Resource Request Lightning Components Overview

Warning:

My Domain is required for you to use Lightning components in your Salesforce org. For more information on My Domain, see the Salesforce Help.

By default, the Resource Request page includes the Details, Resourcing, Actions, and Related tabs and a compact layout that is customizable:

  • The PSA Resourcing component in the Resourcing tab enables resource managers to identify the ideal resource for the resource request, who also has the capacity to do work that fits into their existing schedule. For more details, see Managing Resource Requests
  • The PSA Actions: Resource Request Details component in the Actions tab enables resource managers to manage resource request sets.
  • The Record Detail and Related List components in the Details and Related tabs are standard Salesforce components.

For more information on the fields displayed on the tabs, see Resource Request Fields

You can edit the page and set various properties in the Lightning App Builder for the PSA Resourcing component. For more information, see Resourcing Lightning Component Properties.

Tip:

If you want to set up and use Intelligent Staffing to rank resources, see Intelligent Staffing for a Resource Request.

Note:

Settings in the Resource Single Staffer configuration groupClosed A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature. as described in Advanced Search Filters are not supported on the Resource Request Lightning page.

For information about creating a Lightning page and adding Lightning components, see "Lightning App Builder" in the Salesforce Help.