PSA Actions: Project Creation Lightning Component Buttons and Fields

Select a Starting Point Window Buttons

Button Description Default
Change between Cards and List view or Change between Cards and List view Displays the following views:
  • Cards: Shows the projects and project templates returned by your search in cards.
  • List: Shows the projects and project templates returned by your search in a list.
Cards

Select a Starting Point Window Fields

Key: Descriptions of checkbox settings describe the selected (true) case.

Field Description

Default

Search Search for a project or project template using two or more characters that appear anywhere in the project name. Up to 100 are listed and are controlled by project sharing settings. —
Template Only Indicates only project templates are shown in the search results. false