Resource Filter Lightning Component Fields

The Resource Filter component incorporates a Skills filter and enables you to filter a list of resources.

Note:

You can show or hide standard fields, control field behavior, and add your own custom fields to the Resource Filter. For more information, see Customizing PSA Lightning Components.

Resource Filter Fields

The following fields are displayed.

Key: * – Mandatory field.

Fields		Description
End Date	*	The end date, as specified on the resource request, or the value selected in this field. The Start Date and End Date fields are used to determine resource availability, calculated as a percentage value. For more information, see Availability (%).
Group		The group the resource is assigned to, as specified on their contact record.
Include Recommended Resources		When selected and a search is applied, Intelligent Staffing sorts resource results by rank ascending order. Resource attributes and specified weightings are considered. Results might include resources who do not match all filter criteria when an attribute is not considered an essential match. Note: Select Include Recommended Resources Default in the Lightning App Builder for Include Recommended Resources to be selected by default in the Resource Filter. When selected, the Rank column is also displayed. When deselected, the Rank column is not displayed, and resources are sorted by availability. For more information about how the rank is calculated, see Intelligent Staffing for a Resource Request and see Resource Search Service Settings.
Include Sub-Groups		Include resources in all sub-groups belonging to the selected parent group. Note: Include Sub-RPGs filter fields display when you filter a parent RPG filter field in the Resource Filter. For example, a selected Group. Include Sub-Groups is displayed by default. When Group is blank, Include Sub-Groups is not displayed. This behavior matches Include Sub-Practices and Include Sub-Regions.
Include Sub-Practices		Include resources in all sub-practices belonging to the selected parent practice.
Include Sub-Regions		Include resources in all sub-regions belonging to the selected parent region. Note: Select From Setup \| Lightning App Builder, in the properties pane for the PSA Resource Filter component, select Include Sub-Regions by Default. in the Lightning App Builder for Include Sub-Regions to be selected by default in the Resource Filter.
Minimum Availability (%)		The minimum availability percentage threshold value a resource must have to be returned in the resource list. Resources below this minimum threshold, and resources without a % availability value, are not returned. Note: To configure default behavior for the Minimum Availability (%) field in the Resource Filter, see Enabling Minimum Resource Availability.
Practice		The practice the resource is assigned to as specified on the resource's contact record.
Region		The region the resource is assigned to as specified on the resource's contact record.
Name		Filter by resource name. Enter one or more characters in this field. The search is not case sensitive. Resources associated with an account beginning with the same characters as those you enter for the resource name search are also returned in any results. For example, the following results return as matches when you enter "Sam": Samantha Bullgrass SamBul Kim Asam
Resource Role		The role of the resource as specified on the resource's contact record. This value defaults to the role on the resource request.
Start Date	*	The start date, as specified on the resource request, or the value selected in this field. The Start Date and End Date fields are used to determine resource availability calculated as a percentage value. For more information, see Availability (%).
Worked With Customer		Filter resources with assignments for a particular customer.
		No	Resources are excluded from filter results when they have assignments on a project, which has an account that matches the account linked with the current resource request.
		No Preference	This filter is not considered when filter criteria is applied.
		Yes	Resources are included in filter results when they have assignments on a project, which has an account that matches the account linked with the current resource request.

Resource Filter Buttons

The following buttons are available in the Resource Filter.

Buttons	Description
Apply	Updates the list of resources using the filter criteria specified.
Clear	Clears the filter criteria values, with the exception of Start Date and End Date, as they are required fields. Clicking Clear does not update the value for Include Recommended Resources. Note: After clicking Clear, Include Sub-Regions determines its default value from From Setup \| Lightning App Builder, in the properties pane for the PSA Resource Filter component, select Include Sub-Regions by Default.
Reset	Returns the filter criteria to the default values.

Resource Skills Filter Buttons and Fields

The following buttons and fields are available in the Resource Skills filter.

Control		Description
Add Skill		Adds a new row to enable a Skill/Certification and a Rating to be entered for a skill or certification.
Apply Skill Set		Adds a set of skills in a skill set to the Skills filter.
Consider Expiration Date		When selected, excludes resources with certifications that expire before the end date specified in the resource filter. This uses the End Date field in the Resource Filter component and the Expiration Date field on the skill / certification rating record. Note: You must have Read permission for the Expiration Date field to use this option.
Match All		Returns resources who match all of the selected skills at the minimum rating specified.
Match Any		Returns resources who match at least one of the selected at the minimum rating specified.
Rating		The requested minimum rating for the skill or certification.
Skill Set		Add skills using skill sets and filter by a set of skills. For example, a group of skills attributed to a resource role. Enter one or more characters in this field. For information about permissions needed to create skill sets, and creating skill sets, see Skill Sets Overview and Creating Skill Sets.
Skill/Certification		Filter by a skill or a certification. Enter one or more characters in this field. The search is not case sensitive and the characters can appear anywhere in the search results. For example, if you enter "ex", you could select from: Apex ExtJS