Using the PSA Resource Filter Lightning Component

Tip:

To use Intelligent Staffing to rank resources, see Intelligent Staffing for a Resource Request.

The Region, Practice, Group, Resource Role, and Start and End Date fields default to the equivalent values on the resource request. For more information, see Resource Request Detail Fields.

The Skill/Certification and Minimum Rating fields in the Skills filter default to any resource skill requests associated with the resource request. For more information, see Resource Skill Request Fields.

The default value of the Include Sub Regions field is determined by a Lightning App Builder setting. After clicking Clear, Include Sub-Regions determines its default value from Include Sub-Regions by Default.

Filtering a List of Resources

For more information about the fields available in this filter, see Resource Filter Lightning Component Fields. For more information about controlling the weighting applied for a match on the Role, Region, Practice, and Group fields when filtering resources in this filter, see Resource Search Service Settings.

To filter a list of resources:

1. [Optional] In the Name field, enter at least one character from the name of the resource. 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.
2. [Optional] Select a role from the Resource Role picklist.
3. [Optional] Select the region, practice, or group you want to use in your search. You can select multiple regions, practices, and groups.
4. [Optional] Select the corresponding checkbox to include all sub-regions, sub-practices, or sub-groups of the parent record in your search.
5. [Optional] Select "Yes", "No", or "No Preference" in the Worked With Customer field.
6. [Optional] Use a set of skills or filter by individual skills and certifications to quickly filter resources by. For more information, see Creating Skill Sets.
7. Click Apply to update the list of resources using the filter criteria specified.
8. [Optional] Click Clear to remove all filter criteria values including skills and ratings with the exception of Start Date and End Date which are required fields and cannot be removed.
9. [Optional] Click Reset to revert the filter criteria to their default filter values.

Filtering a List of Resources by Skills and Certifications

Note:

To filter by skills and certifications, an administrator must have granted you the relevant permissions.

Instead of filtering by individual skills or certifications, you can add a list of skills to filter resources:

1. [Optional] Select Consider Expiration Date to exclude resources with certifications that expire before the date specified in the End Date field of the filter.
2. Enter a minimum of one character in the Skill Set field to start the skill set search.
   1. Select a skill set.
   2. Click Apply Skill Set to add the skill set as a list of fields to the filter.
3. Enter a minimum of one character in the Skill/Certification field to start the search and select an individual skill or certification to filter resources.
4. Do one of the following:
   • Select a minimum rating for the selected skill or certification.
   • Do not set a minimum rating to return resources with any rating for the selected skill or certification.
5. Click Add Skill and select another skill or certification and a minimum rating for the selected skill or certification.
6. Click Match Any to return resources who match at least one or more selected skills at the required minimum rating.
7. Click Match All to return resources who match all selected skills at the specified rating.
8. Click Apply to update the list of resources using the skills filter criteria specified.

For more information on skill sets, see Creating Skill Sets.