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ERP PSA Messaging Settings

Some aspects of FinancialForce PSA are controlled by custom settings. From Setup, click Develop | Custom Settings. You must be signed in with System Administrator permissions to perform these tasks. See the Salesforce Help for information on how to maintain custom settings.

You can control the PSA ERP integration behavior using the ERP PSA Messaging Settings custom setting.

PSA Assignment from HCM Absence Request Settings

These fields are used to control aspects of both the FinancialForce HCM to PSA integration and the PSA Assignment API feature.

Key: * – Mandatory field.

PSA Assignment from HCM Absence Request Settings
Field		Description
Absence Filter Field Key		FinancialForce HCM to PSA The field that filters HCM Absence Request messages used to create PSA Assignments, Schedules, Schedule Exceptions, and Timecards. If your organization uses a Worker Filter, this value must be a formula that includes the Worker Filter logic defined in the field used in the Worker Filter Field Key setting. If the key value is a field on a related object (via a lookup), add a lookup node to the message and include the field from the lookup. Set this field value as lookup:key. For example, if you have an absenceType Lookup containing an absenceTypeName key, the value is: absenceType:absenceTypeName. PSA Assignment API The key that filters third-party HCM time off requests used to create PSA Assignments, Schedules, Schedule Exceptions, and Timecards. Example: You may want to create time off details for vacation, but not for sick, as your organization does not want sick days to count towards utilization. Enter Policy in this field and specify values you want to include in the Absence Filter Values field, such as Vacation.
Absence Filter Values		The message key values used to filter HCM Absence Request messages and PSA Assignment API time off requests. If the value contains multiple text or picklist fields, separate the list with semicolons.
Absence Request Project	*	The Salesforce record ID to use when creating Assignments from Absence Requests through ERP. Declarative mappings override this field setting when using the FinancialForceHCM to PSA integration.

PSA Resource from HCM Worker Settings

PSA Resource from HCM Worker Settings
Field		Description
Worker Filter Field Key		The fields that filter designated HCM Workers that are used in ERP to create PSA Resources. Separate the list with semicolons when the key uses multiple values, such as multiple picklists, separate the list with semicolons. ERP applies an "OR" condition to each value (for example, picklist1 or picklist2). If the key value is a field on a related object (via a lookup), add lookup node to the message as a Map field and include the field from the lookup as a field within the Map. Set this field value as lookup:key. For example, if you have a position Lookup containing a name key, the value is position:name.
Worker Account Filter Field Key		The fields that filter designated HCM Workers that are used in ERP to create PSA Resources based off of Accounts (Salesforce Person Accounts). Separate the list with semicolons when the key uses multiple values, such as multiple picklists, separate the list with semicolons. ERP applies an "OR" condition to each value (for example, picklist1 or picklist2). If the key value is a field on a related object (via a lookup), add lookup field to the message as a Map field and include the field from the lookup as a field within the Map. Set this field value as lookup:key. For example, if you have a position Lookup containing a name key, the value is position:name.
Worker Filter Values		The message key values used to filter HCM Worker messages. If the value contains multiple text or picklist fields, separate the list with semicolons.
Worker Account Filter Values		The message key values used to filter HCM Worker messages for PSA Resources based off of Accounts. If the value contains multiple text or picklist fields, separate the list with semicolons.

Resource API Settings

You can use the following settings to control how you want PSA to manage records that third-parties create and update via the Resource API.

Note:

For these settings to be effective, the API Resource Correlation ID field on the resource record must be populated. This field is always populated when details are entered via the API, however, it can be populated manually. These settings also apply to records that have been created manually, providing the API Resource Correlation ID field is populated.

PSA Resource API Settings
Field	Description	Default Value
Create Records as Active Resources	Indicates that you want PSA to create active resource records for contacts or person accounts when the API Resource Correlation ID field is populated. When a record is created, PSA selects the following fields automatically: Is Resource Is Resource Active	Deselected
Update Resource Employment Dates	Indicates that you want PSA to update start date or last date when a resource's employment status becomes active or terminated. If the status becomes active for new hires or rehires, PSA updates the following fields: Start Date with the Employment Status Effective Date Last Date with a blank value If the status becomes terminated, PSA updates Last Date with the Employment Status Effective Date.	Deselected

Assignment API Settings

You can use the following settings to control how you want PSA to manage records that third-parties create and update via the Assignment API.

PSA Assignment API Settings
Field	Description	Default Value
Automatically Approve API Timecards	Indicates that you want PSA to automatically approve timecards created via the PSA Assignment API when a relevant approval process exists on the Timecard object. Timecards do not need to be reapproved if dates within the timecard are updated.	Deselected

Some fields in the PSA Assignment from HCM Absence Request Settings section also control some aspects of the PSA Assignment API feature:

Absence Request Project: Specify the project you want to link to assignments created via the Assignment API.
Absence Filter Field Key and Absence Filter Values: Specify whether you want to only create time off details for specific time off requests, for example, for specific policies.

For more information about these fields, see PSA Assignment from HCM Absence Request Settings.

Related Concepts

ERP Integration

Data Transformation Tables

Third-Party to FinancialForce Application Integrations

Feature Console

Configuration Settings

Managing Configuration

Related Tasks

Setting up HCM to PSA Integration

Setting up Third-Party HCM to PSA Resource Integration

Scheduling Message Delivery

Setting up Third-Party HCM to PSA Assignment Integration

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