PSA Actions: Project Creation Lightning Component Buttons and Fields

Select a Starting Point Window Buttons

Button Description Default
Change between Cards and List view or Change between Cards and List view Displays the following views:
  • Cards: Shows the projects and project templates returned by your search in cards.
  • List: Shows the projects and project templates returned by your search in a list.
Cards

Select a Starting Point Window Fields

Key: Descriptions of checkbox settings describe the selected (true) case.

Field Description

Default

Search Search for a project or project template using two or more characters that appear anywhere in the project name. Up to 100 are listed and are controlled by project sharing settings.
Template Only Indicates only project templates are shown in the search results. false