcing component, select the required field set from the Column Field Set picklist.
3. Save and activate your changes.
4. [Optional] Set your changes as the org wide default.

Specifying the Default Scheduling Strategy

To specify the default scheduling strategy for your users in the Schedule tab, select a default scheduling strategy to use from the Default Scheduling Strategy drop-down in the Component Properties pane for the Resourcing component. For more information, see Scheduling Strategies Overview.

To enable your users to log time against Assignments, Milestones, and Project Tasks, select the relevant checkbox in the Component Properties pane.