These permissions are for the Add Resource Requests from Template Lightning window.
Ensure that the following permissions are assigned to the relevant users to enable them to use the Add Resource Requests from Template functionality.
Object Permissions
The following object permissions are relevant.
|
Object |
Permission |
|---|---|
| Group | Read |
| Practice | Read |
| Project | Read |
| Region | Read |
| Resource Request | Create, Read |
| Resource Skill Request | Create, Read |
| Skill or Certification Zones | Read |
Field Permissions
The following field permissions are required on the objects shown.
|
Object |
Fields |
Permission |
|---|---|---|
| Project | Group | View |
| Notes | ||
| Practice | ||
| Project Name | ||
| Region | ||
| Start Date | ||
| Template | ||
| Resource Request | Currency | Edit |
| End Date | ||
| Notes | ||
| Primary Skill or Certification | ||
| Project | ||
| Requested Hours | ||
| Resource Request Name | ||
| Resource Role | ||
| Suggested Resource | ||
| Start Date | ||
| Target Date | ||
| Resource Skill Request | Match All | Edit |
| Minimum Rating | ||
| Primary | ||
| Resource Request | ||
| Skill Record Type (Read) | ||
| Skill or Certification |
Apex Class Permissions
The following Apex class access is required.
|
Apex Class |
Access |
Description |
Mandatory |
|---|---|---|---|
| ARRFT_AddRRsFromTempController | Enabled | Used to retrieve and add resource requests. |
Yes |
| AsyncApexJobProgressController | Enabled | Used to track the asynchronous Apex job that creates the related records. | Yes |
| LookupSearchController | Enabled | Used when retrieving lookups for a field. | Yes |
| PT_ProjectSearchGridController | Enabled | Used to find a template project. | Yes |
For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.