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 Including Sub-Regions by Default in the component properties. For more information, see Resource Filter Lightning Component Properties.

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 Resource 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. Click Edit Skill Filters to open the Edit Skill Filters window.
  3. In the Skills Selection section, select the Skill / Certification or Skill Set. By default Skill / Certification is selected in the drop-down.
  4. Click the lookup to search and select the Skill / Certification or Skill Set to add.
  5. Click Add. The skills / certifications or skill sets are added to the respective tables.
  6. Click to edit the Minimum Rating.
  7. [Optional] Click to select the skill type as Essential or Desirable in the Required Skill Type column.
  8. Deselect the skills from the skill set table that you don’t require. By default, all the skills in the skill set are selected.
  9. [Optional] Click | Remove Skill to remove the skills / certifications added.
  10. [Optional] Click | Remove Skill Set to remove the skill sets added.
  11. [Optional] Do one of the following:
    • Leave All Skills selected if you want the resource to have all the added skills.
    • Select Any Skill if you want the resource to have any one of the added skills.
  12. [Optional] Do one of the following:
    • Leave All Essential Skills selected if you want the resource to have all the added essential skills.
    • Select Any Essential Skill if you want the resource to have any one of the added essential skills.
  13. Click Update. Your changes are updated and reflected under the Skills section in the Resource Filter.
  14. You can directly select or deselect the skills in a skill set and skills or certifications added under the Other Skills in the Skills section. These changes are also reflected in the Edit Skill Filters window.
  15. Click Apply to update the list of resources using the skills filter criteria specified.
Notes: If you deselect all the skills in a skill set, the entire skill set gets removed from the Skills section.

If you deselect a skill under the Other Skills, that skill is removed from the Skills section.

If you deselect all the skills in the Other Skills, the entire Other Skills section gets removed from the Skills section.

You can always add them back, by clicking Edit Skill Filters.

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