Resource skill requests enable you to request the skills and minimum ratings you need a particular resource to have to staff a resource request. You can view, modify, and create resource skill requests on resource requests. You might need to add the Match All field to your Resource Skill Request page layout.
If you want a resource who matches all their skills against all of the resource skill requests on the resource request, set the first skill request in the list in the component to Match All.
The Match All value in the Resource filter typically defaults to reflect the value of Match All value of resource skill requests on the resource request. For example, if all resource skill requests are set to Match All, the default is set to Match All in the Resource filter component. If the first resource skill request listed in the Resourcing component is set to Match Any, Match All defaults to match any in the Resource filter.
On the Resource Request Lightning page, you can either add multiple skill requests from skill sets to a resource request, or add individual skill requests.
Adding And Managing Skills in Resource Requests in Lightning
You can quickly add a list of multiple skills and ratings to a resource request. You can do this using the Skills component from a Manage Skills quick action and a Manage Skills window accessed from the Resource Request lightning page. You can also use skill sets to add a list of skills and then set ratings.
To view, modify, and add skills in the Manage Skills window:
- Click Manage Skills on the Resource Request page. Skills and ratings on the resource request are displayed.
- [Optional] Select Consider Expiration Date to exclude resources with certifications that expire before the date specified in the End Date field of the Resource Filter on the Resource Request Lightning page.
- [Optional] Enter a minimum of one character in the Skill Set field to start your search and select a skill set.
- [Optional] If you are using skill sets in your organization, click Apply Skill Set. The skills in the skill set are added to the resource request.
- Enter a minimum of one character in the Skill/Certification field to start your search and select an individual skill or certification.
- [Optional] Select a minimum rating for the requested skill or certification.
- [Optional] Click Add Skill to create a new row to add another skill or certification and minimum rating to the resource request.
- [Optional] Click Match All to return resources who match all of the selected skills at the minimum rating specified.
- [Optional] Click Match Any to return resources who match at least one of the selected at the minimum rating specified.
- Click Save. The skills are successfully saved, your changes are updated, and where present on the page layout, displayed in the related list of resource skill requests on the resource request.
Adding Individual Skill Resource Requests
To view, modify, and create individual skill resource requests from the Resource Skill Requests related list:
- [Optional] Click View All to expand the list of resource skill requests.
- [Optional] Click Edit or Delete on an individual resource skill request to modify it or remove it as needed.
- Click New to create a new resource skill request record for the resource request. The Resource Request field defaults to the source resource request record.
- Select a skill or certification in the Skill/Certification field. Enter a minimum of one character to start the search.
- Select a minimum rating for the selected skill or certification.
- [Optional] Do one of the following:
- Select Match All to return resources who match all resource skill requests for the resource request at your specified ratings.
- Deselect Match All to return resources who match at least one or more resource skill requests for the resource request.
- [Optional] Select Primary to make this particular record the most important skill or certification required for the skill request.
- Click Save.